RYN
Rayonier Inc.
REIT - Specialty
Market Cap$3.16B
5Y Perf.-14.1%
Compare Stocks
4 / 10Try these comparisons:
Stock Comparison
RYN vs LPX vs WFG vs PCH
Revenue, margins, valuation, and 5-year total return — side by side.
LPX
Louisiana-Pacific Corporation
Paper, Lumber & Forest Products
Market Cap$5.28B
5Y Perf.+219.9%
WFG
West Fraser Timber Co. Ltd.
Paper, Lumber & Forest Products
Market Cap$4.78B
5Y Perf.+133.3%
PCH
PotlatchDeltic Corporation
REIT - Specialty
Market Cap$3.23B
5Y Perf.+22.8%
RYN vs LPX vs WFG vs PCH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | RYN | LPX | WFG | PCH |
|---|---|---|---|---|
| Industry | REIT - Specialty | Paper, Lumber & Forest Products | Paper, Lumber & Forest Products | REIT - Specialty |
| Market Cap | $3.16B | $5.28B | $4.78B | $3.23B |
| Revenue (TTM) | $678M | $2.56B | $5.81B | $1.12B |
| Net Income (TTM) | $386M | $82M | $-1.46B | $64M |
| Gross Margin | 27.4% | 19.8% | 2.0% | 15.7% |
| Operating Margin | 5.5% | 5.4% | -12.8% | 8.0% |
| Forward P/E | 54.1x | 29.9x | — | 53.8x |
| Total Debt | $1.07B | $401M | $457M | $1.03B |
| Cash & Equiv. | $843M | $292M | $277M | $152M |
RYN vs LPX vs WFG vs PCH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
RYN
LPX
WFG
PCH
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Rayonier Inc. (RYN) | 100 | 85.9 | -14.1% |
| Louisiana-Pacific C… (LPX) | 100 | 319.9 | +219.9% |
| West Fraser Timber … (WFG) | 100 | 233.3 | +133.3% |
| PotlatchDeltic Corp… (PCH) | 100 | 122.8 | +22.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RYN vs LPX vs WFG vs PCH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: RYN leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Louisiana-Pacific Corporation is the stronger pick specifically for valuation and capital efficiency. WFG and PCH also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
RYN
Rayonier Inc.
The Real Estate Income Play
RYN carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta 0.40, yield 9.0%
- Lower volatility, beta 0.40, Low D/E 47.7%, current ratio 3.11x
- Beta 0.40, yield 9.0%, current ratio 3.11x
- 57.0% margin vs WFG's -25.2%
Best for: income & stability and sleep-well-at-night
LPX
Louisiana-Pacific Corporation
The Long-Run Compounder
LPX is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 346.8% 10Y total return vs WFG's 117.5%
- Lower P/E (29.9x vs 53.8x)
Best for: long-term compounding
WFG
West Fraser Timber Co. Ltd.
The Growth Leader
WFG is the clearest fit if your priority is growth.
- 23.5% revenue growth vs RYN's -61.6%
Best for: growth
PCH
PotlatchDeltic Corporation
The Real Estate Income Play
PCH is the clearest fit if your priority is growth exposure.
- Rev growth 3.7%, EPS growth -63.6%, 3Y rev CAGR -7.4%
- +13.9% vs LPX's -14.5%
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WFG | 23.5% revenue growth vs RYN's -61.6% |
| Value | LPX | Lower P/E (29.9x vs 53.8x) |
| Quality / Margins | RYN | 57.0% margin vs WFG's -25.2% |
| Stability / Safety | RYN | Beta 0.40 vs LPX's 1.20 |
| Dividends | RYN | 9.0% yield, 4-year raise streak, vs WFG's 2.1% |
| Momentum (1Y) | PCH | +13.9% vs LPX's -14.5% |
| Efficiency (ROA) | RYN | 12.9% ROA vs WFG's -15.2%, ROIC 2.4% vs -6.8% |
RYN vs LPX vs WFG vs PCH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
Segment breakdown not available.
FY 2024
RYN vs LPX vs WFG vs PCH — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLPXLAGGINGPCH
Who Leads Where
LPX leads in 2 of 6 categories
RYN leads 1 • WFG leads 1 • PCH leads 0 • 2 tied
Explore the data ↓PCHPotlatchDeltic Corpor…
0leads
WFGWest Fraser Timber Co…
1leads
RYNRayonier Inc.
1leads
LPXLouisiana-Pacific Cor…
2leads
6 Total Categories
CATEGORYLEADERvs RYNvs WFGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
RYN4/6
Valuation MetricsMultiples, price ratios, and targets
WFG3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LPX5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LPX4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
RYN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WFG is the larger business by revenue, generating $5.8B annually — 8.6x RYN's $678M. RYN is the more profitable business, keeping 57.0% of every revenue dollar as net income compared to WFG's -25.2%. On growth, RYN holds the edge at +2.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $678M | $2.6B | $5.8B | $1.1B |
| EBITDAEarnings before interest/tax | $125M | $246M | -$139M | $195M |
| Net IncomeAfter-tax profit | $386M | $82M | -$1.5B | $64M |
| Free Cash FlowCash after capex | $191M | -$7M | -$632M | $131M |
| Gross MarginGross profit ÷ Revenue | +27.4% | +19.8% | +2.0% | +15.7% |
| Operating MarginEBIT ÷ Revenue | +5.5% | +5.4% | -12.8% | +8.0% |
| Net MarginNet income ÷ Revenue | +57.0% | +3.2% | -25.2% | +5.8% |
| FCF MarginFCF ÷ Revenue | +28.2% | -0.3% | -10.9% | +11.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.3% | -20.7% | -8.6% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -124.2% | -70.0% | -5.6% | +6.9% |
RYN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
WFG leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 36.3x trailing earnings, LPX trades at a 76% valuation discount to PCH's 149.0x P/E. On an enterprise value basis, LPX's 13.3x EV/EBITDA is more attractive than PCH's 140.5x.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Market CapShares × price | $3.2B | $5.3B | $4.8B | $3.2B |
| Enterprise ValueMkt cap + debt − cash | $3.4B | $5.4B | $4.9B | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | 46.39x | 36.32x | -5.18x | 149.04x |
| Forward P/EPrice ÷ next-FY EPS est. | 54.05x | 29.89x | — | 53.80x |
| PEG RatioP/E ÷ EPS growth rate | 4.52x | — | — | — |
| EV / EBITDAEnterprise value multiple | 17.03x | 13.33x | 69.52x | 140.52x |
| Price / SalesMarket cap ÷ Revenue | 6.52x | 1.95x | 0.85x | 3.04x |
| Price / BookPrice ÷ Book value/share | 1.44x | 3.05x | 0.85x | 1.62x |
| Price / FCFMarket cap ÷ FCF | 15.28x | 57.98x | — | 47.88x |
WFG leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
LPX leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
RYN delivers a 12.6% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-20 for WFG. WFG carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to PCH's 0.51x. On the Piotroski fundamental quality scale (0–9), PCH scores 6/9 vs WFG's 5/9, reflecting solid financial health.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.6% | +4.7% | -19.9% | +3.3% |
| ROA (TTM)Return on assets | +12.9% | +3.1% | -15.2% | +2.0% |
| ROICReturn on invested capital | +2.4% | +10.9% | -6.8% | +0.8% |
| ROCEReturn on capital employed | +2.7% | +11.3% | -7.6% | +1.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.48x | 0.23x | 0.06x | 0.51x |
| Net DebtTotal debt minus cash | $230M | $109M | $180M | $883M |
| Cash & Equiv.Liquid assets | $843M | $292M | $277M | $152M |
| Total DebtShort + long-term debt | $1.1B | $401M | $457M | $1.0B |
| Interest CoverageEBIT ÷ Interest expense | 3.84x | 11.67x | -8.07x | 1.28x |
LPX leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
LPX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LPX five years ago would be worth $11,049 today (with dividends reinvested), compared to $7,850 for RYN. Over the past 12 months, PCH leads with a +13.9% total return vs LPX's -14.5%. The 3-year compound annual growth rate (CAGR) favors LPX at 7.6% vs WFG's -4.6% — a key indicator of consistent wealth creation.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -4.3% | -7.2% | +0.6% | +5.1% |
| 1-Year ReturnPast 12 months | -2.5% | -14.5% | -13.5% | +13.9% |
| 3-Year ReturnCumulative with dividends | -9.4% | +24.6% | -13.2% | +1.0% |
| 5-Year ReturnCumulative with dividends | -21.5% | +10.5% | -20.6% | -13.1% |
| 10-Year ReturnCumulative with dividends | +36.9% | +346.8% | +117.5% | +93.9% |
| CAGR (3Y)Annualised 3-year return | -3.2% | +7.6% | -4.6% | +0.3% |
LPX leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — RYN and PCH each lead in 1 of 2 comparable metrics.
Risk & Volatility
RYN is the less volatile stock with a 0.40 beta — it tends to amplify market swings less than LPX's 1.20 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PCH currently trades 91.5% from its 52-week high vs LPX's 73.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.40x | 1.20x | 0.66x | 0.75x |
| 52-Week HighHighest price in past year | $27.34 | $102.86 | $78.55 | $45.61 |
| 52-Week LowLowest price in past year | $19.49 | $66.68 | $57.34 | $37.08 |
| % of 52W HighCurrent price vs 52-week peak | +74.7% | +73.4% | +80.0% | +91.5% |
| RSI (14)Momentum oscillator 0–100 | 52.0 | 47.6 | 45.7 | 46.0 |
| Avg Volume (50D)Average daily shares traded | 2.6M | 1.0M | 173K | 0 |
Evenly matched — RYN and PCH each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — RYN and WFG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: RYN as "Hold", LPX as "Buy", WFG as "Buy", PCH as "Hold". Consensus price targets imply 36.0% upside for RYN (target: $28) vs 22.2% for PCH (target: $51). For income investors, RYN offers the higher dividend yield at 9.02% vs LPX's 1.48%.
| Metric | RYNRayonier Inc. | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $27.75 | $102.00 | $80.67 | $51.00 |
| # AnalystsCovering analysts | 27 | 23 | 4 | 13 |
| Dividend YieldAnnual dividend ÷ price | +9.0% | +1.5% | +2.1% | +4.3% |
| Dividend StreakConsecutive years of raises | 4 | 8 | 10 | 1 |
| Dividend / ShareAnnual DPS | $1.84 | $1.11 | $1.79 | $1.79 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.2% | +1.2% | +2.8% | +1.1% |
Evenly matched — RYN and WFG each lead in 1 of 2 comparable metrics.
Key Takeaway
LPX leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). RYN leads in 1 (Income & Cash Flow). 2 tied.
Best OverallLouisiana-Pacific Corporati… (LPX)Leads 2 of 6 categories
Loading custom metrics...
RYN vs LPX vs WFG vs PCH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is RYN or LPX or WFG or PCH a better buy right now?
For growth investors, West Fraser Timber Co.
Ltd. (WFG) is the stronger pick with 23. 5% revenue growth year-over-year, versus -61. 6% for Rayonier Inc. (RYN). Louisiana-Pacific Corporation (LPX) offers the better valuation at 36. 3x trailing P/E (29. 9x forward), making it the more compelling value choice. Analysts rate Louisiana-Pacific Corporation (LPX) a "Buy" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — RYN or LPX or WFG or PCH?
On trailing P/E, Louisiana-Pacific Corporation (LPX) is the cheapest at 36.
3x versus PotlatchDeltic Corporation at 149. 0x. On forward P/E, Louisiana-Pacific Corporation is actually cheaper at 29. 9x.
03Which is the better long-term investment — RYN or LPX or WFG or PCH?
Over the past 5 years, Louisiana-Pacific Corporation (LPX) delivered a total return of +10.
5%, compared to -21. 5% for Rayonier Inc. (RYN). Over 10 years, the gap is even starker: LPX returned +346. 8% versus RYN's +36. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — RYN or LPX or WFG or PCH?
By beta (market sensitivity over 5 years), Rayonier Inc.
(RYN) is the lower-risk stock at 0. 40β versus Louisiana-Pacific Corporation's 1. 20β — meaning LPX is approximately 200% more volatile than RYN relative to the S&P 500. On balance sheet safety, West Fraser Timber Co. Ltd. (WFG) carries a lower debt/equity ratio of 6% versus 51% for PotlatchDeltic Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — RYN or LPX or WFG or PCH?
By revenue growth (latest reported year), West Fraser Timber Co.
Ltd. (WFG) is pulling ahead at 23. 5% versus -61. 6% for Rayonier Inc. (RYN). On earnings-per-share growth, the picture is similar: PotlatchDeltic Corporation grew EPS -63. 6% year-over-year, compared to -222. 8% for West Fraser Timber Co. Ltd.. Over a 3-year CAGR, PCH leads at -7. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — RYN or LPX or WFG or PCH?
Rayonier Inc.
(RYN) is the more profitable company, earning 97. 9% net margin versus -17. 2% for West Fraser Timber Co. Ltd. — meaning it keeps 97. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RYN leads at 17. 2% versus -8. 7% for WFG. At the gross margin level — before operating expenses — RYN leads at 32. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is RYN or LPX or WFG or PCH more undervalued right now?
On forward earnings alone, Louisiana-Pacific Corporation (LPX) trades at 29.
9x forward P/E versus 54. 1x for Rayonier Inc. — 24. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RYN: 36. 0% to $27. 75.
08Which pays a better dividend — RYN or LPX or WFG or PCH?
All stocks in this comparison pay dividends.
Rayonier Inc. (RYN) offers the highest yield at 9. 0%, versus 1. 5% for Louisiana-Pacific Corporation (LPX).
09Is RYN or LPX or WFG or PCH better for a retirement portfolio?
For long-horizon retirement investors, Rayonier Inc.
(RYN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 40), 9. 0% yield). Both have compounded well over 10 years (RYN: +36. 9%, LPX: +346. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between RYN and LPX and WFG and PCH?
These companies operate in different sectors (RYN (Real Estate) and LPX (Basic Materials) and WFG (Basic Materials) and PCH (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: RYN is a small-cap income-oriented stock; LPX is a small-cap quality compounder stock; WFG is a small-cap high-growth stock; PCH is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
Revenue Growth>
%
(RYN: 233.8% · LPX: -20.7%)Net Margin>
%
(RYN: 57.0% · LPX: 3.2%)P/E Ratio<
x
(RYN: 46.4x · LPX: 36.3x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.