West Fraser Timber Beheer
Beheer criteriumcontroles 4/4
De CEO West Fraser Timber is Sean McLaren, benoemd in Jan2024, heeft een ambtstermijn van 2.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.99M, bestaande uit 30.4% salaris en 69.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.041% van de aandelen van het bedrijf, ter waarde CA$ 2.72M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.8 jaar en 5.3 jaar.
Belangrijke informatie
Sean McLaren
Algemeen directeur
US$3.0m
Totale compensatie
| Percentage CEO-salaris | 30.45% |
| Dienstverband CEO | 2.3yrs |
| Eigendom CEO | 0.04% |
| Management gemiddelde ambtstermijn | 4.8yrs |
| Gemiddelde ambtstermijn bestuur | 5.3yrs |
Recente managementupdates
Recent updates
WFG: New Buyback Authorization Will Support Future Share Price Upside
Analysts have reduced their average price target on West Fraser Timber by about CA$2.48, citing recent downgrades and target cuts that reflect slightly higher discount rates and marginally lower assumed future P/E multiples in their models. Analyst Commentary Recent Street research on West Fraser Timber has focused on recalibrating expectations, with commentators updating models to reflect higher discount rates and slightly lower assumed future P/E multiples.WFG: Rating Upgrade And New Buyback Plan Will Support Future Upside
Analysts have raised their price target on West Fraser Timber, supported by a higher CA$ 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.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.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.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.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.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.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.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.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.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.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.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.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...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...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...Improved SPF Demand And Operating Efficiencies Will Drive Future Progress
Improved SPF demand and pricing boost lumber segment performance, enhancing revenues and net margins.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$3m | US$911k | -US$937m |
| Sep 26 2025 | n/a | n/a | -US$248m |
| Jun 27 2025 | n/a | n/a | -US$126m |
| Mar 28 2025 | n/a | n/a | US$2m |
| Dec 31 2024 | US$11m | US$848k | -US$5m |
| Sep 27 2024 | n/a | n/a | -US$96m |
| Jun 28 2024 | n/a | n/a | US$145m |
| Mar 29 2024 | n/a | n/a | -US$90m |
| Dec 31 2023 | US$1m | US$484k | -US$167m |
| Sep 29 2023 | n/a | n/a | -US$107m |
| Jun 30 2023 | n/a | n/a | -US$50m |
| Mar 31 2023 | n/a | n/a | US$843m |
| Dec 31 2022 | US$2m | US$437k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$2m | US$402k | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$3b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$1m | US$368k | US$588m |
| Sep 30 2020 | n/a | n/a | US$274m |
| Jun 30 2020 | n/a | n/a | -US$20m |
| Mar 31 2020 | n/a | n/a | -US$93m |
| Dec 31 2019 | US$1m | US$349k | -US$116m |
Compensatie versus markt: De totale vergoeding ($USD 2.99M ) Sean } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de Canadian markt ($USD 4.43M ).
Compensatie versus inkomsten: De vergoeding van Sean is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Sean McLaren (56 yo)
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$2.99m | 0.041% CA$ 2.7m | |
| EVP & Chief Financial Officer | 9.1yrs | US$1.20m | 0.011% CA$ 737.8k | |
| Senior Vice-President of Corporate Services | 5.3yrs | US$815.12k | 0.013% CA$ 844.8k | |
| Executive Vice-President of North American Operations | 4.4yrs | US$1.13m | 0.017% CA$ 1.1m | |
| Senior Vice President of Europe | 4.4yrs | US$770.41k | geen gegevens | |
| Vice-President of Capital & Technology | 6.3yrs | geen gegevens | geen gegevens | |
| VP & General Counsel | no data | geen gegevens | geen gegevens | |
| Director of Communications | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Sales & Marketing | no data | geen gegevens | 0.0028% CA$ 185.8k | |
| Vice-President of Human Resources | no data | geen gegevens | geen gegevens | |
| Senior Vice-President of Western Canada | 4.4yrs | geen gegevens | 0.010% CA$ 665.0k | |
| Corporate Secretary | 8.8yrs | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van WFG wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$2.99m | 0.041% CA$ 2.7m | |
| Independent Corporate Director | 9.1yrs | US$174.85k | 0.0013% CA$ 85.5k | |
| Independent Chairman | 40.7yrs | US$306.00k | 2.73% CA$ 182.6m | |
| Independent Corporate Director | 3yrs | US$160.28k | 0.0064% CA$ 427.1k | |
| Independent Corporate Director | 10.1yrs | US$174.85k | 0.0038% CA$ 256.0k | |
| Independent Corporate Director | 10.1yrs | US$174.85k | geen gegevens | |
| Independent Corporate Director | 3.1yrs | US$160.28k | 0.0041% CA$ 275.3k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | geen gegevens | |
| Independent Corporate Director | 9.1yrs | US$174.85k | 0.0022% CA$ 149.0k | |
| Independent Corporate Director | 5.3yrs | US$160.28k | geen gegevens | |
| Independent Corporate Director | 5.1yrs | US$160.28k | 1.28% CA$ 85.8m |
Ervaren bestuur: De raad van bestuur van WFG wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 10:09 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/04/03 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* 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.
| Analist | Instelling |
|---|---|
| Ketan Mamtora | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |
| Pierre Lacroix | Desjardins Securities Inc. |