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One of the largest private owners of timberlands in the US, also manufacturing wood products, structured as a REIT.
One of the largest private owners of timberlands in the US, also manufacturing wood products, structured as a REIT.
Revenue comes from selling logs from its forests and from manufacturing lumber, OSB and engineered wood, whose prices swing with US housing demand. Because it is a REIT, timber income passes through largely untaxed, which is why the wood-products plants sit in a taxable subsidiary. It can delay harvests to wait for better prices.
Moat: narrow (scale, installed base). Massive, geographically diversified timberland holdings accumulated over more than a century are essentially irreplaceable.
Headquarters: Seattle, Washington, United States · Founded: 1900 · Employees: 9,517
Size Weyerhaeuser (WY) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $15.1B, the 596th largest of 3,117 United States companies the cockpit tracks. Shares closed at $20.98 on 6 Nov 2026.
Performance Over six months the shares fell 10.1%, against +0.6% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue fell 1.1% over the last twelve months (peer median +4.5%); the operating margin is 6.1% (peer median 33.0%).
Valuation It trades at 1.61× book value against a peer median of 1.93× (6th cheapest of 21).
Price implies The share price implies a return on equity of about 13.6%; Weyerhaeuser delivers 4.8%, so the price asks more than the business earns today.
Credit Weyerhaeuser has 7 bonds outstanding ($3.63B), rated BBB by the agencies and trading like BBB at a weighted spread of 93 bp.
Short interest Short interest is 4.8% of the free float (15 Oct 2026).
Next results Next results expected around 22 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $7.00B | $6.91B | $7.12B | $7.67B | $10.2B |
| Revenue growth | — | -3% | -7% | -25% | — |
| Gross profit | $1.05B | $1.02B | $1.31B | $1.68B | $3.62B |
| EBITDA | $940M | $926M | $1.23B | $1.61B | $3.58B |
| Net income | $453M | $324M | $396M | $839M | $1.88B |
| Free cash flow | -$13.0M | -$381M | $341M | $753M | $2.07B |
| Capital expenditure | $543M | $943M | $667M | $680M | $763M |
| Total debt | $5.38B | $5.72B | $5.23B | $5.19B | $5.17B |
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.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Weyerhaeuser WY | $15.1B | -10% | -1% | 5% | 1.61× | 13.6% |
| Rayonier RYN | $6.45B | +6% | -13% | 2% | 1.23× | 10.9% |
| West Fraser Timber WFG.TO | $5.35B | +12% | -8% | -18% | 0.97× | 9.4% |
| Louisiana-Pacific LPX | $5.27B | 0% | -12% | 4% | 3.03× | 33.9% |
| Boise Cascade BCC | $2.44B | -1% | +1% | 6% | 1.19× | 11.5% |
| Canfor CFP.TO | $1.22B | +17% | +2% | -22% | 0.73× | 9.1% |
| Interfor IFP.TO | $634M | +42% | -7% | -28% | 0.71× | 10.0% |
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.
| Measure | WY | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.4% | +6.0% | 4th highest of 21 |
| 6-month return | -10.1% | +0.6% | 3rd lowest of 21 |
| Return on equity | 4.8% | 7.3% | 4th lowest of 21 |
| Price / book | 1.61× | 1.93× | 6th cheapest of 21 |
| Trailing P/E | 33.4× | 26.0× | 6th most expensive of 18 |
| ROE the price implies | 13.6% | 15.1% | 7th least demanding of 21 |
| ROE delivered | 4.8% | 7.3% | 4th lowest of 21 |
| Bond spread | 93 bp | 90 bp | 8th widest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Weyerhaeuser WY | United States | $15.1B | -10% | -1% | 5% | 1.61× | 13.6% | 4.8% |
| W. P. Carey WPC | United States | $15.0B | -12% | +9% | 8% | 1.71× | 12.9% | 7.7% |
| Annaly Capital Management NLY | United States | $14.8B | -17% | +23% | 7% | 1.05× | 11.8% | 7.3% |
| Invitation Homes INVH | United States | $15.6B | -5% | +5% | 7% | 1.79× | 13.6% | 7.4% |
| CapitaLand Integrated Commercial Trust C38U.SI | Singapore | $14.6B | +2% | +5% | 8% | 1.09× | 6.1% | 7.6% |
| Omega Healthcare Investors OHI | United States | $14.6B | +2% | +14% | 14% | 2.66× | 15.3% | 14.2% |
| Lamar Advertising LAMR | United States | $15.8B | -1% | +4% | 59% | 16.13× | 134.1% | 58.9% |
| Sun Communities SUI | United States | $14.4B | -4% | -19% | 5% | 2.76× | 18.4% | 5.3% |
| Healthpeak Properties DOC | United States | $14.3B | +4% | +9% | 5% | 1.78× | 15.1% | 4.9% |
| Link REIT 0823.HK | Hong Kong | $13.8B | +3% | -3% | -5% | 0.71× | 5.9% | -4.7% |
| Mid-America Apartment Communities MAA | United States | $13.8B | -8% | +1% | 7% | 2.45× | 16.1% | 7.0% |
| SEGRO SGRO.L | United Kingdom | $16.6B | +33% | +7% | 2% | 1.03× | 14.8% | 2.5% |
| Regency Centers REG | United States | $13.7B | -3% | +8% | 8% | 2.06× | 15.2% | 8.2% |
| Host Hotels & Resorts HST | United States | $16.9B | +15% | +5% | 16% | 2.64× | 22.6% | 15.8% |
| Kimco Realty KIM | United States | $17.0B | +10% | +3% | 7% | 1.67× | 13.9% | 7.2% |
| Camden Property Trust CPT | United States | $13.4B | -3% | +1% | 8% | 2.68× | 18.2% | 7.8% |
| Scentre SCG.AX | Australia | $13.1B | -1% | -4% | 10% | 0.97× | 11.6% | 10.4% |
| Essex Property Trust ESS | United States | $17.5B | +4% | +5% | 6% | 3.30× | 20.8% | 6.4% |
| American Healthcare REIT AHR | United States | $12.7B | +12% | +16% | 4% | 3.05× | 20.7% | 4.0% |
| Equity LifeStyle Properties ELS | United States | $12.3B | 0% | +3% | 22% | 6.99× | 37.4% | 22.3% |
| American Homes 4 Rent AMH | United States | $11.8B | +2% | +4% | 7% | 1.73× | 12.9% | 6.8% |
Weyerhaeuser has 7 bonds outstanding with $3.63B face value. The agencies rate it BBB; its bonds trade like BBB. Weighted yield 5.62%, a spread of 93 bp over government bonds.