West Fraser Timber Co. Ltd Common stock (WFG)

FairStock Score: 40/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at West Fraser at $64.13, close on 2026-10-13, with a $5.1B market cap. FairStock's P/B is 0.89, so it trades below book, but the P/E is -4.18 on EPS of -$15.35. Returns are poor: ROE -19.32% and ROCE -6.08%. The latest reported quarter, fiscal Q2 2026, had revenue of $1.4B and a net loss of $61.0M, a -4.25% margin. Revenue growth is -6.40% and profit growth is -154.17%, with trailing free cash flow of -$479.0M and an FCF yield of -9.4%. On the positive side, debt-to-equity is a low 0.07, and FairStock's Piotroski F-Score is 8/9, suggesting some accounting resilience. The Altman Z-Score of 2.54 sits in a gray zone. The dividend yield is 1.79%, but it is not covered by current free cash flow. Beta is 1.12. FairStock's Lynch category is none because only 0 years of filed results are available and it needs 3. Lumber is a commodity business with limited pricing power, so I see no durable moat. Graham might be drawn to the asset discount, but Buffett would ask for evidence of normalized earning power. At present, the numbers show a cyclical downturn with real losses and cash burn, not a clear bargain.

In plain English: West Fraser makes lumber and other wood products. The business is currently weak: it lost money in its latest quarter and has negative free cash flow. The stock price is below the accounting value of its net assets, which can look inexpensive, but the losses make it hard to call cheap with confidence.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer