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West Fraser Timber Co. Ltd.Informe acción TSX:WFG

Capitalización bursátil CA$6.7b
Precio de las acciones
CA$84.64
CA$106.26
20.3% infravalorado descuento intrínseco
1Y-17.5%
7D-0.2%
Valor de la cartera
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West Fraser Timber Co. Ltd.

Informe acción TSX:WFG

Capitalización de mercado: CA$6.7b

West Fraser Timber (WFG) Resumen de Acciones

West Fraser Timber Co. Ltd., empresa diversificada de productos madereros, se dedica a la fabricación, venta, comercialización y distribución de madera aserrada, productos de ingeniería de la madera, pasta de papel, papel prensa, astillas de madera y otros residuos y energía renovable. Saber más

Análisis fundamental de WFG
Puntuación del snowflake
Valoración4/6
Crecimiento futuro4/6
Rendimiento pasado0/6
Salud financiera4/6
Dividendos2/6

WFG Community Fair Values

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Competidores de West Fraser Timber Co. Ltd.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del West Fraser Timber
Precios históricos de las acciones
Precio actual de la acciónCA$85.80
Máximo en las últimas 52 semanasCA$108.40
Mínimo de 52 semanasCA$80.57
Beta1.09
Cambio en 1 mes-2.78%
Variación en 3 meses-14.28%
Cambio de 1 año-17.46%
Variación en 3 años-14.25%
Variación en 5 años-10.31%
Variación desde la OPV1,392.02%

Noticias y actualizaciones recientes

Actualización del análisis 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.
Actualización del análisis 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.

Recent updates

Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis Jun 02

West Fraser Timber (TSE:WFG) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
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Nuevo análisis 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.

Rentabilidad de los accionistas

WFGCA ForestryMercado CA
7D-0.2%-4.2%1.0%
1Y-17.5%-13.4%34.0%

Rentabilidad vs. Industria: Los resultados de WFG fueron inferiores a los de la industria Canadian Forestry, que obtuvo un rendimiento del -13.4% el año pasado.

Rentabilidad vs. Mercado: WFG obtuvo unos resultados inferiores a los del mercado Canadian, que fueron del 34% el año pasado.

Volatilidad de los precios

Is WFG's price volatile compared to industry and market?
WFG volatility
WFG Average Weekly Movement4.3%
Forestry Industry Average Movement4.8%
Market Average Movement10.3%
10% most volatile stocks in CA Market17.8%
10% least volatile stocks in CA Market4.0%

Precio estable de las acciones: WFG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Canadian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de WFG (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19559,600Sean McLarenwww.westfraser.com

West Fraser Timber Co. Ltd., una empresa diversificada de productos de madera, se dedica a la fabricación, venta, comercialización y distribución de madera aserrada, productos de ingeniería de la madera, pasta de papel, papel prensa, astillas de madera y otros residuos y energía renovable. Ofrece madera aserrada de abeto-pino-abeto, abeto Douglas-alerce, abeto hem y pino amarillo del sur, productos de madera tratada, paneles de fibra de densidad media y madera contrachapada, tableros de virutas orientadas y productos de madera de chapa laminada, así como tableros de partículas. Además, la empresa suministra pasta Kraft blanqueada de coníferas del norte y pasta química termomecánica blanqueada utilizadas para fabricar diversos productos de papel, incluidos papeles de impresión y escritura, productos de cartón, productos de papel tisú y toallas, y una variedad de otras calidades de papel.

Resumen de fundamentos de West Fraser Timber Co. Ltd.

¿Cómo se comparan los beneficios e ingresos de West Fraser Timber con su capitalización de mercado?
Estadísticas fundamentales de WFG
Capitalización bursátilCA$6.70b
Beneficios(TTM)-CA$1.59b
Ingresos (TTM)CA$7.29b
0.9x
Ratio precio-ventas (PS)
-4.2x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de WFG
IngresosUS$5.34b
Coste de los ingresosUS$4.19b
Beneficio brutoUS$1.15b
Otros gastosUS$2.31b
Beneficios-US$1.17b

Últimos beneficios comunicados

Apr 03, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-14.90
Margen bruto21.45%
Margen de beneficio neto-21.87%
Ratio deuda/patrimonio8.9%

¿Cómo se ha desempeñado WFG a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.0%
Rentabilidad actual por dividendo
-9%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 15:10
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/04/03
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

West Fraser Timber Co. Ltd. está cubierta por 13 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ketan MamtoraBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets
Pierre LacroixDesjardins Securities Inc.