WFG Stock Analysis: West Fraser Timber | NYSE

Lumber, Engineered Panels, Pulp Paper, Wood Chips

Total Rating 18

Safety 25

Buy Signal -0.81

Lumber & Wood Production
Industry Rotation: -4.2

Market Cap: 4.96B
Avg Turnover: 14.3M

Risk 3d forecast

Volatility30.8%

VaR 5^th Pctl5.18%

VaR vs Median2.23%

Reward TTM

Sharpe Ratio-0.10

Rel. Str. IBD34.1

Rel. Str. Peer Group50

Character TTM

Beta0.516

Beta Downside0.793

Hurst Exponent0.516

Drawdowns 3y

Max DD41.77%

CAGR/Max DD0.01

CAGR/Mean DD0.03

EPS (Earnings per Share)

Last SUE: -0.16
Qual. Beats: 0

Revenue

Rev. CAGR: -10.75%
Rev. Trend: -94.1%

Last SUE: -0.39
Qual. Beats: 0

Warnings

Interest Coverage Ratio Critical

Beneish M-Score Likely Earnings Manipulation

Choppy

Below Avwap Earnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan -3.0% 20

Feb -1.1% 17

Mar -1.3% 21

Apr +0.3% 5

May +1.2% 20

Jun +0.1% 7

Jul +1.2% 8

Aug +1.8% 17

Sep -2.0% 14

Oct -1.2% 5

Nov +5.4% 30

Dec +1.2% 13

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: WFG West Fraser Timber

West Fraser Timber Co. Ltd. (NYSE: WFG) is a Canadian diversified wood products company that manufactures, sells, and distributes lumber, engineered wood products, pulp, newsprint, paper, wood chips, and other residuals. Founded in 1955 and headquartered in Vancouver, the company operates through four reporting segments: Lumber, North America Engineered Wood Products, Pulp & Paper, and Europe Engineered Wood Products.

The Lumber segment produces softwood lumber (spruce, pine, fir, southern yellow pine, Douglas fir, hemlock) along with wood chips and residuals. The North America Engineered Wood Products segment manufactures OSB, LVL, MDF, plywood, and particleboard under a wide portfolio of brands, including Durastrand pointSIX, SolarBord, Trubord, and WestPine MDF. The Pulp & Paper segment produces northern bleached softwood kraft (NBSK) pulp, newsprint, and bleached chemithermomechanical pulp (BCTMP), which feed printing, writing, tissue, and packaging paper markets. The Europe Engineered Wood Products segment produces OSB, particleboard, and MDF marketed under the SterlingOSB Zero, CaberFloor, and CaberMDF brands.

West Fraser also generates bioenergy and supplies green raw materials, and sells to retail chains, dealers, contractor supply yards, wholesalers, and industrial customers across Canada, the United States, the United Kingdom, Europe, and other international markets. Its products serve residential construction, repair and remodeling, paper and tissue production, and industrial applications.

As a Forest Products company within the Materials sector, West Fraser operates across both commodity-style product lines (lumber, pulp, newsprint) whose prices tend to track housing demand and global pulp prices, and value-added engineered wood lines that command more stable margins by serving specific construction applications. The companys mix of North American and European operations provides geographic diversification across the cyclical softwood and panel markets.

Headlines to Watch Out For

SPF lumber prices swing with US housing demand
US softwood lumber duties pressure export margins
OSB demand tracks North American residential construction cycles

Piotroski VR-10 (Strict) 2.0

Net Income: -1.16b TTM > 0 and > 6% of Revenue
FCF/TA: -0.07 > 0.02 and ΔFCF/TA -7.64 > 1.0
NWC/Revenue: 14.15% < 20% (prev 21.62%; Δ -7.48% < -1%)
CFO/TA -0.01 > 3% & CFO -107.4m > Net Income -1.16b
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 2.06 > 1.5 & < 3
Outstanding Shares: last quarter (78.3m) vs 12m ago -1.13% < -2%
Gross Margin: 1.02% > 18% (prev 21.83%; Δ -20.80% > 0.5%)
Asset Turnover: 59.56% > 50% (prev 66.67%; Δ -7.11% > 0%)
Interest Coverage Ratio: -18.57 > 6 (EBIT TTM -1.26b / Interest Expense TTM 67.7m)

Altman Z'' 4.16

A: 0.09 (Total Current Assets 1.33b - Total Current Liabilities 645.2m) / Total Assets 7.43b
B: 0.45 (Retained Earnings 3.35b / Total Assets 7.43b)
C: -0.16 (EBIT TTM -1.26b / Avg Total Assets 8.11b)
D: 2.97 (Book Value of Equity 5.56b / Total Liabilities 1.87b)
Altman-Z'' = 4.16 = AA

Beneish M 1.00

DSRI: 1.35 (Receivables 411.5m/368.8m, Revenue 4.83b/5.86b)
GMI: 21.34 (GM 21.83% / 1.02%)
AQI: 1.02 (AQ_t 0.35 / AQ_t-1 0.34)
SGI: 0.82 (Revenue 4.83b / 5.86b)
TATA: -0.14 (NI -1.16b - CFO -107.4m) / TA 7.43b)
Beneish M = 15.57 (Cap -4..+1) = D

What is the price of WFG shares?

As of October 12, 2026, the stock is trading at USD 64.25 with a total of 102,168 shares traded. Over the past week, the price has changed by -3.38%, over one month by -5.77%, over three months by -2.95% and over the past year by -4.43%.

Current recommended Stop Loss: 61.40 (which is 4.4% or 1.3 ATR below the current price).

Is WFG a buy, sell or hold?

West Fraser Timber has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy WFG.

StrongBuy: 2
Buy: 3
Hold: 2
Sell: 0
StrongSell: 0

What are the forecasts/targets for the WFG price?

Analysts Target Price	86.5	34.6%

West Fraser Timber (WFG) - Fundamental Data Overview as of 09 October 2026

Market Cap USD = 4.96b (4.96b USD * 1.0 USD.USD)
P/E Forward = 51.8135
P/S = 0.9474
P/B = 1.028
Revenue TTM = 4.83b USD
EBIT TTM = -1.26b USD
EBITDA TTM = -713.6m USD
Long Term Debt = 300.0m USD (from longTermDebt, last quarter)
Short Term Debt = 54.9m USD (from shortTermDebt, last quarter)
Debt = 404.5m USD (from shortLongTermDebtTotal, last quarter) + Leases 25.0m
Net Debt = 330.6m USD (calculated: Debt 404.5m - CCE 73.9m)
Enterprise Value = 5.29b USD (4.96b + Debt 404.5m - CCE 73.9m)
Interest Coverage Ratio = -18.57 (Ebit TTM -1.26b / Interest Expense TTM 67.7m)
EV/FCF = -10.74x (Enterprise Value 5.29b / FCF TTM -493.1m)
FCF Yield = -9.31% (FCF TTM -493.1m / Enterprise Value 5.29b)
FCF Margin = -10.21% (FCF TTM -493.1m / Revenue TTM 4.83b)
Net Margin = -23.98% (Net Income TTM -1.16b / Revenue TTM 4.83b)
Gross Margin = 1.02% ((Revenue TTM 4.83b - Cost of Revenue TTM 4.78b) / Revenue TTM)
Gross Margin QoQ = 2.30% (prev 25.86%)
Tobins Q-Ratio = 0.71 (Enterprise Value 5.29b / Total Assets 7.43b)
Interest Expense / Debt = 16.74% (Interest Expense 67.7m / Debt 404.5m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -993.2m (EBIT -1.26b * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 2.06 (Total Current Assets 1.33b / Total Current Liabilities 645.2m)
Debt / Equity = 0.07 (Debt 404.5m / totalStockholderEquity, last quarter 5.56b)
Debt / EBITDA = -0.46 (negative EBITDA) (Net Debt 330.6m / EBITDA -713.6m)
Debt / FCF = -0.67 (negative FCF - burning cash) (Net Debt 330.6m / FCF TTM -493.1m)
Total Stockholder Equity = 5.92b (last 4 quarters mean from totalStockholderEquity)
RoA = -14.28% (Net Income -1.16b / Total Assets 7.43b)
RoE = -19.57% (Net Income TTM -1.16b / Total Stockholder Equity 5.92b)
RoCE = -20.23% (EBIT -1.26b / Capital Employed (Equity 5.92b + L.T.Debt 300.0m))
RoIC = -14.68% (negative operating profit) (NOPAT -993.2m / Invested Capital 6.76b)
WACC = 8.21% (E(4.96b)/V(5.37b) * Re(7.80%) + D(404.5m)/V(5.37b) * Rd(16.74%) * (1-Tc(0.21)))
Discount Rate = 7.80% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -96.76 | Cagr: -1.86%
[DCF] Fair Price = unknown (Cash Flow -493.1m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.16 | # QB: 0
Revenue Correlation: -94.07 | Revenue CAGR: -10.75% | SUE: -0.39 | # QB: 0
EPS current Quarter (2026-09-30): EPS=-0.40 | Chg30d=+30.88% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=-3.90 | Chg30d=-0.46% | Revisions=-25% | GrowthEPS=+16.1% | GrowthRev=+2.2%
EPS next Year (2027-12-31): EPS=2.44 | Chg30d=+0.00% | Revisions=-17% | GrowthEPS=+162.6% | GrowthRev=+11.1%
[Analyst] Revisions Ratio: -38% (up=1, down=4)