# West Fraser Timber Co. Ltd. (WFG)

> Source: Nexqual · https://nexqual.com/WFG · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, West Fraser Timber Co. Ltd. (WFG), nexqual.com/WFG" · informational, not investment advice.

**Price:** USD 69.68 (+3.97% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 67.02 · day 67.33–69.89 · 52w 57.34–76.99 · market cap $5.46B · NYQ

## Key facts
- Analysts: Buy (mean 1.57 on a 1–5 scale) (7 analysts), mean target USD 85.83 (range 81–90).
- Total return with dividends: 1Y +7.5% vs S&P 500 +14.9%; 5Y -11.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD -0.76, revenue estimate $1.43B.

## Analysts
Consensus Buy (mean 1.57 on a 1–5 scale), 7 analysts; mean target USD 85.83 (low 81, high 90).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | RBC Capital | Target lowered | Outperform | $83 → $81 |
| 2026-09-15 | Raymond James | Upgrade | Market Perform → Outperform | $75 → $85 |
| 2026-07-17 | RBC Capital | Target raised | Outperform | $80 → $85 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +7.5% | -11.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +7.5% | -2.5% |
| Volatility (annualized) | 33.6% | 32.3% |
| Max drawdown | -22.6% (Feb 2026→May 2026) | -41.0% (Oct 2024→Nov 2025) |

## Peers (Lumber & Wood Production)
UFPI (UFP Industries, Inc.) USD 83.72 +4.66% · SSD (Simpson Manufacturing Company, ) USD 186.92 +3.78% · BCC (Boise Cascade, L.L.C.) USD 78.29 +3.57% · GFI (Gold Fields Limited) USD 35.14 -4.51% · NTR (Nutrien Ltd.) USD 69.09 +1.42% · STLD (Steel Dynamics, Inc.) USD 239.9 -3.25%

## More
Full page: https://nexqual.com/WFG · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name WFG in their own reports (relationship from WFG's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| customer | Builders FirstSource, Inc. (BLDR) | 10-K 2026-02-17 | "Our largest suppliers are national companies such as Boise Cascade Company, Weyerhaeuser Company, West Fraser Timber Co. Ltd., Specialty Building Products, James Hardie Industries plc, and Mitek Indus…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.76 | $-0.44 | +71.5% | $1.43B | 1 |
| Next quarter (ends 2026-12-31) | $-0.96 | $-0.62 | +54.3% | $1.34B | 1 |
| Current fiscal year (ends 2026-12-31) | $-4.00 | $-3.10 | +29.2% | $5.56B | 4 |
| Next fiscal year (ends 2027-12-31) | $1.73 | $2.60 | -33.4% | $6.09B | 3 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-28): ±7.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 35.0% | ±7.9% |
| 2026-12-18 | 56 | 36.1% | ±11.3% |
| 2027-01-15 | 84 | 35.1% | ±13.5% |
| 2027-02-19 | 119 | 34.8% | ±15.8% |
| 2027-05-21 | 210 | 35.2% | ±21.1% |