Weyerhaeuser (WY)
Real Estate · Timberlands and Forest Products
One of the world's largest private timberland owners and North American wood products manufacturers, operating sustainably across 10+ million acres to generate long-term value through harvesting, sales, and carbon/royalty opportunities.
What Weyerhaeuser does
Weyerhaeuser is one of the world's largest private owners of timberlands, controlling more than 10 million acres in the U.S. and managing long-term licenses covering more than 14 million acres in Canada, managed on a sustainable basis under internationally recognized forestry standards. The company generates value through growing and harvesting trees, selling timberland properties, and securing lease and royalty agreements for surface and subsurface rights, including climate-related opportunities. Additionally, Weyerhaeuser is one of North America's largest manufacturers of wood products, operating 33 manufacturing facilities across the U.S. and Canada to produce structural lumber, oriented strand board, engineered wood products, and specialty products primarily for residential, multi-family, repair and remodel, industrial, and light commercial markets.
Themes: ["Timberlands and sustainable forestry","Carbon mitigation and climate solutions","Wood products manufacturing","Real estate investment trust (REIT)","Renewable materials","Land value optimization"]
Fundamentals
- Price$22.46 as of 2026-07-08 close
- Market cap$17.3B as of 2026-07-09
- 1-year return-14.2% as of 2026-07-08 close
- P/E43.49 as of 2026-07-09
- Net margin+5.8% as of 2026-07-09
- Gross margin+14.7% as of 2026-07-09
- ROE+4.2% as of 2026-07-09
- Debt / equity0.57 as of 2026-07-09
- Revenue growth (YoY)-3.1% as of 2026-07-09
- Revenue CAGR (3y)-12.1% SEC XBRL
- Beta0.91 as of 2026-07-09
Dividend: yield +3.4%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Commodity price exposure: wood product sales are subject to cyclical market prices for lumber, OSB, and engineered products, with Q1 2026 net sales declining 2% year-over-year amid softer market conditions","Real estate and timberland valuation risk: company's value depends on sustained demand for timberland harvesting and the ability to monetize property sales at favorable terms; Q1 2026 gains on timberland sales of $58M represent non-recurring revenue","Interest rate and debt servicing risk: the company carries $5.4 billion in long-term debt obligations as of Q1 2026, with interest expense of $66M quarterly, exposing cash flows to rising rate environments"]
Competitors & peers
- Potlatch Deltic (PotlatchDeltic)
- Plum Creek Timber Company (PLTM)
- Rayonier Inc. (RYN)
- PotlatchDeltic Corporation
- Wesco International (wood products distributor)
- Boise Cascade (wood products and distribution)
- Canfor Corporation (Canadian timberlands and wood products)
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.