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West Fraser Timber Co. Ltd. (WFG)
NYSE:WFG

West Fraser Timber Co (WFG) Price & Analysis

483 Followers

WFG Stock Chart & Stats

$66.79
-$5.31(-6.01%)
At close: 4:00 PM EST
$66.79
-$5.31(-6.01%)

Bulls Say, Bears Say

Bulls Say
Low Leverage And Strong LiquidityA conservatively levered balance sheet with ~ $900M liquidity and single-digit net-debt-to-capital gives West Fraser durable financial flexibility. This supports sustaining operations, funding capex/modernizations and weathering cyclical downturns without forcing asset sales or dilutive capital moves.
Portfolio Optimization And Mill ModernizationsDeliberate portfolio pruning and brownfield modernizations have removed higher-cost capacity and lowered structural cost per unit. Over time this raises average mill competitiveness, improves cash margins when volumes recover, and reduces cyclical exposure to low-price regimes.
Capital Projects Improving Throughput And EfficiencyActive capex like Bemidji’s energy/dryer upgrade and sustained southern cost reductions are structural margin drivers. These projects lower unit energy and operating costs, boost throughput and emissions performance, and should compound benefits across cycles once fully operational.
Bears Say
Deep TTM Net Losses And Margin ErosionA swing from multi-year profitability to deep TTM losses and compressed gross margins reflects structural sensitivity to pricing, weaker demand and cost absorption issues. Prolonged losses can erode equity, limit reinvestment capacity and pressure long-run return on capital.
Weak Cash Generation And Negative Free Cash FlowPersistent negative free cash flow and recent operating cash outflows signal stressed cash generation. Over months this raises reliance on liquidity buffers, constrains discretionary investments or buybacks, and increases risk if housing demand or pricing fail to normalize.
Duty Adjustments And Volatile Input CostsLarge noncash duty adjustments and rising resin/energy input costs are structural profit headwinds. Trade remedy volatility and commodity-driven input inflation can persist across quarters, pressuring margins and complicating long-term planning and pricing strategies.

West Fraser Timber Co News

WFG FAQ

What was West Fraser Timber Co. Ltd.’s price range in the past 12 months?
West Fraser Timber Co. Ltd. lowest stock price was $57.34 and its highest was $78.55 in the past 12 months.
    What is West Fraser Timber Co. Ltd.’s market cap?
    West Fraser Timber Co. Ltd.’s market cap is $5.29B.
      When is West Fraser Timber Co. Ltd.’s upcoming earnings report date?
      West Fraser Timber Co. Ltd.’s upcoming earnings report date is Jul 29, 2026 which is in 28 days.
        How were West Fraser Timber Co. Ltd.’s earnings last quarter?
        West Fraser Timber Co. Ltd. released its earnings results on Apr 29, 2026. The company reported -$2.4 earnings per share for the quarter, missing the consensus estimate of -$1.325 by -$1.075.
          Is West Fraser Timber Co. Ltd. overvalued?
          According to Wall Street analysts West Fraser Timber Co. Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does West Fraser Timber Co. Ltd. pay dividends?
            West Fraser Timber Co. Ltd. pays a Quarterly dividend of $0.32 which represents an annual dividend yield of 2.13%. See more information on West Fraser Timber Co. Ltd. dividends here
              What is West Fraser Timber Co. Ltd.’s EPS estimate?
              West Fraser Timber Co. Ltd.’s EPS estimate is -0.48.
                How many shares outstanding does West Fraser Timber Co. Ltd. have?
                West Fraser Timber Co. Ltd. has 76,022,350 shares outstanding.
                  What happened to West Fraser Timber Co. Ltd.’s price movement after its last earnings report?
                  West Fraser Timber Co. Ltd. reported an EPS of -$2.4 in its last earnings report, missing expectations of -$1.325. Following the earnings report the stock price went up 0.301%.
                    Which hedge fund is a major shareholder of West Fraser Timber Co. Ltd.?
                    Currently, no hedge funds are holding shares in WFG
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      West Fraser Timber Co. Ltd.

                      West Fraser Timber Co. Ltd., a diversified leader in the wood products sector, is actively involved in the creation, commercialization, and distribution of an extensive range of goods. Its comprehensive portfolio encompasses lumber, advanced engineered wood products, various pulps, newsprint, and byproducts such as wood chips and other residuals, alongside generating renewable energy. Among its specific lumber offerings are spruce-pine-fir and southern yellow pine, as well as treated timber products. The company's engineered wood solutions feature medium-density fiberboard (MDF) panels, plywood, oriented strand board (OSB), and laminated veneer lumber (LVL). Furthermore, West Fraser Timber manufactures northern bleached softwood Kraft (NBSK) pulp and bleached chemical thermo-mechanical pulp (BCTMP), crucial for producing diverse paper items like printing, writing, specialty, and tissue products. These offerings are supplied to a broad customer base, including major retail chains, contractor supply depots, and wholesale distributors. Industrial clients also procure West Fraser's materials for further processing or as integral components within their own manufactured goods. The company's substantial market footprint spans Canada, the United States, China, Europe, Asia, and other international territories. Founded in 1955, West Fraser Timber Co. Ltd. maintains its principal office in Vancouver, Canada.

                      West Fraser Timber Co (WFG) Earnings & Revenues

                      WFG Company Deck

                      WFG Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call conveyed a cautious but constructive tone: the company reported a meaningful sequential operational turnaround (underlying adjusted EBITDA of $48M excluding duty adjustments), improved segment performance, continued portfolio optimization and strong liquidity. However, material near-term headwinds remain—headline negative EBITDA driven by large noncash duty adjustments, a seasonal working-capital cash outflow, and rising resin and energy costs that are expected to pressure margins in Q2. Management emphasized balance-sheet strength and operational initiatives that position the company to navigate uncertainty while pausing share repurchases to preserve liquidity.View all WFG earnings summaries

                      WFG Stock 12 Month Forecast

                      Average Price Target

                      $81.88
                      ▲(22.59% Upside)
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