West Fraser Timber Co. Ltd.

Informe acción TSX:WFG

Capitalización de mercado: CA$6.7b

West Fraser Timber Dirección

Dirección controles de criterios 4/4

El CEO de West Fraser Timber es Sean McLaren , nombrado en Jan 2024, tiene una permanencia de 2.33 años. compensación anual total es $2.99M, compuesta por 30.4% salario y 69.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.041% de las acciones de la empresa, por valor de CA$2.72M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 5.3 años, respectivamente.

Información clave

Sean McLaren

Chief Executive Officer (CEO)

US$3.0m

Compensación total

Porcentaje del salario del CEO30.45%
Permanencia del CEO2.3yrs
Participación del CEO0.04%
Permanencia media de la dirección4.8yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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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Nueva narrativa 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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sean McLaren en comparación con los beneficios de West Fraser Timber?
FechaCompensación totalSalarioIngresos de la empresa
Apr 03 2026n/an/a

-US$1b

Dec 31 2025US$3mUS$911k

-US$937m

Sep 26 2025n/an/a

-US$248m

Jun 27 2025n/an/a

-US$126m

Mar 28 2025n/an/a

US$2m

Dec 31 2024US$11mUS$848k

-US$5m

Sep 27 2024n/an/a

-US$96m

Jun 28 2024n/an/a

US$145m

Mar 29 2024n/an/a

-US$90m

Dec 31 2023US$1mUS$484k

-US$167m

Sep 29 2023n/an/a

-US$107m

Jun 30 2023n/an/a

-US$50m

Mar 31 2023n/an/a

US$843m

Dec 31 2022US$2mUS$437k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$3b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$2mUS$402k

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$1mUS$368k

US$588m

Sep 30 2020n/an/a

US$274m

Jun 30 2020n/an/a

-US$20m

Mar 31 2020n/an/a

-US$93m

Dec 31 2019US$1mUS$349k

-US$116m

Compensación vs. Mercado: La compensación total ($USD2.99M) de Sean está en línea con el promedio de empresas de tamaño similar en el mercado Canadian ($USD4.25M).

Compensación vs. Ingresos: La compensación de Sean ha sido consistente con los resultados de la empresa en el último año.


CEO

Sean McLaren (56 yo)

2.3yrs
Permanencia
US$2,991,903
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Sean McLaren
CEO, President & Director2.3yrsUS$2.99m0.041%
CA$ 2.7m
Christopher Virostek
EVP & Chief Financial Officer9.1yrsUS$1.20m0.011%
CA$ 737.8k
Robin Lampard
Senior Vice-President of Corporate Services5.3yrsUS$815.12k0.013%
CA$ 844.8k
Kevin Burke
Executive Vice-President of North American Operations4.4yrsUS$1.13m0.017%
CA$ 1.1m
Alan McMeekin
Senior Vice President of Europe4.4yrsUS$770.41ksin datos
Chuck Watkins
Vice-President of Capital & Technology6.3yrssin datossin datos
Shannon Webber
VP & General Counselno datasin datossin datos
Joyce Wagenaar
Director of Communicationsno datasin datossin datos
Matthew Tobin
Senior Vice President of Sales & Marketingno datasin datos0.0028%
CA$ 185.8k
James Laundry
Vice-President of Human Resourcesno datasin datossin datos
Keith Carter
Senior Vice-President of Western Canada4.4yrssin datos0.010%
CA$ 665.0k
Tom Theodorakis
Corporate Secretary8.8yrssin datossin datos
4.8yrs
Permanencia media
56.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de WFG se considera experimentado (4.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Sean McLaren
CEO, President & Director2.3yrsUS$2.99m0.041%
CA$ 2.7m
Brian Kenning
Independent Corporate Director9.1yrsUS$174.85k0.0013%
CA$ 85.5k
Henry Ketcham
Independent Chairman40.7yrsUS$306.00k2.73%
CA$ 182.6m
Eric Butler
Independent Corporate Director3yrsUS$160.28k0.0064%
CA$ 427.1k
Reid Carter
Independent Corporate Director10.1yrsUS$174.85k0.0038%
CA$ 256.0k
John Floren
Independent Corporate Director10.1yrsUS$174.85ksin datos
Doyle Beneby
Independent Corporate Director3.1yrsUS$160.28k0.0041%
CA$ 275.3k
Marian Lawson
Independent Corporate Director5.3yrsUS$160.28ksin datos
Gillian Winckler
Independent Corporate Director9.1yrsUS$174.85k0.0022%
CA$ 149.0k
Colleen McMorrow
Independent Corporate Director5.3yrsUS$160.28ksin datos
Ellis Johnson
Independent Corporate Director5.1yrsUS$160.28k1.28%
CA$ 85.8m
5.3yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de WFG se considera experimentada (5.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 03:00
Precio de las acciones al final del día2026/05/22 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.