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West Fraser Timber Co. Ltd.TSX:WFG Voorraadrapport

Marktkapitalisatie CA$6.4b
Prijs aandeel
CA$83.76
CA$106.26
21.2% ondergewaardeerd intrinsieke korting
1Y-17.9%
7D0.1%
Portefeuillewaarde
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West Fraser Timber Co. Ltd.

TSX:WFG Voorraadrapport

Marktkapitalisatie: CA$6.4b

West Fraser Timber (WFG) Aandelenoverzicht

West Fraser Timber Co. Ltd., een gediversifieerd houtproductenbedrijf, houdt zich bezig met de productie, verkoop, marketing en distributie van timmerhout, samengestelde houtproducten, pulp, krantenpapier, houtsnippers en andere restproducten en hernieuwbare energie. Meer informatie

WFG Community Fair Values

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West Fraser Timber Co. Ltd. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor West Fraser Timber
Historische aandelenkoersen
Huidige aandelenkoersCA$83.76
52 Week HoogtepuntCA$107.43
52 Week LaagCA$80.38
Bèta1.09
1 maand verandering-6.53%
3 maanden verandering-14.62%
1 Jaar Verandering-17.91%
3 jaar verandering-14.53%
5 jaar verandering-9.10%
Verandering sinds IPO1,356.55%

Recent nieuws en updates

Narratiefupdate 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.
Narratiefupdate 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.

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

WFGCA ForestryCA Markt
7D0.1%-1.0%-0.2%
1Y-17.9%-12.8%32.6%

Rendement versus industrie: WFG presteerde slechter dan de Canadian Forestry -sector, die het afgelopen jaar een rendement van -12.8 % opleverde.

Rendement versus markt: WFG presteerde slechter dan Canadian Market, dat het afgelopen jaar een rendement van 32.6 % opleverde.

Prijsvolatiliteit

Is WFG's price volatile compared to industry and market?
WFG volatility
WFG Average Weekly Movement4.2%
Forestry Industry Average Movement4.9%
Market Average Movement10.3%
10% most volatile stocks in CA Market18.1%
10% least volatile stocks in CA Market3.9%

Stabiele aandelenkoers: WFG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Canadian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van WFG is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19559,600Sean McLarenwww.westfraser.com

West Fraser Timber Co. Ltd., een gediversifieerd houtproductenbedrijf, houdt zich bezig met de productie, verkoop, marketing en distributie van timmerhout, samengestelde houtproducten, pulp, krantenpapier, houtsnippers en andere restproducten en hernieuwbare energie. Het biedt timmerhout van sparren-dennen-, douglassparren-lariks-, hemden- en zuidelijke gele dennen, behandelde houtproducten, houtvezelplaat met gemiddelde dichtheid en multiplex, georiënteerde houtvezelplaat en gelamineerd fineerhout, evenals spaanplaat. Daarnaast levert het bedrijf noordelijk gebleekte zachthouten kraftpulp en gebleekte chemische thermomechanische pulp die wordt gebruikt om verschillende papierproducten te produceren, waaronder druk- en schrijfpapier, kartonproducten, tissue- en handdoekproducten en verschillende andere papiersoorten.

West Fraser Timber Co. Ltd. Samenvatting

Hoe verhouden de winst en inkomsten van West Fraser Timber zich tot de beurswaarde?
WFG fundamentele statistieken
MarktkapitalisatieCA$6.36b
Inkomsten(TTM)-CA$1.60b
Inkomsten(TTM)CA$7.33b
0.9x
P/S-verhouding
-4.1x
Koers/Winstverhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
WFG resultatenrekening (TTM)
InkomstenUS$5.34b
Kosten van inkomstenUS$4.19b
BrutowinstUS$1.15b
Overige uitgavenUS$2.31b
Inkomsten-US$1.17b

Laatst gerapporteerde inkomsten

Apr 03, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-14.90
Brutomarge21.45%
Nettowinstmarge-21.87%
Schuld/Eigen Vermogen Verhouding8.9%

Hoe presteerde WFG op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.1%
Huidig dividendrendement
-9%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 04:20
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/04/03
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

West Fraser Timber Co. Ltd. wordt gevolgd door 13 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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