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Rayonier Inc. Stock Price

NYSE:RYN Community·US$6.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 38 Fair Values set on narratives written by author

RYN Share Price Performance

US$20.90
-2.63 (-11.18%)
US$32.00
Fair Value
US$20.90
-2.63 (-11.18%)
34.7% undervalued intrinsic discount
US$32.00
Fair Value
Price US$20.90
AnalystHighTarget US$32.00
AnalystConsensusTarget US$26.00
AnalystLowTarget US$22.00

RYN Community Narratives

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Fair Value US$32 34.7% undervalued intrinsic discount

Decarbonization And Urbanization Will Reshape Timber Amid Challenges

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Fair Value US$26 19.6% undervalued intrinsic discount

Renewable, Real Estate And Timber Projects Will Face Climate Risks

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17users have followed this narrative
·
Fair Value US$22 5.0% undervalued intrinsic discount

Rising Regulatory Burdens And Oversupply Will Erode Timber Markets

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4users have followed this narrative
US$26
19.6% undervalued intrinsic discount
Revenue
45.26% p.a.
Profit Margin
12.41%
Future PE
46.53x
Price in 2029
US$32.59
US$32
34.7% undervalued intrinsic discount
Revenue
43.35% p.a.
Profit Margin
12.95%
Future PE
57.12x
Price in 2029
US$40.13
US$22
5.0% undervalued intrinsic discount
Revenue
35.9% p.a.
Profit Margin
14.97%
Future PE
39.86x
Price in 2029
US$27.59

Trending Discussion

Updated Narratives

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RYN: Timberland Discount And Share Repurchases Will Support Future Upside

Fair Value: US$26 19.6% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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RYN: Discounted Southern Timberlands And Buybacks Will Support Future Returns

Fair Value: US$32 34.7% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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RYN: Merger Synergies And Capital Returns Will Offset Timber Pricing Headwinds

Fair Value: US$22 5.0% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

High growth potential with adequate balance sheet and pays a dividend.

4 Risks
3 Rewards

Rayonier Inc. Key Details

US$678.4m

Revenue

US$484.4m

Cost of Revenue

US$194.0m

Gross Profit

US$132.4m

Other Expenses

US$61.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.20
28.59%
9.07%
38.3%
View Full Analysis

About RYN

Founded
1926
Employees
285
CEO
Mark McHugh
WebsiteView website
www.rayonier.com

Rayonier Inc. is a land resources real estate investment trust (REIT) with a portfolio comprising over four million acres in the U.S. South and U.S. Northwest. The company is focused on managing its timberlands on a sustainable basis while optimizing its overall portfolio value by delivering land to its highest and best use. Rayonier also operates six sawmills, an industrial-grade plywood mill, residential and commercial real estate developments, and a rural land sales program. Rayonier is committed to corporate responsibility, third-party forest certification, and supporting climate change mitigation through its land-based solutions business. Rayonier Inc. was incorporated in 1926 in North Carolina and is based in Yulee, Florida.

Recent RYN News & Updates

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.
Seeking Alpha Jun 28

Rayonier: A Unique REIT Yielding 5% With 42% Upside

Summary Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA. Despite macro headwinds, synergy realization and improving lumber prices support an estimated 10% adjusted FFO/share growth and 42% upside to a $31 price target. Read the full article on Seeking Alpha
Narrative Update Jun 23

RYN: Discounted Southern Timberlands And Buybacks Will Support Future Returns

Analysts have lowered their price targets on Rayonier to around $25, citing the stock's continued discount to U.S. South timberland values and limited near term catalysts as key reasons for the change. Analyst Commentary Recent research on Rayonier highlights a mixed setup.

Recent updates

No updates