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Upturn AI SWOT - About
West Fraser Timber Co Ltd (WFG)
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Upturn Advisory Summary
07/10/2025: WFG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $98.17
1 Year Target Price $98.17
| 2 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.35B USD | Price to earnings Ratio - | 1Y Target Price 98.17 |
Price to earnings Ratio - | 1Y Target Price 98.17 | ||
Volume (30-day avg) 7 | Beta 1.57 | 52 Weeks Range 69.18 - 101.16 | Updated Date 07/11/2025 |
52 Weeks Range 69.18 - 101.16 | Updated Date 07/11/2025 | ||
Dividends yield (FY) 1.75% | Basic EPS (TTM) -0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.03% | Operating Margin (TTM) 4.32% |
Management Effectiveness
Return on Assets (TTM) 0.77% | Return on Equity (TTM) 0.03% |
Valuation
Trailing PE - | Forward PE 28.74 | Enterprise Value 5846547589 | Price to Sales(TTM) 1.06 |
Enterprise Value 5846547589 | Price to Sales(TTM) 1.06 | ||
Enterprise Value to Revenue 0.97 | Enterprise Value to EBITDA 9.38 | Shares Outstanding 77055000 | Shares Floating 75829766 |
Shares Outstanding 77055000 | Shares Floating 75829766 | ||
Percent Insiders 31.98 | Percent Institutions 50.77 |
Upturn AI SWOT
West Fraser Timber Co Ltd
Company Overview
History and Background
West Fraser Timber Co. Ltd. was founded in 1955 in Quesnel, British Columbia. Initially a small lumber operation, it has grown through organic expansion and strategic acquisitions to become a diversified wood products company with operations primarily in the United States and Canada.
Core Business Areas
- Lumber: Produces a variety of softwood lumber products for construction, industrial, and home improvement applications. It is one of the largest lumber producers in North America.
- Panels: Manufactures engineered wood products, including plywood, oriented strand board (OSB), and laminated veneer lumber (LVL).
- Pulp & Paper: Produces NBSK pulp, used in printing, writing and specialty papers. Some mills produce kraft paper, a type of paper made with chemical pulp from the kraft process.
- Wood Chips and Other: This includes revenue from lumber remanufacturing and logging.
Leadership and Structure
Raymond Ferris is the Chairman, Sean McLaren is the President and CEO. The company operates with a board of directors and various executive leadership roles overseeing different business segments and functions.
Top Products and Market Share
Key Offerings
- Softwood Lumber: West Fraser is a major producer of softwood lumber in North America. Market share fluctuates with housing market cycles, but estimates position them as one of the leading producers. Competitors include Canfor, Interfor, and Resolute Forest Products. Revenue highly dependent on lumber prices.
- Oriented Strand Board (OSB): West Fraser produces OSB used in construction for sheathing, flooring, and roofing. Market share varies regionally, but they are a significant player. Competitors include Norbord (now West Fraser following acquisition) and LP Building Solutions. Revenue also dependent on OSB prices.
- Northern Bleached Softwood Kraft (NBSK) Pulp: West Fraser's pulp is used to produce a variety of printing and specialty papers. Competitors are Domtar and Resolute Forest Products.
Market Dynamics
Industry Overview
The wood products industry is cyclical, driven by housing starts, renovation activity, and industrial demand. It is also influenced by factors such as timber supply, trade policies, and economic growth.
Positioning
West Fraser is one of the largest and most diversified wood products companies in North America, providing them with cost advantages through economies of scale and diversification of revenue streams. They're positioned to react to market changes and take advantage of acquisitions
Total Addressable Market (TAM)
The TAM for North American wood products is estimated to be several hundred billion dollars annually, encompassing lumber, panels, and pulp. West Fraser is well-positioned within this TAM, holding a significant market share in key product categories. Precise market share data varies year to year and by specific product line, dependent on market conditions.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Large-scale operations
- Strong market position in North America
- Efficient cost structure
- Vertical Integration
Weaknesses
- Exposure to cyclical housing market
- Sensitivity to lumber and panel prices
- Geographic concentration in North America
- Operational disruptions (weather, equipment failures)
Opportunities
- Increased demand from housing recovery
- Expansion into new geographic markets
- Product innovation (e.g., engineered wood products)
- Strategic acquisitions
- Focus on Sustainable Products
Threats
- Economic downturns
- Fluctuations in lumber and panel prices
- Trade barriers (e.g., tariffs)
- Competition from other wood products companies
- Forest fires and climate change affecting timber supply
Competitors and Market Share
Key Competitors
- LPX
- WY
- IFP
- CFP
Competitive Landscape
West Fraser's advantages include its scale, diversification, and cost efficiency. Disadvantages could include cyclicality and reliance on North American markets. LPX and WY are major competitors in engineered wood products and lumber. IFP and CFP are significant players in the lumber market.
Major Acquisitions
Norbord Inc.
- Year: 2021
- Acquisition Price (USD millions): 3100
- Strategic Rationale: Acquisition of Norbord Inc. to expand engineered wood products portfolio (OSB) and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: West Fraser's growth has been a combination of organic expansion and acquisitions. Past growth rates depend on lumber price cycles and acquisitions.
Future Projections: Future growth projections should be derived from analyst reports. The company is focused on increasing efficiency. Overall revenue projections are often directly associated with the expected demand from the housing market.
Recent Initiatives: Recent initiatives include acquisitions, capital investments in mill upgrades, and sustainability initiatives.
Summary
West Fraser is a leading diversified wood products company with a strong position in North America. Its financial performance is highly correlated with lumber and panel prices, making it susceptible to market cycles. Strategic acquisitions have strengthened its product offerings, but economic downturns and trade barriers remain potential risks. Sustainable practices and product innovation may provide future growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC/SEDAR)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Market data is subject to change and may not be completely accurate.
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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