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U.S. Timber REITs Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies2
  • 7D-1.3%
  • 3M-3.4%
  • 1Y-10.5%
  • YTDn/a

Over the last 7 days, the Timber REITs industry has dropped 4.9%, driven by pullbacks from every company within the industry. Overall the industry is down 9.2% in 12 months. Looking forward, earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

Has the U.S. Timber REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Jul 2026US$22.5bUS$7.5bUS$458.5m73.3x49.2x3x
Mon, 08 Jun 2026US$24.0bUS$7.5bUS$458.5m73.5x52.3x3.2x
Wed, 06 May 2026US$23.2bUS$7.4bUS$465.0m67.5x49.9x3.2x
Fri, 03 Apr 2026US$20.8bUS$7.4bUS$392.1m52.2x53.2x2.8x
Sun, 01 Mar 2026US$21.2bUS$7.4bUS$392.1m52.8x54x2.9x
Tue, 27 Jan 2026US$26.4bUS$9.5bUS$786.4m52x33.5x2.8x
Thu, 25 Dec 2025US$23.6bUS$9.5bUS$786.4m48.1x30x2.5x
Sat, 22 Nov 2025US$21.8bUS$9.5bUS$786.4m47.4x27.7x2.3x
Mon, 20 Oct 2025US$24.2bUS$9.3bUS$689.2m61x35.1x2.6x
Wed, 17 Sep 2025US$25.1bUS$9.3bUS$689.2m64.5x36.4x2.7x
Fri, 15 Aug 2025US$26.7bUS$9.3bUS$689.2m68x38.7x2.9x
Sun, 13 Jul 2025US$25.9bUS$9.4bUS$771.6m52.3x33.6x2.8x
Tue, 10 Jun 2025US$26.1bUS$9.4bUS$771.6m53.7x33.9x2.8x
Thu, 08 May 2025US$25.1bUS$9.4bUS$771.6m51.3x32.5x2.7x
Sat, 05 Apr 2025US$27.5bUS$9.4bUS$777.0m48.1x35.4x2.9x
Mon, 03 Mar 2025US$29.7bUS$9.4bUS$777.0m55.2x38.2x3.1x
Wed, 29 Jan 2025US$29.8bUS$9.3bUS$714.8m41.9x41.7x3.2x
Fri, 27 Dec 2024US$27.6bUS$9.3bUS$709.5m38.3x39x3x
Sun, 24 Nov 2024US$30.8bUS$9.3bUS$709.5m42.5x43.4x3.3x
Tue, 22 Oct 2024US$32.4bUS$9.6bUS$931.3m31.9x34.8x3.4x
Thu, 19 Sep 2024US$32.6bUS$9.6bUS$931.3m32.3x35x3.4x
Sat, 17 Aug 2024US$29.6bUS$9.6bUS$931.3m29.3x31.7x3.1x
Mon, 15 Jul 2024US$28.9bUS$9.6bUS$1.0b26.6x28.5x3x
Wed, 12 Jun 2024US$29.2bUS$9.6bUS$1.0b26.8x28.8x3x
Fri, 10 May 2024US$30.3bUS$9.6bUS$1.0b28.3x29.8x3.1x
Sun, 07 Apr 2024US$33.7bUS$9.8bUS$1.1b30.1x31.3x3.4x
Tue, 05 Mar 2024US$34.9bUS$9.8bUS$1.1b30.7x32.4x3.6x
Thu, 01 Feb 2024US$32.4bUS$9.5bUS$980.7m56.4x33.1x3.4x
Sat, 30 Dec 2023US$34.6bUS$9.6bUS$776.7m59x44.6x3.6x
Mon, 27 Nov 2023US$31.8bUS$9.6bUS$776.7m57.2x40.9x3.3x
Wed, 25 Oct 2023US$28.3bUS$9.9bUS$871.3m38.6x32.5x2.9x
Fri, 22 Sep 2023US$30.7bUS$9.9bUS$871.3m40.6x35.3x3.1x
Sun, 20 Aug 2023US$31.9bUS$9.9bUS$871.3m42x36.6x3.2x
Tue, 18 Jul 2023US$34.0bUS$11.0bUS$1.5b23x22.2x3.1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$34.0bTotal Earnings: US$1.5bTotal Revenue: US$11.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Timber REITs Industry Price to Earnings3Y Average 37.4x202420252026
Current Industry PE
    There are only 2 companies in the American Timber REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Timber REITs industry have declined 33% per year over the last three years,
  • Revenues have also declined 12% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Timber REITs compare with similar industries?

US Market0.74%
Real Estate-1.10%
Specialized REITs0.48%
Timber REITs-1.32%
Data Center REITs3.75%
Telecom Tower REITs1.54%
Self-Storage REITs-2.93%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

WY
US$23.45
Weyerhaeuser
7D
-1.4%
1Y
-10.9%
Narrative Update • Jul 09

WY: Higher Margins And Buybacks Will Support A Rerating

Analysts have raised their price target on Weyerhaeuser from $26.00 to $27.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their valuation work. What’s in the News for Weyerhaeuser From January 1, 2026 to March 31, 2026, Weyerhaeuser repurchased 409,043 shares for US$10 million, representing 0.06% of the company, under its existing buyback program.
RYN
US$21.27
Rayonier
7D
-1.0%
1Y
-9.5%
Narrative Update • Jul 07

RYN: Timberland Discount And Share Repurchases Will Support Future Upside

Rayonier’s analyst price target has been trimmed by about $1 to $25, as analysts point to limited near term catalysts for southern timber pricing and flat to lower timber EBITDA, even while the stock continues to trade at a discount to underlying private market timberland values. Analyst Commentary Recent research on Rayonier highlights a mixed setup for investors, with analysts weighing the stock’s discount to private market timberland values against softer expectations for timber EBITDA and limited near term pricing catalysts in the U.S. South.