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West Fraser Timber Co Ltd (WFG)


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Upturn Advisory Summary
10/15/2025: WFG (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $92.83
1 Year Target Price $92.83
2 | Strong Buy |
5 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.1% | 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 5.29B USD | Price to earnings Ratio - | 1Y Target Price 92.83 |
Price to earnings Ratio - | 1Y Target Price 92.83 | ||
Volume (30-day avg) 7 | Beta 1.31 | 52 Weeks Range 66.00 - 98.65 | Updated Date 10/17/2025 |
52 Weeks Range 66.00 - 98.65 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.86% | Basic EPS (TTM) -1.61 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date 2025-10-22 | When - | Estimate -1.18 | Actual - |
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 36.63 | Enterprise Value 5075073020 | Price to Sales(TTM) 0.91 |
Enterprise Value 5075073020 | Price to Sales(TTM) 0.91 | ||
Enterprise Value to Revenue 0.87 | Enterprise Value to EBITDA 11.75 | Shares Outstanding 76578891 | Shares Floating 75350849 |
Shares Outstanding 76578891 | Shares Floating 75350849 | ||
Percent Insiders 32.18 | Percent Institutions 51.4 |
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, Canada. Initially a small lumber operation, it has grown through acquisitions and organic expansion into a diversified wood products company with operations in both Canada and the United States. It is now one of the largest lumber producers in the world.
Core Business Areas
- Lumber: West Fraser's primary business is lumber production. They produce a variety of softwood lumber products for use in construction, remodeling, and industrial applications.
- Engineered Wood Products: This segment includes the production of plywood, laminated veneer lumber (LVL), and other engineered wood products used in residential, commercial, and industrial construction.
- Pulp & Paper: West Fraser also manufactures pulp and paper products. These products are used in packaging, printing, and other applications.
- Wood Panel: This Segment includes the production of MDF (Medium Density Fiberboard), and Particleboard.
Leadership and Structure
West Fraser Timber Co. Ltd. is led by Raymond Ferris, as the Chief Executive Officer and the Board of Directors. The company is organized into business segments based on product lines.
Top Products and Market Share
Key Offerings
- Description of Product 1, include any market share data or number of users or revenue from this product. Who are the competitors for this product]:
- Product Name 1: Softwood Lumber: West Fraser is a leading softwood lumber producer. Market share data is dynamic based on region and product type. Competitors include Canfor, Resolute Forest Products, and Interfor.
- Description of Product 2, include any market share data or number of users or revenue from this product. Who are the competitors for this product]:
- Product Name 2: Engineered Wood Products (LVL, Plywood): These products are used in construction for structural support. Market share varies regionally. Competitors include Boise Cascade, Weyerhaeuser, and Roseburg Forest Products.
- Description of Product 3, include any market share data or number of users or revenue from this product. Who are the competitors for this product]:
- Product Name 3: Pulp: West Fraser produces Northern Bleached Softwood Kraft pulp. Key competitors include Resolute Forest Products, Domtar, and Mercer International.
Market Dynamics
Industry Overview
The wood products industry is cyclical and affected by housing starts, interest rates, economic growth, and government policies. There is an increasing demand for sustainable building materials and supply chain disruptions due to geopolitical issues.
Positioning
West Fraser is positioned as a large, diversified wood products company with a strong North American presence. Its competitive advantages include its scale, operational efficiency, and diversified product mix.
Total Addressable Market (TAM)
The global wood products market is estimated to be in the hundreds of billions of dollars. West Fraser, with its diversified product portfolio, aims to capture a significant portion of this market. The company's strategy focuses on operational excellence, strategic acquisitions, and product innovation to enhance its market share and overall profitability.
Upturn SWOT Analysis
Strengths
- Large scale and diversified operations
- Strong North American presence
- Operational efficiency
- Diversified product mix
- Strong relationships with customers.
Weaknesses
- Exposure to cyclicality of the housing market
- Sensitivity to lumber prices
- High capital intensity
- Dependence on raw material supply
Opportunities
- Increasing demand for sustainable building materials
- Expansion into new geographic markets
- Product innovation and development
- Strategic acquisitions to expand product portfolio
- Increased demand in the repair and remodel market
Threats
- Fluctuations in lumber prices
- Economic downturns and housing market declines
- Competition from other wood products companies
- Changes in government regulations and trade policies
- Disruptions in supply chains and raw material availability
Competitors and Market Share
Key Competitors
- LPX
- WY
- CFP
Competitive Landscape
West Fraser competes with other large wood products companies on the basis of price, quality, and service. West Fraser's scale and diversified product mix provide it with a competitive advantage.
Major Acquisitions
Norbord Inc.
- Year: 2021
- Acquisition Price (USD millions): 3100
- Strategic Rationale: The acquisition of Norbord expanded West Fraser's engineered wood products portfolio and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: West Fraser's growth has been driven by organic expansion and acquisitions. Placeholder for discussion.
Future Projections: Future growth projections would be based on analyst estimates. Placeholder for projections.
Recent Initiatives: Recent strategic initiatives require reviewing company press releases and SEC filings. Placeholder for initiatives.
Summary
West Fraser is a large and diversified wood products company that benefits from its scale, product mix, and North American presence. Its financial performance is closely linked to the cyclicality of the housing market and lumber prices. Strategic acquisitions have broadened its product offerings and market reach. The company should be aware of lumber prices and any potential economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary based on source.
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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