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U.S. Timber REITs Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies3
  • 7D0.1%
  • 3M-5.7%
  • 1Y-15.0%
  • YTDn/a

The Timber REITs industry has stayed flat over the last week. As for the longer term, the industry has declined 13% in the last year. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025US$23.5bUS$9.5bUS$786.4m47.8x29.9x2.5x
Fri, 21 Nov 2025US$21.7bUS$9.5bUS$786.4m46.5x27.6x2.3x
Sun, 19 Oct 2025US$24.2bUS$9.3bUS$689.2m61x35.1x2.6x
Tue, 16 Sep 2025US$25.3bUS$9.3bUS$689.2m64.2x36.7x2.7x
Thu, 14 Aug 2025US$25.9bUS$9.3bUS$689.2m68.3x37.6x2.8x
Sat, 12 Jul 2025US$25.9bUS$9.4bUS$771.6m52x33.5x2.7x
Mon, 09 Jun 2025US$26.1bUS$9.4bUS$771.6m53.1x33.9x2.8x
Wed, 07 May 2025US$25.4bUS$9.4bUS$771.6m50.7x33x2.7x
Fri, 04 Apr 2025US$29.4bUS$9.4bUS$777.0m50.3x37.8x3.1x
Sun, 02 Mar 2025US$29.7bUS$9.4bUS$777.0m55.2x38.2x3.1x
Tue, 28 Jan 2025US$29.0bUS$9.3bUS$709.5m42x40.9x3.1x
Thu, 26 Dec 2024US$27.6bUS$9.3bUS$709.5m38.5x39x3x
Sat, 23 Nov 2024US$30.1bUS$9.3bUS$709.5m42.5x42.4x3.3x
Mon, 21 Oct 2024US$32.4bUS$9.6bUS$931.3m32.3x34.8x3.4x
Wed, 18 Sep 2024US$32.0bUS$9.6bUS$931.3m32.5x34.4x3.3x
Fri, 16 Aug 2024US$29.4bUS$9.6bUS$931.3m29.4x31.6x3.1x
Sun, 14 Jul 2024US$28.9bUS$9.6bUS$1.0b26.6x28.5x3x
Tue, 11 Jun 2024US$29.2bUS$9.6bUS$1.0b26.9x28.8x3x
Thu, 09 May 2024US$30.3bUS$9.6bUS$1.0b27.9x29.9x3.2x
Sat, 06 Apr 2024US$33.7bUS$9.8bUS$1.1b30.1x31.4x3.5x
Mon, 04 Mar 2024US$34.3bUS$9.8bUS$1.1b30.4x31.9x3.5x
Wed, 31 Jan 2024US$32.4bUS$9.5bUS$980.7m57.5x33x3.4x
Fri, 29 Dec 2023US$34.3bUS$9.6bUS$776.7m59.5x44.2x3.6x
Sun, 26 Nov 2023US$31.8bUS$9.6bUS$776.7m57.2x40.9x3.3x
Tue, 24 Oct 2023US$28.3bUS$9.9bUS$871.3m38.6x32.5x2.9x
Thu, 21 Sep 2023US$31.2bUS$9.9bUS$871.3m40.9x35.8x3.2x
Sat, 19 Aug 2023US$31.8bUS$9.9bUS$871.3m42x36.5x3.2x
Mon, 17 Jul 2023US$34.0bUS$11.0bUS$1.5b23x22.2x3.1x
Wed, 14 Jun 2023US$31.0bUS$11.0bUS$1.5b21.5x20.2x2.8x
Fri, 12 May 2023US$30.0bUS$11.0bUS$1.5b20x19.6x2.7x
Sun, 09 Apr 2023US$30.7bUS$12.4bUS$2.3b11.7x13.2x2.5x
Price to Earnings Ratio

12.7x


Total Market Cap: US$29.4bTotal Earnings: US$2.3bTotal Revenue: US$12.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Timber REITs Industry Price to Earnings3Y Average 33.1x20242025
Current Industry PE
    There are only 3 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 30% per year over the last three years,
  • Revenues have also declined 8.6% 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 Market2.62%
Real Estate-0.35%
Specialized REITs-0.88%
Timber REITs0.11%
Data Center REITs1.49%
Self-Storage REITs-2.22%
Telecom Tower REITs-2.58%
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
WY WeyerhaeuserUS$23.551.2%
+US$194.6m		-16.7%PB1.8x

Latest News

WY
US$23.55
Weyerhaeuser
7D
1.2%
1Y
-16.7%
PCH
US$39.73
PotlatchDeltic
7D
-3.8%
1Y
0.5%
RYN
US$21.70
Rayonier
7D
-1.4%
1Y
-17.9%

RYN: Share Buybacks And Special Dividend Will Drive Stronger Upside Ahead

Analysts have nudged their price target on Rayonier slightly lower, trimming fair value by about $0.67 per share to roughly $28.17. They cited modestly softer profit margin expectations and a marginally higher discount rate, which only partially offset slightly improved revenue growth projections.