West Fraser Timber Co. Ltd.

TSX:WFG 株式レポート

時価総額:CA$6.7b

West Fraser Timber マネジメント

マネジメント 基準チェック /44

West Fraser Timberの CEO はSean McLarenで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 2.99Mで、 30.4%給与と69.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.041%を直接所有しており、その価値はCA$ 2.72M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と5.3年です。

主要情報

Sean McLaren

最高経営責任者

US$3.0m

報酬総額

CEO給与比率30.45%
CEO在任期間2.3yrs
CEOの所有権0.04%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.

CEO報酬分析

West Fraser Timber の収益と比較して、Sean McLaren の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Seanの 総報酬 ($USD 2.99M ) は、 Canadian市場 ($USD 4.43M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Seanの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Sean McLaren (56 yo)

2.3yrs
在職期間
US$2,991,903
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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$770.41kデータなし
Chuck Watkins
Vice-President of Capital & Technology6.3yrsデータなしデータなし
Shannon Webber
VP & General Counselno dataデータなしデータなし
Joyce Wagenaar
Director of Communicationsno dataデータなしデータなし
Matthew Tobin
Senior Vice President of Sales & Marketingno dataデータなし0.0028%
CA$ 185.8k
James Laundry
Vice-President of Human Resourcesno dataデータなしデータなし
Keith Carter
Senior Vice-President of Western Canada4.4yrsデータなし0.010%
CA$ 665.0k
Tom Theodorakis
Corporate Secretary8.8yrsデータなしデータなし
4.8yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: WFGの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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$174.85kデータなし
Doyle Beneby
Independent Corporate Director3.1yrsUS$160.28k0.0041%
CA$ 275.3k
Marian Lawson
Independent Corporate Director5.3yrsUS$160.28kデータなし
Gillian Winckler
Independent Corporate Director9.1yrsUS$174.85k0.0022%
CA$ 149.0k
Colleen McMorrow
Independent Corporate Director5.3yrsUS$160.28kデータなし
Ellis Johnson
Independent Corporate Director5.1yrsUS$160.28k1.28%
CA$ 85.8m
5.3yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: WFGの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 10:02
終値2026/05/22 00:00
収益2026/04/03
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

West Fraser Timber Co. Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Ketan MamtoraBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets
Pierre LacroixDesjardins Securities Inc.