Weyerhaeuser Valuation

Is WY undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of WY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: WY ($30.67) is trading below our estimate of fair value ($41.41)

Significantly Below Fair Value: WY is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for WY?

Key metric: As WY is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for WY. This is calculated by dividing WY's market cap by their current earnings.
What is WY's PE Ratio?
PE Ratio41.7x
EarningsUS$534.00m
Market CapUS$22.29b

Price to Earnings Ratio vs Peers

How does WY's PE Ratio compare to its peers?

The above table shows the PE ratio for WY vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average69.6x
RYN Rayonier
28.3x-5.5%US$4.5b
PCH PotlatchDeltic
198x72.6%US$3.3b
SBAC SBA Communications
34.3x11.6%US$23.6b
GLPI Gaming and Leisure Properties
17.8x4.7%US$14.2b
WY Weyerhaeuser
41.7x21.4%US$22.3b

Price-To-Earnings vs Peers: WY is good value based on its Price-To-Earnings Ratio (41.7x) compared to the peer average (69.6x).


Price to Earnings Ratio vs Industry

How does WY's PE Ratio compare vs other companies in the US Specialized REITs Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
WY 41.7xIndustry Avg. 28.3xNo. of Companies4PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: WY is expensive based on its Price-To-Earnings Ratio (41.7x) compared to the US Specialized REITs industry average (28.4x).


Price to Earnings Ratio vs Fair Ratio

What is WY's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

WY PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio41.7x
Fair PE Ratio45x

Price-To-Earnings vs Fair Ratio: WY is good value based on its Price-To-Earnings Ratio (41.7x) compared to the estimated Fair Price-To-Earnings Ratio (45x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst WY forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$30.67
US$36.80
+20.0%
4.8%US$40.00US$34.00n/a10
Nov ’25US$31.18
US$36.80
+18.0%
4.8%US$40.00US$34.00n/a10
Oct ’25US$33.70
US$35.80
+6.2%
5.8%US$38.00US$31.00n/a10
Sep ’25US$30.49
US$35.80
+17.4%
5.8%US$38.00US$31.00n/a10
Aug ’25US$31.92
US$35.80
+12.2%
5.8%US$38.00US$31.00n/a10
Jul ’25US$27.56
US$37.30
+35.3%
4.0%US$41.00US$35.00n/a10
Jun ’25US$30.03
US$37.30
+24.2%
4.0%US$41.00US$35.00n/a10
May ’25US$30.20
US$37.50
+24.2%
4.2%US$41.00US$35.00n/a10
Apr ’25US$35.56
US$37.60
+5.7%
3.8%US$40.00US$35.00n/a10
Mar ’25US$34.91
US$37.44
+7.3%
4.2%US$40.00US$35.00n/a9
Feb ’25US$33.45
US$37.56
+12.3%
4.5%US$40.00US$35.00n/a9
Jan ’25US$34.77
US$36.67
+5.5%
3.9%US$39.00US$34.00n/a9
Dec ’24US$31.74
US$36.67
+15.5%
3.6%US$38.00US$34.00n/a9
Nov ’24US$28.75
US$37.30
+29.7%
4.5%US$40.00US$34.00US$31.1810
Oct ’24US$30.66
US$38.40
+25.2%
5.5%US$42.00US$35.00US$33.7010
Sep ’24US$32.75
US$38.50
+17.6%
5.5%US$42.00US$35.00US$30.4910
Aug ’24US$33.97
US$38.20
+12.5%
5.8%US$42.00US$35.00US$31.9210
Jul ’24US$33.51
US$36.64
+9.3%
5.4%US$40.00US$34.00US$27.5611
Jun ’24US$28.54
US$36.55
+28.0%
5.6%US$40.00US$34.00US$30.0311
May ’24US$29.75
US$36.73
+23.5%
6.6%US$42.00US$34.00US$30.2011
Apr ’24US$30.13
US$37.55
+24.6%
6.0%US$42.00US$34.00US$35.5611
Mar ’24US$31.68
US$37.55
+18.5%
6.0%US$42.00US$34.00US$34.9111
Feb ’24US$35.01
US$37.73
+7.8%
5.9%US$42.00US$34.00US$33.4511
Jan ’24US$31.00
US$37.36
+20.5%
7.0%US$42.00US$33.00US$34.7711
Dec ’23US$32.28
US$37.55
+16.3%
6.7%US$42.00US$33.00US$31.7411
Nov ’23US$30.39
US$37.60
+23.7%
7.1%US$42.00US$33.00US$28.7510

Analyst Forecast: Target price is less than 20% higher than the current share price.


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