LOUISIANA-PACIFIC CORPORATION vs WEST FRASER TIMBER CO. LTD., two Forest Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LPX and WFG diverge most: on operating margin, LPX reads 4.7% and WFG reads -21.7%; on net margin, LPX reads 2.2% and WFG reads -17.1%. The rest of the comparable metrics sit closer together. What LPX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LPX | WFG |
|---|---|---|
| Price | $65.75 | $63.95 |
| Market cap | $4.6B | $5.1B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -1.8% |
| P/E | 84.3 | — |
| P/B | 2.64 | 0.86 |
| P/S | 1.87 | 0.92 |
| EV/EBITDA | 19.4 | — |
| Revenue growth | -14.5% | -14.3% |
| Gross margin | 17.5% | — |
| Operating margin | 4.7% | -21.7% |
| Net margin | 2.2% | -17.1% |
| Return on equity | 3.1% | -16.0% |
| Return on assets | 2.1% | -12.3% |
| Return on invested capital | 5.0% | -15.3% |
| FCF yield | -0.5% | -6.2% |
| Dividend yield | 0.4% | — |
| Debt / equity | 0.00 | 0.05 |
| Current ratio | 3.22 | 2.13 |
| Altman Z (solvency) | 5.31 | 2.70 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.