Added to YB: 2025-10-01
Pitch date: 2025-08-12
WFG [bullish]
West Fraser Timber Co. Ltd.
-14.57%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
CAD 4.7B
Pitch Price
CAD 99.28
Price Target
110.00 (+32%)
Dividend
2.12%
EV/EBITDA
16.18
P/E
-18.16
EV/Sales
0.79
Sector
Paper and Forest Products
Category
turnaround
West Fraser Timber Co. Ltd. - $WFG
WFG: North America's largest lumber producer (#1 w/ 9% share) & world's largest OSB producer (#1 w/ 29% share). Trading at trough 0.8x P/B vs historical 1.25x (~$110 target). Net cash, investment-grade balance sheet. Cyclical downturn driving mill closures should eventually rebalance supply/demand dynamics.
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