West Fraser Timber Gestione
Criteri Gestione verificati 4/4
West Fraser Timber Il CEO è Sean McLaren, nominato in Jan2024, e ha un mandato di 2.42 anni. la retribuzione annua totale è $ 2.99M, composta da 30.4% di stipendio e 69.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.041% delle azioni della società, per un valore di CA$ 2.97M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.9 anni e 5.3 anni.
Informazioni chiave
Sean McLaren
Amministratore delegato
US$3.0m
Compenso totale
| Percentuale dello stipendio del CEO | 30.45% |
| Mandato del CEO | 2.4yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 4.9yrs |
| Durata media del Consiglio di amministrazione | 5.3yrs |
Aggiornamenti recenti sulla gestione
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...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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$116m |
Compensazione vs Mercato: La retribuzione totale di Sean ($USD 2.99M ) è circa la media per le aziende di dimensioni simili nel mercato Canadian ($USD 4.28M ).
Compensazione vs guadagni: La retribuzione di Sean è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Sean McLaren (57 yo)
2.4yrs
Mandato
US$2,991,903
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.4yrs | US$2.99m | 0.041% CA$ 3.0m | |
| EVP & Chief Financial Officer | 9.2yrs | US$1.20m | 0.011% CA$ 808.3k | |
| Senior Vice-President of Corporate Services | 5.3yrs | US$815.12k | 0.013% CA$ 925.4k | |
| 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$770.41k | Nessun dato | |
| Vice-President of Capital & Technology | 6.3yrs | Nessun dato | Nessun dato | |
| VP & General Counsel | no data | Nessun dato | Nessun dato | |
| Director of Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Sales & Marketing | no data | Nessun dato | 0.0028% CA$ 203.5k | |
| Vice-President of Human Resources | no data | Nessun dato | Nessun dato | |
| Senior Vice-President of Western Canada | 4.5yrs | Nessun dato | 0.010% CA$ 728.5k | |
| Corporate Secretary | 8.9yrs | Nessun dato | Nessun dato |
4.9yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di WFG è considerato esperto (durata media dell'incarico 4.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.4yrs | US$2.99m | 0.041% CA$ 3.0m | |
| Independent Corporate Director | 9.2yrs | US$174.85k | 0.0013% CA$ 93.7k | |
| Independent Chairman | 40.8yrs | US$306.00k | 2.73% CA$ 200.0m | |
| Independent Corporate Director | 3.1yrs | US$160.28k | 0.0064% CA$ 467.8k | |
| Independent Corporate Director | 10.2yrs | US$174.85k | 0.0038% CA$ 280.4k | |
| Independent Corporate Director | 10.2yrs | US$174.85k | Nessun dato | |
| Independent Corporate Director | 3.2yrs | US$160.28k | 0.0041% CA$ 301.6k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | Nessun dato | |
| Independent Corporate Director | 9.2yrs | US$174.85k | 0.0022% CA$ 163.3k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | Nessun dato | |
| Independent Corporate Director | 5.2yrs | US$160.28k | 1.28% CA$ 94.0m |
5.3yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di WFG sono considerati esperti (durata media dell'incarico 5.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 16:26 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/04/03 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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.
| Analista | Istituzione |
|---|---|
| Ketan Mamtora | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |
| Pierre Lacroix | Desjardins Securities Inc. |