West Fraser Timber Co. Ltd. (WFG)
NYSE:WFG
WFG Stock Chart & Stats
$64.05
-$5.31(-6.01%)
At close: 4:00 PM EST
$64.05
-$5.31(-6.01%)
Day’s Range― - ―
52-Week Range$57.34 - $79.22
Previous CloseN/A
Volume99.44K
Average Volume (3M)229.23K
Market Cap
$5.01B
Enterprise Value$4.95B
Total Cash (Recent Filing)$202.00M
Total Debt (Recent Filing)$333.00M
Price to Earnings (P/E)―
Beta0.48
Next Earnings
Apr 28, 2026EPS Estimate
-1.42Next Dividend Ex-DateN/A
Dividend Yield2.13%
Share Statistics
EPS (TTM)-9.63
Shares Outstanding76,018,340
10 Day Avg. Volume232,765
30 Day Avg. Volume229,227
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)1.13
Price to Sales (P/S)1.21
P/FCF Ratio-21.05
Enterprise Value/Market Cap0.99
Enterprise Value/Revenue0.84
Enterprise Value/Gross Profit4.79
Enterprise Value/Ebitda-6.58
Forecast
1Y Price Target
$79.82Price Target Upside24.62% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)-2.04
Revenue Forecast (FY)$4.20B
Bulls Say, Bears Say
Bulls Say
Conservative Balance SheetWest Fraser's low leverage and sizable equity buffer create durable financial resilience through commodity cycles. This structural strength supports continued capital investment, capacity rationalization, and the ability to fund operations or return capital without immediate refinancing pressure during a multi-quarter industry downturn.
Portfolio Optimization & ModernizationThe programmatic removal of uneconomic capacity and near‑$1B of targeted investment is a lasting competitive move: it reduces structural cost, improves plant mix, and raises long‑run margin floor. These changes reinforce the company's ability to perform better in future upcycles and improve return on invested capital.
New Low‑cost Asset Ramp-upsBringing modern mills online (Allendale, Henderson) creates lower unit costs and capacity that is competitive over many years. Once fully ramped, these assets should improve cash margins and operational flexibility, helping long‑term profitability even if near‑term demand remains muted.
Bears Say
Profitability CollapseA ~92% EBITDA decline signals severe cyclic exposure and margin vulnerability in core lumber and panel markets. Structural reliance on commodity pricing means multi‑year earnings volatility; sustained weak results could pressure reinvestment, dividends, and strategic initiatives if market recovery is delayed.
Weak Cash Generation And Net Debt SwingNegative operating cash flow and a rapid swing to net debt materially reduce financial flexibility. Persistent cash deficits would limit discretionary capital allocation, force tighter working capital management, and could constrain the company's ability to sustain investments or shareholder returns during a prolonged downcycle.
Large Noncash Impairments & ClosuresMassive impairments and mill closures reflect structural market weakness and asset obsolescence; they signal that prior capacity and book values were misaligned with demand. While reducing overcapacity helps long‑term economics, such charges reduce equity cushions and indicate risk of future write‑downs if markets deteriorate further.
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 $79.22 in the past 12 months.
What is West Fraser Timber Co. Ltd.’s market cap?
West Fraser Timber Co. Ltd.’s market cap is $5.01B.
When is West Fraser Timber Co. Ltd.’s upcoming earnings report date?
West Fraser Timber Co. Ltd.’s upcoming earnings report date is Apr 28, 2026 which is in 32 days.
How were West Fraser Timber Co. Ltd.’s earnings last quarter?
West Fraser Timber Co. Ltd. released its earnings results on Feb 11, 2026. The company reported -$9.63 earnings per share for the quarter, missing the consensus estimate of -$2.372 by -$7.258.
Is West Fraser Timber Co. Ltd. overvalued?
According to Wall Street analysts West Fraser Timber Co. Ltd.’s price is currently Undervalued.
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 -1.42.
How many shares outstanding does West Fraser Timber Co. Ltd. have?
West Fraser Timber Co. Ltd. has 76,018,340 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 -$9.63 in its last earnings report, missing expectations of -$2.372. Following the earnings report the stock price went down -1.781%.
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
West Fraser Timber Co Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$79.82 (24.62% Upside)
$79.82 (24.62% Upside)
Blogger Sentiment
Neutral
WFG Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 1.3M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 5.6%
Last 30 Days ▲ 2.2%
Last 30 Days ▲ 2.2%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-16.32%
12-Months-Change
Fundamentals
Return on Equity
-18.45%
Trailing 12-Months
Asset Growth
-13.01%
Trailing 12-Months
Company Description
West Fraser Timber Co. Ltd.
West Fraser Timber Co. Ltd., a diversified wood products company, engages in manufacturing, selling, marketing, and distributing lumber, engineered wood products, pulp, newsprint, wood chips, and other residuals and renewable energy. It offers spruce-pine-fir and southern yellow pine lumber, treated wood products, medium density fiberboard panels and plywood, oriented strand board, and laminated veneer lumber wood products. The company also provides northern bleached softwood Kraft pulp and bleached chemical thermo-mechanical pulp used to produce various paper products, including printing and writing papers, specialty grades, and various tissue products. It sells its products to major retail chains, contractor supply yards, and wholesalers, as well as industrial customers for further processing or as components for other products in Canada, the United States, China, Europe, Asia, and other countries. West Fraser Timber Co. Ltd. was founded in 1955 and is based in Vancouver, Canada.
WFG Company Deck
WFG Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Negative
The call contained a mix of operational progress and harsh financial realities. Highlights include meaningful liquidity (> $1.2B), completed ramp-ups (Allendale OSB; Henderson lumber mill), sustained capital investment (~$1B over 4 years), portfolio optimization (1.1B board feet removed, ~16% capacity reduction), and sequential quarterly EBITDA improvement. However, these positives were overshadowed by a very weak 2025 financial performance: full-year adjusted EBITDA collapsed ~91.7% year-over-year to $56M; large noncash restructuring and impairment charges (~$712M) were recorded; Q4 cash flow was negative $172M; and the company moved from net cash to net debt quarter-over-quarter. Management emphasized running a lower-cost, optimized portfolio and a strong balance sheet to navigate the cycle, but the magnitude of the impairments and earnings decline dominates the near-term picture.View all WFG earnings summariesWFG Stock 12 Month Forecast
Average Price Target
$79.82
▲(24.62% Upside)
Technical Analysis
Ownership Overview
0.09% Insiders
9.74% Mutual Funds
11.00% Other Institutional Investors
71.39% Public Companies and
Individual Investors