West Fraser Timber Co. Ltd. (WFG) Stock: Price, Forecast & Analyst Target
West Fraser Timber Co. Ltd. (WFG) — MoonshotScore 28/100 (Weak band), calculated Oct 4, 2026. Price $66.50 (-0.73%), as of the Oct 2, 2026 trading session; market cap $5.21B.
Educational signal · not a buy or sell recommendation · How to read this
West Fraser Timber Co. Ltd. · WFG · NYSE · Basic Materials · Paper, Lumber & Forest Products
Research dated 2026-09-13: West Fraser Timber manufactures lumber, engineered wood products, and chemical pulp for distribution globally to builders, retailers, and industrial customers. The company faces structural pressure as lumber prices have collapsed from pandemic peaks, creating massive inventory write-downs and forcing mill closures. The central question is whether the company can stabilize operations as housing demand normalizes and cash burn subsides.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · West Fraser Timber Co. (WFG)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Bottom-tier quality, a strained balance sheet and stalling growth, and it’s expensive on top — broad distress, a capital-preservation call, not a value entry. Business Quality: Poor; Financial Safety: Strained; Valuation: Rich; Growth Durability: Shrinking; Momentum: Rising.
- quarterly revenue $1.40B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 1 of 8
- Altman Z 3.15 · Piotroski F 3
Holding back: weak fundamentals, balance-sheet strain, a rich price, soft growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 29 | Weak | |
| 28 | Weak | |
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak |
The score was 28 in the stored Oct 3, 2026 snapshot and remains 28 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $66.50 | |
| Change on the day | -0.73% | |
| 52-week range | $57.34–$76.99 | |
| Market capitalisation | $5.21B | |
| Shares traded on the day | 117.3K | |
| Beta (volatility vs the S&P 500) | 1.12 |
Price & events
Point at or tab to any week for its close.
Other perspectives
Council score for West Fraser Timber Co. (WFG): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 19, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the WFG film — every key number, told as a short cinematic story
~2 min · open the film
What is West Fraser Timber Co. (WFG), and what does it report?
Short answer · as of
West Fraser generates revenue through the sale of dimension lumber, oriented strand board, plywood, and medium-density fiberboard to North American builders and retailers, plus bleached pulp products to global paper manufacturers.
Research dated 2026-09-13.
West Fraser generates revenue through the sale of dimension lumber, oriented strand board, plywood, and medium-density fiberboard to North American builders and retailers, plus bleached pulp products to global paper manufacturers. The company operates mills across Canada, the United States, and Europe, with finished goods distributed to wholesalers, contractors, and major retail chains. Capital intensity is high—maintaining mills and managing inventory consumes significant cash even during downturns when product moves slowly.
What do the latest results show for West Fraser Timber Co. (WFG)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.40B.
Research dated 2026-09-13.
The most recent fiscal year saw operating losses as lumber prices corrected sharply from elevated pandemic levels. Gross profit margins compressed dramatically, reflecting both lower selling prices and underabsorbed fixed mill costs where production runs fell. The company recorded significant inventory write-downs, recording the negative impact directly to earnings. Cash flow from operations deteriorated as the company burned cash to cover operating losses and maintain liquidity.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | Not available | Not available | Not available | Not available |
| Mar 31, 2026 | Not available | Not available | Not available | Not available |
| Dec 31, 2025 | Not available | Not available | Not available | Not available |
| Sep 30, 2025 | Not available | Not available | Not available | Not available |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.40B | -$59M | -$0.76 (diluted) |
| Q1 FY2026 | $957M | -$135M | -$1.72 (diluted) |
| Q4 FY2025 | $1.18B | -$762M | -$9.73 (diluted) |
| Q3 FY2025 | $1.29B | -$202M | -$2.56 (diluted) |
What are the financial strengths and risks for West Fraser Timber Co. (WFG)?
Short answer
Cash and short-term investments were $0.00 at the Jun 30, 2026 balance-sheet date. This figure does not establish a cash runway.
Research dated 2026-09-13.
The balance sheet shows moderate leverage relative to historical norms, though reduced profitability has elevated debt-to-equity. Liquidity remains adequate to support ongoing operations, though cash balances have declined as the company navigates the downturn. The principal risk compounds if lumber prices remain suppressed—sustained low margins would force further mill shutdowns and potential impairments to fixed assets. High fixed-cost base in mills creates operating leverage on the downside.
Data-derived red flags
- Negative return on equity (-19.3%) — the business is not currently generating profit on shareholder capital.
- Inconsistent delivery — missed Wall Street EPS estimates in 7 of the last 8 reported quarters.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
What should you watch next at West Fraser Timber Co. (WFG)?
Short answer · as of
Current published price targets run low $81.00 · high $86.00 · consensus $84.00 · median $85.00 against a quoted price of $66.50 (as of Oct 2, 2026).
Research dated 2026-09-13.
Monitor housing starts and lumber price benchmarks to assess demand recovery timing. Track mill utilization rates and management commentary on capacity adjustments in the next earnings call. Watch for any covenant testing or credit facility refinancing announcements, as depressed earnings could strain lending agreements.
What the records here don't tell us
- No forward revenue or earnings estimate is on file.
- The next earnings date is not yet scheduled in the calendar we read.
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
How does West Fraser Timber Co. compare with its peers?
Short answer
West Fraser Timber Co.'s score ranks 6th of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
West Fraser's integrated product mix—spanning lumber, engineered wood, and pulp—spreads customer relationships across residential construction, industrial, and paper manufacturing. This diversification provided some stabilization during the commodity downturn, though commodity pricing dynamics affected all segments simultaneously. Scale in capital-intensive forest products manufacturing provides cost advantages over smaller competitors, though fixed costs amplify losses during downturns.
| Company | Price | Market value | Score |
|---|---|---|---|
| $13.94 Oct 2, 2026 | $8.89B | 97 5-pillar Oct 4, 2026 | |
| $5.20 Oct 2, 2026 | $6.93B | 97 5-pillar Oct 4, 2026 | |
| $166.56 Oct 2, 2026 | $5.35B | 84 5-pillar Oct 4, 2026 | |
| $38.12 Oct 2, 2026 | $9.94B | 82 5-pillar Oct 4, 2026 | |
| $44.19 Oct 2, 2026 | $4.85B | 41 5-pillar Oct 4, 2026 | |
| West Fraser Timber Co. (WFG) — this page | $66.50 | $5.21B | 28 |
| $65.10 Date unavailable | $4.55B | — Model unavailable | |
| $77.15 Date unavailable | $4.36B | — Model unavailable | |
| $8.50 Date unavailable | $10.5B | — Model unavailable | |
| $32.48 Date unavailable | $1.29B | — Model unavailable | |
| $11.90 Date unavailable | $656M | — Model unavailable | |
| $19.81 Date unavailable | $319M | — Model unavailable | |
| $1.44 Date unavailable | $23.8M | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $81.00 – $86.00
- Consensus target
- $84.00
- Median target
- $85.00
Consensus record · Captured .
Measured against a quoted price of $66.50 (as of Oct 2, 2026).
What has been published about West Fraser Timber Co. (WFG)?
- West Fraser Timber Enters New $500 Million Term Loan; Declares Quarterly Dividend
- West Fraser Announces Term Loan Refinancing and Declares Dividend
- West Fraser Timber Shares Rise After Raymond James Upgrade
- Raymond James Upgrades West Fraser Timber to Outperform From Market Perform, Adjusts PT to CA$118.30 From CA$104.96
Common Questions About WFG (Basic Materials)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Why did lumber prices fall so dramatically from pandemic levels?
Pandemic supply-chain disruptions and remote-work housing demand pushed lumber prices to unsustainable peaks. As housing construction normalized and supply chains reopened, inventories accumulated and prices corrected sharply downward. Current prices reflect a return to historical ranges adjusted for inflation, though still materially below peak.
How much cash burn is expected before stabilization?
Operating cash flow has turned negative as mills run below capacity and pricing pressure squeezes margins. The company is managing inventory levels and adjusting production, but the pace and extent of price recovery remains uncertain. Management has indicated operational improvements ahead, though near-term guidance remains cautious.
Could the company face covenant violations on debt?
The company maintains adequate liquidity under current lending agreements, though depressed earnings leave limited cushion for further deterioration. Refinancing decisions and potential covenant amendments would depend on the trajectory of lumber pricing over the next quarters.
What differentiates West Fraser's pulp business from sawmill operations?
Bleached chemical pulp is a commodity input for specialty paper and tissue production, with different customer bases and pricing dynamics from lumber. Pulp mills operate on longer production cycles and serve global customers less affected by North American housing cycles, providing diversification within West Fraser's portfolio.
What is the WFG stock price today?
The last price recorded on this page for West Fraser Timber Co. Ltd. (WFG) is $66.50, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the WFG price target?
The analyst consensus price target for West Fraser Timber Co. Ltd. (WFG) is $84.00 (range $81.00 to $86.00, median $85.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (26 figures)
The 26 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 885 West Georgia Street, Suite 1500, Vancouver, A1, V6C 3E8 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "858 Beatty Street, Vancouver, BC, V6C 3E8, CA". |
FMP — 20 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $66.50 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:04:47.546Z. | |
px.change | Change on the day | -0.73% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $5.21B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-04. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.49 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.40B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $57.34–$76.99 | FMP | Financial Modeling Prep (FMP) quote | |
px.volume | Shares traded on the day | 117.3K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.12 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Sean McLaren | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 9,600 | FMP | Financial Modeling Prep (FMP) company profile | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY1970 through FY2025: FY1970 revenue $0.00, net result $0.00; FY2022 revenue $0.00, net result $0.00; FY2023 revenue $0.00, net result $0.00; FY2024 revenue $0.00, net result $0.00; FY2025 revenue $0.00, net result $0.00 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 21.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. The market-value ratio is undefined when the reported amount is zero. | |
fin.total_debt | Total debt | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 0.92× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
earn.pt | Stored analyst price targets | low $81.00 · high $86.00 · consensus $84.00 · median $85.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_range | Analyst price target, low to high | $81.00 – $86.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $84.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $85.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 1 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-15 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.15 · Piotroski F 3 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -19.3% · ROA -6.1% · current ratio 2.06 | — | UNRECORDED | Stored key metrics — Date unknown |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 28 of 100 · Weak · pillars 10 / 32 / 28 / 7 / 67 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 28 (stored snapshot Oct 3, 2026) → 28 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | West Fraser Timber Co. Ltd. operates as a diverse forest products enterprise, actively involved in the creation, promotion, sale, and distribution of a wide array of wood-based goods. Its offerings encompass various types of lumber, including spruce-pine-fir, southern yellow pine, and treated wood, alongside engineered wood products such as medium density fiberboard (MDF) panels, plywood, oriented strand board (OSB), and laminated veneer lumber (LVL). The company also manufactures northern bleached softwood Kraft (NBSK) and bleached chemical thermo-mechanical pulp (BCTMP, which are integral to the production of diverse paper products like printing, writing, specialty, and tissue papers. Furthermore, West Fraser provides newsprint, wood chips, other residual materials, and renewable energy. Its extensive customer base includes major retail chains, building contractor suppliers, wholesalers, and industrial clients who either process the products further or use them as components in their own manufacturing. With a global reach, the company distributes its offerings across Canada, the United States, China, Europe, Asia, and many other international markets. Established in 1955, West Fraser Timber Co. Ltd. is based in Vancouver, Canada. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Sector / industry (provider taxonomy) | Basic Materials / Paper, Lumber & Forest Products The company's SEC filings classify it under SIC 2421 — Sawmills & Planting Mills, General. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Employees | Count: 9,600 | 2025-12-31 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $379.54M; Liquidity basis: cash and short-term investments; Total liabilities: $1.87B; Cash and short-term investments: $73.91M; Cash and investments: $88.90M; Long-term investments: $14.98M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Trailing twelve-month ratio set | Quick ratio: 0.83; Current ratio: 2.06; Debt to equity: 0.07; Net margin: -26.4%; Gross margin: 4%; Operating margin: -31.2%; Return on assets: -19.9%; Return on equity: -25% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Analyst actions, most recent per firm | Captured record · 5 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-07-17 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Institutional ownership (13F) | Holders: 173; Quarter: 2026-06-30; Ownership: 50.7%; Holders previous quarter: 177; Ownership previous quarter: 48.6 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Recent SEC filings | Captured record · 12 entries
Forms 10-K, 10-Q, 8-K and Schedule 13D only. Each row links the document the company filed. | 2023-06-20 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.