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.
Louisiana-Pacific and West Fraser Timber both ride the OSB and lumber cycle, and both are feeling the downturn. Louisiana-Pacific is barely profitable, 4.74% on equity, its 70.37 times earnings inflated by depressed OSB prices, while West Fraser has slipped into an outright loss and trades at 0.94 times book, below its asset value. Louisiana-Pacific trades at 3.33 times book by comparison and pays a 0.34% dividend. Louisiana-Pacific's free cash is barely negative at negative 0.14%, West Fraser's is deeper at negative 5.75%. Both companies sit near $5.5B to $5.8B in market value, and both are waiting on the commodity to turn: Louisiana-Pacific squeezing thin profit, West Fraser posting a loss.
Comparison updated 2026-07-11.
| Metric | LPX | WFG |
|---|---|---|
| Price | $73.17 | $67.12 |
| Market cap | $5.1B | $5.3B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| P/E | 62.5 | — |
| P/B | 2.96 | 0.91 |
| P/S | 2.00 | 0.97 |
| EV/EBITDA | 20.1 | — |
| 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% | -5.9% |
| Dividend yield | 0.4% | — |
| Debt / equity | 0.20 | 0.00 |
| Current ratio | 3.26 | 2.13 |
| Altman Z (solvency) | 5.78 | 2.78 |
| 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.