Paper, Lumber & Forest Products
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WFG vs LIN
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
WFG vs LIN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Paper, Lumber & Forest Products | Chemicals - Specialty |
| Market Cap | $4.77B | $232.56B |
| Revenue (TTM) | $5.81B | $34.66B |
| Net Income (TTM) | $-1.46B | $7.13B |
| Gross Margin | 2.0% | 46.0% |
| Operating Margin | -12.8% | 28.8% |
| Forward P/E | — | 28.1x |
| Total Debt | $457M | $26.99B |
| Cash & Equiv. | $277M | $5.06B |
WFG vs LIN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| West Fraser Timber … (WFG) | 100 | 232.9 | +132.9% |
| Linde plc (LIN) | 100 | 248.0 | +148.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WFG vs LIN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WFG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 10 yrs, beta 0.66, yield 2.1%
- 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
LIN carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 376.9% 10Y total return vs WFG's 117.2%
- 20.6% margin vs WFG's -25.2%
- Beta 0.24 vs WFG's 0.66
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 23.5% revenue growth vs LIN's 3.0% | |
| Quality / Margins | 20.6% margin vs WFG's -25.2% | |
| Stability / Safety | Beta 0.24 vs WFG's 0.66 | |
| Dividends | 2.1% yield, 10-year raise streak, vs LIN's 1.2% | |
| Momentum (1Y) | +13.6% vs WFG's -13.6% | |
| Efficiency (ROA) | 8.3% ROA vs WFG's -15.2%, ROIC 11.3% vs -6.8% |
WFG vs LIN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WFG vs LIN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
LIN leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LIN is the larger business by revenue, generating $34.7B annually — 6.0x WFG's $5.8B. LIN is the more profitable business, keeping 20.6% of every revenue dollar as net income compared to WFG's -25.2%. On growth, LIN holds the edge at +8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.8B | $34.7B |
| EBITDAEarnings before interest/tax | -$139M | $12.1B |
| Net IncomeAfter-tax profit | -$1.5B | $7.1B |
| Free Cash FlowCash after capex | -$632M | $5.1B |
| Gross MarginGross profit ÷ Revenue | +2.0% | +46.0% |
| Operating MarginEBIT ÷ Revenue | -12.8% | +28.8% |
| Net MarginNet income ÷ Revenue | -25.2% | +20.6% |
| FCF MarginFCF ÷ Revenue | -10.9% | +14.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.6% | +8.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.6% | +13.4% |
Valuation Metrics
WFG leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, LIN's 20.0x EV/EBITDA is more attractive than WFG's 69.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.8B | $232.6B |
| Enterprise ValueMkt cap + debt − cash | $4.9B | $254.5B |
| Trailing P/EPrice ÷ TTM EPS | -5.15x | 34.40x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 28.12x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.36x |
| EV / EBITDAEnterprise value multiple | 69.13x | 20.04x |
| Price / SalesMarket cap ÷ Revenue | 0.85x | 6.84x |
| Price / BookPrice ÷ Book value/share | 0.84x | 5.92x |
| Price / FCFMarket cap ÷ FCF | — | 45.70x |
Profitability & Efficiency
LIN leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
LIN delivers a 17.8% return on equity — every $100 of shareholder capital generates $18 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 LIN's 0.68x. On the Piotroski fundamental quality scale (0–9), LIN scores 6/9 vs WFG's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -19.9% | +17.8% |
| ROA (TTM)Return on assets | -15.2% | +8.3% |
| ROICReturn on invested capital | -6.8% | +11.3% |
| ROCEReturn on capital employed | -7.6% | +13.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.06x | 0.68x |
| Net DebtTotal debt minus cash | $180M | $21.9B |
| Cash & Equiv.Liquid assets | $277M | $5.1B |
| Total DebtShort + long-term debt | $457M | $27.0B |
| Interest CoverageEBIT ÷ Interest expense | -8.07x | 34.52x |
Total Returns (Dividends Reinvested)
LIN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LIN five years ago would be worth $17,813 today (with dividends reinvested), compared to $7,943 for WFG. Over the past 12 months, LIN leads with a +13.6% total return vs WFG's -13.6%. The 3-year compound annual growth rate (CAGR) favors LIN at 12.4% vs WFG's -4.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.4% | +17.3% |
| 1-Year ReturnPast 12 months | -13.6% | +13.6% |
| 3-Year ReturnCumulative with dividends | -13.4% | +41.9% |
| 5-Year ReturnCumulative with dividends | -20.6% | +78.1% |
| 10-Year ReturnCumulative with dividends | +117.2% | +376.9% |
| CAGR (3Y)Annualised 3-year return | -4.7% | +12.4% |
Risk & Volatility
LIN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LIN is the less volatile stock with a 0.24 beta — it tends to amplify market swings less than WFG's 0.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LIN currently trades 96.3% from its 52-week high vs WFG's 79.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.66x | 0.24x |
| 52-Week HighHighest price in past year | $78.55 | $521.28 |
| 52-Week LowLowest price in past year | $57.34 | $387.78 |
| % of 52W HighCurrent price vs 52-week peak | +79.9% | +96.3% |
| RSI (14)Momentum oscillator 0–100 | 32.9 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 173K | 2.3M |
Analyst Outlook
WFG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WFG as "Buy" and LIN as "Buy". Consensus price targets imply 28.6% upside for WFG (target: $81) vs 7.5% for LIN (target: $540). For income investors, WFG offers the higher dividend yield at 2.09% vs LIN's 1.20%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $80.67 | $539.71 |
| # AnalystsCovering analysts | 4 | 28 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +1.2% |
| Dividend StreakConsecutive years of raises | 10 | 6 |
| Dividend / ShareAnnual DPS | $1.79 | $6.00 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.8% | +2.0% |
LIN leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WFG leads in 2 (Valuation Metrics, Analyst Outlook).
WFG vs LIN: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is WFG or LIN 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 3. 0% for Linde plc (LIN). Linde plc (LIN) offers the better valuation at 34. 4x trailing P/E (28. 1x 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 is the better long-term investment — WFG or LIN?
Over the past 5 years, Linde plc (LIN) delivered a total return of +78.
1%, compared to -20. 6% for West Fraser Timber Co. Ltd. (WFG). Over 10 years, the gap is even starker: LIN returned +376. 9% versus WFG's +117. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — WFG or LIN?
By beta (market sensitivity over 5 years), Linde plc (LIN) is the lower-risk stock at 0.
24β versus West Fraser Timber Co. Ltd. 's 0. 66β — meaning WFG is approximately 174% more volatile than LIN 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 68% for Linde plc — giving it more financial flexibility in a downturn.
04Which is growing faster — WFG or LIN?
By revenue growth (latest reported year), West Fraser Timber Co.
Ltd. (WFG) is pulling ahead at 23. 5% versus 3. 0% for Linde plc (LIN). On earnings-per-share growth, the picture is similar: Linde plc grew EPS 7. 1% year-over-year, compared to -222. 8% for West Fraser Timber Co. Ltd.. Over a 3-year CAGR, LIN leads at 0. 6% 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.
05Which has better profit margins — WFG or LIN?
Linde plc (LIN) is the more profitable company, earning 20.
3% net margin versus -17. 2% for West Fraser Timber Co. Ltd. — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LIN leads at 26. 3% versus -8. 7% for WFG. At the gross margin level — before operating expenses — LIN leads at 43. 3%, 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.
06Is WFG or LIN more undervalued right now?
Analyst consensus price targets imply the most upside for WFG: 28.
6% to $80. 67.
07Which pays a better dividend — WFG or LIN?
All stocks in this comparison pay dividends.
West Fraser Timber Co. Ltd. (WFG) offers the highest yield at 2. 1%, versus 1. 2% for Linde plc (LIN).
08Is WFG or LIN better for a retirement portfolio?
For long-horizon retirement investors, Linde plc (LIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
24), 1. 2% yield, +376. 9% 10Y return). Both have compounded well over 10 years (LIN: +376. 9%, WFG: +117. 2%), 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.
09What are the main differences between WFG and LIN?
Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: WFG is a small-cap high-growth stock; LIN is a large-cap quality compounder 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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