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CLW vs. PHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CLW and PHX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

CLW vs. PHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clearwater Paper Corporation (CLW) and PHX Minerals Inc. (PHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CLW:

-0.82

PHX:

1.11

Sortino Ratio

CLW:

-1.07

PHX:

1.99

Omega Ratio

CLW:

0.87

PHX:

1.25

Calmar Ratio

CLW:

-0.59

PHX:

0.47

Martin Ratio

CLW:

-0.92

PHX:

8.50

Ulcer Index

CLW:

44.52%

PHX:

4.94%

Daily Std Dev

CLW:

53.03%

PHX:

37.98%

Max Drawdown

CLW:

-82.07%

PHX:

-95.48%

Current Drawdown

CLW:

-61.08%

PHX:

-84.49%

Fundamentals

Market Cap

CLW:

$476.45M

PHX:

$164.20M

EPS

CLW:

-$4.65

PHX:

$0.19

PEG Ratio

CLW:

4.05

PHX:

0.00

PS Ratio

CLW:

0.32

PHX:

4.55

PB Ratio

CLW:

0.57

PHX:

1.31

Total Revenue (TTM)

CLW:

$1.75B

PHX:

$38.46M

Gross Profit (TTM)

CLW:

$117.10M

PHX:

$21.10M

EBITDA (TTM)

CLW:

$28.50M

PHX:

$9.13M

Returns By Period

In the year-to-date period, CLW achieves a -1.55% return, which is significantly lower than PHX's 9.35% return. Over the past 10 years, CLW has outperformed PHX with an annualized return of -7.11%, while PHX has yielded a comparatively lower -13.24% annualized return.


CLW

YTD

-1.55%

1M

18.81%

6M

17.52%

1Y

-43.05%

3Y*

-3.73%

5Y*

0.89%

10Y*

-7.11%

PHX

YTD

9.35%

1M

9.90%

6M

19.19%

1Y

41.10%

3Y*

13.52%

5Y*

2.84%

10Y*

-13.24%

*Annualized

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Clearwater Paper Corporation

PHX Minerals Inc.

Risk-Adjusted Performance

CLW vs. PHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLW
The Risk-Adjusted Performance Rank of CLW is 1515
Overall Rank
The Sharpe Ratio Rank of CLW is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of CLW is 1111
Sortino Ratio Rank
The Omega Ratio Rank of CLW is 1212
Omega Ratio Rank
The Calmar Ratio Rank of CLW is 1313
Calmar Ratio Rank
The Martin Ratio Rank of CLW is 2828
Martin Ratio Rank

PHX
The Risk-Adjusted Performance Rank of PHX is 8484
Overall Rank
The Sharpe Ratio Rank of PHX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of PHX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PHX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of PHX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of PHX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CLW vs. PHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Clearwater Paper Corporation (CLW) and PHX Minerals Inc. (PHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current CLW Sharpe Ratio is -0.82, which is lower than the PHX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of CLW and PHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

CLW vs. PHX - Dividend Comparison

CLW has not paid dividends to shareholders, while PHX's dividend yield for the trailing twelve months is around 3.46%.


TTM20242023202220212020201920182017201620152014
CLW
Clearwater Paper Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PHX
PHX Minerals Inc.
3.46%3.50%3.03%1.93%1.84%3.04%1.43%1.03%0.78%0.68%0.99%0.69%

Drawdowns

CLW vs. PHX - Drawdown Comparison

The maximum CLW drawdown since its inception was -82.07%, smaller than the maximum PHX drawdown of -95.48%. Use the drawdown chart below to compare losses from any high point for CLW and PHX. For additional features, visit the drawdowns tool.


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Volatility

CLW vs. PHX - Volatility Comparison

The current volatility for Clearwater Paper Corporation (CLW) is 10.83%, while PHX Minerals Inc. (PHX) has a volatility of 22.43%. This indicates that CLW experiences smaller price fluctuations and is considered to be less risky than PHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

CLW vs. PHX - Financials Comparison

This section allows you to compare key financial metrics between Clearwater Paper Corporation and PHX Minerals Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M20212022202320242025
378.20M
10.76M
(CLW) Total Revenue
(PHX) Total Revenue
Values in USD except per share items

CLW vs. PHX - Profitability Comparison

The chart below illustrates the profitability comparison between Clearwater Paper Corporation and PHX Minerals Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20212022202320242025
9.7%
60.7%
(CLW) Gross Margin
(PHX) Gross Margin
CLW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Clearwater Paper Corporation reported a gross profit of 36.70M and revenue of 378.20M. Therefore, the gross margin over that period was 9.7%.

PHX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a gross profit of 6.53M and revenue of 10.76M. Therefore, the gross margin over that period was 60.7%.

CLW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Clearwater Paper Corporation reported an operating income of -4.00M and revenue of 378.20M, resulting in an operating margin of -1.1%.

PHX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported an operating income of 2.78M and revenue of 10.76M, resulting in an operating margin of 25.8%.

CLW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Clearwater Paper Corporation reported a net income of -6.30M and revenue of 378.20M, resulting in a net margin of -1.7%.

PHX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PHX Minerals Inc. reported a net income of 4.38M and revenue of 10.76M, resulting in a net margin of 40.7%.