Weyerhaeuser Co.

Weyerhaeuser Co.

WY

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Market Cap$17.92B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Weyerhaeuser Co.Weyerhaeuser Co.45.13.38%4%2.8-

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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$28.00

Target Price by Analysts

12.7% upsideWeyerhaeuser Target Price DetailsTarget Price
$8.21

Current Fair Value

67% downside

Overvalued by 67% based on the discounted cash flow analysis.

Share Statistics

Market cap$17.92 Billion
Enterprise Value$17.99 Billion
Dividend Yield$0.84 (3.38%)
Earnings per Share$0.45
Beta0.91
Outstanding Shares721,290,000

Return

Return on Equity4.21%ROE
Return on Assets2.42%
Return on Invested Capital6.02%

Valuation & Multiples

P/E Ratio45.15P/E Ratio
PEG51.33PEG
Price to Sales2.76Price to Sales
Price to Book Ratio1.91Price to Book Ratio
Enterprise Value to Revenue2.62
Enterprise Value to EBIT19.47
Enterprise Value to Net Income45
Total Debt to Enterprise0.02
Debt to Equity0.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 30, 2026
EPS Estimate
$0.06
Average shareholder expectation
Revenue Estimate
$1.72 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$0.10
Average shareholder expectation
Revenue Estimate
$1.86 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6340 15.64%
Total Calls1,840,500 50.24%
Total Puts1,166,800 20.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.52% 1.42%
Total Invested$15.59B 1.40%
Investors Holding913 21.00%

ESG Score

No data

About Weyerhaeuser Co.

CEO: Devin Stockfish

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation. Its technical expertise directly influences the structure and impact of tax policies (corporate, capital gains, REIT-specific) developed by the Finance Committee, which are crucial for Weyerhaeuser's financial planning and performance.

Finance

This is a highly powerful committee that controls taxation and trade. Its decisions on corporate tax policy, capital gains, and specific REIT tax rules directly impact Weyerhaeuser's profitability, cash flow, and shareholder distributions. Trade policy also influences global wood product markets.

Appropriations

This committee allocates discretionary federal spending. Its decisions directly impact funding for infrastructure projects, housing programs, and land management initiatives, all of which drive demand for Weyerhaeuser's wood products and influence the markets it operates in.

Agriculture, Nutrition, and Forestry

This committee's 'Forestry' aspect directly relates to Weyerhaeuser's primary business. It oversees policies impacting forest management, sustainable forestry practices, and parts of the Farm Bill that often include provisions relevant to the timber industry.

Banking, Housing, and Urban Affairs

Weyerhaeuser is a REIT and a major supplier of wood products used in construction. This committee directly regulates the financial system, housing, and urban affairs, which critically impacts real estate markets, construction demand, and the regulatory environment for REITs.

Environment and Public Works

This committee directly impacts Weyerhaeuser through environmental regulations (e.g., forest management, water quality, emissions from mills) and the 'infrastructure super-cycle' which drives demand for construction materials, including wood products. Regulatory costs and market demand are heavily influenced.