West Fraser Timber Co. Ltd.

TSX:WFG Rapport sur les actions

Capitalisation boursière : CA$6.4b

West Fraser Timber Croissance future

Future contrôle des critères 4/6

West Fraser Timber devrait augmenter ses bénéfices et son chiffre d'affaires de 68.6% et de 6.7% par an respectivement. Le BPA devrait croître de de 72% par an. Le rendement des capitaux propres devrait être 9.8% dans 3 ans.

Informations clés

68.6%

Taux de croissance des bénéfices

71.97%

Taux de croissance du BPA

Forestry croissance des bénéfices49.5%
Taux de croissance des recettes6.7%
Rendement futur des capitaux propres9.85%
Couverture par les analystes

Good

Dernière mise à jour04 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse Apr 08

There's Reason For Concern Over West Fraser Timber Co. Ltd.'s (TSE:WFG) Price

When close to half the companies in the Forestry industry in Canada have price-to-sales ratios (or "P/S") below 0.3x...
Article d’analyse Jan 22

Is West Fraser Timber (TSE:WFG) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Dec 26

West Fraser Timber Co. Ltd.'s (TSE:WFG) Price Is Out Of Tune With Revenues

West Fraser Timber Co. Ltd.'s ( TSE:WFG ) price-to-sales (or "P/S") ratio of 1.1x may not look like an appealing...
Article d’analyse Sep 29

These 4 Measures Indicate That West Fraser Timber (TSE:WFG) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Sep 10

West Fraser Timber Co. Ltd.'s (TSE:WFG) Business Is Trailing The Industry But Its Shares Aren't

When you see that almost half of the companies in the Forestry industry in Canada have price-to-sales ratios (or "P/S...
Article d’analyse Jun 11

Some Confidence Is Lacking In West Fraser Timber Co. Ltd.'s (TSE:WFG) P/S

When you see that almost half of the companies in the Forestry industry in Canada have price-to-sales ratios (or "P/S...
Article d’analyse May 21

An Intrinsic Calculation For West Fraser Timber Co. Ltd. (TSE:WFG) Suggests It's 46% Undervalued

Key Insights West Fraser Timber's estimated fair value is CA$205 based on 2 Stage Free Cash Flow to Equity West Fraser...
Article d’analyse Dec 18

Is West Fraser Timber (TSE:WFG) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Nov 27

An Intrinsic Calculation For West Fraser Timber Co. Ltd. (TSE:WFG) Suggests It's 49% Undervalued

Key Insights The projected fair value for West Fraser Timber is CA$207 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Aug 08

These 4 Measures Indicate That West Fraser Timber (TSE:WFG) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Jul 18

West Fraser Timber Co. Ltd. (TSE:WFG) Shares Could Be 31% Below Their Intrinsic Value Estimate

Key Insights West Fraser Timber's estimated fair value is CA$168 based on 2 Stage Free Cash Flow to Equity West Fraser...

Prévisions de croissance des bénéfices et des revenus

TSX:WFG - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20286,523593N/A1,2371
12/31/20276,2902253246986
12/31/20265,684-243684136
4/3/20265,337-1,167-4001N/A
12/31/20255,462-937-31596N/A
9/26/20255,702-24812441N/A
6/27/20255,832-12688533N/A
3/28/20256,0062158627N/A
12/31/20246,174-5174661N/A
9/27/20246,283-9696584N/A
6/28/20246,551145294790N/A
3/29/20246,454-90182682N/A
12/31/20236,454-16748525N/A
9/29/20236,556-107107576N/A
6/30/20236,939-50152653N/A
3/31/20238,2188439631,446N/A
12/31/20229,7011,9751,7302,207N/A
9/30/202210,1232,4021,6212,350N/A
6/30/202210,3932,6462,1432,831N/A
3/31/202211,2853,3722,9873,653N/A
12/31/202110,5182,9472,9173,552N/A
9/30/20219,7742,8953,2593,538N/A
6/30/20218,6842,6972,8693,089N/A
3/31/20215,8261,2441,3241,521N/A
12/31/20204,373588788968N/A
9/30/20203,926274522722N/A
6/30/20203,516-2092342N/A
3/31/20203,455-93N/A151N/A
12/31/20193,756-116N/A89N/A
9/30/20193,791-60N/A66N/A
6/30/20194,183156N/A283N/A
3/31/20194,486455N/A552N/A
12/31/20184,482593N/A666N/A
9/30/20184,815765N/A892N/A
6/30/20184,428662N/A797N/A
3/31/20184,116519N/A682N/A
12/31/20174,084474N/A717N/A
9/30/20173,899375N/A664N/A
6/30/20173,681351N/A604N/A
3/31/20173,430306N/A510N/A
12/31/20163,314243N/A513N/A
9/30/20163,321177N/A365N/A
6/30/20163,270139N/A246N/A
3/31/20163,21075N/A179N/A
12/31/20152,95575N/A217N/A
9/30/20153,024121N/A276N/A
6/30/20153,236141N/A415N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: WFG devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3% ).

Bénéfices vs marché: WFG devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: WFG devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WFG ( 6.7% par an) devrait croître plus rapidement que le marché Canadian ( 4.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WFG ( 6.7% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WFG devrait être faible dans 3 ans ( 9.8 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 05:04
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/04/03
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

West Fraser Timber Co. Ltd. est couverte par 13 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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