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West Fraser Timber Co Ltd (WFG)



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Upturn Advisory Summary
08/14/2025: WFG (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $94.5
1 Year Target Price $94.5
2 | Strong Buy |
5 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.09% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
West Fraser Timber Co Ltd
Company Overview
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.
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 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
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.westfraser.com |
Full time employees 9700 | Website https://www.westfraser.com |
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.

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