vs
Side-by-side financial comparison of Clearwater Paper Corp (CLW) and YELP INC (YELP). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $360.0M, roughly 1.0× YELP INC). YELP INC runs the higher net margin — 10.5% vs -3.6%, a 14.1% gap on every dollar of revenue. On growth, YELP INC posted the faster year-over-year revenue change (-0.5% vs -4.7%). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% CAGR vs 2.3%).
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
CLW vs YELP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $360.0M |
| Net Profit | $-12.8M | $37.8M |
| Gross Margin | -0.2% | — |
| Operating Margin | — | 13.6% |
| Net Margin | -3.6% | 10.5% |
| Revenue YoY | -4.7% | -0.5% |
| Net Profit YoY | -103.2% | -10.5% |
| EPS (diluted) | — | $0.60 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $360.0M | ||
| Q3 25 | $399.0M | $376.0M | ||
| Q2 25 | $391.8M | $370.4M | ||
| Q1 25 | $378.2M | $358.5M | ||
| Q4 24 | $387.1M | $362.0M | ||
| Q3 24 | $393.3M | $360.3M | ||
| Q2 24 | $344.4M | $357.0M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $37.8M | ||
| Q3 25 | $-53.3M | $39.3M | ||
| Q2 25 | $2.7M | $44.1M | ||
| Q1 25 | $-6.3M | $24.4M | ||
| Q4 24 | $199.1M | $42.2M | ||
| Q3 24 | $5.8M | $38.4M | ||
| Q2 24 | $-25.8M | $38.0M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | -0.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 13.6% | ||
| Q3 25 | -13.9% | 14.1% | ||
| Q2 25 | 2.5% | 14.4% | ||
| Q1 25 | -1.1% | 8.2% | ||
| Q4 24 | -4.0% | 14.8% | ||
| Q3 24 | -0.3% | 12.9% | ||
| Q2 24 | -13.6% | 11.1% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 10.5% | ||
| Q3 25 | -13.4% | 10.5% | ||
| Q2 25 | 0.7% | 11.9% | ||
| Q1 25 | -1.7% | 6.8% | ||
| Q4 24 | 51.4% | 11.7% | ||
| Q3 24 | 1.5% | 10.7% | ||
| Q2 24 | -7.5% | 10.7% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $0.60 | ||
| Q3 25 | $-3.30 | $0.61 | ||
| Q2 25 | $0.17 | $0.67 | ||
| Q1 25 | $-0.38 | $0.36 | ||
| Q4 24 | $11.87 | $0.58 | ||
| Q3 24 | $0.35 | $0.56 | ||
| Q2 24 | $-1.55 | $0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.5M | $319.4M |
| Total DebtLower is stronger | $361.1M | — |
| Stockholders' EquityBook value | $813.8M | $710.9M |
| Total Assets | $1.6B | $958.5M |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $319.4M | ||
| Q3 25 | $34.4M | $333.6M | ||
| Q2 25 | $46.7M | $301.1M | ||
| Q1 25 | $44.0M | $324.4M | ||
| Q4 24 | $79.6M | $317.9M | ||
| Q3 24 | $35.5M | $397.0M | ||
| Q2 24 | $39.6M | $384.8M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $710.9M | ||
| Q3 25 | $783.0M | $733.2M | ||
| Q2 25 | $836.8M | $746.4M | ||
| Q1 25 | $836.6M | $728.0M | ||
| Q4 24 | $854.6M | $744.0M | ||
| Q3 24 | $664.6M | $739.5M | ||
| Q2 24 | $658.6M | $735.3M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $958.5M | ||
| Q3 25 | $1.6B | $989.9M | ||
| Q2 25 | $1.6B | $980.2M | ||
| Q1 25 | $1.6B | $985.2M | ||
| Q4 24 | $1.7B | $983.6M | ||
| Q3 24 | $2.5B | $980.2M | ||
| Q2 24 | $2.5B | $965.0M |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $84.5M |
| Free Cash FlowOCF − Capex | — | $72.3M |
| FCF MarginFCF / Revenue | — | 20.1% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | — | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $84.5M | ||
| Q3 25 | $34.0M | $131.5M | ||
| Q2 25 | $-28.2M | $58.0M | ||
| Q1 25 | $1.5M | $98.0M | ||
| Q4 24 | $-35.1M | $71.0M | ||
| Q3 24 | $16.2M | $102.3M | ||
| Q2 24 | $21.1M | $39.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $72.3M | ||
| Q3 25 | $15.7M | $118.9M | ||
| Q2 25 | $-51.1M | $45.0M | ||
| Q1 25 | $-31.2M | $87.5M | ||
| Q4 24 | $-68.1M | $60.0M | ||
| Q3 24 | $-30.8M | $92.5M | ||
| Q2 24 | $3.0M | $30.1M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 20.1% | ||
| Q3 25 | 3.9% | 31.6% | ||
| Q2 25 | -13.0% | 12.2% | ||
| Q1 25 | -8.2% | 24.4% | ||
| Q4 24 | -17.6% | 16.6% | ||
| Q3 24 | -7.8% | 25.7% | ||
| Q2 24 | 0.9% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 3.4% | ||
| Q3 25 | 4.6% | 3.3% | ||
| Q2 25 | 5.8% | 3.5% | ||
| Q1 25 | 8.6% | 2.9% | ||
| Q4 24 | 8.5% | 3.0% | ||
| Q3 24 | 12.0% | 2.7% | ||
| Q2 24 | 5.3% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 2.24× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | -10.44× | 1.32× | ||
| Q1 25 | — | 4.02× | ||
| Q4 24 | -0.18× | 1.68× | ||
| Q3 24 | 2.79× | 2.66× | ||
| Q2 24 | — | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLW
Segment breakdown not available.
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
