Ranpak vs Clearwater Paper

This page compares Ranpak Holdings Corp and Clearwater Paper Corp across core themes: business models, financial performance, and market context. It presents how each company addresses supply chains, product portfolios, growth strategy, and competitive landscape in a neutral, accessible way. Educational content, not financial advice.

About The Companies

Ranpak (PACK)

Ranpak Holdings Corp (PACK) designs and supplies paper-based protective packaging systems for e-commerce, industrial and retail customers. Investors should note its emphasis on sustainable fibre-based solutions that aim to replace plastic void-fill and cushioning, which can support growth as companies prioritise recycling and circularity. Ranpak’s revenues are influenced by e-commerce trends, packaging demand cycles and capital spending on automated systems; profitability can vary with volume, raw‑material costs and installation timing. With a market capitalisation near $443m, the company is a smaller-cap niche player — potentially offering growth exposure but also higher volatility than large-cap peers. Key considerations include execution on sales of equipment and ongoing consumable sales, competition from alternative materials, and the need for continued innovation. This information is general and educational, not personal financial advice; suitability depends on your circumstances and risk tolerance and returns are not guaranteed.

Clearwater Paper (CLW)

Clearwater Paper Corporation (CLW) is a North American manufacturer of pulp, consumer tissue products and paperboard that supplies retailers, converters and packaging customers. With a market capitalisation of roughly $318.4 million, it sits in the small‑cap segment and can display higher volatility and thinner liquidity than larger peers. Investors should know the business is capital‑intensive and sensitive to commodity cycles — pulp and recycled fibre prices, energy and freight costs all influence margins — while demand is exposed to consumer spending and packaging trends. The company faces operational and regulatory challenges common to the paper industry, including sustainability expectations and capital expenditure needs. Potential attractions include focused product niches and any operational improvements, but investors should weigh cyclical volume risk, input‑cost swings and balance‑sheet position. This is educational information only and not personalised investment advice; suitability depends on individual circumstances and past performance is not a reliable indicator of future results.

Comparison Snapshot

Key Financial Metrics

PACK

Metric

CLW

$483.47M

Market Cap

$290.29M

93.85%

Potential Profit

46.41%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)

International Paper's $1.5 billion sale of its cellulose fibers unit signals a strategic pivot to its core sustainable packaging business. This move highlights a broader industry trend of portfolio optimization, creating potential growth opportunities for companies focused on eco-friendly packaging solutions and related industries.

Published: August 22, 2025

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Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)

Published: August 22, 2025

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Investment Analysis

Ranpak

PACK

Pros

Ranpak Holdings demonstrates consistent revenue growth, with a 10.38% year-over-year increase reaching approximately $380.7 million in the trailing twelve months to Q3 2025.
The company focuses on environmentally sustainable packaging solutions in growing e-commerce and industrial supply chains, which aligns with increasing global demand for eco-friendly products.
Ranpak holds a diverse geographical footprint with major revenues from Europe/Asia and North America, supporting exposure to multiple key markets.

Considerations

Ranpak continues to report net losses with negative earnings per share around -$0.45 and net profit margins near -10%, indicating ongoing profitability challenges.
The company has a relatively high debt-to-equity ratio of about 74%, suggesting leverage risk that could impact financial flexibility.
Despite revenue growth, EBITDA and net margins remain negative or low, reflecting operational inefficiencies or high costs that could pressure future earnings.

Clearwater Paper

CLW

Pros

Clearwater Paper benefits from its established position in the paper manufacturing industry with integrated operations spanning pulp, paperboard, and tissue products.
The company has made strategic investments to improve capacity and operational efficiencies, positioning it to benefit from sustained demand in packaging and hygiene segments.
Clearwater Paper's exposure to essential consumer and industrial markets underpins relatively stable revenue streams amid economic fluctuations.

Considerations

Clearwater Paper faces cyclicality and raw material cost volatility risks typical of the paper industry, which can compress margins during adverse commodity price cycles.
The company experiences competitive pressures from larger, diversified packaging and paper producers, potentially limiting pricing power.
Environmental regulations and sustainability demands require ongoing capital expenditure, which could strain cash flow and profitability.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)

Which Baskets Do They Appear In?

Green Packaging Investment Theme: 18 Stocks (2025)