West Fraser Timber Co Ltd

West Fraser Timber Co Ltd(WFG)の株式分析

$68.160

+0.491 (+0.72%)終値時点

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High
68.730
Open
67.150
VWAP
68.01
Vol
206.79K
Mkt Cap
6.30B
Low
67.150
Amount
14.06M
EV/EBITDA, TTM
28.55

West Fraser Timber Co. Ltd. is a Canada-based diversified wood products company. The Company is engaged in manufacturing, selling, marketing and distributing lumber, engineered wood products such as oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fiberboard (MDF), plywood, particleboard, pulp, newsprint, wood chips and other residuals. Its products are used in home construction, repair and remodeling, industrial applications, paper and tissue. Its segments include Lumber, North America engineered wood products (NA EWP), Pulp & Paper and Europe EWP. The Company’s business comprises lumber mills, OSB facilities, plywood facilities, MDF facilities, particleboard facilities, LVL facilities, veneer facilities, and pulp and paper mills. The Company operates approximately 58 facilities in Canada, the United States, the United Kingdom and Europe.

AI analysis of West Fraser Timber Co Ltd (WFG)

hold

West Fraser Timber Co Ltd is currently not a strong buy due to its recent financial losses and market challenges. The current price is $67.67, with an RSI of 41.54 indicating it is nearing oversold territory. However, the forward P/E ratio is high at 36.63, suggesting that the stock may be overvalued relative to its earnings potential. The company reported a significant loss of $0.78 per share in Q2 2026, which is a concern for long-term profitability. The main risk is the ongoing decline in lumber prices, which has pressured revenues and profitability, as seen in the 5.36% gross margin reported in Q3 2025. Therefore, while there are some positive indicators, the overall financial health and market conditions suggest a cautious approach.

バリュエーション指標

The current forward P/E ratio for West Fraser Timber Co Ltd (WFG) is 36.63, compared to its 5-year average forward P/E of 71.08.

Forward P/E

Fair
5Y Average P/E
71.08
Current P/E
36.63
割高
252.22
割安
-110.05

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
7.50
Current EV/EBITDA
28.55
割高
16.34
割安
-1.34

Forward P/S

Undervalued
5Y Average P/S
0.97
Current P/S
0.85
割高
1.08
割安
0.86

Whales holding WFG

D

Donald Smith & Co., Inc.

+ HoldingWFG

+13.89%

3M Return

S

Smead Capital Management, Inc.

+ HoldingWFG

+8.59%

3M Return

Q

QV Investors Inc.

+ HoldingWFG

+4.82%

3M Return

M

Manning & Napier Advisors, LLC

+ HoldingWFG

+1.73%

3M Return

イベントタイムライン

2026-07-29 (ET)

17:30:00

West Fraser Q2 Revenue at $1.43B, Below Consensus

2026-04-29 (ET)

17:10:00

West Fraser Reports Q1 Adjusted EBITDA Loss of $66M

17:10:00

Company Expects Capital Expenditures Between $300 Million and $350 Million in 2026

2026-03-19 (ET)

17:10:00

West Fraser Timber Approved to Renew Buyback of 3.8 Million Shares

2026-02-11 (ET)

17:10:00

West Fraser Timber Expects 2026 CapEx of $300M-$350M

ニュース

WFG FAQ — answered by Alphio AI

West Fraser Timber Co. Ltd. is a Canada-based diversified wood products company. The Company is engaged in manufacturing, selling, marketing and distributing lumber, engineered wood products such as oriented strand board (OSB), laminated veneer lumber (LVL), medium-density fiberboard (MDF), plywood, particleboard, pulp, newsprint, wood chips and other residuals. Its products are used in home construction, repair and remodeling, industrial applications, paper and tissue. Its segments include Lumber, North America engineered wood products (NA EWP), Pulp & Paper and Europe EWP. The Company’s business comprises lumber mills, OSB facilities, plywood facilities, MDF facilities, particleboard facilities, LVL facilities, veneer facilities, and pulp and paper mills. The Company operates approximately 58 facilities in Canada, the United States, the United Kingdom and Europe. It operates in the Basic Materials sector (SAWMILLS AND PLANING MILLS, GENERAL industry).

West Fraser Timber Co Ltd is currently not a strong buy due to its recent financial losses and market challenges. The current price is $67.67, with an RSI of 41.54 indicating it is nearing oversold territory. However, the forward P/E ratio is high at 36.63, suggesting that the stock may be overvalued relative to its earnings potential. The company reported a significant loss of $0.78 per share in Q2 2026, which is a concern for long-term profitability. The main risk is the ongoing decline in lumber prices, which has pressured revenues and profitability, as seen in the 5.36% gross margin reported in Q3 2025. Therefore, while there are some positive indicators, the overall financial health and market conditions suggest a cautious approach.

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