Analysis Article • Jun 18
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- 7D-2.0%
- 3M3.3%
- 1Y-3.1%
- YTD7.6%
Over the last 7 days, the Paper and Forestry Products industry has dropped 2.0%, driven by a pullback from West Fraser Timber of 2.5%. The industry has fallen 3.1% in the last year. As for the next few years, earnings are expected to grow by 51% per annum.
Industry Valuation and Performance
Has the Canadian Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | CA$15.2b | CA$20.8b | -CA$2,779,336,951.00 | 11.6x | -5.5x | 0.7x |
| Fri, 22 May 2026 | CA$13.2b | CA$20.6b | -CA$2,734,001,585.00 | 10.6x | -4.8x | 0.6x |
| Sun, 19 Apr 2026 | CA$14.6b | CA$21.0b | -CA$2,240,545,725.00 | 10.5x | -6.5x | 0.7x |
| Tue, 17 Mar 2026 | CA$15.1b | CA$21.7b | -CA$2,384,695,135.00 | 11.5x | -6.3x | 0.7x |
| Thu, 12 Feb 2026 | CA$16.8b | CA$22.2b | -CA$928,220,005.00 | 18.2x | -18.1x | 0.8x |
| Sat, 10 Jan 2026 | CA$14.2b | CA$22.4b | -CA$936,890,221.00 | 17.1x | -15.2x | 0.6x |
| Mon, 08 Dec 2025 | CA$14.1b | CA$22.3b | -CA$934,769,821.00 | 16.6x | -15x | 0.6x |
| Wed, 05 Nov 2025 | CA$13.5b | CA$22.4b | -CA$1,066,728,743.00 | 17.3x | -12.7x | 0.6x |
| Fri, 03 Oct 2025 | CA$14.5b | CA$22.5b | -CA$893,801,943.00 | 20.9x | -16.2x | 0.6x |
| Sun, 31 Aug 2025 | CA$15.1b | CA$22.4b | -CA$890,925,363.00 | 22.8x | -17x | 0.7x |
| Tue, 29 Jul 2025 | CA$15.4b | CA$22.4b | -CA$941,804,083.00 | 15x | -16.3x | 0.7x |
| Thu, 26 Jun 2025 | CA$15.5b | CA$22.7b | -CA$766,051,088.00 | 16.6x | -20.2x | 0.7x |
| Sat, 24 May 2025 | CA$15.1b | CA$22.7b | -CA$766,197,153.00 | 16.6x | -19.8x | 0.7x |
| Mon, 21 Apr 2025 | CA$14.7b | CA$23.0b | -CA$893,914,024.00 | 13.9x | -16.5x | 0.6x |
| Wed, 19 Mar 2025 | CA$15.9b | CA$23.3b | -CA$894,138,224.00 | 14.3x | -17.8x | 0.7x |
| Fri, 14 Feb 2025 | CA$16.8b | CA$23.4b | -CA$1,087,274,807.00 | 14x | -15.5x | 0.7x |
| Sun, 12 Jan 2025 | CA$17.0b | CA$22.6b | -CA$1,168,989,587.00 | 11.6x | -14.5x | 0.8x |
| Tue, 10 Dec 2024 | CA$18.6b | CA$23.5b | -CA$1,210,227,187.00 | 12.8x | -15.4x | 0.8x |
| Thu, 07 Nov 2024 | CA$19.2b | CA$23.5b | -CA$1,118,232,811.00 | 11.6x | -17.1x | 0.8x |
| Sat, 05 Oct 2024 | CA$19.7b | CA$23.8b | -CA$336,026,061.00 | 14.6x | -58.8x | 0.8x |
| Mon, 02 Sep 2024 | CA$18.2b | CA$23.7b | -CA$337,410,811.00 | 14.8x | -53.8x | 0.8x |
| Wed, 31 Jul 2024 | CA$18.6b | CA$23.9b | -CA$293,613,843.00 | 15.6x | -63.4x | 0.8x |
| Fri, 28 Jun 2024 | CA$17.0b | CA$23.8b | -CA$492,479,824.00 | 12.4x | -34.5x | 0.7x |
| Sun, 26 May 2024 | CA$17.6b | CA$23.8b | -CA$490,686,588.00 | 12.1x | -35.8x | 0.7x |
| Tue, 23 Apr 2024 | CA$16.8b | CA$23.8b | -CA$689,115,863.00 | 11.9x | -24.4x | 0.7x |
| Thu, 21 Mar 2024 | CA$17.3b | CA$23.7b | -CA$679,541,593.00 | 11.7x | -25.4x | 0.7x |
| Sat, 17 Feb 2024 | CA$17.3b | CA$23.8b | -CA$845,286,044.00 | 12.3x | -20.5x | 0.7x |
| Mon, 15 Jan 2024 | CA$18.5b | CA$24.0b | -CA$663,459,314.00 | 11x | -27.9x | 0.8x |
| Wed, 13 Dec 2023 | CA$16.6b | CA$24.1b | -CA$665,438,814.00 | 10x | -24.9x | 0.7x |
| Fri, 10 Nov 2023 | CA$17.0b | CA$24.2b | -CA$681,611,990.00 | 10.1x | -24.9x | 0.7x |
| Sun, 08 Oct 2023 | CA$15.3b | CA$25.4b | -CA$407,873,750.00 | 10.5x | -37.5x | 0.6x |
| Tue, 05 Sep 2023 | CA$17.1b | CA$25.3b | -CA$407,566,750.00 | 10.4x | -42.1x | 0.7x |
| Thu, 03 Aug 2023 | CA$17.4b | CA$25.9b | -CA$14,353,137.00 | 9.3x | -1212.7x | 0.7x |
| Sat, 01 Jul 2023 | CA$18.9b | CA$28.3b | CA$1.6b | 8.9x | 11.7x | 0.7x |
Price to Earnings Ratio
11.7x
Current Industry PE
- Investors are relatively neutral on the Canadian Forestry industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
- Total earnings for the Forestry industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 9.7% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Canadian Materials industry?
| CA Market | -0.94% | |
| Materials | -3.28% | |
| Paper and Forestry Products | -2.01% | |
| Paper Products | 3.15% | |
| Forestry Products | -2.04% | |
Industry PE
- Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 1.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Forestry Products industry, expecting annual earnings growth of 51% over the next 5 years.
- However this is lower than its past earnings growth rate of 71% per year.
- In contrast, the Forestry Products industry is expected to see its earnings grow by 51% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SJ Stella-Jones | CA$82.40 | 0.3% +CA$13.6m | 7.6% | PE14.8x | |
| ADN Acadian Timber | CA$17.90 | 0.8% +CA$2.6m | 0.3% | PE6.8x | |
| SXP Supremex | CA$3.67 | 1.4% +CA$1.2m | -5.4% | PE8.2x | |
| CFF Conifex Timber | CA$0.14 | 12.5% +CA$611.5k | -57.1% | PS0.05x |
