UFS Domtar Corp.

Domtar Corp. engages in the design, manufacturing, marketing, and distribution of fiber-based products, which includes communication papers, specialty and packaging papers and absorbent hygiene products. It operates through the following segments: Pulp and Paper, and Personal Care. The Pulp and Paper segment is involved in the design, manufacturing, marketing, and distribution of communication, specialty and packaging papers, as well as softwood, fluff, and hardwood market pulp. The Personal Care segment consists of the design, manufacturing, marketing, and distribution of absorbent hygiene products. The company was founded on March 7, 2007 and is headquartered in Fort Mill, SC.

Company profile

Ticker

UFS

Exchange

NYSE

Website

www.domtar.com

CEO

John David Williams

Incorporated in

Delaware

Location

South Carolina

Fiscal year end

Dec 31

Sector

Process Industries > Pulp & Paper

Industry (SEC)

Paper Mills

International Paper • Verso • Glatfelter P H • Schweitzer-Mauduit International • Neenah • Resolute Forest Products • Potlatch Corp (old) • Fibria Celulose • Suzano • Domtar Paper ...

SEC CIK

0001381531

Corporate docs

Articles of Incorporation & Bylaws

UFS stock data

S&P 500

1M 1Y 2Y 5Y

FINRA relative short interest over last month (20 trading days) ?

Company financial data Financial data

Chart UFS financial data

Quarter (USD)	Mar 20	Dec 19	Sep 19	Jun 19
Revenue	1.28B	1.24B	1.28B	1.32B
Net income	5M	-34M	20M	18M
Diluted EPS
Net profit margin	0.39%	-2.73%	1.56%	1.37%
Operating income	19M	-15M	29M	34M
Net change in cash	91M	-37M	5M	-1M
Cash on hand	152M	61M	98M	93M
Cost of revenue				1.08B

Annual (USD)	Dec 19	Dec 18	Dec 17	Dec 16
Revenue	5.22B	5.46B	5.16B	5.1B
Net income	84M	283M	-258M	128M
Net profit margin	1.61%	5.19%	-5.00%	2.51%
Operating income	163M	386M	-328M	208M
Net change in cash	-50M	-28M	14M	-1M
Cash on hand	61M	111M	139M	125M
Cost of revenue		4.3B	4.15B	4.05B

Financial data from Domtar earnings reports

Recent insider trades

UFS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	#Shares	#Remaining
15 Apr 20	Loulou Patrick	RSU Common Stock	Grant	Aquire A	92.397	4,409.681
15 Apr 20	Buron Daniel	RSU Common Stock	Grant	Aquire A	277.173	13,228.173
15 Apr 20	Buron Daniel	RSU Common Stock	Grant	Aquire A	164.362	7,844.24
15 Apr 20	John David Williams	Deferred Share Units Common Stock	Grant	Aquire A	123.417	5,890.114
15 Apr 20	John David Williams	Deferred Share Units Common Stock	Grant	Aquire A	123.417	5,890.113
15 Apr 20	John David Williams	Deferred Share Units Common Stock	Grant	Aquire A	123.417	5,890.113
15 Apr 20	John David Williams	Deferred Share Units Common Stock	Grant	Aquire A	1,564.154	74,649.678
15 Apr 20	John David Williams	RSU Common Stock	Grant	Aquire A	1,001.492	47,796.492
15 Apr 20	John David Williams	RSU Common Stock	Grant	Aquire A	674.371	32,184.52
15 Apr 20	John David Williams	RSU Common Stock	Grant	Aquire A	600.989	28,682.339

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

UFS institutional ownership history Ownership history

91.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	225	270	-16.7%
Opened positions	29	51	-43.1%
Closed positions	74	34	+117.6%
Increased positions	76	68	+11.8%
Reduced positions	86	121	-28.9%

13F shares	Current	Prev Q	Change
Total value	4.24B	7.25B	-41.5%
Total shares	50.29M	52.73M	-4.6%
Total puts	320.1K	608.8K	-47.4%
Total calls	186K	120.4K	+54.5%
Total put/call ratio	1.7	5.1	-66.0%

Largest owners	Shares	Value	Change
BLK BlackRock	8.72M	$188.76M	-0.1%
Vanguard	6.67M	$144.37M	-0.3%
Dimensional Fund Advisors	4.66M	$100.93M	-5.4%
LSV Asset Management	2.6M	$56.31M	-8.1%
STT State Street	2M	$43.36M	+32.3%
BK Bank Of New York Mellon	1.2M	$25.97M	+0.3%
Donald Smith & Co.	947.18K	$20.5M	NEW
Millennium Management	922.17K	$19.96M	+66.6%
N Price T Rowe Associates	881.3K	$19.07M	+173.5%
Aqr Capital Management	795.18K	$17.21M	+8.2%

Largest transactions	Shares	Bought/sold	Change
Donald Smith & Co.	947.18K	+947.18K	NEW
Norges Bank	0	-872.78K	EXIT
GS Goldman Sachs	548.42K	-790.01K	-59.0%
Victory Capital Management	741.71K	+675.18K	+1014.8%
N Price T Rowe Associates	881.3K	+559.07K	+173.5%
Carlson Capital L P	517.44K	+517.44K	NEW
STT State Street	2M	+489.5K	+32.3%
Arrowstreet Capital, Limited Partnership	782.02K	-472.51K	-37.7%
MUFG Securities EMEA	500K	+410K	+455.6%
Ajo	0	-381.34K	EXIT

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Buckeye • Cellu Tissue

Content analysis ?

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	8th grade Avg

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Removed: accrued, acquired, adding, amortized, applied, ASC, assessing, capitalized, CCA, classification, column, combination, consideration, consistent, decided, depreciated, determining, direct, disclose, enabling, enactment, executory, exercise, expedient, expired, fourth, hindsight, hosted, identified, impaired, implicit, inconsistency, incremental, initial, initially, intercompany, investment, main, manner, netted, October, option, package, pattern, permitted, practical, prepaid, proposed, published, readily, recently, reclassification, remained, remeasure, remeasurement, repaid, repayment, repeal, retained, retrospectively, revised, seasonally, single, standard, tested, transitioning, unchanged, unrecognized, venture

From filing 10-Q 2020 Q1