(WFG) West Fraser Timber - Overview
Exchange: NYSE •
Country: Canada •
Currency: USD •
Type: Common Stock •
ISIN: CA9528451052
Stock: Lumber, Panels, Pulp, Engineered Wood, Wood Chips
Total Rating 45
Risk 85
Buy Signal 0.07
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 1.86% |
| Yield on Cost 5y | 1.95% |
| Yield CAGR 5y | 13.99% |
| Payout Consistency | 97.3% |
| Payout Ratio | 72.2% |
| Risk 5d forecast | |
|---|---|
| Volatility | 30.1% |
| Relative Tail Risk | -6.83% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.43 |
| Alpha | -22.10 |
| Character TTM | |
|---|---|
| Beta | 0.569 |
| Beta Downside | 0.449 |
| Drawdowns 3y | |
|---|---|
| Max DD | 41.77% |
| CAGR/Max DD | -0.08 |
Description: WFG West Fraser Timber January 08, 2026
West Fraser Timber Co. Ltd. (WFG) is a vertically integrated Canadian wood-products company that manufactures, markets and distributes a wide range of lumber, engineered wood, pulp, newsprint, wood chips and renewable-energy bioproducts. Its product mix serves residential construction, remodeling, paper-board packaging, tissue and industrial applications, with customers ranging from major retail chains and contractor supply yards to industrial processors in North America, Europe and other overseas markets.
Recent operational data indicate saw-mill capacity utilization near 92% and a 7% year-over-year increase in pulp output, reflecting robust housing-starts growth (U.S. residential construction up ~3% YoY) and rising demand for packaging paper driven by e-commerce. Lumber earnings remain highly correlated with timber-price cycles, while the pulp segment benefits from higher paper-board demand and relatively stable margins despite digital media substitution.
For a deeper quantitative assessment, consult ValueRay’s detailed valuation model and scenario analysis.
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income: -246.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.00 > 0.02 and ΔFCF/TA 0.05 > 1.0 |
| NWC/Revenue: 18.01% < 20% (prev 15.89%; Δ 2.12% < -1%) |
| CFO/TA 0.05 > 3% & CFO 438.6m > Net Income -246.1m |
| Net Debt (-222.8m) to EBITDA (417.7m): -0.53 < 3 |
| Current Ratio: 2.39 > 1.5 & < 3 |
| Outstanding Shares: last quarter (78.7m) vs 12m ago -2.03% < -2% |
| Gross Margin: 13.84% > 18% (prev 0.25%; Δ 1359 % > 0.5%) |
| Asset Turnover: 64.13% > 50% (prev 69.12%; Δ -4.99% > 0%) |
| Interest Coverage Ratio: -4.54 > 6 (EBITDA TTM 417.7m / Interest Expense TTM 26.9m) |
Altman Z'' 5.91
| A: 0.12 (Total Current Assets 1.77b - Total Current Liabilities 740.3m) / Total Assets 8.58b |
| B: 0.51 (Retained Earnings 4.40b / Total Assets 8.58b) |
| C: -0.01 (EBIT TTM -122.0m / Avg Total Assets 8.91b) |
| D: 3.37 (Book Value of Equity 6.62b / Total Liabilities 1.96b) |
| Altman-Z'' Score: 5.91 = AAA |
Beneish M -2.37
| DSRI: 1.08 (Receivables 379.6m/392.4m, Revenue 5.71b/6.39b) |
| GMI: 1.81 (GM 13.84% / 25.00%) |
| AQI: 1.02 (AQ_t 0.35 / AQ_t-1 0.34) |
| SGI: 0.89 (Revenue 5.71b / 6.39b) |
| TATA: -0.08 (NI -246.1m - CFO 438.6m) / TA 8.58b) |
| Beneish M-Score: -2.37 (Cap -4..+1) = BBB |
What is the price of WFG shares?
As of February 09, 2026, the stock is trading at USD 73.37 with a total of 196,378 shares traded.
Over the past week, the price has changed by +7.33%, over one month by +15.42%, over three months by +24.74% and over the past year by -12.94%.
Over the past week, the price has changed by +7.33%, over one month by +15.42%, over three months by +24.74% and over the past year by -12.94%.
Is WFG a buy, sell or hold?
West Fraser Timber has received a consensus analysts rating of 4.29.
Therefore, it is recommended to buy WFG.
- StrongBuy: 2
- Buy: 5
- Hold: 0
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the WFG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 86.5 | 17.9% |
| Analysts Target Price | 86.5 | 17.9% |
| ValueRay Target Price | 73.3 | -0.1% |
WFG Fundamental Data Overview February 04, 2026
P/E Forward = 36.63
P/S = 0.949
P/B = 0.8135
Revenue TTM = 5.71b USD
EBIT TTM = -122.0m USD
EBITDA TTM = 417.7m USD
Long Term Debt = 300.0m USD (from longTermDebt, last quarter)
Short Term Debt = 210.0m USD (from shortTermDebt, last fiscal year)
Debt = 322.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -222.8m USD (from netDebt column, last quarter)
Enterprise Value = 5.19b USD (5.41b + Debt 322.7m - CCE 545.5m)
Interest Coverage Ratio = -4.54 (Ebit TTM -122.0m / Interest Expense TTM 26.9m)
EV/FCF = 489.2x (Enterprise Value 5.19b / FCF TTM 10.6m)
FCF Yield = 0.20% (FCF TTM 10.6m / Enterprise Value 5.19b)
FCF Margin = 0.19% (FCF TTM 10.6m / Revenue TTM 5.71b)
Net Margin = -4.31% (Net Income TTM -246.1m / Revenue TTM 5.71b)
Gross Margin = 13.84% ((Revenue TTM 5.71b - Cost of Revenue TTM 4.92b) / Revenue TTM)
Gross Margin QoQ = -9.49% (prev 2.68%)
Tobins Q-Ratio = 0.60 (Enterprise Value 5.19b / Total Assets 8.58b)
Interest Expense / Debt = 4.90% (Interest Expense 15.8m / Debt 322.7m)
Taxrate = 21.0% (US default 21%)
NOPAT = -96.4m (EBIT -122.0m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 2.39 (Total Current Assets 1.77b / Total Current Liabilities 740.3m)
Debt / Equity = 0.05 (Debt 322.7m / totalStockholderEquity, last quarter 6.62b)
Debt / EBITDA = -0.53 (Net Debt -222.8m / EBITDA 417.7m)
Debt / FCF = -21.01 (Net Debt -222.8m / FCF TTM 10.6m)
Total Stockholder Equity = 6.86b (last 4 quarters mean from totalStockholderEquity)
RoA = -2.76% (Net Income -246.1m / Total Assets 8.58b)
RoE = -3.59% (Net Income TTM -246.1m / Total Stockholder Equity 6.86b)
RoCE = -1.70% (EBIT -122.0m / Capital Employed (Equity 6.86b + L.T.Debt 300.0m))
RoIC = -1.36% (negative operating profit) (NOPAT -96.4m / Invested Capital 7.10b)
WACC = 7.78% (E(5.41b)/V(5.73b) * Re(8.01%) + D(322.7m)/V(5.73b) * Rd(4.90%) * (1-Tc(0.21)))
Discount Rate = 8.01% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.83%
[DCF Debug] Terminal Value 71.26% ; FCFF base≈9.26m ; Y1≈6.08m ; Y5≈2.77m
Fair Price DCF = 3.67 (EV 56.5m - Net Debt -222.8m = Equity 279.3m / Shares 76.1m; r=7.78% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -52.36 | EPS CAGR: -34.02% | SUE: 2.60 | # QB: 1
Revenue Correlation: -79.56 | Revenue CAGR: -11.44% | SUE: -0.88 | # QB: 0
EPS next Quarter (2026-03-31): EPS=-1.63 | Chg30d=N/A | Revisions Net=+0 | Analysts=1
EPS next Year (2026-12-31): EPS=-0.45 | Chg30d=-2.463 | Revisions Net=-1 | Growth EPS=+90.2% | Growth Revenue=+3.8%
P/S = 0.949
P/B = 0.8135
Revenue TTM = 5.71b USD
EBIT TTM = -122.0m USD
EBITDA TTM = 417.7m USD
Long Term Debt = 300.0m USD (from longTermDebt, last quarter)
Short Term Debt = 210.0m USD (from shortTermDebt, last fiscal year)
Debt = 322.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -222.8m USD (from netDebt column, last quarter)
Enterprise Value = 5.19b USD (5.41b + Debt 322.7m - CCE 545.5m)
Interest Coverage Ratio = -4.54 (Ebit TTM -122.0m / Interest Expense TTM 26.9m)
EV/FCF = 489.2x (Enterprise Value 5.19b / FCF TTM 10.6m)
FCF Yield = 0.20% (FCF TTM 10.6m / Enterprise Value 5.19b)
FCF Margin = 0.19% (FCF TTM 10.6m / Revenue TTM 5.71b)
Net Margin = -4.31% (Net Income TTM -246.1m / Revenue TTM 5.71b)
Gross Margin = 13.84% ((Revenue TTM 5.71b - Cost of Revenue TTM 4.92b) / Revenue TTM)
Gross Margin QoQ = -9.49% (prev 2.68%)
Tobins Q-Ratio = 0.60 (Enterprise Value 5.19b / Total Assets 8.58b)
Interest Expense / Debt = 4.90% (Interest Expense 15.8m / Debt 322.7m)
Taxrate = 21.0% (US default 21%)
NOPAT = -96.4m (EBIT -122.0m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 2.39 (Total Current Assets 1.77b / Total Current Liabilities 740.3m)
Debt / Equity = 0.05 (Debt 322.7m / totalStockholderEquity, last quarter 6.62b)
Debt / EBITDA = -0.53 (Net Debt -222.8m / EBITDA 417.7m)
Debt / FCF = -21.01 (Net Debt -222.8m / FCF TTM 10.6m)
Total Stockholder Equity = 6.86b (last 4 quarters mean from totalStockholderEquity)
RoA = -2.76% (Net Income -246.1m / Total Assets 8.58b)
RoE = -3.59% (Net Income TTM -246.1m / Total Stockholder Equity 6.86b)
RoCE = -1.70% (EBIT -122.0m / Capital Employed (Equity 6.86b + L.T.Debt 300.0m))
RoIC = -1.36% (negative operating profit) (NOPAT -96.4m / Invested Capital 7.10b)
WACC = 7.78% (E(5.41b)/V(5.73b) * Re(8.01%) + D(322.7m)/V(5.73b) * Rd(4.90%) * (1-Tc(0.21)))
Discount Rate = 8.01% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.83%
[DCF Debug] Terminal Value 71.26% ; FCFF base≈9.26m ; Y1≈6.08m ; Y5≈2.77m
Fair Price DCF = 3.67 (EV 56.5m - Net Debt -222.8m = Equity 279.3m / Shares 76.1m; r=7.78% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -52.36 | EPS CAGR: -34.02% | SUE: 2.60 | # QB: 1
Revenue Correlation: -79.56 | Revenue CAGR: -11.44% | SUE: -0.88 | # QB: 0
EPS next Quarter (2026-03-31): EPS=-1.63 | Chg30d=N/A | Revisions Net=+0 | Analysts=1
EPS next Year (2026-12-31): EPS=-0.45 | Chg30d=-2.463 | Revisions Net=-1 | Growth EPS=+90.2% | Growth Revenue=+3.8%