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West Fraser Timber Co Ltd (WFG)
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Upturn Advisory Summary
12/02/2025: WFG (1-star) is currently NOT-A-BUY. Pass it for now.
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 $88.33
1 Year Target Price $88.33
| 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  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.78B USD | Price to earnings Ratio - | 1Y Target Price 88.33 |
Price to earnings Ratio - | 1Y Target Price 88.33 | ||
Volume (30-day avg) 7 | Beta 1.3 | 52 Weeks Range 57.34 - 94.57 | Updated Date 12/3/2025 |
52 Weeks Range 57.34 - 94.57 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 2.10% | Basic EPS (TTM) -3.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.35% | Operating Margin (TTM) -21.12% |
Management Effectiveness
Return on Assets (TTM) -1.82% | Return on Equity (TTM) -3.61% |
Valuation
Trailing PE - | Forward PE 36.63 | Enterprise Value 4573220971 | Price to Sales(TTM) 0.84 |
Enterprise Value 4573220971 | Price to Sales(TTM) 0.84 | ||
Enterprise Value to Revenue 0.8 | Enterprise Value to EBITDA 17.45 | Shares Outstanding 76071959 | Shares Floating 74845554 |
Shares Outstanding 76071959 | Shares Floating 74845554 | ||
Percent Insiders 32.32 | Percent Institutions 58.29 |
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 sawmill operation, it expanded through strategic acquisitions and organic growth to become a diversified 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.
- Engineered Wood Products: West Fraser produces plywood, oriented strand board (OSB), and laminated veneer lumber (LVL) for structural and industrial applications.
- Pulp & Paper: West Fraser produces northern bleached softwood kraft (NBSK) pulp and other specialty pulp products.
- Wood Residue: West Fraser sells wood residue to bioenergy plants.
Leadership and Structure
Raymond Ferris is the Chairman. Sean McLaren is the President and CEO. The company operates with a hierarchical structure, with regional and functional divisions.
Top Products and Market Share
Key Offerings
- Softwood Lumber: Softwood lumber is a primary product, utilized in residential and commercial construction. Market share fluctuates with housing starts. Competitors include Canfor, Resolute Forest Products, and Interfor. Difficult to assess exact numbers, but estimates put market share at 10-15% depending on product segment.
- Oriented Strand Board (OSB): OSB is used in sheathing, subflooring, and other structural applications. Major competitors include Norbord (now part of West Fraser), LP Building Solutions, and Huber Engineered Woods. Estimated North American market share varies but is within 20-25% after acquisition of Norbord. The company acquired Norbord in 2021, thereby increasing their total market share.
- Northern Bleached Softwood Kraft (NBSK) Pulp: NBSK pulp is used in the production of paper products. Competitors include Domtar, Resolute Forest Products, and Mercer International. Not the primary revenue driver and revenue split not available.
Market Dynamics
Industry Overview
The wood products industry is cyclical and influenced by housing starts, economic growth, and global trade. There is also increasing focus on sustainability and environmentally friendly building materials.
Positioning
West Fraser is positioned as a leading North American wood products company with a diversified product portfolio and extensive distribution network. Their competitive advantages include scale, efficient operations, and a strong reputation for quality.
Total Addressable Market (TAM)
The global wood products market is estimated at over $700 billion. West Fraser is positioned to capture a portion of this TAM through its diversified product lines and market reach. Exact percentage of TAM capture fluctuates with housing market conditions.
Upturn SWOT Analysis
Strengths
- Large scale and production capacity
- Diversified product portfolio
- Extensive distribution network
- Strong financial position
- Efficient operations
Weaknesses
- Exposure to cyclical housing market
- Dependence on raw material supply
- Geographic concentration in North America
- Vulnerable to lumber price volatility
Opportunities
- Expansion into new geographic markets
- Development of new wood products and technologies
- Increased focus on sustainable building materials
- Growing demand for engineered wood products
Threats
- Economic downturn and decline in housing starts
- Increased competition from other wood products companies
- Fluctuations in lumber prices
- Changes in government regulations and trade policies
- Forest fires and other natural disasters affecting timber supply
Competitors and Market Share
Key Competitors
- LPX
- IFP
- WY
Competitive Landscape
West Fraser benefits from scale and diversification. However, its profitability is tied to lumber prices, and it faces competition from other large wood products companies.
Major Acquisitions
Norbord
- Year: 2021
- Acquisition Price (USD millions): 3100
- Strategic Rationale: Expanded West Fraser's product portfolio into OSB and diversified its geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic expansion. Growth is subject to market volatility and is correlated to the housing market.
Future Projections: Future projections depend on various factors, including housing starts, lumber prices, and economic conditions. Consult analyst reports for details.
Recent Initiatives: Recent initiatives include investments in new production capacity, expansion into new geographic markets, and focus on sustainable forestry practices.
Summary
West Fraser is a significant player in the North American wood products industry, benefiting from scale and diversification. Its financial performance is closely tied to lumber prices and the housing market cycle, creating volatility. Strategic acquisitions, like Norbord, provide growth opportunities, but the company must manage risks associated with cyclical markets and raw material costs. Its commitment to sustainability is increasingly important in the current market environment.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
- West Fraser Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary. Financial data is subject to change and should be verified with official company filings.
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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