West Fraser Timber Co (WFG)
NYSE:WFG
WFG Stock Chart & Stats
$66.79
-$5.31(-6.01%)
At close: 4:00 PM EST
$66.79
-$5.31(-6.01%)
Day’s Range― - ―
52-Week Range$57.34 - $78.55
Previous CloseN/A
Volume99.44K
Average Volume (3M)194.82K
Market Cap
$5.22B
Enterprise Value$5.70B
Total Cash (Recent Filing)$81.06M
Total Debt (Recent Filing)$528.37M
Price to Earnings (P/E)―
Beta0.43
Next Earnings
Jul 29, 2026EPS Estimate
-0.48Next Dividend Ex-DateN/A
Dividend Yield2.13%
Share Statistics
EPS (TTM)-18.60
Shares Outstanding76,022,350
10 Day Avg. Volume184,778
30 Day Avg. Volume194,824
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 Cap1.09
Enterprise Value/Revenue0.90
Enterprise Value/Gross Profit23.17
Enterprise Value/Ebitda-5.96
Forecast
1Y Price Target
$82.21Price Target Upside23.09% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)-2.7
Revenue Forecast (FY)$4.20B
Bulls Say, Bears Say
Bulls Say
Balance-sheet Strength & LiquidityVery low leverage and roughly $900M of liquidity provide durable financial optionality through cyclical downturns. This balance-sheet strength supports ongoing capex, dividend continuity and operational flexibility, lowering refinancing risk and preserving strategic choices over the next several quarters.
Operational Turnaround (underlying EBITDA)Excluding large noncash duty items, the business delivered a sharp sequential swing to roughly $48M of underlying adjusted EBITDA. That improvement across lumber, EWP and Europe reflects operational leverage, margin recovery and better shipment execution, trends that can sustain cash generation as markets normalize.
Portfolio Optimization And Cost ReductionActive high-grading (mill closures, modernizations) plus brownfield projects and a ~6% cost decline in the U.S. South structurally lower the cost base. Ongoing capital projects (Bemidji dryer/energy, Henderson ramp) should improve throughput, energy efficiency and competitiveness over multiple quarters.
Bears Say
Weak Cash Generation / Negative Free Cash FlowTrailing cash generation has materially weakened to near-zero operating cash flow and deeply negative free cash flow, indicating cash burn from working-capital builds and reinvestment. Sustained weak cash flow would pressure shareholder returns, constrain discretionary investments and increase reliance on liquidity reserves.
Profitability Deterioration And Revenue DeclineThe firm has swung from prior-cycle profitability to a TTM net loss with a much lower gross margin and declining revenues. This demonstrates high cyclical sensitivity and weaker pricing/cost absorption; prolonged losses would erode returns and could reduce capital available for modernization or dividends over time.
Duty And Input-cost PressureLarge softwood duty adjustments materially distorted earnings and reflect trade/regulatory exposure that can recur or create uncertainty. At the same time rising resin and energy inputs (noted as significant for OSB) structurally compress margins, making earnings vulnerable to both policy shifts and commodity-cost inflation.
West Fraser Timber Co News
WFG FAQ
What was West Fraser Timber Co’s price range in the past 12 months?
West Fraser Timber Co lowest stock price was $57.34 and its highest was $78.55 in the past 12 months.
What is West Fraser Timber Co’s market cap?
West Fraser Timber Co’s market cap is $5.22B.
When is West Fraser Timber Co’s upcoming earnings report date?
West Fraser Timber Co’s upcoming earnings report date is Jul 29, 2026 which is in 54 days.
How were West Fraser Timber Co’s earnings last quarter?
West Fraser Timber Co 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 overvalued?
According to Wall Street analysts West Fraser Timber Co’s price is currently Undervalued.
Does West Fraser Timber Co pay dividends?
West Fraser Timber Co pays a Quarterly dividend of $0.32 which represents an annual dividend yield of 2.13%. See more information on West Fraser Timber Co dividends here
What is West Fraser Timber Co’s EPS estimate?
West Fraser Timber Co’s EPS estimate is -0.48.
How many shares outstanding does West Fraser Timber Co have?
West Fraser Timber Co has 76,022,350 shares outstanding.
What happened to West Fraser Timber Co’s price movement after its last earnings report?
West Fraser Timber Co 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?
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
1
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5
6
7
8
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$82.21 (23.09% Upside)
$82.21 (23.09% Upside)
Blogger Sentiment
Neutral
WFG Sentiment 67%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 425.4K Shares
Last Quarter.
Last Quarter.
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-7.08%
12-Months-Change
Fundamentals
Return on Equity
-23.07%
Trailing 12-Months
Asset Growth
-12.54%
Trailing 12-Months
Company Description
West Fraser Timber Co
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
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 summariesWFG Stock 12 Month Forecast
Average Price Target
$82.21
▲(23.09% Upside)
Technical Analysis
Ownership Overview
0.09% Insiders
10.17% Mutual Funds
15.86% Other Institutional Investors
65.93% Public Companies and
Individual Investors