Weyerhaeuser Co ranks among the world's key forest product companies. Following the 2016 sale of its pulp business to International Paper, Weyerhaeuser operates three business segments: timberlands, wood products, and real estate.
It is a $13.7B real estate company. Revenue shrank 2.6% over the last year, it keeps 7¢ of every dollar of sales as profit, and its net debt equals ~9.3 years of free cash flow. It trades at 29.3× earnings — around the middle of its own history.
- Website
- weyerhaeuser.com
- Location
- Seattle, WA
- Employees
- 9 517
- Sector
- Real Estate
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Growth, Profitability, Health and Moat lag behind.
Valuation64
- P/E vs own history46th pct · 12/25
- FCF yield3.6% · 12/25
- P/S2.0x · 20/25
- EV/EBITDA13.8x · 20/25
Growth0
- Revenue CAGR-9.3% · 0/25
- Net income CAGR-40.6% · 0/25
- EPS CAGR ~5Y-15.9% · 0/25
- Fwd implied growth-22.2% · 0/25
Profitability35
- ROIC3.9% · 5/25
- ROE5.0% · 5/25
- Net margin6.9% · 13/25
- Operating margin12.3% · 12/25
Health43
- Altman Z0.43 · 3/25
- Current ratio1.82 · 18/25
- Interest coverage2.0x · 10/25
- Net cash / debtD/A 28% · 12/25
Quality67
- Piotroski F4/9 · 10/25
- Beneish M-2.39 · 20/25
- FCF conversion105% · 25/25
- Margin stabilityσ 10.2% · 12/25
Moat36
- ROIC >12% years2/9 yrs · 0/25
- Median gross margin25.2% · 6/25
- FCF-positive years9/9 yrs · 25/25
- Worst-year net marginworst -1.2% · 5/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2021FinancialRevenue crossed $10B$10.2B for the year
- FY2021FinancialBest year on record$2.61B net income
- FY2016FinancialFirst recorded profitable year$1.03B net income
- FY2016FinancialRevenue already above $1B$6.37B in first reported year
- FY2016FinancialPositive free cash flow every year since10-year streak
- Nov 8, 2015MilestoneIt was announced that Weyerhaeuser would buy Plum Creek Timber for $8.4 billion, forming the…
- 2014MilestoneWeyerhaeuser spun off its home building unit to TRI Pointe Homes in a $2.8 billion transaction
- 2013AcquisitionWeyerhaeuser purchased Longview Timber for $2.65 billion including debt from Brookfield Asset Management
- Aug 23, 2006AcquisitionWeyerhaeuser announced a deal which spun off its fine paper business to be combined with Domtar,…
- 2002AcquisitionThen in 2002 after a protracted hostile buyout, the company acquired Willamette Industries, Inc
- 1999AcquisitionWeyerhaeuser purchased MacMillan Bloedel Limited, a large Canadian forestry company
- 1975AcquisitionThe company bought the 3,200 acres of land of the Northwest Landing and developed the town of DuPont,…
- 1965MilestoneWeyerhaeuser built its first bleached kraft pulp mill in Canada
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
No standout strengths in the available data.
Watch-outs
- Revenue shrinking 2.6% year over year
- Altman Z-Score 0.43 — elevated financial-distress risk
- Net debt would take ~9.9 years of free cash flow to repay
- Loss-making in 1 of the recent years
- Net debt equals ~9.3 years of free cash flow
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago-2.6% YoY
- Profitable — makes more than it spends$472M TTM
- Profit growing — earnings are higher than last year-43.9% YoY
- Generates cash — cash left after running and investing$495M TTM
- Debt under control — could handle its obligations~9.3y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$13.7B market cap
- Not printing shares — share count not ballooning — you keep your slice-3.3% shares over ~5y
- Proven track record — years of profitability behind it9/10 profitable years
- Financially stable — balance sheet not near distressAltman Z 0.4 — distress
- Pays a dividend — returns cash to shareholdersyield 4.37%
- Valuation not extreme — price not wildly above earningsP/E 29.3
Peer comparisonWeyerhaeuser Company vs 6 largest real estate peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| WY this company | $13.7B | 29.3 | -2.6% | 6.9% | Mixed |
| WELL Welltower Inc. | $162.5B | 108.1 | +37.6% | 12.1% | Strained |
| PLD Prologis, Inc. | $123.1B | 29.8 | +7.3% | 45.8% | Strained |
| EQIX Equinix, Inc. | $101.2B | 66.0 | +9.6% | 15.6% | Strained |
| AMT American Tower Corporation | $84.5B | 25.0 | +14.2% | 31.1% | Strained |
| DLR Digital Realty Trust, Inc. | $66.6B | 83.0 | +17.4% | 11.8% | Strained |
| SPG Simon Property Group, Inc. | $64.7B | 14.0 | +15.0% | 66.5% | Strained |
Head-to-head: WY vs WELL · WY vs PLD · WY vs EQIX
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/WY
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of WY on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $19.05 · market cap $13.7B.