WFG Stock Analysis: West Fraser Timber | NYSE
Lumber & Wood Production | NYSE, USA | Market Cap: 5.303m USD | 12M Return: -4.7% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 13.6M
Qual. Beats: -1
Rev. Trend: -94.1%
Qual. Beats: -1
Warnings
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
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.
West Fraser Timber Co. Ltd. (WFG) is a Canadian diversified wood products manufacturer operating through four segments: Lumber, North America Engineered Wood Products, Pulp & Paper, and Europe Engineered Wood Products. The Lumber segment produces dimension lumber from species such as spruce-pine-fir (SPF) and southern yellow pine, along with wood chips and residuals. The forest products industry is closely tied to North American housing starts and repair-and-remodel activity, which drive demand for lumber and structural panels, while pulp prices tend to track global supply-demand balances for printing, writing, and tissue grades.
The North America Engineered Wood Products segment manufactures oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fibreboard (MDF), plywood, and particleboard, selling OSB under brands including Durastrand, TruFlor, TallWall, and Windstorm, and MDF under Ranger, WestPine, and EcoGold. The Europe Engineered Wood Products segment produces OSB, particleboard, and MDF-used in applications such as cabinet doors, mouldings, and wall paneling-under the SterlingOSB Zero, CaberFloor, and CaberMDF brands. The Pulp & Paper segment makes northern bleached softwood kraft (NBSK) pulp, a global benchmark grade, as well as newsprint and bleached chemithermomechanical pulp (BCTMP) for printing, writing, tissue, and packaging applications.
West Frasers products are sold to retail chains, dealers, contractor supply yards, wholesalers, and industrial customers across Canada, the United States, the United Kingdom, continental Europe, and other international markets, and the company also produces bioenergy and green raw materials as byproducts of its manufacturing process. Founded in 1955 and headquartered in Vancouver, British Columbia, West Fraser is one of the larger integrated players in the GICS Forest Products sub-industry, combining timber harvesting, commodity lumber, value-added engineered wood, and pulp operations under a single corporate structure.
- US housing starts decline pressures lumber and OSB pricing
- Softwood lumber duties and tariffs squeeze North American margins
- Pulp and NBSK prices weaken on global supply surplus
| Net Income: -1.12b TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.05 > 0.02 and ΔFCF/TA -6.99 > 1.0 |
| NWC/Revenue: 14.06% < 20% (prev 16.70%; Δ -2.64% < -1%) |
| CFO/TA -0.00 > 3% & CFO -3.94m > Net Income -1.12b |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 1.84 > 1.5 & < 3 |
| Outstanding Shares: last quarter (78.3m) vs 12m ago -1.97% < -2% |
| Gross Margin: 1.18% > 18% (prev 30.12%; Δ -28.94% > 0.5%) |
| Asset Turnover: 60.59% > 50% (prev 68.48%; Δ -7.89% > 0%) |
| Interest Coverage Ratio: -19.07 > 6 (EBIT TTM -1.22b / Interest Expense TTM 64.0m) |
| A: 0.09 (Total Current Assets 1.54b - Total Current Liabilities 837.7m) / Total Assets 7.70b |
| B: 0.45 (Retained Earnings 3.44b / Total Assets 7.70b) |
| C: -0.15 (EBIT TTM -1.22b / Avg Total Assets 8.23b) |
| D: 2.77 (Book Value of Equity 5.66b / Total Liabilities 2.04b) |
| Altman-Z'' = 3.97 = AA |
| DSRI: 1.17 (Receivables 447.5m/459.0m, Revenue 4.99b/6.01b) |
| GMI: 25.51 (GM 30.12% / 1.18%) |
| AQI: 0.98 (AQ_t 0.34 / AQ_t-1 0.34) |
| SGI: 0.83 (Revenue 4.99b / 6.01b) |
| TATA: -0.15 (NI -1.12b - CFO -3.94m) / TA 7.70b) |
| Beneish M = 19.17 (Cap -4..+1) = D |
As of July 06, 2026, the stock is trading at USD 69.64 with a total of 231,700 shares traded. Over the past week, the price has changed by -0.37%, over one month by +6.00%, over three months by +7.83% and over the past year by -4.65%.
Current recommended Stop Loss: 65.10 (which is 6.5% or 2.2 ATR below the current price).
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
| Analysts Target Price | 83.7 | 20.1% |
P/E Forward = 47.3934
P/S = 0.9936
P/B = 0.9405
Revenue TTM = 4.99b USD
EBIT TTM = -1.22b USD
EBITDA TTM = -707.1m USD
Long Term Debt = 300.0m USD (from longTermDebt, last quarter)
Short Term Debt = 203.7m USD (from shortTermDebt, last quarter)
Debt = 554.7m USD (from shortLongTermDebtTotal, last quarter) + Leases 25.0m
Net Debt = 473.5m USD (calculated: Debt 554.7m - CCE 81.3m)
Enterprise Value = 5.78b USD (5.30b + Debt 554.7m - CCE 81.3m)
Interest Coverage Ratio = -19.07 (Ebit TTM -1.22b / Interest Expense TTM 64.0m)
EV/FCF = -14.34x (Enterprise Value 5.78b / FCF TTM -402.7m)
FCF Yield = -6.97% (FCF TTM -402.7m / Enterprise Value 5.78b)
FCF Margin = -8.07% (FCF TTM -402.7m / Revenue TTM 4.99b)
Net Margin = -22.51% (Net Income TTM -1.12b / Revenue TTM 4.99b)
Gross Margin = 1.18% ((Revenue TTM 4.99b - Cost of Revenue TTM 4.93b) / Revenue TTM)
Gross Margin QoQ = 25.86% (prev -9.10%)
Tobins Q-Ratio = 0.75 (Enterprise Value 5.78b / Total Assets 7.70b)
Interest Expense / Debt = 11.53% (Interest Expense 64.0m / Debt 554.7m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -963.7m (EBIT -1.22b * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 1.84 (Total Current Assets 1.54b / Total Current Liabilities 837.7m)
Debt / Equity = 0.10 (Debt 554.7m / totalStockholderEquity, last quarter 5.66b)
Debt / EBITDA = -0.67 (negative EBITDA) (Net Debt 473.5m / EBITDA -707.1m)
Debt / FCF = -1.18 (negative FCF - burning cash) (Net Debt 473.5m / FCF TTM -402.7m)
Total Stockholder Equity = 6.25b (last 4 quarters mean from totalStockholderEquity)
RoA = -13.64% (Net Income -1.12b / Total Assets 7.70b)
RoE = -17.95% (Net Income TTM -1.12b / Total Stockholder Equity 6.25b)
RoCE = -18.61% (EBIT -1.22b / Capital Employed (Equity 6.25b + L.T.Debt 300.0m))
RoIC = -13.81% (negative operating profit) (NOPAT -963.7m / Invested Capital 6.98b)
WACC = 8.02% (E(5.30b)/V(5.86b) * Re(7.91%) + D(554.7m)/V(5.86b) * Rd(11.53%) * (1-Tc(0.21)))
Discount Rate = 7.91% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -94.39 | Cagr: -1.86%
[DCF] Fair Price = unknown (Cash Flow -402.7m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -1.35 | # QB: -1
Revenue Correlation: -94.12 | Revenue CAGR: -9.47% | SUE: -4.0 | # QB: -1
EPS current Quarter (2026-06-30): EPS=-0.48 | Chg30d=-11.75% | Revisions=+17% | Analysts=5
EPS next Quarter (2026-09-30): EPS=-0.57 | Chg30d=-881.81% | Revisions=-50% | Analysts=4
EPS current Year (2026-12-31): EPS=-3.18 | Chg30d=+0.00% | Revisions=-29% | GrowthEPS=+31.6% | GrowthRev=+4.1%
EPS next Year (2027-12-31): EPS=2.35 | Chg30d=+0.00% | Revisions=-57% | GrowthEPS=+174.1% | GrowthRev=+10.7%
[Analyst] Revisions Ratio: -47% (up=3, down=11)