West Fraser Timber Co. Ltd.

TSX:WFG 株式レポート

時価総額:CA$6.6b

West Fraser Timber 過去の業績

過去 基準チェック /06

West Fraser Timberの収益は年間平均-69.8%の割合で減少していますが、 Forestry業界の収益は年間 減少しています。収益は年間14.7% 12.5%割合で 減少しています。

主要情報

-69.77%

収益成長率

-70.96%

EPS成長率

Forestry 業界の成長30.54%
収益成長率-12.47%
株主資本利益率-20.70%
ネット・マージン-21.87%
前回の決算情報03 Apr 2026

最近の業績更新

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...
User avatar
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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

収支内訳

West Fraser Timber の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:WFG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
03 Apr 265,337-1,1671,0380
31 Dec 255,462-9371,0360
26 Sep 255,702-2481,0390
27 Jun 255,832-1261,0650
28 Mar 256,00621,0720
31 Dec 246,174-51,1140
27 Sep 246,283-961,1710
28 Jun 246,5511451,1780
29 Mar 246,454-901,2130
31 Dec 236,454-1671,2250
29 Sep 236,556-1071,2350
30 Jun 236,939-501,2930
31 Mar 238,2188431,3410
31 Dec 229,7011,9751,3390
30 Sep 2210,1232,4021,3310
30 Jun 2210,3932,6461,2850
31 Mar 2211,2853,3721,2500
31 Dec 2110,5182,9471,2060
30 Sep 219,7742,8951,1020
30 Jun 218,6842,6979850
31 Mar 215,8261,2448250
31 Dec 204,3735887320
30 Sep 203,9262747000
30 Jun 203,516-206780
31 Mar 203,455-936720
31 Dec 193,756-1167220
30 Sep 193,791-607200
30 Jun 194,1831567490
31 Mar 194,4864557470
31 Dec 184,4825937170
30 Sep 184,8157657520
30 Jun 184,4286627050
31 Mar 184,1165196870
31 Dec 174,0844747070
30 Sep 173,8993757060
30 Jun 173,6813516770
31 Mar 173,4303066180
31 Dec 163,3142436010
30 Sep 163,3211776210
30 Jun 163,2701395710
31 Mar 163,210756000
31 Dec 152,955755500
30 Sep 153,0241215490
30 Jun 153,2361416340

質の高い収益: WFGは現在利益が出ていません。

利益率の向上: WFGは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: WFGは利益が出ておらず、過去 5 年間で損失は年間69.8%の割合で増加しています。

成長の加速: WFGの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: WFGは利益が出ていないため、過去 1 年間の収益成長をForestry業界 ( -4.9% ) と比較することは困難です。


株主資本利益率

高いROE: WFGは現在利益が出ていないため、自己資本利益率 ( -20.7% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/21 20:39
終値2026/05/21 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。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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.