A Business at a Glance
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WEYERHAEUSER CO
WY
$17.2B
Mkt Cap
$23.94
+1.27%
WEYERHAEUSER CO (WY) has a current P/E ratio of 53.2, compared to its historical median P/E of 25.8. The stock is currently considered Expensive based on its historical valuation range.
WEYERHAEUSER CO (WY) has a 5-year average return on invested capital (ROIC) of 10.1%. This indicates solid capital allocation.
WEYERHAEUSER CO (WY) has a market capitalization of $17.3B. It is classified as a large-cap stock.
Yes, WEYERHAEUSER CO (WY) pays a dividend with a trailing twelve-month yield of 3.50%. The company also returns capital through share buybacks, with a buyback yield of 0.84%.
Based on historical P/E analysis, WEYERHAEUSER CO (WY) appears expensive. The current P/E of 53.2 is 107% above its historical median of 25.8. The estimated fair value CAGR (P/E method) is 4.8%.
WEYERHAEUSER CO (WY) operates in the Real Estate Investment Trusts industry, within the Real Estate sector.
WEYERHAEUSER CO (WY) reported annual revenue of $6.9 billion in its most recent fiscal year, based on SEC EDGAR filings.
Weyerhaeuser is one of the world's largest private timberland owners, controlling more than 10 million acres in the U.S. and managing long-term licenses covering more than 14 million acres in Canada, which it operates on a sustainable basis to maximize long-term value through timber harvesting, property sales, and lease and royalty agreements for surface and subsurface rights including its Climate Solutions business. The company is also a major North American wood products manufacturer operating 33 facilities that produce structural lumber, oriented strand board, engineered wood products, and specialty products sold primarily to residential, multi-family, repair and remodel, industrial, and light commercial markets. Weyerhaeuser qualifies as a REIT, with timberland assets held through two REIT subsidiaries and wood products operations structured as Taxable REIT Subsidiaries, enabling tax-efficient distribution of income to shareholders. The company's competitive strategy centers on capturing maximum timber value per acre, identifying higher-and-better-use land opportunities, and manufacturing high-quality wood products at competitive costs, with performance heavily influenced by U.S. housing market conditions, domestic and export log demand, and seasonal construction patterns. Sustainability and carbon management are core to operations: the company removes substantially more carbon than it emits annually, harvests only 2 percent of forests yearly with 100 percent reforestation, plants over 100 million seedlings annually, and has science-based targets to reduce scope 1 and 2 emissions by 42 percent and scope 3 emissions by 25 percent per ton of production by 2030.
【Housing demand stabilizing】 Management expects the spring building season to gain momentum as the year progresses, supported by favorable long-term housing fundamentals including strong demographic trends and an underbuilt housing stock, though near-term uncertainty around consumer confidence and macroeconomic conditions persists. The company anticipates steady demand for timberland properties with significant premiums to timber value and expects steady growth from its Climate Solutions business, which exceeded its 2025 target of $100 million adjusted EBITDA and is now targeting $250 million by 2030. Wood products demand is expected to improve seasonally into the second quarter and beyond, with new engineered wood products launching and distribution expansion underway, though near-term headwinds from elevated energy costs related to geopolitical tensions and softer-than-expected early-year demand require continued cost discipline and operational flexibility. Management remains focused on disciplined capital allocation, maintaining mid-cycle leverage targets around 3.5x net debt-to-EBITDA, and leveraging portfolio optimization and divestitures to fund growth initiatives while returning cash to shareholders.
| Metric | Target | Period |
|---|---|---|
| Strategic Land Solutions adjusted EBITDA | approximately $425 million | FY2026 |
| Climate Solutions adjusted EBITDA | $250 million | 2030 |
| Monticello EWP facility capital investment | approximately $300 million | 2026 |
| Total company-wide fee harvest volumes | approximately 35.5 million tons | FY2026 |
| Interest expense | approximately $255 million | FY2026 |
| Effective tax rate | between 8% and 12% | FY2026 |
| Non-cash pension and post-employment expense | approximately $60 million | FY2026 |
| Programmatic capital expenditures | between $400 million and $450 million | FY2026 |
Strategic Land Solutions adjusted EBITDA (FY2026): “we continue to expect full-year adjusted EBITDA of approximately $425 million”
Climate Solutions adjusted EBITDA (2030): “we announced a new target: to grow the business to $250 million of annual EBITDA by 2030”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 6.9B | 6.9B | 7.1B | 7.7B | 10.2B | 10.2B |
| Net Income | 397M | 324M | 396M | 839M | 1.9B | 2.6B |
| EPS | $0.55 | $0.45 | $0.54 | $1.15 | $2.53 | $3.47 |
| Free Cash Flow | 492M | 511M | 956M | 1.4B | 2.8B | 3.1B |
| ROIC | 6.7% | 4.8% | 4.0% | 6.7% | 16.0% | 18.6% |
| Gross Margin | 14.7% | 7.5% | 11.4% | 15.4% | 30.8% | 35.5% |
| Debt/Equity | 0.54 | 0.60 | 0.69 | 0.65 | 0.62 | 0.62 |
| Dividends/Share | $0.84 | $0.84 | $0.94 | $1.66 | $2.17 | $1.18 |
| Operating Income | 799M | 731M | 685M | 1.2B | 3.1B | 3.6B |
| Operating Margin | 11.6% | 10.6% | 9.6% | 15.5% | 30.2% | 35.7% |
| ROE | 4.2% | 3.4% | 4.0% | 8.0% | 17.5% | 26.7% |
| Shares Outstanding | 721M | 720M | 733M | 730M | 743M | 751M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 7.4B | 7.1B | 6.4B | 7.2B | 7.5B | 6.6B | 7.5B | 10.2B | 10.2B | 7.7B | 7.1B | 6.9B | 6.9B |
| Gross Margin | 13.1% | 8.7% | 12.9% | 19.1% | 18.7% | 9.6% | 21.4% | 35.5% | 30.8% | 15.4% | 11.4% | 7.5% | 14.7% |
| R&D | 20M | 18M | 19M | 14M | 8.0M | 6.0M | 5.0M | 5.0M | 6.0M | 7.0M | 7.0M | 5.0M | 5.0M |
| SG&A | 306M | 252M | 338M | 310M | 318M | 348M | 347M | 396M | 398M | 431M | 480M | 453M | 453M |
| EBIT | 987M | 644M | 822M | 1.1B | 1.4B | 651M | 1.7B | 3.6B | 3.1B | 1.2B | 685M | 731M | 799M |
| Op. Margin | 13.3% | 9.1% | 12.9% | 15.7% | 18.6% | 9.9% | 22.7% | 35.7% | 30.2% | 15.5% | 9.6% | 10.6% | 11.6% |
| Net Income | 1.8B | 462M | 1.0B | 582M | 748M | -76M | 797M | 2.6B | 1.9B | 839M | 396M | 324M | 397M |
| Net Margin | 24.1% | 6.5% | 15.8% | 8.1% | 10.0% | -1.2% | 10.6% | 25.6% | 18.5% | 10.9% | 5.6% | 4.7% | 5.8% |
| Non-Recurring | 71M | 37M | -15M | 364M | 19M | 165M | 5.0M | 0 | 0 | 0 | 0 | 29M | 29M |
| Returns on Capital | |||||||||||||
| ROIC | 9.1% | 7.5% | 5.7% | 6.3% | 9.0% | 4.3% | 9.1% | 18.6% | 16.0% | 6.7% | 4.0% | 4.8% | 6.7% |
| ROE | 29.5% | 9.1% | 14.3% | 6.4% | 8.3% | -0.9% | 9.4% | 26.7% | 17.5% | 8.0% | 4.0% | 3.4% | 4.2% |
| ROA | 12.7% | 3.5% | 6.3% | 3.1% | 4.2% | -0.5% | 4.9% | 15.4% | 10.7% | 4.9% | 2.4% | 2.0% | 2.4% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 1.1B | 1.1B | 735M | 1.2B | 1.1B | 966M | 1.5B | 3.2B | 2.8B | 1.4B | 1.0B | 562M | 544M |
| Free Cash Flow | 755M | 632M | 284M | 843M | 744M | 909M | 1.5B | 3.1B | 2.8B | 1.4B | 956M | 511M | 492M |
| Owner Earnings | 731M | 565M | 110M | 640M | 584M | 426M | 1.0B | 2.7B | 2.3B | 897M | 463M | 10M | -9.0M |
| CapEx | 354M | 443M | 451M | 358M | 368M | 57M | 56M | 55M | 53M | 57M | 52M | 51M | 52M |
| Maint. CapEx | 338M | 479M | 565M | 521M | 486M | 510M | 472M | 477M | 480M | 500M | 502M | 509M | 508M |
| Growth CapEx | 16M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D&A | 338M | 479M | 565M | 521M | 486M | 510M | 472M | 477M | 480M | 500M | 502M | 509M | 508M |
| CapEx/OCF | 32.5% | 41.2% | 61.4% | 29.8% | 33.1% | 33.9% | 14.7% | 12.2% | 14.7% | 27.2% | 36.1% | 75.3% | 9.6% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 563M | 619M | 932M | 941M | 995M | 1.0B | 381M | 884M | 1.6B | 1.2B | 684M | 606M | 605M |
| Dividend Yield | 4.9% | 5.7% | 6.2% | 5.2% | 5.3% | 6.5% | 2.4% | 4.0% | 6.9% | 5.7% | 3.1% | 3.3% | 3.5% |
| Share Buybacks | 203M | 518M | 2.0B | 0 | 366M | 60M | 0 | 100M | 543M | 131M | 154M | 160M | 145M |
| Buyback Yield | 1.5% | 4.8% | 13.1% | N/A | 2.9% | 0.3% | N/A | 0.4% | 2.7% | 0.5% | 0.8% | 0.9% | 0.8% |
| Stock-Based Comp | 40M | 31M | 60M | 40M | 42M | 30M | 30M | 30M | 33M | 36M | 43M | 43M | 45M |
| Debt Repayment | 0 | 0 | 2.4B | 831M | 62M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Balance Sheet | |||||||||||||
| Net Debt | 3.3B | 3.8B | 5.9B | 5.2B | 5.8B | 7.0B | 6.6B | 4.8B | 5.1B | 5.5B | 6.0B | 5.2B | 4.8B |
| Cash & Equiv. | 1.6B | 1.0B | 676M | 824M | 334M | 139M | 495M | 1.9B | 1.6B | 1.2B | 684M | 464M | 299M |
| Long-Term Debt | 4.9B | 4.8B | 6.3B | 5.9B | 5.4B | 6.1B | 5.3B | 5.1B | 4.1B | 5.1B | 4.9B | 5.0B | 5.1B |
| Debt/Equity | 0.92 | 0.98 | 0.72 | 0.67 | 0.70 | 0.92 | 0.81 | 0.62 | 0.62 | 0.65 | 0.69 | 0.60 | 0.54 |
| Interest Coverage | 2.9 | 1.9 | 1.9 | 2.9 | 3.7 | 1.7 | 4.9 | 11.6 | 11.4 | 4.2 | 2.5 | 2.7 | 2.9 |
| Equity | 5.3B | 4.9B | 9.2B | 8.9B | 9.0B | 8.2B | 8.7B | 10.8B | 10.7B | 10.2B | 9.7B | 9.4B | 9.4B |
| Total Assets | 13.6B | 12.7B | 19.2B | 18.1B | 17.2B | 16.4B | 16.3B | 17.7B | 17.3B | 17.0B | 16.5B | 16.6B | 16.4B |
| Total Liabilities | 8.0B | 7.9B | 10.1B | 9.2B | 8.2B | 8.2B | 7.6B | 6.9B | 6.6B | 6.7B | 6.8B | 7.2B | 7.0B |
| Intangibles | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Retained Earnings | 1.5B | 1.3B | 1.4B | 1.1B | 1.1B | -3.0M | 411M | 2.1B | 2.4B | 2.0B | 1.7B | 1.4B | 1.4B |
| Working Capital | 1.9B | 2.3B | 416M | 550M | -337M | 605M | 659M | 2.2B | 1.0B | 1.5B | 771M | 374M | 443M |
| Current Assets | 2.8B | 3.6B | 1.6B | 1.7B | 1.6B | 1.6B | 1.6B | 3.1B | 2.7B | 2.3B | 1.7B | 1.7B | 1.5B |
| Current Liabilities | 918M | 1.3B | 1.2B | 1.2B | 1.9B | 1.0B | 950M | 954M | 1.7B | 788M | 977M | 1.3B | 1.1B |
| Per Share Data | |||||||||||||
| EPS | 3.18 | 0.89 | 1.39 | 0.77 | 0.99 | -0.10 | 1.07 | 3.47 | 2.53 | 1.15 | 0.54 | 0.45 | 0.55 |
| Owner EPS | 1.30 | 1.09 | 0.15 | 0.85 | 0.77 | 0.56 | 1.38 | 3.53 | 3.12 | 1.23 | 0.63 | 0.01 | -0.01 |
| Book Value | 9.47 | 9.38 | 12.70 | 11.77 | 11.97 | 10.76 | 11.72 | 14.33 | 14.47 | 14.03 | 13.26 | 13.09 | 13.09 |
| Cash Flow/Share | 1.98 | 2.07 | 1.02 | 1.59 | 1.47 | 1.27 | 2.05 | 4.20 | 3.81 | 1.96 | 1.37 | 0.78 | 1.26 |
| Dividends/Share | 1.02 | 1.20 | 1.24 | 1.25 | 1.32 | 1.36 | 0.51 | 1.18 | 2.17 | 1.66 | 0.94 | 0.84 | 0.84 |
| Shares Out. | 560.4M | 519.1M | 723.0M | 755.8M | 755.6M | 760.0M | 744.9M | 751.3M | 743.1M | 729.6M | 733.3M | 720.0M | 721.0M |
| Valuation | |||||||||||||
| P/E Ratio | 7.5 | 23.3 | 15.2 | 33.5 | 16.8 | N/A | 25.8 | 9.7 | 10.8 | 28.7 | 50.2 | 52.8 | 43.5 |
| P/FCF | 17.7 | 17.0 | 53.7 | 23.1 | 16.9 | 20.1 | 13.9 | 8.2 | 7.3 | 17.5 | 20.8 | 33.4 | 35.1 |
| EV/EBIT | 11.4 | 20.5 | 25.3 | 21.1 | 12.9 | 37.5 | 14.6 | 7.3 | 7.2 | 22.6 | 34.4 | 29.7 | 27.6 |
| Price/Book | 2.5 | 2.2 | 1.7 | 2.2 | 1.4 | 2.2 | 2.4 | 2.3 | 1.9 | 2.4 | 2.0 | 1.8 | 1.8 |
| Price/Sales | 1.5 | 2.1 | 2.4 | 2.5 | 2.5 | 2.4 | 2.1 | 2.2 | 2.3 | 2.8 | 3.1 | 2.7 | 2.5 |
| FCF Yield | 5.7% | 5.9% | 1.9% | 4.3% | 5.9% | 5.0% | 7.2% | 12.3% | 13.7% | 5.7% | 4.8% | 3.0% | 2.9% |
| Market Cap | 13.4B | 10.7B | 15.2B | 19.5B | 12.6B | 18.3B | 20.5B | 25.3B | 20.3B | 24.1B | 19.9B | 17.1B | 17.3B |
| Avg. Price | 20.39 | 21.01 | 20.74 | 24.08 | 24.79 | 20.62 | 21.07 | 29.76 | 31.39 | 29.02 | 30.23 | 25.64 | 23.94 |
| Year-End Price | 23.84 | 20.70 | 21.08 | 25.81 | 16.63 | 24.07 | 27.56 | 33.67 | 27.35 | 32.98 | 27.09 | 23.74 | 23.94 |
WEYERHAEUSER CO passes 3 of 9 quality checks, indicating weak fundamentals.
WEYERHAEUSER CO trades at 53.2x trailing earnings, compared to its 15-year median P/E of 25.8x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 124.1x vs a median of 18.8x. The company's 5-year average ROIC is 10.1% with a gross margin of 20.1%. Total shareholder yield (dividends + buybacks) is 4.3%. At current prices, the estimated annualized return to fair value is -6.7%.
WEYERHAEUSER CO (WY) has a net profit margin of 4.7%. This is a modest margin.
WEYERHAEUSER CO (WY) generated $511 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
WEYERHAEUSER CO (WY) has a debt-to-equity ratio of 0.60. This indicates moderate leverage.
WEYERHAEUSER CO (WY) reported earnings per share (EPS) of $0.45 in its most recent fiscal year.
WEYERHAEUSER CO (WY) has a return on equity (ROE) of 3.4%. This indicates moderate shareholder returns.
WEYERHAEUSER CO (WY) has a 5-year average gross margin of 20.1%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 19 years of financial data for WEYERHAEUSER CO (WY), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
WEYERHAEUSER CO (WY) has a book value per share of $13.09, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects the spring building season to gain momentum as the year progresses, supported by favorable long-term housing fundamentals including strong demographic trends and an underbuilt housing stock, though near-term uncertainty around consumer confidence and macroeconomic conditions persists. The company anticipates steady demand for timberland properties with significant premiums to timber value and expects steady growth from its Climate Solutions business, which exceeded its 2025 target of $100 million adjusted EBITDA and is now targeting $250 million by 2030. Wood products demand is expected to improve seasonally into the second quarter and beyond, with new engineered wood products launching and distribution expansion underway, though near-term headwinds from elevated energy costs related to geopolitical tensions and softer-than-expected early-year demand require continued cost discipline and operational flexibility. Management remains focused on disciplined capital allocation, maintaining mid-cycle leverage targets around 3.5x net debt-to-EBITDA, and leveraging portfolio optimization and divestitures to fund growth initiatives while returning cash to shareholders.
Based on recent SEC filings and earnings calls, WEYERHAEUSER CO (WY) has provided the following forward guidance: Strategic Land Solutions adjusted EBITDA: approximately $425 million (FY2026); Climate Solutions adjusted EBITDA: $250 million (2030); Monticello EWP facility capital investment: approximately $300 million (2026); Total company-wide fee harvest volumes: approximately 35.5 million tons (FY2026); Interest expense: approximately $255 million (FY2026), plus 3 additional metrics.
Monticello EWP facility capital investment (2026): “we anticipate approximately $300 million of investments for Monticello in 2026”
Total company-wide fee harvest volumes (FY2026): “For 2026, we expect total company-wide fee harvest volumes of approximately 35.5 million tons”
Interest expense (FY2026): “In 2026, we expect our interest expense to be approximately $255 million”
Effective tax rate (FY2026): “For taxes, we expect our full-year effective tax rate to be between 8% and 12% before special items”
Non-cash pension and post-employment expense (FY2026): “Our non-cash, non-operating pension and post-employment expense is expected to be approximately $60 million”
Programmatic capital expenditures (FY2026): “we expect our typical programmatic CapEx to be between $400 million and $450 million in 2026”
No recent press releases.