West Fraser Timber

Analysts Adjust West Fraser Timber Price Targets Amid Earnings Concerns and Updated Valuation Metrics

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 May 25

Updated

23 Dec 25

Views

140

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-34.4%

7D

-0.9%

Loading

1Y

-34.4%

7D

-0.9%

You can edit this narrative until Dec 24 12:05 PM. Then, changes will post as Updates.

Author's Valuation

CA$103.7320.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Dec 25

Fair value Decreased 8.31%

WFG: Mill Closures And Buybacks Will Drive Stronger Margins Ahead

Analysts have modestly reduced their price target on West Fraser Timber, trimming fair value expectations by about $9 per share as slightly softer revenue growth and valuation assumptions more than offset a small improvement in projected profit margins. Analyst Commentary Analyst sentiment on West Fraser Timber remains mixed, with recent target cuts driven more by valuation discipline than a sharp change in the fundamental outlook.

Shared on 09 Dec 25

WFG: Mill Closures And Buybacks Will Support Stronger Margins Ahead

Analysts have reduced their price target on West Fraser Timber by C$3 to C$119, citing a modestly higher discount rate and slightly richer forward valuation assumptions, while maintaining a positive long term outlook on earnings growth and margins. Analyst Commentary Recent commentary on West Fraser Timber reflects a generally constructive stance on the company, even as some expectations are tempered to reflect a more balanced risk reward profile.

Shared on 25 Nov 25

WFG: Operational Shifts And Buybacks Will Drive Medium-Term Performance

Analysts have trimmed their price target for West Fraser Timber to C$119 from C$122, citing reassessments of future earnings expectations and valuation considerations. Analyst Commentary Recent analyst updates highlight both optimism and caution surrounding West Fraser Timber's outlook, particularly as it relates to the company’s valuation, expected earnings performance, and market positioning.

Shared on 06 Nov 25

Fair value Decreased 2.05%

WFG: Operational Strength And Buybacks Will Support Resilient Margin Performance

West Fraser Timber's analyst price target was lowered from C$122 to C$119. This reflects a modest shift as analysts cite updated margin expectations and slight adjustments to valuation assumptions.

Shared on 23 Oct 25

Fair value Decreased 3.26%

Analysts have lowered their price target for West Fraser Timber, citing a reduction from C$122 to C$119 and from $98 to $96. This adjustment comes as a response to recent earnings quality concerns, despite the company’s resilient sector position.

AnalystConsensusTarget Fair Value

CA$103.73

20.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.85%

Paper and Forestry Products revenue growth rate

0.12%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.41%

Calculation

US$603.23m

Earnings '28

x

11.46x

PE Ratio '28

=

US$6.91b

Market Cap '28

US$6.91b

Market Cap '28

/

74.48m

No. shares '28

=

US$92.84

Share Price '28

US$92.84 Share Price '28

Discounted to 2025 @ 7.40% p.a.

=

US$74.94

Fair Value '25

US$74.94 Fair Value '25

Converted to CAD @ 1.3753 USD/CAD Exchange Rate

=

CA$103.06

Fair Value '25