WFG
West Fraser Timber Co. Ltd.
Paper, Lumber & Forest Products
Market Cap$4.77B
5Y Perf.+132.9%
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Stock Comparison
WFG vs BCC vs WY vs PCH
Revenue, margins, valuation, and 5-year total return — side by side.
BCC
Boise Cascade Company
Construction Materials
Market Cap$2.61B
5Y Perf.+118.2%
WY
Weyerhaeuser Company
REIT - Specialty
Market Cap$17.33B
5Y Perf.+19.1%
PCH
PotlatchDeltic Corporation
REIT - Specialty
Market Cap$3.23B
5Y Perf.+22.8%
WFG vs BCC vs WY vs PCH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WFG | BCC | WY | PCH |
|---|---|---|---|---|
| Industry | Paper, Lumber & Forest Products | Construction Materials | REIT - Specialty | REIT - Specialty |
| Market Cap | $4.77B | $2.61B | $17.33B | $3.23B |
| Revenue (TTM) | $5.81B | $6.37B | $6.92B | $1.12B |
| Net Income (TTM) | $-1.46B | $110M | $397M | $64M |
| Gross Margin | 2.0% | 11.2% | 13.4% | 15.7% |
| Operating Margin | -12.8% | 2.5% | 7.7% | 8.0% |
| Forward P/E | — | 19.7x | 84.8x | 53.8x |
| Total Debt | $457M | $522M | $5.57B | $1.03B |
| Cash & Equiv. | $277M | $477M | $464M | $152M |
WFG vs BCC vs WY vs PCH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WFG
BCC
WY
PCH
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| West Fraser Timber … (WFG) | 100 | 232.9 | +132.9% |
| Boise Cascade Compa… (BCC) | 100 | 218.2 | +118.2% |
| Weyerhaeuser Company (WY) | 100 | 119.1 | +19.1% |
| PotlatchDeltic Corp… (PCH) | 100 | 122.8 | +22.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WFG vs BCC vs WY vs PCH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WFG and BCC are tied at the top with 2 categories each — the right choice depends on your priorities. Boise Cascade Company is the stronger pick specifically for valuation and capital efficiency and operational efficiency and capital deployment. PCH and WY also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
WFG
West Fraser Timber Co. Ltd.
The Growth Play
WFG has the current edge in this matchup, primarily because of its strength in growth exposure and sleep-well-at-night.
- Rev growth 23.5%, EPS growth -222.8%, 3Y rev CAGR -7.7%
- Lower volatility, beta 0.66, Low D/E 5.7%, current ratio 2.13x
- 23.5% revenue growth vs BCC's -4.8%
- 2.1% yield, 10-year raise streak, vs PCH's 4.3%
Best for: growth exposure and sleep-well-at-night
BCC
Boise Cascade Company
The Long-Run Compounder
BCC is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 363.3% 10Y total return vs WFG's 117.2%
- Lower P/E (19.7x vs 84.8x)
- 3.3% ROA vs WFG's -15.2%, ROIC 6.6% vs -6.8%
Best for: long-term compounding
WY
Weyerhaeuser Company
The Real Estate Income Play
WY is the clearest fit if your priority is defensive.
- Beta 0.51, yield 3.5%, current ratio 1.29x
- Beta 0.51 vs BCC's 1.12
Best for: defensive
PCH
PotlatchDeltic Corporation
The Real Estate Income Play
PCH is the clearest fit if your priority is income & stability.
- Dividend streak 1 yrs, beta 0.75, yield 4.3%
- 5.8% margin vs WFG's -25.2%
- +15.9% vs BCC's -14.1%
Best for: income & stability
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WFG | 23.5% revenue growth vs BCC's -4.8% |
| Value | BCC | Lower P/E (19.7x vs 84.8x) |
| Quality / Margins | PCH | 5.8% margin vs WFG's -25.2% |
| Stability / Safety | WY | Beta 0.51 vs BCC's 1.12 |
| Dividends | WFG | 2.1% yield, 10-year raise streak, vs PCH's 4.3% |
| Momentum (1Y) | PCH | +15.9% vs BCC's -14.1% |
| Efficiency (ROA) | BCC | 3.3% ROA vs WFG's -15.2%, ROIC 6.6% vs -6.8% |
WFG vs BCC vs WY vs PCH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
FY 2025
FY 2024
WFG vs BCC vs WY vs PCH — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBCCLAGGINGWY
Who Leads Where
BCC leads in 3 of 6 categories
PCH leads 1 • WFG leads 0 • WY leads 0 • 2 tied
Explore the data ↓WYWeyerhaeuser Company
0leads
WFGWest Fraser Timber Co…
0leads
PCHPotlatchDeltic Corpor…
1leads
BCCBoise Cascade Company
3leads
6 Total Categories
CATEGORYLEADERvs PCHvs WFGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
PCH6/6
Valuation MetricsMultiples, price ratios, and targets
BCC3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BCC6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BCC4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
PCH leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WY is the larger business by revenue, generating $6.9B annually — 6.2x PCH's $1.1B. PCH is the more profitable business, keeping 5.8% of every revenue dollar as net income compared to WFG's -25.2%. On growth, PCH holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $5.8B | $6.4B | $6.9B | $1.1B |
| EBITDAEarnings before interest/tax | -$139M | $322M | $1.0B | $195M |
| Net IncomeAfter-tax profit | -$1.5B | $110M | $397M | $64M |
| Free Cash FlowCash after capex | -$632M | $39M | $516M | $131M |
| Gross MarginGross profit ÷ Revenue | +2.0% | +11.2% | +13.4% | +15.7% |
| Operating MarginEBIT ÷ Revenue | -12.8% | +2.5% | +7.7% | +8.0% |
| Net MarginNet income ÷ Revenue | -25.2% | +1.7% | +5.7% | +5.8% |
| FCF MarginFCF ÷ Revenue | -10.9% | +0.6% | +7.5% | +11.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.6% | -2.5% | -2.0% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.6% | -52.8% | +100.0% | +6.9% |
PCH leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
BCC leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 21.1x trailing earnings, BCC trades at a 86% valuation discount to PCH's 149.0x P/E. On an enterprise value basis, BCC's 7.9x EV/EBITDA is more attractive than PCH's 140.5x.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Market CapShares × price | $4.8B | $2.6B | $17.3B | $3.2B |
| Enterprise ValueMkt cap + debt − cash | $4.9B | $2.7B | $22.4B | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | -5.15x | 21.09x | 53.42x | 149.04x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 19.70x | 84.83x | 53.80x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 69.13x | 7.86x | 23.04x | 140.52x |
| Price / SalesMarket cap ÷ Revenue | 0.85x | 0.41x | 2.51x | 3.04x |
| Price / BookPrice ÷ Book value/share | 0.84x | 1.32x | 1.84x | 1.62x |
| Price / FCFMarket cap ÷ FCF | — | 205.43x | 196.98x | 47.88x |
BCC leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
BCC leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BCC delivers a 5.3% return on equity — every $100 of shareholder capital generates $5 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 WY's 0.59x. On the Piotroski fundamental quality scale (0–9), PCH scores 6/9 vs WY's 4/9, reflecting solid financial health.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | -19.9% | +5.3% | +4.2% | +3.3% |
| ROA (TTM)Return on assets | -15.2% | +3.3% | +2.4% | +2.0% |
| ROICReturn on invested capital | -6.8% | +6.6% | +2.4% | +0.8% |
| ROCEReturn on capital employed | -7.6% | +6.5% | +3.0% | +1.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.06x | 0.25x | 0.59x | 0.51x |
| Net DebtTotal debt minus cash | $180M | $45M | $5.1B | $883M |
| Cash & Equiv.Liquid assets | $277M | $477M | $464M | $152M |
| Total DebtShort + long-term debt | $457M | $522M | $5.6B | $1.0B |
| Interest CoverageEBIT ÷ Interest expense | -8.07x | 13.53x | 1.95x | 1.28x |
BCC leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BCC leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BCC five years ago would be worth $14,095 today (with dividends reinvested), compared to $7,871 for WY. Over the past 12 months, PCH leads with a +15.9% total return vs BCC's -14.1%. The 3-year compound annual growth rate (CAGR) favors BCC at 7.0% vs WFG's -4.7% — a key indicator of consistent wealth creation.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.4% | +0.5% | +1.9% | +5.1% |
| 1-Year ReturnPast 12 months | -13.6% | -14.1% | -2.6% | +15.9% |
| 3-Year ReturnCumulative with dividends | -13.4% | +22.6% | -10.6% | +1.0% |
| 5-Year ReturnCumulative with dividends | -20.6% | +40.9% | -21.3% | -9.6% |
| 10-Year ReturnCumulative with dividends | +117.2% | +363.3% | +15.2% | +94.0% |
| CAGR (3Y)Annualised 3-year return | -4.7% | +7.0% | -3.7% | +0.3% |
BCC leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — WY and PCH each lead in 1 of 2 comparable metrics.
Risk & Volatility
WY is the less volatile stock with a 0.51 beta — it tends to amplify market swings less than BCC's 1.12 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 BCC's 77.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.66x | 1.12x | 0.51x | 0.75x |
| 52-Week HighHighest price in past year | $78.55 | $95.55 | $27.86 | $45.61 |
| 52-Week LowLowest price in past year | $57.34 | $65.14 | $21.16 | $37.05 |
| % of 52W HighCurrent price vs 52-week peak | +79.9% | +77.7% | +86.3% | +91.5% |
| RSI (14)Momentum oscillator 0–100 | 32.9 | 33.5 | 40.8 | 46.0 |
| Avg Volume (50D)Average daily shares traded | 173K | 391K | 5.0M | 0 |
Evenly matched — WY and PCH each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WFG and PCH each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WFG as "Buy", BCC as "Hold", WY as "Buy", PCH as "Hold". Consensus price targets imply 38.7% upside for BCC (target: $103) vs 22.2% for PCH (target: $51). For income investors, PCH offers the higher dividend yield at 4.30% vs BCC's 1.26%.
| Metric | WFGWest Fraser Timbe… | BCCBoise Cascade Com… | WYWeyerhaeuser Comp… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | $80.67 | $103.00 | $29.83 | $51.00 |
| # AnalystsCovering analysts | 4 | 12 | 25 | 13 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +1.3% | +3.5% | +4.3% |
| Dividend StreakConsecutive years of raises | 10 | 0 | 0 | 1 |
| Dividend / ShareAnnual DPS | $1.79 | $0.94 | $0.84 | $1.79 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.8% | +7.0% | +0.9% | +1.1% |
Evenly matched — WFG and PCH each lead in 1 of 2 comparable metrics.
Key Takeaway
BCC leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). PCH leads in 1 (Income & Cash Flow). 2 tied.
Best OverallBoise Cascade Company (BCC)Leads 3 of 6 categories
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WFG vs BCC vs WY vs PCH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WFG or BCC or WY 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 -4. 8% for Boise Cascade Company (BCC). Boise Cascade Company (BCC) offers the better valuation at 21. 1x trailing P/E (19. 7x forward), making it the more compelling value choice. Analysts rate West Fraser Timber Co. Ltd. (WFG) a "Buy" — based on 4 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 — WFG or BCC or WY or PCH?
On trailing P/E, Boise Cascade Company (BCC) is the cheapest at 21.
1x versus PotlatchDeltic Corporation at 149. 0x. On forward P/E, Boise Cascade Company is actually cheaper at 19. 7x.
03Which is the better long-term investment — WFG or BCC or WY or PCH?
Over the past 5 years, Boise Cascade Company (BCC) delivered a total return of +40.
9%, compared to -21. 3% for Weyerhaeuser Company (WY). Over 10 years, the gap is even starker: BCC returned +363. 3% versus WY's +15. 2%. 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 — WFG or BCC or WY or PCH?
By beta (market sensitivity over 5 years), Weyerhaeuser Company (WY) is the lower-risk stock at 0.
51β versus Boise Cascade Company's 1. 12β — meaning BCC is approximately 117% more volatile than WY 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 59% for Weyerhaeuser Company — giving it more financial flexibility in a downturn.
05Which is growing faster — WFG or BCC or WY or PCH?
By revenue growth (latest reported year), West Fraser Timber Co.
Ltd. (WFG) is pulling ahead at 23. 5% versus -4. 8% for Boise Cascade Company (BCC). On earnings-per-share growth, the picture is similar: Weyerhaeuser Company grew EPS -16. 7% 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 — WFG or BCC or WY or PCH?
Weyerhaeuser Company (WY) is the more profitable company, earning 4.
7% net margin versus -17. 2% for West Fraser Timber Co. Ltd. — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WY leads at 6. 7% versus -8. 7% for WFG. At the gross margin level — before operating expenses — BCC leads at 14. 0%, 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 WFG or BCC or WY or PCH more undervalued right now?
On forward earnings alone, Boise Cascade Company (BCC) trades at 19.
7x forward P/E versus 84. 8x for Weyerhaeuser Company — 65. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BCC: 38. 7% to $103. 00.
08Which pays a better dividend — WFG or BCC or WY or PCH?
All stocks in this comparison pay dividends.
PotlatchDeltic Corporation (PCH) offers the highest yield at 4. 3%, versus 1. 3% for Boise Cascade Company (BCC).
09Is WFG or BCC or WY or PCH better for a retirement portfolio?
For long-horizon retirement investors, Weyerhaeuser Company (WY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
51), 3. 5% yield). Both have compounded well over 10 years (WY: +15. 2%, BCC: +363. 3%), 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 WFG and BCC and WY and PCH?
These companies operate in different sectors (WFG (Basic Materials) and BCC (Basic Materials) and WY (Real Estate) 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: WFG is a small-cap high-growth stock; BCC is a small-cap quality compounder stock; WY is a mid-cap income-oriented 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.
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