NYSE: WFG - West Fraser Timber Co. Ltd.

Yield per half year: -16.96%
Dividend yield: +1.47%
Sector: Materials

Reporting West Fraser Timber Co. Ltd.

Capitalization

IFRS

Reporting Annual Quarterly

	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	LTM	5 year average	CAGR 5
Капитализация, млрд $	3.86	2.62	2.78	4.61	3.39	3	10.38	6.83	6.23		6.43	5.97	12.94
Выручка, млрд $		3.31	4.08	4.49	3.73	4.59	10.52	9.7	6.45	6.17	6.17	7.49	6.09
Чистая прибыль, млрд $		0.243	0.474	0.595	-0.115	0.609	2.95	1.98	-0.167	-0.005	-0.005	1.07	-138.27
EV, млрд $		3	3.08	4.54	3.67	2.55	8.77	6.05	6.76	6.57	6.57	6.14	20.84
EBIT, млрд $		0.3623	0.6863	0.812	-0.1018	0.8611	3.95	3.22	-0.204	0.064	0.064	1.58	-40.54
EBITDA, млрд $		0.495	0.859	1	0.064	1.06	4.53	3.23	0.337	0.613	0.613	1.95	-10.37
Баланс стоимость, млрд $		1.67	1.65	1.64	1.42	2.01	4.5	7.62	7.22	6.95	6.95	5.66	28.16
FCF, млрд $		0.31	0.45	0.396	-0.226	0.827	2.92	1.73	0.048	0.174	0.174	1.14	-26.78
Операционный денежный поток, млрд $		0.5126	0.7173	0.6674	0.088	1.02	3.55	2.21	0.525	0.661	0.661	1.59	-8.31
Операционная прибыль, млрд $		0.359	0.692	0.787	-0.096	0.861	3.95	2.56	-0.284	0.007	0.007	1.42	-61.80
Операционные расходы, млрд $		0.7418	0.9066	1.05	1.03	1.03	1.93	1.94	2.05	1.83	1.83	1.76	12.18
CAPEX, млрд $		0.203	0.267	0.272	0.314	0.189	0.635	0.477	0.477	0.487	0.487	0.4530	20.84

	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	5 quarters average	CAGR 5
Капитализация, млрд $	8.17	9.21	9.92	8.42	7.49	6.37	6.42	6.31	6.59	6.05					6.35	-1.03
Выручка, млрд $					2.09	2.19	1.63	1.61	1.71	1.62	1.62	1.7	1.44	1.41	1.56	-2.74
Чистая прибыль, млрд $					0.216	-0.1276	-0.042	-0.131	0.159	0.035	0.0348	0.105	-0.083	-0.062	0.0060	-212.12
EV, млрд $					6.57	5.49	5.64	6.72	5.4	6.81	6.97	5.82	7.35	6.54	6.70	-0.81
EBIT, млрд $					0.303	-0.079	-0.066	-0.051	0.228	0.057	0.0577	0.146	-0.102	-0.038	0.0241	-192.21
EBITDA, млрд $					0.443	0.0869	0.072	0.084	0.36	0.195	0.1951	0.284	0.034	0.099	0.1614	-12.68
Баланс стоимость, млрд $					5.45	5.28	7.57	7.42	7.53	7.23	7.23	7.24	7.12	6.95	7.15	-0.79
FCF, млрд $					0.286	0.0389	-0.297	0.166	0.24	-0.1543	-0.1543	0.2729	0.043	0.017	0.0049	-164.33
Операционный денежный поток, млрд $					0.433	0.147	-0.198	0.272	0.355	-0.0329	-0.0329	0.375	0.15	0.173	0.1264	-239.37
Операционная прибыль, млрд $					0.281	0.2391	-0.066	-0.196	0.184	0.0577	0.0577	0.138	-0.108	-0.065	0.0161	-202.41
Операционные расходы, млрд $					0.436	0.49	0.463	0.48	0.379	0.0936	0.0936	0.081	0.473	0.459	0.2400	37.44
CAPEX, млрд $					0.147	0.2009	0.099	0.106	0.115	0.1215	0.1215	0.1021	0.107	0.156	0.1216	5.13

	5 quarters average	CAGR 5

Cash flow Cash flow quarterly Assets

Balance sheet

IFRS

Reporting Annual Quarterly

	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	LTM	5 year average	CAGR 5
Наличность, млрд $				0.05	0.2052	0.1175	0.0122	0.4603	1.57	1.16	0.9	0.641	0.641	0.9463	6.85
Short Term Investments $	-0.0099	-0.0029	-0.0036	-0.0128	-0.0528	0.0425	0.0038	0.027	0.721		0.478			0.2545	62.26
Total Receivables $				0.221	0.2799	0.279	0.3009	0.2847	0.55	0.495	0.404	0.316	0.316	0.4099	2.11
Total Current Assets $				0.6979	1.03	0.9875	0.8781	1.33	3.22	2.75	2.38	1.84	1.84	2.30	6.71
Чистые активы, млрд $				1.69	2.17	2.13	1.89	2.47	7.66	3.98	7.57		2.75	4.71	31.99
Активы, млрд $				2.68	3.59	3.52	3.57	4.17	10.43	9.97	9.42	8.76	8.76	8.55	16.00
Short Term Debt $			0.1283	0.015		0.0448	0.2963	0.0078	0.011	0.011	0.313	0.21	0.21	0.1106	93.21
Long Term Debt $				0.413	0.636	0.692	0.658	0.637	0.499	0.499	0.199		0.199	0.4984	-21.27
Задолженность, млрд $				1.01	1.42	1.39	1.68	1.7	2.78	2.35	2.19	1.81	1.81	2.17	1.26
Чистый долг, млрд $				0.2573	0.2478	0.3929	0.784	0.5074	-0.337	-0.626	-0.362	-0.412	-0.412	-0.2459	-195.92
Долг, млрд $				0.428	0.5058	0.0448	0.294	0.0078	0.528	0.536	0.538	0.229	0.229	0.3678	96.58
Interest income $				0.024	0.024	0.007	0.004	0.017	0.036	0.027	0.074			0.0316	79.24
Расходы на обслуживание долга $				0.0179	0.0191	0.025	0.0337	0.0337	0.048	0.024	0.024	0.026	0.026	0.0311	-5.06
Чист. проц. доходы, млрд $					0.024	0.007	0.004	0.017	0.036	0.027	0.074		0.074	0.0316	79.24
Goodwill $		0.2963	0.2587	0.2649	0.5606	0.5455	0.5512	0.5576	1.98	1.94	1.95			1.40	28.75
Амортизация, млрд $				0.1466	0.167	0.1887	0.1983	0.218	0.584	0.000228	0.541	0.549	0.549	0.3784	20.29
Себестоимость, млрд $				2.21	2.48	2.66	2.8	2.69	4.65	5.14	4.69	4.33	4.33	4.30	9.99
Товарно материальные запасы $				0.4323	0.5328	0.5808	0.5581	0.5764	1.06	1.03	0.851	0.844	0.844	0.8723	7.93

	2018Q3	2018Q4	2019Q1	2019Q2	2019Q3	2019Q4	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	5 quarters average	CAGR 5
Наличность, млрд $														1.82	1.57	0.847	0.994	1.2	0.7103	0.7103	1	0.997	0.641	0.8117	-2.03
Short Term Investments $	-0.0637	-0.0425	-0.0085	-0.0038	-0.0042	-0.0038			0.721		0.721		-0.0021	0.5043										0.3881	-365.82
Total Receivables $														0.552	0.495	0.617	0.569	0.499	0.458	0.4575	0.4489	0.3924	0.316	0.4146	-7.15
Total Current Assets $														3.01	2.75	2.66	2.58	2.75	2.36	2.36	2.36	2.25	1.84	2.23	-4.86
Чистые активы, млрд $								6.61	7.84	7.43	7.66	8.56	7.86	7.79	7.62	7.57		3.82						6.93	-13.44
Активы, млрд $														10.12	9.97	9.88	9.72	9.78	9.37	9.37	9.35	9.24	8.76	9.22	-1.34
Short Term Debt $							0.0078	0.376	0.011		0.011				0.011				0.3	0.2997	0.4105	0.5	0.21	0.3440	-6.89
Long Term Debt $												0.499	0.499	0.499	0.499	0.499	0.499	0.499	0.199	0.199	0.2			0.3192	-16.71
Задолженность, млрд $														2.33	2.35	2.3	2.3	2.25	2.14	2.14	2.1	2.13	1.81	2.06	-3.29
Чистый долг, млрд $														0.499	-0.626	-0.323	-0.461	-0.674	-0.1878	-0.1878	-0.4809	-0.471	-0.412	-0.3479	17.01
Долг, млрд $														0.499	1.07	0.524	0.533	0.53	0.5225	0.5225	0.5229	0.526	0.229	0.4646	-15.21
Interest income $									0.016	0.011	0.002		0.003	0.012	0.012	0.014	0.014	0.027	0.02					0.0174	10.76
Расходы на обслуживание долга $														0.007	0.006	0.006	0.005	0.006	0.007	0.007	0.007	0.007	0.004	0.0064	-10.59
Чист. проц. доходы, млрд $												-0.007	0.003	0.012	0.012	0.014	0.014	0.027	0.02	0.017	0.016			0.0188	2.71
Goodwill $										2.37	1.98	2.42	2.39	2.36	1.94	2.35	2.34	2.32	2.29					2.25	3.37
Амортизация, млрд $														0.14	0.148	0.138	0.135	0.132	0.138	0.1374	0.138	0.136	0.137	0.1373	-0.15
Себестоимость, млрд $														1.37	1.21	1.25	1.19	1.13	1.47	1.47	1.49	1.07	1.01	1.30	-7.23
Товарно материальные запасы $														1.03	1.03	1.14	0.902	0.818	1.01	1.01	0.8459	0.8	0.844	0.9020	-3.53

Share

IFRS

Reporting Annual Quarterly

	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	5 year average	CAGR 5
EPS	2.9	6.07	7.8	-1.79	8.86	27.03	20.97	-2.01	-0.0616		-0.0616	10.96	-137.02
Цена акции ао		35.61	61.49	49.06	44.13	64.26	77.86	85.58	86.55	76.09	76.09	78.07	3.44
Число акций ао, млн	79.01	78	75	69	68	109	94.17	83.2	81.12		81.12	87.10	3.59
FCF/акцию	3.92	5.7	5.27	-3.26	12	42.36	18.37	0.5769	2.14		2.14	15.09	-29.17

	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	5 quarters average	CAGR 5
EPS					2.5	-1.53	-0.5027	-1.57	1.9	0.4285	0.4266	1.29	-1.03	-0.7679			0.0694	-212.38
Цена акции ао			93.96	84.26	86.75	76.26	76.85	75.51	78.63	74.04					78.3	76.09	76.51	0.15
Число акций ао, млн	109.65	106.5	105.6	99.93	86.32	83.56	83.56	83.56	83.8	81.68							83.23	-0.45
FCF/акцию					3.31	-0.0232	-3.55	1.99	2.86	-1.89	-1.89	3.35	0.5352	0.2106			0.0632	-164.48

Efficiency

IFRS

Reporting Annual Quarterly

	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
ROE, %				15.09	24.72	27.7	-5.71	27.86	58.18	25.86	-2.25	-0.0705		-0.0705	33.29	21.92	-130.24
ROA, %				9.16	15.12	16.73	-3.24	15.71	40.36	19.36	-1.72	-0.055		-0.055	12.77	14.73	-132.27
ROIC, %			4.17	13.36	20.97	22.59	-3.49	21.98	53.37	25.47	-0.8504			41.23	17.63	19.30	-24.60
ROS, %					11.61	13.24	-3.08	12.82	28.02	20.36	-2.59	-0.081	-0.081	-0.081	17.66	9.13	-131.06
ROCE, %					31.66	26.36	-3.47	23.63	42.75	35.12	-2.44	0.8178	0.9203	0.8178	49.31	15.43	-53.59
Ebit margin, %							-2.73	19.1	37.52	33.24	-3.16	1.04	1.04	1.04		13.94	-51.18
Рентаб EBITDA, %					21.04	22.28	1.71	23.19	37.61	33.24	5.22	9.93	9.93	9.93	37.16	19.19	-23.38
Чистая рентаб, %				10.8	16.9	17.5	-2.6	18.8	37.5	20.36	-2.59	-0.081		-0.081	20.01	14.80	-133.64
Operation Margin, %					16.95	17.52	-2.73	18.77	37.51	26.38	-4.4	0.1134	0.1134	0.1134	28.66	11.94	-68.66
Чистая процентная маржа, %	10.05	6.72	2.54	7.33	11.61	13.24	-3.08	13.27	28.02					29.88	18.98	12.61	19.27
Доходность FCF, %		1.35	1.51	11.79	11.57	8.95	-7.33	20.5	36.01	24.28	0.7706					14.85	-163.73

	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q2	Industry average	5 quarters average	CAGR 5
ROE, %						2.73	-1.15	-0.5362	-1.77	2.1	0.4675	0.4712	1.43	-1.14	-0.8648		33.29	0.0728	-213.09
ROA, %						2.13	-0.9256	-0.4232	-1.35	1.63	0.3654	0.3718	1.12	-0.893	-0.6888		12.77	0.0551	-213.52
ROIC, %	18.05		4.35				-0.8365		-1.33	2.28	0.76	0.8692	1.67	-0.7444	-0.5012		17.63	0.4107	-192.01
ROS, %							-5.75	-2.58	-8.15	9.33	2.16	2.15	6.16	-5.78	-4.41	-0.081	17.66	-0.3922	-151.91
ROCE, %							-0.838	-0.7162	-0.6877	2.51	0.6422	0.6654	1.72	-1.23	-0.4673	0.9203	49.31	0.3217	6.70
Ebit margin, %										13.37	3.52	3.56	8.57	-7.1	-2.7	1.04		0.6740	-21.82
Рентаб EBITDA, %							3.96	4.43	5.22	21.11	12.04	12.05	16.66	2.37	7.05	9.93	37.16	9.61	-3.80
Чистая рентаб, %						10.34	-5.75	-2.58	-8.15	9.33	2.16	2.15	6.16	-5.78	-4.41		20.01	0.0560	-215.34
Operation Margin, %							-4.89	-4.06	-12.19	10.79	3.56	3.56	8.09	-7.52	-4.63	0.1134	28.66	-0.0773	-49.81
Доходность FCF, %		9.88	-1.2	4.74	11.59	3.82	-0.0314	-4.63	2.63	3.64	-2.55							-0.1883	140.95

Coefficients

IFRS

Reporting Annual Quarterly

	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
P/E	38.6	16.9	13.1	4.9	-26.85	16.2	3.4	3.38	7.56			3.38	40.50	0.7380	-177.61
P/BV		1.7	2.3	1.5	1.6	2.1	1.4	0.8758	0.9863	1		1	5.98	1.27	-13.79
P/S		0.9	1.3	0.8	0.9	1.1	1	0.6879	1.1	1.13		1.13	3.39	1.00	0.54
P/FCF			8.64	11.17	-13.65	4.88	2.78	4.12	3.72	133.96	36.95	36.95	20.60	36.31	67.77
E/P			0.1219	0.1345	-0.0372	0.1459	0.3638	0.2772	-0.0268	-0.026	-0.000778	-0.000778	0.06	0.1175	-129.24
EV/EBIT					-36.1	5.09	2.56	1.88	-33.15	102.71	102.71	102.71		35.34	109.25
EV/EBITDA		5.9	3.58	4.53	57.29	2.4	1.94	1.88	20.07	10.72		10.72	10.98	7.40	34.90
EV/S		0.9069		1.11	1.07	0.9188	0.7381	0.6233	1.05	1.06	1.06	1.06	3.65	0.9063	7.51
EV/FCF		9.7		12.63	-17.77	5.1	2.66	3.5	140.88	37.78	37.78	37.78	24.43	44.52	70.01
Debt/EBITDA			0.59	0.04	4.59	0.01	0.1126	0.1662	1.6	0.3736	0.3736	0.3736	1.45	0.5252	27.11
Netdebt/Ebitda			0.2904	0.4008	8.13	0.0432	-0.0744	-0.1941	-1.07	-0.6721	-0.6721	-0.6721	1.00	-0.5365	55.30
Debt/Ratio		0.1598		0.2095	0.2648	0.1546	0.0489	0.0537	0.0571	0.0261	0.0261	0.0261	0.26	0.0424	-11.80
Debt/Equity		0.2567		0.3465	0.4996	0.2606	0.0666	0.0704	0.0745	0.0329	0.2597	0.0329	1.62	0.1008	31.28
Debt/Net Income		1.76		1.24	-8.24	1.1	0.1731	0.2714	-3.22	-45.8	-45.8	-45.8	21.13	-18.8751	-405.15
PEG											19.63	19.63		19.63	0.00
Бета							2.13	1.94	1.56	-0.0806	1.89	1.89	0.01	1.49	-2.36
Индекс Альтмана			7.99	7.08	3.76	30.46	9.7	18.19	-0.2872	-3.04	-2.01	-2.01	5.65	4.51	-172.99

	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q1	2025Q2	Industry average	5 quarters average	CAGR 5
P/E				1.24	1.25	3.09	-68.51	-152.88	-48.16	-56.4	335.24	74.01	19.15					40.50	64.77	-183.16
P/BV						0.7795	0.8028	0.7877	0.9687	0.8068	0.9678	0.991	0.8706	1.1	0.9997			5.98	0.9858	0.65
P/S						0.7174	0.7097	0.7769	1.05	0.9252	1.09	1.11	0.9563	1.24	1.13			3.39	1.11	0.72
P/FCF			-82.99	21.11	8.63	26.18	-3185.87	-21.62	38.01	27.46	-39.19						36.95	20.60	8.32	-211.31
E/P			0.0363	0.1099	0.0905	0.0288	-0.0146	-0.0065	-0.0208	0.0241	0.0058						-0.000778	0.06	0.0004	-34.59
EV/EBIT										23.71	119.41	120.78	39.88	-72.07	-172.11		102.71		3.84	-3.19
EV/EBITDA						1.79	1.72	3.32	80.04	9.24	11.48	9.86	5.67	10.38	10.68			10.98	9.61	-1.43
EV/S			4.35				3.54		4.18	3.17	4.2	4.31	3.42	5.12	4.65		1.06	3.65	3.71	-24.46
EV/FCF			-79.95				-2859.87		40.5	22.52	-44.11	-45.19	21.34	170.96	384.71		37.78	24.43	113.92	-196.48
Debt/EBITDA							7.77	7.28	6.35	1.47	2.68	2.68	1.84	15.47	2.31		0.3736	1.45	4.53	-32.57
Netdebt/Ebitda							-9.07	-4.49	-5.49	-1.87	-0.9631	-0.9625	-1.69	-13.85	-4.16		-0.6721	1.00	-4.2669	-6.93
Debt/Ratio			0.0489				0.0511		0.0549	0.0542	0.0558	0.0558	0.056	0.0569	0.0261		0.0261	0.26	0.0442	-14.10
Debt/Equity			0.0666				0.0669		0.0719	0.0703	0.0723	0.0723	0.0722	0.0739	0.0329		0.2597	1.62	0.1022	29.14
Debt/Net Income			1.53				-5.48		-4.07	3.33	14.93	14.99	4.98	-6.34	-3.69		-45.8	21.13	-7.1720	-225.03
PEG																	19.63		19.63	0.00
Бета																2.21	1.89	0.01	2.05	-7.52
Индекс Альтмана	6.61	5.83	-5.81	6.78	-1.28	-0.5129	-2.88			-2.27						-3.04	-2.01	5.65	-2.1426	31.41

Dividends

IFRS

Reporting Annual Quarterly

	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
Див.выплата, млрд	0.023	0.0223	0.0272	0.0421	0.0431	0.075	0.085	0.1018	0.101			0.103		0.0812	18.57
Дивиденд			0.28	0.53	0.61	0.59	0.76	1.15	1.2	1.28	0.32	1.28		0.9420	-15.89
Див доход, ао, %			0.59	1.43	1.81	1.24	0.94	1.59	1.47	1.58	1.7	1.47	3.21	1.46	12.58
Дивиденды / прибыль, %	22.9	10.1	5.2	4.8	-36.67	14.8	2.5	5.01	-60.48			5.01	173.26	-14.9680	10.52
Dividend Coverage Ratio											-0.0485	-0.0485		-0.0485	0.00

	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q3	2024Q4	2025Q2	Industry average	5 quarters average	CAGR 5
Див.выплата, млрд					0.027	0.025	0.025	0.025	0.025	0.0239	0.0325	0.025	0.0261	0.026			0.0267	1.70
Дивиденд	0.1963	0.2	0.25	0.3	0.3	0.3	0.3	0.3	0.3	0.3							0.3000	0.00
Див доход, ао, %	0.2633	0.2312	0.2661	0.3561	0.3458	0.3934	0.3904	0.3973	0.3815	0.4052						3.21	0.3936	0.59
Дивиденды / прибыль, %					12.5	-26.88	-59.52	-19.08	15.72	68.27	93.3	23.8	-31.45	-41.94		173.26	22.40	-190.72
Dividend Coverage Ratio															-0.0485		-0.0485	0.00

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Other

IFRS

Reporting Annual

	2018	2019	2020	2021	2022	2023	2024	CAGR 5
Всего задолженность	0.4368	0.6408	0.5278					6.51
Персонал, чел				11000	11000	11000	10800	-0.46

	CAGR 5

	CAGR 5