West Fraser Timber Management
Management Kriterienprüfungen 4/4
West Fraser Timber CEO ist Sean McLaren , ernannt in Jan 2024, hat eine Amtszeit von 2.42 Jahren. Die jährliche Gesamtvergütung beträgt $2.99M , bestehend aus 30.4% Gehalt und 69.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.041% der Aktien des Unternehmens, im Wert von CA$2.92M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.9 Jahre bzw. 5.3 Jahre.
Wichtige Informationen
Sean McLaren
Geschäftsführender
US$3.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 30.45% |
| Amtszeit als Geschäftsführer | 2.4yrs |
| Eigentum des Geschäftsführers | 0.04% |
| Durchschnittliche Amtszeit des Managements | 4.9yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.3yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • Jun 06
WFG: Sustainability Progress And Fibre Security Will Support Future Share Price Upside
Analysts have trimmed their price target on West Fraser Timber by about CA$1 to CA$105. This reflects slightly different assumptions on fair value, discount rates, revenue growth, profit margins and future P/E multiples following recent research updates from several firms.Narrativ-Update • Apr 23
WFG: New Buyback Authorization Will Support Future Share Price Upside
Analysts have reduced their average price target on West Fraser Timber by about CA$2.48, citing recent downgrades and target cuts that reflect slightly higher discount rates and marginally lower assumed future P/E multiples in their models. Analyst Commentary Recent Street research on West Fraser Timber has focused on recalibrating expectations, with commentators updating models to reflect higher discount rates and slightly lower assumed future P/E multiples.Narrativ-Update • Apr 09
WFG: Rating Upgrade And New Buyback Plan Will Support Future Upside
Analysts have raised their price target on West Fraser Timber, supported by a higher CA$ fair value estimate based on slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research points to a more constructive stance on West Fraser Timber, reflected in an upgraded rating and a higher fair value estimate that feeds directly into the revised price target.Narrativ-Update • Mar 26
WFG: Upgrade And Buyback Plan Will Support Future Upside Potential
Analysts have adjusted their assumptions on the discount rate, long term revenue growth, margin profile and future P/E for West Fraser Timber, leading to a refreshed price target of about CA$108.74, which you can use as a reference point for your own valuation work. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade as a signal that execution expectations have improved, which supports the refreshed price target of about CA$108.74 as a reasonable reference point for your own models.Narrativ-Update • Mar 09
WFG: Upgraded Outlook And Impairment Test Will Support Future Upside Potential
Analysts have trimmed their price target on West Fraser Timber to about CA$109 from roughly CA$110. This reflects slightly more cautious assumptions on fair value, revenue growth and profit margins, partly offset by a modestly higher expected future P/E multiple following the recent upgrade in Street research coverage.Narrativ-Update • Feb 23
WFG: Impairment Charge And Upgraded Outlook Will Support Future Upside Potential
Analysts have lifted their price target on West Fraser Timber from about CA$107.92 to roughly CA$110.49, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and recent positive research attention on the stock. Analyst Commentary Recent research attention on West Fraser Timber has focused on how updated assumptions feed into the company’s valuation, with some analysts taking a more constructive view on the risk and reward profile.Narrativ-Update • Feb 09
WFG: Impairment And Upgraded Expectations Will Shape Future Earnings Resilience
Analysts have raised their price target on West Fraser Timber to US$107.92 from US$103.73, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts link the higher US$107.92 price target to updated assumptions around revenue growth and profit margins, which they view as better aligned with the company’s current execution.Narrativ-Update • Jan 26
WFG: Mill Closures And Impairment Will Shape Future Earnings Resilience
Narrative Update: West Fraser Timber Analysts have nudged their price target for West Fraser Timber higher to reflect modest tweaks to the discount rate and long term assumptions, while keeping fair value broadly aligned with updated expectations for a slightly richer future P/E multiple. Analyst Commentary Recent Street research around West Fraser Timber has been relatively limited in detail, but the latest upgrade suggests shifting sentiment among some coverage.Narrativ-Update • Jan 12
WFG: Mill Closures And Buybacks Will Support Future Margin Resilience
Analysts have maintained their fair value estimate for West Fraser Timber at approximately $104. The updated price target reflects a slightly higher discount rate and marginally lower assumptions for revenue growth, profit margins, and future P/E.Narrativ-Update • Dec 23
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.Narrativ-Update • Dec 09
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.Narrativ-Update • 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.Narrativ-Update • Nov 06
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.Narrativ-Update • Oct 23
Analysts Adjust West Fraser Timber Price Targets Amid Earnings Concerns and Updated Valuation Metrics
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.Analyseartikel • Sep 27
Is West Fraser Timber (TSE:WFG) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Aug 31
Estimating The Fair Value Of West Fraser Timber Co. Ltd. (TSE:WFG)
Key Insights West Fraser Timber's estimated fair value is CA$113 based on 2 Stage Free Cash Flow to Equity Current...Neues Narrativ • May 09
Improved SPF Demand And Operating Efficiencies Will Drive Future Progress
Improved SPF demand and pricing boost lumber segment performance, enhancing revenues and net margins.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$3m | US$911k | -US$937m |
| Sep 26 2025 | n/a | n/a | -US$248m |
| Jun 27 2025 | n/a | n/a | -US$126m |
| Mar 28 2025 | n/a | n/a | US$2m |
| Dec 31 2024 | US$11m | US$848k | -US$5m |
| Sep 27 2024 | n/a | n/a | -US$96m |
| Jun 28 2024 | n/a | n/a | US$145m |
| Mar 29 2024 | n/a | n/a | -US$90m |
| Dec 31 2023 | US$1m | US$484k | -US$167m |
| Sep 29 2023 | n/a | n/a | -US$107m |
| Jun 30 2023 | n/a | n/a | -US$50m |
| Mar 31 2023 | n/a | n/a | US$843m |
| Dec 31 2022 | US$2m | US$437k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$2m | US$402k | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$3b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$1m | US$368k | US$588m |
| Sep 30 2020 | n/a | n/a | US$274m |
| Jun 30 2020 | n/a | n/a | -US$20m |
| Mar 31 2020 | n/a | n/a | -US$93m |
| Dec 31 2019 | US$1m | US$349k | -US$116m |
Vergütung im Vergleich zum Markt: SeanDie Gesamtvergütung ($USD2.99M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Canadian ($USD4.52M).
Entschädigung vs. Einkommen: SeanDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Sean McLaren (57 yo)
2.4yrs
Amtszeit
US$2,991,903
Vergütung
Mr. Sean P. McLaren serves as President, CEO & Director at West Fraser Timber Co. Ltd from January 01, 2024 and served as its Chief Operating Officer since December 07, 2021 until December 31, 2023. He ser...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 2.4yrs | US$2.99m | 0.041% CA$ 2.9m | |
| EVP & Chief Financial Officer | 9.2yrs | US$1.20m | 0.011% CA$ 794.5k | |
| Senior Vice-President of Corporate Services | 5.3yrs | US$815.12k | 0.013% CA$ 909.6k | |
| Executive Vice-President of North American Operations | 4.5yrs | US$1.13m | 0.017% CA$ 1.2m | |
| Senior Vice President of Europe | 4.5yrs | US$770.41k | keine Daten | |
| Vice-President of Capital & Technology | 6.3yrs | keine Daten | keine Daten | |
| VP & General Counsel | no data | keine Daten | keine Daten | |
| Director of Communications | no data | keine Daten | keine Daten | |
| Senior Vice President of Sales & Marketing | no data | keine Daten | 0.0028% CA$ 200.1k | |
| Vice-President of Human Resources | no data | keine Daten | keine Daten | |
| Senior Vice-President of Western Canada | 4.5yrs | keine Daten | 0.010% CA$ 716.0k | |
| Corporate Secretary | 8.9yrs | keine Daten | keine Daten |
4.9yrs
Durchschnittliche Betriebszugehörigkeit
57.5yo
Durchschnittliches Alter
Erfahrenes Management: WFGDas Führungsteam des Unternehmens gilt als erfahren (4.9 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 2.4yrs | US$2.99m | 0.041% CA$ 2.9m | |
| Independent Corporate Director | 9.2yrs | US$174.85k | 0.0013% CA$ 92.1k | |
| Independent Chairman | 40.8yrs | US$306.00k | 2.73% CA$ 196.6m | |
| Independent Corporate Director | 3.1yrs | US$160.28k | 0.0064% CA$ 459.8k | |
| Independent Corporate Director | 10.2yrs | US$174.85k | 0.0038% CA$ 275.6k | |
| Independent Corporate Director | 10.2yrs | US$174.85k | keine Daten | |
| Independent Corporate Director | 3.2yrs | US$160.28k | 0.0041% CA$ 296.5k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | keine Daten | |
| Independent Corporate Director | 9.2yrs | US$174.85k | 0.0022% CA$ 160.5k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | keine Daten | |
| Independent Corporate Director | 5.2yrs | US$160.28k | 1.28% CA$ 92.4m |
5.3yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter
Erfahrener Vorstand: WFGDie Vorstandsmitglieder gelten als erfahren (5.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/08 08:14 |
| Aktienkurs zum Tagesende | 2026/06/08 00:00 |
| Gewinne | 2026/04/03 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
West Fraser Timber Co. Ltd. wird von 13 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ketan Mamtora | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |
| Pierre Lacroix | Desjardins Securities Inc. |