Verso's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Verso (VRS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Verso vs Its Competitors
- TTM: Trailing 12-month revenue of 1,278M vs 45,288M combined for tracked competitors (2.7% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.7% annualized vs trailing 12 months), vs decelerating (-23.8%) for its tracked peer group.
- Growth: Verso generated 4.5% revenue growth year over year in Q4 2021, vs -19.4% for its tracked competitors combined.
- Profitability: Its 4.0% net margin compares with 8.2% for the peer group.
- Peer revenue share: Verso accounted for 3.7% of combined revenue among its tracked peer group, up from 2.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.25M compares with $0.46M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
VRS Sales vs. its Competitors, Q4 2021
Verso reported revenue growth of 4.46 % year on year in Q4 2021, above its competitors' combined revenue change of -19.43 %.
With a net margin of 3.96 %, Verso reported lower profitability than its competitors (8.24 %).
Verso generated 3.66 % of the combined sales of its peer group, up from 2.85 % a year earlier.
Verso vs. its Competitors, Q4 2021
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Verso and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Verso Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Verso's competitor groups requires a Commercial License.
For context: the Paper & Paper Products industry grew revenue 4.3% year over year, combined, vs 4.5% for Verso. Verso's share of combined industry revenue moved from 0.90% to 0.91%, a gain of 0.00 percentage points.
Verso's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Verso Corporation | No | No | No | No |
| Competitors combined (9) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 25.00 % (2 of 8) | 12.50 % (1 of 8) | 12.50 % (1 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
VRS Stock Performance relative to its Competitors
VRS Stock Performance relative to High-Confidence Competitors
VRS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ennis Inc | 282.9% | Outperformed |
| 2 | Magnera Corporation | 282.9% | Outperformed |
| 3 | Minerals Technologies Inc | 282.9% | Outperformed |
| 4 | Clearwater Paper Corporation | 282.9% | Outperformed |
| 5 | Weyerhaeuser Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Verso's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Verso's Comment on Competition and Industry Peers
price;
product availability;
product quality;
breadth of product offerings;
timeliness of product delivery; and
customer service.
Foreign competition in North America is also affected by the exchange rate
of the U.S. dollar relative to other currencies, especially the euro, market
prices in North America and other markets, worldwide supply and demand, and
the cost of ocean-going freight.
While our product offering is broad in terms of grades produced (from ultra-lightweight
coated groundwood offerings to heavier-weight coated freesheet products), we
are focused on producing coated groundwood and coated freesheet in roll form.
This strategy is driven by our alignment with catalog and magazine end-users
which tend to purchase paper in roll form for use in long runs of web printing
in order to minimize costs. Our principal competitors include Resolute Forest
Products, UPM-Kymmene Corporation, and Sappi Limited, all of which have North
American operations. UPM and Sappi are headquartered overseas and also have
overseas manufacturing facilities.
Publicly Traded Peers of Verso Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Verso Corporation | 833.15 | 1,278.00 |
| International Paper Company | 18,003.00 | 22,941.00 |
| Weyerhaeuser Company | 14,235.89 | 6,852.00 |
| Louisiana pacific Corporation | 4,624.20 | 2,468.00 |
| Minerals Technologies Inc | 2,079.35 | 2,143.70 |
| Resolute Forest Products Inc | 1,718.53 | 3,811.00 |
| SUBTOTAL | 42,834.76 | 46,566.15 |
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Sources: Verso Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Verso Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Verso's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Sappi Limited | Named by the company | 85% |
| Resolute Forest Products | Named by the company | 85% |
| UPM-Kymmene Corporation | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Verso's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Verso's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Verso Corporation | Paper 89.59 % |
| International Paper Company | Packaging Solutions North America 60.73 % |
| Weyerhaeuser Company | Wood Products 72.84 % |
| Louisiana pacific Corporation | Siding 62.72 % |
| Minerals Technologies Inc | Consumer and Specialties 50.05 % |
| Resolute Forest Products Inc | Wood Products 38.91 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Verso's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Verso Corporation | 833 | 245,769 | -577 |
| International Paper Company | 18,003 | 366,458 | -54,918 |
| Weyerhaeuser Company | 14,236 | 719,975 | 49,595 |
| Louisiana pacific Corporation | 4,624 | 573,953 | 12,558 |
| Minerals Technologies Inc | 2,079 | 566,816 | -15,997 |
| Resolute Forest Products Inc | 1,719 | 476,375 | 53,250 |
| PEERS TOTAL | 42,002 | 460,390 | -31,407 |
Verso's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| International Paper Company | EMEA 38.90 % |
| Magnera Corporation | Rest of World 45.10 % |
| Mercer International Inc | Foreign Countries 2.57 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Verso's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Paper & Paper Products industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (22 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 16.90 % | 20.15 % (avg) | -3.2 pp |
| Operating Margin | -2.27 % | industry median | -5.3 pp |
| EBITDA Margin | 11.66 % | 7.74 % (avg) | +3.9 pp |
| Capital Intensity (Capex / Revenue) | 5.16 % | 4.30 % (avg) | +0.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Verso's Valuation vs Competitive Position
Valuation multiples vs the Paper & Paper Products industry average (22 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 173.9x | 11.8x | +162.1x |
| EV / EBITDA | 4.1x | 7.1x | -3.0x |
| P/B | 1.3x | 2.4x | -1.2x |
| Return on Equity | -0.50 % | industry aggregate | -34.06 % |
| Return on Invested Capital | -1.91 % | 1.45 % (avg) | -3.36 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Verso's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -6.64 % | 134.59 % | 205.38 % | -21.15 % | -14.09 % | -8.87 % | -44.39 % | -5.96 % |
| Operating Margin | -13.47 % | -10.14 % | -7.28 % | -4.96 % | 5.67 % | -1.51 % | - | -2.27 % |
| Return on Invested Capital | 39.06 % | 56.70 % | 38.91 % | -7.01 % | 6.92 % | -1.61 % | - | -1.91 % |
| P/E | - | - | - | - | 5.2x | 8.8x | - | 173.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Verso's Strategic Group Map
Every company in Verso's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Verso is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Verso's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 5.16 % vs industry average 4.30 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Verso's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Verso's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Verso's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Verso falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Verso's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+2.7% annualized vs trailing 12 months).
Weaknesses
- Operating margin 5.3 points below the industry median.
- Return on equity 34.1 points below the industry aggregate.
Opportunities
- A meaningful share of tracked competitors (44.40 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-23.8% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Verso's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Verso Corporation | 0.81 | 2.38 | 0.01 |
| International Paper Company | 0.14 | 1.23 | 0.77 |
| Weyerhaeuser Company | 0.37 | 1.41 | 0.54 |
| Louisiana pacific Corporation | 0.95 | 3.03 | 0.20 |
| Minerals Technologies Inc | 0.51 | 1.84 | 0.57 |
| Resolute Forest Products Inc | 0.57 | 2.65 | 0.16 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Verso's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Verso Corporation | Q4 2021 | +4.5 % | - |
| International Paper Company | Q2 2026 | -11.3 % | - |
| Weyerhaeuser Company | Q2 2026 | -0.9 % | +86.2 % |
| Louisiana pacific Corporation | Q2 2026 | -12.1 % | -51.9 % |
| Minerals Technologies Inc | Q2 2026 | +11.5 % | - |
| Resolute Forest Products Inc | Q3 2022 | +19.2 % | +8.8 % |
| PEERS TOTAL | -5.0 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Verso's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Verso Corporation | Q4 2021 | -22.9 % | +460.0 % |
| International Paper Company | Q2 2026 | -1.8 % | +26.3 % |
| Weyerhaeuser Company | Q2 2026 | -0.2 % | +0.0 % |
| Louisiana pacific Corporation | Q2 2026 | -4.9 % | -13.2 % |
| Minerals Technologies Inc | Q2 2026 | +11.4 % | +48.6 % |
| Resolute Forest Products Inc | Q3 2022 | +17.9 % | +6.3 % |
Verso's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Verso Corporation | - | - | - |
| International Paper Company | - | - | - |
| Weyerhaeuser Company | 2.85% | 2.99% | 5.00% |
| Louisiana pacific Corporation | 2.06% | 2.29% | 3.11% |
| Minerals Technologies Inc | - | - | - |
| Resolute Forest Products Inc | 11.07% | 12.51% | 23.00% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Verso's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Verso Corporation | 192.79 | 0.65 |
| International Paper Company | - | 0.78 |
| Weyerhaeuser Company | 29.76 | 2.08 |
| Louisiana pacific Corporation | 83.62 | 1.87 |
| Minerals Technologies Inc | - | 0.97 |
| Resolute Forest Products Inc | 3.99 | 0.45 |
| PEERS AVERAGE | - | 0.92 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.