WY
Weyerhaeuser Company
REIT - Specialty
Market Cap$17.09B
5Y Perf.+17.4%
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Stock Comparison
WY 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%
WY vs LPX vs WFG vs PCH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WY | LPX | WFG | PCH |
|---|---|---|---|---|
| Industry | REIT - Specialty | Paper, Lumber & Forest Products | Paper, Lumber & Forest Products | REIT - Specialty |
| Market Cap | $17.09B | $5.28B | $4.78B | $3.23B |
| Revenue (TTM) | $6.92B | $2.56B | $5.81B | $1.12B |
| Net Income (TTM) | $397M | $82M | $-1.46B | $64M |
| Gross Margin | 13.4% | 19.8% | 2.0% | 15.7% |
| Operating Margin | 7.7% | 5.4% | -12.8% | 8.0% |
| Forward P/E | 83.6x | 29.9x | — | 53.8x |
| Total Debt | $5.57B | $401M | $457M | $1.03B |
| Cash & Equiv. | $464M | $292M | $277M | $152M |
WY vs LPX vs WFG vs PCH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WY
LPX
WFG
PCH
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Weyerhaeuser Company (WY) | 100 | 117.4 | +17.4% |
| 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: WY vs LPX vs WFG vs PCH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LPX and WFG are tied at the top with 2 categories each — the right choice depends on your priorities. West Fraser Timber Co. Ltd. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. 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.
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 LPX's 1.20
Best for: defensive
LPX
Louisiana-Pacific Corporation
The Long-Run Compounder
LPX has the current edge in this matchup, primarily because of its strength in long-term compounding.
- 346.8% 10Y total return vs WFG's 117.5%
- Better valuation composite
- 3.1% ROA vs WFG's -15.2%, ROIC 10.9% vs -6.8%
Best for: long-term compounding
WFG
West Fraser Timber Co. Ltd.
The Income Pick
WFG is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 10 yrs, beta 0.66, yield 2.1%
- Lower volatility, beta 0.66, Low D/E 5.7%, current ratio 2.13x
- 23.5% revenue growth vs LPX's -7.9%
- 2.1% yield, 10-year raise streak, vs PCH's 4.3%
Best for: income & stability and sleep-well-at-night
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%
- 5.8% margin vs WFG's -25.2%
- +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 LPX's -7.9% |
| Value | LPX | Better valuation composite |
| Quality / Margins | PCH | 5.8% margin vs WFG's -25.2% |
| Stability / Safety | WY | Beta 0.51 vs LPX's 1.20 |
| Dividends | WFG | 2.1% yield, 10-year raise streak, vs PCH's 4.3% |
| Momentum (1Y) | PCH | +13.9% vs LPX's -14.5% |
| Efficiency (ROA) | LPX | 3.1% ROA vs WFG's -15.2%, ROIC 10.9% vs -6.8% |
WY 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
WY vs LPX vs WFG vs PCH — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLPXLAGGINGWY
Who Leads Where
LPX leads in 2 of 6 categories
PCH leads 1 • WFG leads 1 • WY leads 0 • 2 tied
Explore the data ↓WYWeyerhaeuser Company
0leads
PCHPotlatchDeltic Corpor…
1leads
WFGWest Fraser Timber Co…
1leads
LPXLouisiana-Pacific Cor…
2leads
6 Total Categories
CATEGORYLEADERvs WFGvs PCHMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
PCH5/6
Valuation MetricsMultiples, price ratios, and targets
WFG3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LPX7/9
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)
PCH leads this category, winning 5 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 | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $6.9B | $2.6B | $5.8B | $1.1B |
| EBITDAEarnings before interest/tax | $1.0B | $246M | -$139M | $195M |
| Net IncomeAfter-tax profit | $397M | $82M | -$1.5B | $64M |
| Free Cash FlowCash after capex | $516M | -$7M | -$632M | $131M |
| Gross MarginGross profit ÷ Revenue | +13.4% | +19.8% | +2.0% | +15.7% |
| Operating MarginEBIT ÷ Revenue | +7.7% | +5.4% | -12.8% | +8.0% |
| Net MarginNet income ÷ Revenue | +5.7% | +3.2% | -25.2% | +5.8% |
| FCF MarginFCF ÷ Revenue | +7.5% | -0.3% | -10.9% | +11.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.0% | -20.7% | -8.6% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | -70.0% | -5.6% | +6.9% |
PCH leads this category, winning 5 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 | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Market CapShares × price | $17.1B | $5.3B | $4.8B | $3.2B |
| Enterprise ValueMkt cap + debt − cash | $22.2B | $5.4B | $4.9B | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | 52.67x | 36.32x | -5.18x | 149.04x |
| Forward P/EPrice ÷ next-FY EPS est. | 83.63x | 29.89x | — | 53.80x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 22.79x | 13.33x | 69.52x | 140.52x |
| Price / SalesMarket cap ÷ Revenue | 2.47x | 1.95x | 0.85x | 3.04x |
| Price / BookPrice ÷ Book value/share | 1.81x | 3.05x | 0.85x | 1.62x |
| Price / FCFMarket cap ÷ FCF | 194.19x | 57.98x | — | 47.88x |
WFG leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
LPX leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LPX delivers a 4.7% 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 | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +4.2% | +4.7% | -19.9% | +3.3% |
| ROA (TTM)Return on assets | +2.4% | +3.1% | -15.2% | +2.0% |
| ROICReturn on invested capital | +2.4% | +10.9% | -6.8% | +0.8% |
| ROCEReturn on capital employed | +3.0% | +11.3% | -7.6% | +1.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.59x | 0.23x | 0.06x | 0.51x |
| Net DebtTotal debt minus cash | $5.1B | $109M | $180M | $883M |
| Cash & Equiv.Liquid assets | $464M | $292M | $277M | $152M |
| Total DebtShort + long-term debt | $5.6B | $401M | $457M | $1.0B |
| Interest CoverageEBIT ÷ Interest expense | 1.95x | 11.67x | -8.07x | 1.28x |
LPX leads this category, winning 7 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 $7,633 for WY. 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 | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.5% | -7.2% | +0.6% | +5.1% |
| 1-Year ReturnPast 12 months | -5.0% | -14.5% | -13.5% | +13.9% |
| 3-Year ReturnCumulative with dividends | -11.7% | +24.6% | -13.2% | +1.0% |
| 5-Year ReturnCumulative with dividends | -23.7% | +10.5% | -20.6% | -13.1% |
| 10-Year ReturnCumulative with dividends | +16.5% | +346.8% | +117.5% | +93.9% |
| CAGR (3Y)Annualised 3-year return | -4.1% | +7.6% | -4.6% | +0.3% |
LPX 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 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 | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.51x | 1.20x | 0.66x | 0.75x |
| 52-Week HighHighest price in past year | $27.86 | $102.86 | $78.55 | $45.61 |
| 52-Week LowLowest price in past year | $21.16 | $66.68 | $57.34 | $37.08 |
| % of 52W HighCurrent price vs 52-week peak | +85.1% | +73.4% | +80.0% | +91.5% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 47.6 | 45.7 | 46.0 |
| Avg Volume (50D)Average daily shares traded | 5.0M | 1.0M | 173K | 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: WY as "Buy", LPX as "Buy", WFG as "Buy", PCH as "Hold". Consensus price targets imply 35.0% upside for LPX (target: $102) vs 22.2% for PCH (target: $51). For income investors, PCH offers the higher dividend yield at 4.30% vs LPX's 1.48%.
| Metric | WYWeyerhaeuser Comp… | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | PCHPotlatchDeltic Co… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $29.83 | $102.00 | $80.67 | $51.00 |
| # AnalystsCovering analysts | 25 | 23 | 4 | 13 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +1.5% | +2.1% | +4.3% |
| Dividend StreakConsecutive years of raises | 0 | 8 | 10 | 1 |
| Dividend / ShareAnnual DPS | $0.84 | $1.11 | $1.79 | $1.79 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.9% | +1.2% | +2.8% | +1.1% |
Evenly matched — WFG and PCH each lead in 1 of 2 comparable metrics.
Key Takeaway
LPX leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). PCH leads in 1 (Income & Cash Flow). 2 tied.
Best OverallLouisiana-Pacific Corporati… (LPX)Leads 2 of 6 categories
Loading custom metrics...
WY vs LPX vs WFG vs PCH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WY 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 -7. 9% for Louisiana-Pacific Corporation (LPX). 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 Weyerhaeuser Company (WY) a "Buy" — based on 25 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 — WY 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 — WY or LPX or WFG or PCH?
Over the past 5 years, Louisiana-Pacific Corporation (LPX) delivered a total return of +10.
5%, compared to -23. 7% for Weyerhaeuser Company (WY). Over 10 years, the gap is even starker: LPX returned +346. 8% versus WY's +16. 5%. 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 — WY or LPX or WFG or PCH?
By beta (market sensitivity over 5 years), Weyerhaeuser Company (WY) is the lower-risk stock at 0.
51β versus Louisiana-Pacific Corporation's 1. 20β — meaning LPX is approximately 134% 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 — WY 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 -7. 9% for Louisiana-Pacific Corporation (LPX). 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 — WY or LPX or WFG or PCH?
Louisiana-Pacific Corporation (LPX) is the more profitable company, earning 5.
4% net margin versus -17. 2% for West Fraser Timber Co. Ltd. — meaning it keeps 5. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LPX leads at 9. 6% versus -8. 7% for WFG. At the gross margin level — before operating expenses — LPX leads at 21. 8%, 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 WY 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 83. 6x for Weyerhaeuser Company — 53. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LPX: 35. 0% to $102. 00.
08Which pays a better dividend — WY or LPX or WFG or PCH?
All stocks in this comparison pay dividends.
PotlatchDeltic Corporation (PCH) offers the highest yield at 4. 3%, versus 1. 5% for Louisiana-Pacific Corporation (LPX).
09Is WY or LPX or WFG 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: +16. 5%, 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 WY and LPX and WFG and PCH?
These companies operate in different sectors (WY (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: WY is a mid-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.
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Revenue Growth>
%
(WY: -2.0% · LPX: -20.7%)Net Margin>
%
(WY: 5.7% · LPX: 3.2%)P/E Ratio<
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