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 5.9% and WFG reads -21.7%; on net margin, LPX reads 3.2% 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 | $72.36 | $64.61 |
| Market cap | $5.1B | $5.1B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -1.1% |
| P/E | 61.9 | — |
| P/B | 2.93 | 0.87 |
| P/S | 1.98 | 0.93 |
| EV/EBITDA | 19.9 | — |
| Revenue growth | -13.3% | -14.3% |
| Gross margin | 20.0% | — |
| Operating margin | 5.9% | -21.7% |
| Net margin | 3.2% | -17.1% |
| Return on equity | 4.7% | -16.0% |
| Return on assets | 3.2% | -12.3% |
| Return on invested capital | 4.4% | -16.0% |
| FCF yield | -0.2% | -6.2% |
| Dividend yield | 0.4% | — |
| Debt / equity | 0.20 | 0.00 |
| Current ratio | 3.26 | 2.13 |
| Altman Z (solvency) | 5.74 | 2.71 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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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.