West Fraser Timber Co. Ltd.

Report azionario TSX:WFG

Capitalizzazione di mercato: CA$6.4b

West Fraser Timber Crescita futura

Criteri Future verificati 4/6

West Fraser Timber prevede che gli utili e i ricavi cresceranno rispettivamente di 68.6% e 6.7% all'anno. Si prevede che l'EPS crescerà di 72% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9.8% in 3 anni.

Informazioni chiave

68.6%

Tasso di crescita degli utili

71.97%

Tasso di crescita dell'EPS

Forestry crescita degli utili49.3%
Tasso di crescita dei ricavi6.7%
Rendimento futuro del capitale proprio9.85%
Copertura analitica

Good

Ultimo aggiornamento04 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

TSX:WFG - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che WFG diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3% ).

Guadagni vs Mercato: Si prevede che WFG diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede WFG diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di WFG ( 6.7% all'anno) crescerà più rapidamente del mercato Canadian ( 4.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di WFG ( 6.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di WFG sarà basso tra 3 anni ( 9.8 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 03:07
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/04/03
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

West Fraser Timber Co. Ltd. è coperta da 13 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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