Weyerhaeuser Co.
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Earnings Call Q4 2024
January 31, 2025 - AI Summary
Strong Financial Performance: Weyerhaeuser reported full-year GAAP earnings of $396 million, representing $0.54 per share, with net sales of $7.1 billion. The company returned $735 million to shareholders in 2024, which included a 5.3% increase in the base dividend and $153 million in share repurchases. Adjusted EBITDA for the full year was $1.3 billion.
Outlook for Timberlands: The company expects first-quarter earnings and adjusted EBITDA from Timberlands to be approximately $20 million higher compared to Q4 2024. Strong domestic log demand, particularly in the West, and reduced log supply are expected to drive improved sales volumes and pricing heading into the spring building season. However, sales volumes to China are expected to be lower due to the Lunar New Year holiday.
Growth in Natural Climate Solutions (NCS): Weyerhaeuser expects significant growth in its NCS contributions, projecting adjusted EBITDA to reach $100 million by the end of 2025. The company anticipates a five to ten-fold increase in carbon credit sales during 2025 from roughly 15,000 credits sold in 2024, with strong ongoing demand for forest carbon credits bolstered by seven projects currently in development.
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$7.52
64.6% downside
Current Fair Value
64.6% downsideOvervalued by 64.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $15.10 Billion |
|---|---|
| Enterprise Value | $19.99 Billion |
| Annual dividend | $0.84 |
| Dividend yield | 4.13% |
| Earnings per Share | $0.45 |
| Beta | 0.93 |
| Outstanding Shares | 720,982,000 |
Return
| Return on Equity | 4.79% |
|---|---|
| Return on Assets | 2.74% |
| Return on Invested Capital | 5.09% |
Valuation & Multiples
| P/E Ratio | 32.3 |
|---|---|
| PEG | -136.01 |
| Price to Sales | 2.36 |
| Price to Book Ratio | 1.64 |
| Enterprise Value to Revenue | 2.86 |
| Enterprise Value to EBIT | 25.15 |
| Enterprise Value to Net Income | 44 |
| Total Debt to Enterprise | 0.27 |
| Debt to Equity | 0.57 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$0.04
Consensus analyst estimateRevenue Estimate
$1.92 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 28, 2027
EPS Estimate
$-0.02
Consensus analyst estimateRevenue Estimate
$1.72 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 50.22% |
|---|---|
| Total Calls | 300▼ 99.99% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.36%▼ 87.36% |
|---|---|
| Total Invested | $600.69M▼ 96.21% |
| Investors Holding | 304▼ 628.00% |
About Weyerhaeuser Co.
9,517 employees
CEO: Devin Stockfish
Weyerhaeuser Company, founded in 1900, is recognized as a premier private owner of timberlands worldwide. The firm possesses or manages around 11 million acres of forest land within the U.S., complemented by additional timberland managed...