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WFG Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

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High
64.320
Open
63.740
VWAP
63.60
Vol
170.83K
Mkt Cap
5.05B
Low
63.040
Amount
10.86M
EV/EBITDA(TTM)
62.38
Total Shares
78.30M
EV
5.18B
EV/OCF(TTM)
52.83
P/S(TTM)
0.93
West Fraser Timber Co. Ltd. is a Canada-based diversified wood products company. The Company is engaged in manufacturing, selling, marketing and distributing lumber, engineered wood products such as oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fiberboard (MDF), plywood, particleboard, pulp, newsprint, wood chips and other residuals. Its products are used in home construction, repair and remodeling, industrial applications, paper and tissue. Its segments include Lumber, North America engineered wood products (NA EWP), Pulp & Paper and Europe EWP. The Company’s business comprises lumber mills, OSB facilities, plywood facilities, MDF facilities, particleboard facilities, LVL facilities, veneer facilities, and pulp and paper mills. The Company operates approximately 58 facilities in Canada, the United States, the United Kingdom and Europe.
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Events Timeline

(ET)
2026-02-11
17:10:00
West Fraser Timber Expects 2026 CapEx of $300M-$350M
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2026-02-11
17:10:00
West Fraser Q4 Revenue $1.165B, Below Consensus
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2026-01-08 (ET)
2026-01-08
17:10:00
West Fraser Provides 2026 Operational Guidance: SPF and SYP Shipments Targeted at 2.4B to 2.7B Board Feet
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2026-01-08
17:10:00
West Fraser Timber Expects $409M Goodwill Impairment in Q4 2025
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2025-12-04 (ET)
2025-12-04
17:10:00
West Fraser Timber Cuts High Level Mill Capacity by 860M Square Feet
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2025-11-06 (ET)
2025-11-06
17:02:58
West Fraser Timber Cuts Lumber Production Capacity
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News

Benzinga
6.5
02-24Benzinga
Success of Price-to-Tangible-Book Value Investing
  • Long-Term Return Advantage: Since 1980, Donald Smith & Co.'s investment strategy has achieved a 16.8% compound annual return by focusing on companies in the lowest decile of price-to-tangible-book ratios, significantly outperforming the overall lowest decile's 13.4% and the S&P 500's 12.1%, demonstrating the effectiveness of their long-term investment approach and market recognition potential.
  • Philosophical Foundation: Founder Donald G. Smith was influenced by Benjamin Graham during his time at UCLA Law School, establishing an investment framework centered on buying companies with the lowest price-to-tangible-book value, emphasizing fundamental analysis and patient holding to avoid short-term market fluctuations.
  • Asset Allocation Strategy: Currently managing over $5 billion in assets, Donald Smith & Co. employs a concentrated investment strategy with individual positions capped at 5% and industry exposure generally limited to around 20%, ensuring stable portfolio performance amid market volatility.
  • Current Investment Targets: Recent 13F filings reveal significant positions in asset-heavy companies like West Fraser Timber, Brazilian steel producer Gerdau, and Harley-Davidson, all trading at substantial discounts, reflecting their deep conviction in cyclical asset investing and expectations for market recovery.
seekingalpha
8.0
02-12seekingalpha
West Fraser Timber Declares Quarterly Dividend of $0.32
  • Quarterly Dividend Announcement: West Fraser Timber has declared a quarterly dividend of $0.32 per share, consistent with previous distributions, indicating the company's stability during the current economic cycle despite market challenges.
  • Dividend Yield: The forward yield of 1.75% reflects the company's ongoing commitment to shareholder returns, even as overall financial performance remains under pressure.
  • Poor Financial Performance: West Fraser Timber reported a GAAP EPS of -$9.63, missing expectations by $7.19, with revenue of $1.17 billion falling short of targets, highlighting significant challenges in revenue growth.
  • Market Reaction: While the dividend remains unchanged, the decline in financial performance may affect investor confidence, leading to stock price volatility and reflecting market concerns about the company's future growth potential.
seekingalpha
9.5
02-12seekingalpha
West Fraser Timber Reports Q4 Losses Amid Revenue Decline
  • Earnings Miss: West Fraser Timber's Q4 report reveals a GAAP EPS of -$9.63, missing expectations by $7.19, indicating severe profitability challenges amid a sluggish market.
  • Revenue Decline: The company reported Q4 revenue of $1.17 billion, a 17% year-over-year decrease, falling short of market expectations by $20 million, highlighting the direct impact of weak lumber demand on performance.
  • Adjusted EBITDA Loss: Adjusted EBITDA stood at -$79 million, representing 7% of sales, with the lumber segment alone reporting an adjusted EBITDA loss of -$57 million, underscoring the significant impact of restructuring and impairment charges on profitability.
  • Segment Performance Issues: The North America Engineered Wood Products segment reported an adjusted EBITDA loss of -$24 million, while the Pulp & Paper segment barely managed -$1 million, and the Europe Engineered Wood Products segment achieved a modest profit of $4 million, reflecting the company's challenges across various markets.
PRnewswire
9.5
02-11PRnewswire
West Fraser Reports Q4 2025 Financial Results Amidst Challenges
  • Sales Decline: Q4 2025 sales were $1.165 billion, down 10.8% from $1.307 billion in Q3 2025, reflecting ongoing weak demand for wood products due to housing affordability constraints impacting revenue performance.
  • Increased Losses: The company reported a net loss of $751 million in Q4, translating to a loss of $9.63 per share, compared to a loss of $204 million or $2.63 per share in Q3, indicating significant financial strain under high tariffs and supply-demand imbalances.
  • Capital Expenditure Adjustments: Capital expenditures in Q4 2025 totaled $139 million, with annual spending at $411 million, a 15.6% decrease from $487 million in 2024, as the company reduces investments to navigate market challenges and maintain liquidity.
  • Dividend Declaration: The Board declared a dividend of $0.32 per share payable on April 2, 2026, reflecting a commitment to shareholder returns despite losses, indicating confidence in future recovery and profitability.
PRnewswire
9.5
02-11PRnewswire
West Fraser Files 2025 Annual Report with SEC
  • Annual Report Filing: West Fraser Timber Co. Ltd. filed its 2025 Form 40-F with the SEC on February 11, 2026, which includes audited financial statements for the year ending December 31, 2025, demonstrating the company's commitment to transparency and compliance.
  • Disclosure of Information: The annual report also contains management's discussion and analysis (MD&A) and an annual information form, all of which have been submitted to Canadian securities authorities, ensuring adherence to regulatory requirements in both countries and bolstering investor confidence.
  • Sustainability Commitment: Operating over 50 facilities globally, West Fraser is dedicated to sustainable forest management, producing a variety of wood products including lumber, engineered wood products, and pulp, catering to construction and industrial needs while promoting environmentally friendly practices.
  • Investor Services: The company provides electronic access to the annual report on its website and commits to offering hard copies free of charge upon shareholder request, reflecting its focus on shareholder engagement and transparent communication strategies.
Newsfilter
9.5
02-11Newsfilter
West Fraser Timber Files 2025 Annual Report with SEC
  • Annual Report Filing: West Fraser Timber Co. Ltd. filed its 2025 annual report with the SEC on February 11, 2026, which includes audited financial statements and management's discussion and analysis, reflecting the company's commitment to transparency and compliance.
  • Document Accessibility: The annual report is available on EDGAR and SEDAR+, and can also be accessed in the investors section of the company's website, ensuring shareholders and investors can easily obtain critical information.
  • Company Overview: West Fraser is a diversified wood products company with over 50 facilities across Canada, the U.S., the U.K., and Europe, emphasizing sustainable forest management, which highlights its strategic positioning in environmental stewardship.
  • Product Diversity: The company produces a variety of wood products, including lumber, engineered wood products, and pulp, which are widely used in home construction and industrial applications, demonstrating its broad market impact and business resilience.
Wall Street analysts forecast WFG stock price to rise
3 Analyst Rating
Wall Street analysts forecast WFG stock price to rise
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
69.11
Averages
80.70
High
88.00
Current: 0.000
sliders
Low
69.11
Averages
80.70
High
88.00
RBC Capital
Paul Quinn
Outperform
downgrade
$91 -> $85
AI Analysis
2025-12-18
Reason
RBC Capital
Paul Quinn
Price Target
$91 -> $85
AI Analysis
2025-12-18
downgrade
Outperform
Reason
RBC Capital analyst Paul Quinn lowered the firm's price target on West Fraser Timber to $85 from $91 and keeps an Outperform rating on the shares as part of a broader research note previewing 2026 for Paper & Forest Products. 2025 was a challenging year for much of the forest products group, and with demand conditions seemingly remaining tepid into early 2026, the firm continues to prefer exposure to names where a supply response has either already played out to a significant degree - such as the containerboard group - or is seemingly in progress - such as lumber producers, the analyst tells investors in a research note.
CIBC
Outperformer -> Neutral
downgrade
$96
2025-12-09
Reason
CIBC
Price Target
$96
2025-12-09
downgrade
Outperformer -> Neutral
Reason
CIBC downgraded West Fraser Timber to Neutral from Outperformer with a C$96 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for WFG
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Valuation Metrics

The current forward P/E ratio for West Fraser Timber Co Ltd (WFG.N) is 93.84, compared to its 5-year average forward P/E of 67.93. For a more detailed relative valuation and DCF analysis to assess West Fraser Timber Co Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
67.93
Current PE
93.84
Overvalued PE
253.36
Undervalued PE
-117.51

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
6.99
Current EV/EBITDA
25.94
Overvalued EV/EBITDA
11.94
Undervalued EV/EBITDA
2.04

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.99
Current PS
0.91
Overvalued PS
1.09
Undervalued PS
0.88

Financials

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Whales Holding WFG

S
Smead Capital Management, Inc.
Holding
WFG
+4.26%
3M Return
M
Manning & Napier Advisors, LLC
Holding
WFG
-1.40%
3M Return
D
Donald Smith & Co., Inc.
Holding
WFG
-18.02%
3M Return

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Frequently Asked Questions

What is West Fraser Timber Co Ltd (WFG) stock price today?

The current price of WFG is 63.43 USD — it has decreased -1.63

What is West Fraser Timber Co Ltd (WFG)'s business?

West Fraser Timber Co. Ltd. is a Canada-based diversified wood products company. The Company is engaged in manufacturing, selling, marketing and distributing lumber, engineered wood products such as oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fiberboard (MDF), plywood, particleboard, pulp, newsprint, wood chips and other residuals. Its products are used in home construction, repair and remodeling, industrial applications, paper and tissue. Its segments include Lumber, North America engineered wood products (NA EWP), Pulp & Paper and Europe EWP. The Company’s business comprises lumber mills, OSB facilities, plywood facilities, MDF facilities, particleboard facilities, LVL facilities, veneer facilities, and pulp and paper mills. The Company operates approximately 58 facilities in Canada, the United States, the United Kingdom and Europe.

What is the price predicton of WFG Stock?

Wall Street analysts forecast WFG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WFG is80.70 USD with a low forecast of 69.11 USD and a high forecast of 88.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is West Fraser Timber Co Ltd (WFG)'s revenue for the last quarter?

West Fraser Timber Co Ltd revenue for the last quarter amounts to 1.17B USD, decreased -17.08

What is West Fraser Timber Co Ltd (WFG)'s earnings per share (EPS) for the last quarter?

West Fraser Timber Co Ltd. EPS for the last quarter amounts to -9.59 USD, increased 1145.45

How many employees does West Fraser Timber Co Ltd (WFG). have?

West Fraser Timber Co Ltd (WFG) has 9600 emplpoyees as of March 12 2026.

What is West Fraser Timber Co Ltd (WFG) market cap?

Today WFG has the market capitalization of 5.05B USD.