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WFG
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West Fraser Timber Co Ltd (WFG)

Upturn stock ratingUpturn stock rating
$74.9
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/14/2025: WFG (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

7 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $94.5

1 Year Target Price $94.5

Analysts Price Target For last 52 week
$94.5 Target price
52w Low $68.63
Current$74.9
52w High $101.16

Analysis of Past Performance

Type Stock
Historic Profit -5.09%
Avg. Invested days 34
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 5.93B USD
Price to earnings Ratio -
1Y Target Price 94.5
Price to earnings Ratio -
1Y Target Price 94.5
Volume (30-day avg) 7
Beta 1.42
52 Weeks Range 68.63 - 101.16
Updated Date 08/15/2025
52 Weeks Range 68.63 - 101.16
Updated Date 08/15/2025
Dividends yield (FY) 1.68%
Basic EPS (TTM) -1.61

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Earnings Date

Report Date 2025-07-22
When Before Market
Estimate 0.8075
Actual -0.38

Profitability

Profit Margin -2.16%
Operating Margin (TTM) -2.94%

Management Effectiveness

Return on Assets (TTM) -0.5%
Return on Equity (TTM) -1.78%

Valuation

Trailing PE -
Forward PE 27.62
Enterprise Value 5608234843
Price to Sales(TTM) 1.02
Enterprise Value 5608234843
Price to Sales(TTM) 1.02
Enterprise Value to Revenue 0.96
Enterprise Value to EBITDA 12.98
Shares Outstanding 76578896
Shares Floating 75350849
Shares Outstanding 76578896
Shares Floating 75350849
Percent Insiders 32.06
Percent Institutions 49.92

ai summary icon Upturn AI SWOT

West Fraser Timber Co Ltd

stock logo

Company Overview

overview logo History and Background

West Fraser was founded in 1955 by three brothers: Samuel, William, and Pete Ketcham. Initially, it operated a small sawmill in Quesnel, British Columbia. Over the decades, West Fraser expanded through strategic acquisitions and organic growth to become a leading North American wood products company.

business area logo Core Business Areas

  • Lumber: West Fraser is one of the largest lumber producers in North America, manufacturing a variety of softwood lumber products used in construction, industrial applications, and home improvement. They are the largest softwood lumber producer in North America.
  • Engineered Wood Products: This segment includes the production of plywood, laminated veneer lumber (LVL), and other engineered wood products that offer enhanced strength and performance compared to traditional lumber.
  • Pulp & Paper: West Fraser produces northern bleached softwood kraft (NBSK) pulp and newsprint used in printing and packaging. This sector is smaller than lumber and engineered wood products.
  • Panels: This division manufactures panels and includes the production of Medium density fibreboard (MDF).

leadership logo Leadership and Structure

Raymond Ferris is the current President and CEO of West Fraser. The company operates with a decentralized structure, with various divisions reporting to senior management. The Board of Directors provides oversight and strategic guidance.

Top Products and Market Share

overview logo Key Offerings

  • Softwood Lumber: West Fraser is the largest softwood lumber producer in North America. Market share fluctuates, but is estimated to be around 15-20%. Competitors include Canfor (CFPZF), Resolute Forest Products (RFP), and Interfor (IFSPF).
  • Plywood: West Fraser produces a variety of plywood products. Precise market share data is difficult to obtain, as the plywood market is highly fragmented. Competitors include Georgia-Pacific, Roseburg Forest Products, and PotlatchDeltic (PCH).
  • NBSK Pulp: West Fraser produces NBSK pulp which is a type of paper pulp that is used in the manufacture of printing and writing papers, tissue papers, and packaging materials. The top global pulp producers include Suzano, Resolute Forest Products (RFP), and Domtar.

Market Dynamics

industry overview logo Industry Overview

The wood products industry is cyclical and influenced by factors such as housing starts, interest rates, and economic growth. Demand is driven by construction activity, renovation, and repair spending. Trade policies and supply chain disruptions also play a significant role.

Positioning

West Fraser is a leading North American wood products company with a strong focus on operational efficiency and sustainable forestry practices. Its competitive advantages include its scale, geographic diversification, and integrated operations.

Total Addressable Market (TAM)

The global wood products market is estimated at hundreds of billions of dollars. West Fraser is positioned to capture a significant portion of this TAM through its diverse product portfolio and strategic investments.

Upturn SWOT Analysis

Strengths

  • Large scale and diversified operations
  • Strong market position in North America
  • Focus on sustainable forestry
  • Efficient production processes
  • Strong financial performance

Weaknesses

  • Exposure to cyclical industry dynamics
  • Vulnerability to lumber price volatility
  • Dependence on raw material availability
  • Sensitivity to changes in trade policies

Opportunities

  • Growing demand for sustainable building materials
  • Expansion into new geographic markets
  • Product innovation and development
  • Acquisition opportunities
  • Increased use of engineered wood products

Threats

  • Economic downturns and housing market slowdowns
  • Increased competition from other wood products companies
  • Changes in government regulations and environmental policies
  • Supply chain disruptions and rising input costs
  • Forest fires and other natural disasters

Competitors and Market Share

competitor logo Key Competitors

  • CFPZF
  • IFSPF
  • PCH
  • LPX

Competitive Landscape

West Fraser benefits from its scale and diversified operations, but faces competition from other large wood products companies with similar capabilities.

Major Acquisitions

Norbord Inc.

  • Year: 2021
  • Acquisition Price (USD millions): 3100
  • Strategic Rationale: Expanded West Fraser's engineered wood products portfolio and geographic reach.

Growth Trajectory and Initiatives

Historical Growth: West Fraser has grown significantly through acquisitions and organic expansion. Historical growth is influenced by lumber prices and housing market activity.

Future Projections: Future growth is expected to be driven by increased demand for sustainable building materials and continued expansion in key markets. Analyst estimates vary depending on market conditions.

Recent Initiatives: Recent initiatives include investments in new production facilities, acquisitions of timberlands, and expansion of engineered wood products capacity.

Summary

West Fraser is a major player in the North American lumber market, benefiting from its large scale and diversified operations. Its cyclical nature exposes it to market volatility, but its focus on sustainability and strategic acquisitions positions it for long-term growth. Key challenges include managing raw material costs and navigating changing regulations. Overall, West Fraser exhibits a strong market position tempered by industry-specific risks.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Industry Reports
  • Market Analysis

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About West Fraser Timber Co Ltd

Exchange NYSE
Headquaters Vancouver, BC, Canada
IPO Launch date 2007-07-13
CEO, President & Director Mr. Sean P. McLaren
Sector Basic Materials
Industry Lumber & Wood Production
Full time employees 9700
Full time employees 9700

West Fraser Timber Co. Ltd., a diversified wood products company, engages in manufacturing, selling, marketing, and distributing lumber, engineered wood products, pulp, newsprint, wood chips, and other residuals and renewable energy. It offers spruce-pine-fir, douglas fir-larch, hem-fir, and southern yellow pine lumber, treated wood products, medium density fiberboard panels and plywood, oriented strand board, and laminated veneer lumber wood products, as well as particleboards. In addition, the company provides northern bleached softwood Kraft pulp and bleached chemical thermo-mechanical pulp used to produce various paper products, including printing and writing papers, paperboard products, tissue and towel products, and a variety of other paper grades. Further, it offers bioproducts, including bioenergy and biomaterial. Its products are used in home construction, repair and remodeling, papers, tissue, and box materials, and industrial applications. The company sells its products to major retail chains, contractor supply yards, and wholesalers, as well as industrial customers for further processing or as components for other products in Canada, the United States, the United Kingdom, Europe, and internationally. West Fraser Timber Co. Ltd. was founded in 1955 and is headquartered in Vancouver, Canada.