Added to YB: 2025-04-23
Pitch date: 2025-04-21
WY [bullish]
Weyerhaeuser Company
-4.21%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.
Market Cap
$15.9B
Pitch Price
$24.38
Price Target
N/A
Dividend
3.80%
EV/EBITDA
20.12
P/E
48.42
EV/Sales
2.98
Sector
Specialized REITs
Category
value
$WY-Weyerhaeuser Company. One of the biggest private owners of timberlands in the world.
WY: Own 9.8M acres timberland (~$26B value vs $11B book) + wood products business. P/NAV 0.76x. Strong West timber quality (90:10 grade/fiber). Current FCF yield 6%, normalized ~$1.5B FCF/yr. Conservative balance sheet, active buybacks. Cyclical wood products tied to housing. Long-term inflation hedge with carbon credit upside.
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