West Fraser Timber Co. Ltd.

TSX:WFG 주식 리포트

시가총액: CA$6.7b

West Fraser Timber 경영진

경영진 기준 점검 4/4

West Fraser Timber CEO는 Sean McLaren, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $2.99M, 30.4% 급여 및 69.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$2.72M 가치에 해당하는 회사 주식의 0.041% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 5.3 년입니다.

핵심 정보

Sean McLaren

최고경영자

US$3.0m

총 보수

CEO 급여 비율30.45%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 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...
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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.

CEO 보수 분석

Sean McLaren의 보수는 West Fraser Timber의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Sean의 총 보수(USD2.99M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD4.43M) 수준입니다.

보상과 수익: Sean의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Sean McLaren (56 yo)

2.3yrs
재임 기간
US$2,991,903
보수

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...


리더십 팀

이름직위재임 기간보수지분
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$770.41k데이터 없음
Chuck Watkins
Vice-President of Capital & Technology6.3yrs데이터 없음데이터 없음
Shannon Webber
VP & General Counselno data데이터 없음데이터 없음
Joyce Wagenaar
Director of Communicationsno data데이터 없음데이터 없음
Matthew Tobin
Senior Vice President of Sales & Marketingno data데이터 없음0.0028%
CA$ 185.8k
James Laundry
Vice-President of Human Resourcesno data데이터 없음데이터 없음
Keith Carter
Senior Vice-President of Western Canada4.4yrs데이터 없음0.010%
CA$ 665.0k
Tom Theodorakis
Corporate Secretary8.8yrs데이터 없음데이터 없음
4.8yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 관리: WFG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
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$174.85k데이터 없음
Doyle Beneby
Independent Corporate Director3.1yrsUS$160.28k0.0041%
CA$ 275.3k
Marian Lawson
Independent Corporate Director5.3yrsUS$160.28k데이터 없음
Gillian Winckler
Independent Corporate Director9.1yrsUS$174.85k0.0022%
CA$ 149.0k
Colleen McMorrow
Independent Corporate Director5.3yrsUS$160.28k데이터 없음
Ellis Johnson
Independent Corporate Director5.1yrsUS$160.28k1.28%
CA$ 85.8m
5.3yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: WFG의 이사회경험이 있음으로 간주됩니다(평균 재임 5.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 21:20
종가2026/05/22 00:00
수익2026/04/03
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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  • 분석가 목표주가
시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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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.

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