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← CockpitCompetitor Analysis › CFP.TO Canfor CorporationOpen in the cockpit ↗

Canfor CorporationCFP.TOCompetitor analysis, valuation and peers

Canada · CAD·Materials›Forest Products

Canadian producer of lumber, wood products and pulp, with operations in Canada and the US Southeast.

≈ A lumber producer like a smaller WeyerhaeuserMomentum strong 64
Mkt cap
$1.22B
US dollars, full cap
Free float
46%
of shares outstanding
$/day
$2.78M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-10.1 pp
WACC 8.7%
Hurdle
n/a
no reverse DCF
Next earnings
125 days
11 Mar 2027
Close · CADC$14.59
1D-0.1%
1W-2.4%
1M+2.0%
3M-7.5%
6M+16.5%
YTD+24.4%
1Y+19.9%
ATR %4.4%
52w lowhigh12.1% off high

What Canfor does

Canadian producer of lumber, wood products and pulp, with operations in Canada and the US Southeast.

Sells commodity lumber at market prices, so earnings rise and fall with lumber prices, and exports from Canada to the US attract duties set in a long-running trade dispute. Canfor has been shifting capacity from British Columbia, where timber supply has shrunk, to the US South and Sweden.

In one line: A lumber producer like a smaller Weyerhaeuser.

Products and services

  • Softwood lumber
  • Pulp
  • Engineered wood products

Customers

  • Homebuilders/construction lumber distributors
  • Pulp/paper manufacturers

Where it sits in the supply chain

  • Forest products
  • Lumber production
  • Pulp production

What could go right

  • US housing construction demand
  • Lumber price cycle strength

What could go wrong

  • Softwood lumber tariff/trade dispute costs
  • Lumber price volatility

Moat: none. Commodity lumber/pulp producer subject to housing cycles and softwood lumber trade tariffs, without a structural cost edge.

Headquarters: Vancouver, Canada · Founded: 1938 · Employees: 6,406

Named competitors

Canfor at a glance

Size Canfor (CFP.TO) is a Canada Materials company (Forest Products) with a market value of $1.22B, the 225th largest of 420 Canada companies the cockpit tracks. Shares closed at C$14.59 on 6 Nov 2026.

Performance Over six months the shares gained 16.5%, against -11.1% for the median peer and +5.2% for the Canada market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 2.1% over the last twelve months (peer median +2.5%); the operating margin is -1.3% (peer median 6.4%).

Valuation It trades at 0.5× enterprise value to sales against a peer median of 2.5× (3rd cheapest of 21).

Capital Return on invested capital runs 10.1 points below its cost of capital (8.7% WACC).

Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026CFP.TO 115Peer median 88
Six months, rebased to 100: Canfor against the median of its 20 peers (local-currency closes).

Canfor financials

Reported figures in CAD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueC$5.45BC$5.34BC$5.25BC$5.43BC$7.43B
Revenue growth—+2%-3%-27%—
Gross profitC$103M-C$109M-C$129M-C$202MC$1.44B
EBITDAC$338MC$133MC$132MC$48.0MC$1.67B
Net income-C$569M-C$797M-C$669M-C$326MC$787M
Free cash flow-C$20.7M-C$251M-C$369M-C$431MC$478M
Capital expenditureC$257MC$289MC$527MC$587MC$625M
Total debtC$1.00BC$931MC$704MC$399MC$392M

Quarterly statements and history in the cockpit →

Canfor competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%-10%0%+10%INWI60322613770026310027850020436001895930000592301356IFP603216SJSTYLAMINDGREENLAM603038000910RESPONIND001211CFP.TO6-month return →1-month return →
Up and to the right = strong over both horizons. Canfor is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×5×10×INWI60322613770026310027850020436001895930000592301356IFP603216SJSTYLAMINDGREENLAM603038000910RESPONIND001211301588CFP.TORevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Canfor is the large dot.

Canfor competitors and peer comparison

Head to head with its named competitors (CFP.TO vs WFG vs WY vs IFP.TO)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Canfor CFP.TO$1.22B+17%+2%-1%0.5×n/a
West Fraser Timber WFG$5.17B+10%-10%-11%1.1×n/a
Weyerhaeuser WY$15.1B-10%-1%6%n/an/a
Interfor IFP.TO$634M+42%-7%1%0.6×n/a

How Canfor compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Canfor against its 20 peers (data as of 6 Nov 2026)
MeasureCFP.TOPeer medianRank in peer set
1-month return+2.0%-5.6%6th highest of 21
6-month return+16.5%-11.1%4th highest of 21
Distance from 52-week high-12.1%-37.3%3rd highest of 21
Revenue growth (TTM)+2.1%+2.5%11th highest of 21
Operating margin-1.3%6.4%6th lowest of 21
EV / Sales0.5×2.5×3rd cheapest of 21
ROIC minus cost of capital-10.1 pp-3.9 pp7th lowest of 21
EV / EBITDA8.2×12.2×2nd cheapest of 11
Net debt / EBITDA2.5×1.5×3rd most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Canfor CFP.TOCanada$1.22B+17%+2%-1%0.5×n/an/a
Inwido INWI.STSweden$1.16B+39%+11%10%1.4×2.5%+6.1%
Vohringer Home Technology 603226.SSChina$1.30B-38%-3%-40%27.0×n/an/a
Sakata Seed 1377.TJapan$1.13B+2%+12%11%1.5×0.2%+8.5%
Der Future Science & Technology 002631.SZChina$1.04B+10%-26%-23%7.1×n/an/a
XIAMEN WANLI STONE STOCK 002785.SZChina$1.03B-40%-33%-7%7.8×n/an/a
Dehua TB New Decoration Material 002043.SZChina$1.60B-10%+4%9%0.9×-1.3%+6.6%
Jilin Quanyangquan 600189.SSChina$897M+1%+9%11%4.6×16.6%-1.7%
Bunka Shutter 5930.TJapan$779M-1%+3%6%0.4×-12.9%+6.4%
Zhongfu Straits (Pingtan) Development 000592.SZChina$1.93B-38%-29%-37%12.2×25.3%+1.5%
Zhejiang Tianzhen Technology 301356.SZChina$713M-7%+2%4%2.3×27.5%-7.1%
Interfor IFP.TOCanada$634M+42%-7%1%0.6×n/an/a
Mengtian Home 603216.SSChina$607M-39%-5%3%2.6×39.4%-2.6%
Stella-Jones SJ.TOCanada$2.56B-12%+2%13%1.4×-9.1%+6.5%
Stylam Industries STYLAMIND.NSIndia$563M+19%+10%18%4.5×n/an/a
Greenlam Industries GREENLAM.NSIndia$550M-11%+20%7%1.6×28.3%+20.7%
Dongguan HuaLi Industries 603038.SSChina$498M-27%+15%6%2.9×20.6%+7.5%
Dare Power Dekor Home 000910.SZChina$414M-26%-4%-9%0.2×n/an/a
Responsive Industries RESPONIND.NSIndia$391M-24%-13%10%3.0×42.5%+13.0%
Suncha Technology 001211.SZChina$387M-14%+18%0%1.8×n/an/a
Newtechwood 301588.SZChina$376M-39%+20%7%3.1×n/an/a

Questions

Who are Canfor's main competitors?
Named competitors: West Fraser Timber (WFG), Weyerhaeuser (WY), Interfor Corporation (IFP.TO). The cockpit's measured peer set (industry) also includes Inwido (INWI.ST), Vohringer Home Technology (603226.SS), Sakata Seed (1377.T), Der Future Science & Technology (002631.SZ), XIAMEN WANLI STONE STOCK (002785.SZ), Dehua TB New Decoration Material (002043.SZ).
Is Canfor expensive compared with its peers?
On ev / sales it trades at 0.5× against a peer median of 2.5×, 3rd cheapest of 21 in its peer set.
How has Canfor stock performed?
Over six months to 6 Nov 2026 the shares returned +16.5% against -11.1% for the median peer; over one year +19.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.