West Fraser Timber Co Ltd
TSX:WFG

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West Fraser Timber Co Ltd
TSX:WFG
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Price: 100.62 CAD -4.11%
Market Cap: CA$7.9B

Intrinsic Value

The intrinsic value of one WFG stock under the Base Case scenario is 89.9 CAD. Compared to the current market price of 100.62 CAD, West Fraser Timber Co Ltd is Overvalued by 11%.

WFG Intrinsic Value
89.9 CAD
Overvaluation 11%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation History
West Fraser Timber Co Ltd

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Fundamental Analysis

Bear Theses

A prolonged downturn in North American housing starts could sharply reduce demand for West Fraser’s key construction-oriented products, jeopardizing overall revenue and forcing mill curtailments.

The company’s high exposure to regional timber supply constraints—especially wildfire risks in Western Canada—may lead to rising log costs and reduced production efficiency, damaging margins.

Current geopolitical uncertainties around export duties and tariffs threaten West Fraser’s U.S. market access, potentially eroding pricing power and profitability in cross-border sales.

Bull Theses

West Fraser’s diversified product mix—including lumber, OSB, pulp, and EWP—mitigates commodity risk and positions the firm to capture upside as regional housing markets recover.

Large-scale production capacity, supported by modernized mills, enables the company to benefit substantially from any increase in North American housing construction and repair-and-remodel activity.

A relatively strong balance sheet gives West Fraser financial flexibility to fund strategic acquisitions and mill upgrades, strengthening its competitiveness and potential for long-term market share gains.

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Earnings Waterfall
West Fraser Timber Co Ltd

Wall St
Price Targets

WFG Price Targets Summary
West Fraser Timber Co Ltd

Wall Street analysts forecast WFG stock price to drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for WFG is 89.21 CAD with a low forecast of 69.99 CAD and a high forecast of 102.9 CAD.

Lowest
Price Target
69.99 CAD
30% Downside
Average
Price Target
89.21 CAD
11% Downside
Highest
Price Target
102.9 CAD
2% Upside
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Dividends

Shareholder Yield

Competitive Landscape

What is the Intrinsic Value of one WFG stock?

The intrinsic value of one WFG stock under the Base Case scenario is 89.9 CAD.

Is WFG stock undervalued or overvalued?

Compared to the current market price of 100.62 CAD, West Fraser Timber Co Ltd is Overvalued by 11%.

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