West Fraser Timber 향후 성장
Future 기준 점검 4/6
West Fraser Timber (는) 각각 연간 68.6% 및 6.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 72% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.8% 로 예상됩니다.
핵심 정보
68.6%
이익 성장률
71.97%
EPS 성장률
| Forestry 이익 성장 | 49.5% |
| 매출 성장률 | 6.7% |
| 향후 자기자본이익률 | 9.85% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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$2.48, citing recent downgrades and target cuts that reflect slightly higher discount rates and marginally lower assumed future P/E multiples in their models. Analyst Commentary Recent Street research on West Fraser Timber has focused on recalibrating expectations, with commentators updating models to reflect higher discount rates and slightly lower assumed future P/E multiples.내러티브 업데이트 • Apr 09
WFG: Rating Upgrade And New Buyback Plan Will Support Future Upside
Analysts have raised their price target on West Fraser Timber, supported by a higher CA$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,523 | 593 | N/A | 1,237 | 1 |
| 12/31/2027 | 6,290 | 225 | 324 | 698 | 6 |
| 12/31/2026 | 5,684 | -243 | 68 | 413 | 6 |
| 4/3/2026 | 5,337 | -1,167 | -400 | 1 | N/A |
| 12/31/2025 | 5,462 | -937 | -315 | 96 | N/A |
| 9/26/2025 | 5,702 | -248 | 12 | 441 | N/A |
| 6/27/2025 | 5,832 | -126 | 88 | 533 | N/A |
| 3/28/2025 | 6,006 | 2 | 158 | 627 | N/A |
| 12/31/2024 | 6,174 | -5 | 174 | 661 | N/A |
| 9/27/2024 | 6,283 | -96 | 96 | 584 | N/A |
| 6/28/2024 | 6,551 | 145 | 294 | 790 | N/A |
| 3/29/2024 | 6,454 | -90 | 182 | 682 | N/A |
| 12/31/2023 | 6,454 | -167 | 48 | 525 | N/A |
| 9/29/2023 | 6,556 | -107 | 107 | 576 | N/A |
| 6/30/2023 | 6,939 | -50 | 152 | 653 | N/A |
| 3/31/2023 | 8,218 | 843 | 963 | 1,446 | N/A |
| 12/31/2022 | 9,701 | 1,975 | 1,730 | 2,207 | N/A |
| 9/30/2022 | 10,123 | 2,402 | 1,621 | 2,350 | N/A |
| 6/30/2022 | 10,393 | 2,646 | 2,143 | 2,831 | N/A |
| 3/31/2022 | 11,285 | 3,372 | 2,987 | 3,653 | N/A |
| 12/31/2021 | 10,518 | 2,947 | 2,917 | 3,552 | N/A |
| 9/30/2021 | 9,774 | 2,895 | 3,259 | 3,538 | N/A |
| 6/30/2021 | 8,684 | 2,697 | 2,869 | 3,089 | N/A |
| 3/31/2021 | 5,826 | 1,244 | 1,324 | 1,521 | N/A |
| 12/31/2020 | 4,373 | 588 | 788 | 968 | N/A |
| 9/30/2020 | 3,926 | 274 | 522 | 722 | N/A |
| 6/30/2020 | 3,516 | -20 | 92 | 342 | N/A |
| 3/31/2020 | 3,455 | -93 | N/A | 151 | N/A |
| 12/31/2019 | 3,756 | -116 | N/A | 89 | N/A |
| 9/30/2019 | 3,791 | -60 | N/A | 66 | N/A |
| 6/30/2019 | 4,183 | 156 | N/A | 283 | N/A |
| 3/31/2019 | 4,486 | 455 | N/A | 552 | N/A |
| 12/31/2018 | 4,482 | 593 | N/A | 666 | N/A |
| 9/30/2018 | 4,815 | 765 | N/A | 892 | N/A |
| 6/30/2018 | 4,428 | 662 | N/A | 797 | N/A |
| 3/31/2018 | 4,116 | 519 | N/A | 682 | N/A |
| 12/31/2017 | 4,084 | 474 | N/A | 717 | N/A |
| 9/30/2017 | 3,899 | 375 | N/A | 664 | N/A |
| 6/30/2017 | 3,681 | 351 | N/A | 604 | N/A |
| 3/31/2017 | 3,430 | 306 | N/A | 510 | N/A |
| 12/31/2016 | 3,314 | 243 | N/A | 513 | N/A |
| 9/30/2016 | 3,321 | 177 | N/A | 365 | N/A |
| 6/30/2016 | 3,270 | 139 | N/A | 246 | N/A |
| 3/31/2016 | 3,210 | 75 | N/A | 179 | N/A |
| 12/31/2015 | 2,955 | 75 | N/A | 217 | N/A |
| 9/30/2015 | 3,024 | 121 | N/A | 276 | N/A |
| 6/30/2015 | 3,236 | 141 | N/A | 415 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: WFG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: WFG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: WFG 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: WFG 의 수익(연간 6.7%)이 Canadian 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: WFG 의 수익(연간 6.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: WFG의 자본 수익률은 3년 후 9.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 06:39 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
West Fraser Timber Co. Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ketan Mamtora | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |
| Pierre Lacroix | Desjardins Securities Inc. |