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Company Analysis

West Fraser Timber Co. Ltd WFG

A comprehensive view of key metrics, scores, and financial health for West Fraser Timber Co. Ltd

Overview of West Fraser Timber Co. Ltd.

WFG NYQ
Basic Materials Lumber & Wood Production Framework: Commodities & Mining Mid Cap
West Fraser Timber Co. Ltd. (WFG), is a Mid Cap company, in the Lumber & Wood Production industry, last closed at $64.88, about 19.5% undervalued vs fair value, -6.7% 1Y return, ranked 260/267 in sector.
Metrics Rev Growth -11.5% ROE -14.6% Gross Margin 23.4% Div Yield 2.11%
USD 64.88
-4.83%
(Delayed)
• Vol 90d: 34.8%
52-Week Range
Market Cap
$5.21B
Enterprise Value
$5.66B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Weak
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats

Quick Facts

Website https://www.westfraser.com
HQ Vancouver, BC
Employees 9,600
Fiscal year Dec 31

Next Events

Earnings Jul 29 Estimated

Fair Value Snapshot

Bear Base Bull
$65
$78
$91
Current: $64.88 +20% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$5.5B
-11.5%%
Gross Profit
$1.3B
-30.6%%
Operating Income
$-475.0M
-535.8%%
Net Income
$-937.0M
-18640%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
33.6%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
2/5
Improving
0
High Impact
5
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating West Fraser Timber Co. Ltd's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
28
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
26
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing WFG's balance between Growth (14.3%), Profitability (25.1%), and Safety (60.5%). Growth 14% Safety 61% Profitability 25%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

11th percentile vs peers
12
Key Signals
Rev Growth YoY -11.5% 19p Revenue CAGR 3Y -17.4% 11p TSR -27.9% 9p EPS Growth YoY -191.06 0p
Strengths
  • Net Debt/EBITDA in top 20% of peers (-67.1%, 92th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks
  • Growth in bottom 20% of peers (percentile: 11)
  • Rev Growth YoY in bottom 20% of peers (-11.5%)
  • EPS Growth YoY in bottom 20% of peers (-191.06)

Profitability

20th percentile vs peers
20
Key Signals
Strengths
Risks
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Safety

48th percentile vs peers
49
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for West Fraser Timber Co. Ltd.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$77.55
- - -
+19.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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