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WFG
Upturn stock ratingUpturn stock rating

West Fraser Timber Co Ltd (WFG)

Upturn stock ratingUpturn stock rating
$73.13
Last Close (24-hour delay)
Profit since last BUY-3.78%
upturn advisory
WEAK BUY
BUY since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

06/20/2025: WFG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

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

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Year Target Price $98.17

Year Target Price $98.17

Analyst’s Price TargetsFor last 52 week
$98.17Target price
Low$69.18
Current$73.13
high$101.16

Analysis of Past Performance

Type Stock
Historic Profit -4.74%
Avg. Invested days 31
Today’s Advisory WEAK BUY
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 06/20/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 5.82B USD
Price to earnings Ratio -
1Y Target Price 98.17
Price to earnings Ratio -
1Y Target Price 98.17
Volume (30-day avg) -
Beta 1.57
52 Weeks Range 69.18 - 101.16
Updated Date 06/29/2025
52 Weeks Range 69.18 - 101.16
Updated Date 06/29/2025
Dividends yield (FY) 1.75%
Basic EPS (TTM) -0.03

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 27.7
Enterprise Value 5654222533
Price to Sales(TTM) 0.97
Enterprise Value 5654222533
Price to Sales(TTM) 0.97
Enterprise Value to Revenue 0.94
Enterprise Value to EBITDA 9.08
Shares Outstanding 77055000
Shares Floating 75829766
Shares Outstanding 77055000
Shares Floating 75829766
Percent Insiders 31.98
Percent Institutions 50.47

Analyst Ratings

Rating 4.29
Target Price 98.17
Buy 5
Strong Buy 2
Buy 5
Strong Buy 2
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

West Fraser Timber Co Ltd

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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.