WFG vs MERC vs WY Stock Comparison

West Fraser Timber, Mercer International and Weyerhaeuser Prices as of Nov 5, 2026 Peers: Industry group
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WY Weyerhaeuser Co
$21.64 +16.2% 1M -3.7% 1Y
Market cap
$15.17B
P/E
33.5x
Revenue (TTM)
$7.00B
Div. yield
0.04%
Lumber Basic Materials
6 wins

Head to Head

10 decided of 12

Weyerhaeuser leads on 6 of the 12 questions below (Weyerhaeuser 6, Mercer International 2, West Fraser Timber 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionWFGMERCWYLeader
Larger companyMarket capitalisation $5.33B $14.89M $15.17B WY
Cheaper on earningsLower P/E, profitable companies only -4.9x 0.0x 33.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — 90.2x –
Faster revenue growthRevenue growth, trailing twelve months -7.1% -3.5% -1.1% WY
More profitableNet margin, trailing twelve months -20.4% -27.0% 6.5% WY
Better return on capitalReturn on invested capital -18.0% -20.9% 5.5% WY
Less leveragedLower net debt / EBITDA 2.1x -7.7x 3.8x MERC
Higher dividend yieldTrailing dividend yield 0.00% 0.34% 0.04% MERC
Better 1-year returnPrice return, last 12 months +19.1% -87.0% -3.7% WFG
Better 5-year returnAnnualised price return, 5 years -3.8%/yr -52.6%/yr -10.8%/yr WFG
Less volatileAnnualised volatility, 1 year 33.6% 110.6% 28.6% WY
Higher overall scoreMean of the five percentile scores vs peers 34/100 14/100 44/100 WY

Percentile Scorecard

WFGMERCWY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisWFGMERCWY
Valuation 45 #163 of 296 21 #234 of 296 51 #147 of 296
Growth 8 #253 of 275 4 #265 of 275 31 #190 of 275
Profitability 20 #192 of 241 28 #174 of 241 50 #121 of 241
Financial Health 37 #186 of 294 7 #275 of 294 37 #187 of 294
Shareholder Returns 59 #89 of 218 12 #191 of 218 53 #103 of 218
Overall 34 14 44
  • WFG ranked among 309 companies in Basic Materials
  • MERC ranked among 309 companies in Basic Materials
  • WY ranked among 309 companies in Basic Materials

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodWFGMERCWYSPY
1 month +9.0%+4.2%+16.2% -5.9%
3 months -1.1%-63.2%-14.9% -4.6%
6 months +9.9%-77.5%-8.7% +0.2%
Year to date +12.9%-87.4%-8.7% +7.5%
1 year +19.1%-87.0%-3.7% +8.2%
3 years -8.6%-97.3%-29.9% +68.3%
3 years, per year -3.0%-70.0%-11.2% +19.0%
5 years -17.5%-97.6%-43.5% +56.5%
5 years, per year -3.8%-52.6%-10.8% +9.4%
10 years +101.4%-97.1%-24.5% +251.5%
10 years, per year +7.3%-29.7%-2.8% +13.4%

Risk

MeasureWFGMERCWYSPY
Volatility, 1Y 33.6%110.6%28.6% 13.6%
Downside volatility, 1Y 31.6%114.7%25.4% 14.2%
Beta vs S&P 500, 1Y 0.651.740.21 1.00
Return / volatility, 1Y 0.57-0.79-0.13 0.60
Max drawdown, 5Y -43.2%-99.3%-56.6% -25.4%
From 52-week high -10.0%-91.0%-20.1% -5.9%
52-week high $76.69$2.79$27.10 $779.14
52-week low $57.91$0.12$18.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleWFGMERCWY
P/E now vs peer median -5.0xmedian 17.3x 0.0xmedian 17.3x 34.5xmedian 17.3x
P/S now vs peer median 1.0xmedian 1.8x 0.0xmedian 1.8x 2.2xmedian 1.8x
EV/EBITDA now vs peer median 33.1xmedian 10.0x -7.7xmedian 10.0x 15.4xmedian 10.0x
P/FCF now vs peer median -11.5xmedian 15.8x -0.1xmedian 15.8x -1,199xmedian 15.8x
P/B now vs peer median 1.0xmedian 1.8x -0.1xmedian 1.8x 1.7xmedian 1.8x
PEG now vs peer median -1.69median 0.59 0.00median 0.59 -3.43median 0.59

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsWFGMERCWY
Revenue $5.30B $1.84B $7.00B
Gross profit $1.30B $76.25M $1.05B
Operating income -$1.31B -$409.10M $821.00M
Net income -$1.08B -$495.88M $453.00M
Free cash flow -$472.00M -$127.44M -$13.00M
R&D – – $5.00M
EPS (diluted) $-13.64 $-7.38 $0.63
Cash & equivalents $203.00M $71.01M $349.00M
Total debt $578.00M $2.00B $5.35B
Shares (diluted) 79.16M 67.22M 721.90M
Enterprise value $4.77B -$406.24M $13.53B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricWFGMERCWY
P/E -5.0x 0.0x 34.5x
P/FCF -11.5x -0.1x -1,199x
P/Operating cash flow – -0.2x 29.4x
P/S 1.0x 0.0x 2.2x
P/B 1.0x -0.1x 1.7x
P/Tangible book 1.0x -0.1x 1.7x
EV/EBITDA 33.1x -7.7x 15.4x
EV/EBIT -4.5x -4.8x 25.1x
EV/Revenue 1.1x 1.1x 2.9x
EV/FCF -12.3x -15.3x -1,584x
EV/Operating cash flow – -26.1x 38.9x
PEG (3Y EPS CAGR) -1.69 0.00 -3.43

Growth

14 metrics
MetricWFGMERCWY
Revenue growth (1Y) -7.1% -3.5% -1.1%
Revenue CAGR (3Y) -9.0% -4.4% -3.2%
Gross profit growth (1Y) -10.6% -64.0% -10.4%
Gross profit CAGR (3Y) -14.6% -30.2% -15.4%
Operating income growth (1Y) -307.2% -494.0% 32.2%
Operating income CAGR (3Y) -108.8% -68.8% -10.4%
Net income growth (1Y) -335.5% -187.5% 36.9%
Net income CAGR (3Y) -116.1% -54.4% -10.5%
EPS growth (1Y) -346.3% -186.4% 36.9%
EPS CAGR (3Y) 3.0% -53.8% -10.1%
Operating cash flow growth (1Y) – -322.2% -40.7%
Operating cash flow CAGR (3Y) – -97.8% -26.1%
Free cash flow growth (1Y) 13.6% -107.1% 92.0%
Free cash flow CAGR (3Y) 0.9% 20.3% -26.4%

Profitability

14 metrics
MetricWFGMERCWY
Gross margin 24.6% 4.1% 15.0%
EBITDA margin 3.3% -13.7% 19.1%
Operating margin -24.7% -22.2% 11.7%
Pretax margin -25.6% -28.6% 5.2%
Net margin -20.4% -27.0% 6.5%
FCF margin -8.9% -6.9% -0.2%
Operating cash flow margin – -4.1% 7.6%
Return on equity -20.3% – 4.8%
Return on assets – -26.9% 2.8%
Return on invested capital -18.0% -20.9% 5.5%
Return on capital employed – -33.3% 5.2%
Asset turnover – 1.0x 0.4x
Cash conversion (OCF / net income) – 0.2x 1.2x
Stock comp / revenue – 0.0% 0.6%

Financial Health

11 metrics
MetricWFGMERCWY
Debt / assets – 110.4% 32.7%
Debt / equity 0.1x -12.7x 0.6x
Net debt / EBITDA 2.1x -7.7x 3.8x
Debt / FCF -1.2x -15.7x -411.8x
Liabilities / assets – 108.7% 42.7%
Equity / assets – -8.7% 57.3%
Interest coverage -42.2x -3.4x 3.1x
Current ratio – 1.2x 1.8x
Quick ratio – 0.6x 0.9x
Cash ratio – 0.1x 0.4x
Altman Z-score – 0.01 2.09

Shareholder Returns

7 metrics
MetricWFGMERCWY
Dividend yield 1.9% 0.0% 3.9%
Net buyback yield – – 0.3%
Shareholder yield 1.9% 0.0% 4.1%
Payout ratio (earnings) – -1.0% 133.8%
Payout ratio (FCF) – -3.9% -4,662%
Dividend growth (1Y) – -80.0% 1.2%
Dividend CAGR (3Y) – -41.3% -20.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusWFGMERCWY
Forward P/E – – 90.2xFY2026
EPS, next fiscal year $-4.90FY2026 $-3.82FY2026 $0.24FY2026
EPS growth, next FY – – +20.0%FY2026
EPS growth, the year after – – +75.0%
Revenue, next fiscal year $5.68BFY2026 $2.01BFY2026 $7.54BFY2026
Revenue growth, next FY +4.1%FY2026 +7.4%FY2026 +9.1%FY2026
Revenue growth, the year after +6.4% +11.6% -3.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersWFGMERCWY
Held by institutions 49.7% 63.8% 90.2%
Institutions holding 166 67 905
Change in shares held, QoQ +3.1% -11.3% +2.1%
Institutions buying 79 27 433
Institutions selling 55 19 319
Buyers to sellers 1.44 1.42 1.36

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

WFGMERCWY
WFG 1.00 0.18 0.58
MERC 0.18 1.00 0.12
WY 0.58 0.12 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, WFG, MERC and WY?

Weyerhaeuser (WY) is the largest by market capitalisation: West Fraser Timber (WFG) $5.33B, Mercer International (MERC) $14.89M, Weyerhaeuser (WY) $15.17B.

Which company is growing faster?

Weyerhaeuser (WY) grew revenue fastest over the trailing twelve months: West Fraser Timber (WFG) -7.1%, Mercer International (MERC) -3.5%, Weyerhaeuser (WY) -1.1%.

Which company is more profitable?

Weyerhaeuser (WY) has the highest net margin (West Fraser Timber (WFG) -20.4%, Mercer International (MERC) -27.0%, Weyerhaeuser (WY) 6.5%). On return on invested capital, Weyerhaeuser (WY) leads (West Fraser Timber (WFG) -18.0%, Mercer International (MERC) -20.9%, Weyerhaeuser (WY) 5.5%).

Which stock has performed better?

Over the past year West Fraser Timber (WFG) returned the most: West Fraser Timber (WFG) +19.1%, Mercer International (MERC) -87.0%, Weyerhaeuser (WY) -3.7%. Over five years, West Fraser Timber (WFG) compounded fastest (West Fraser Timber (WFG) -3.8%/yr, Mercer International (MERC) -52.6%/yr, Weyerhaeuser (WY) -10.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Mercer International (MERC) has the highest dividend yield: West Fraser Timber (WFG) 0.00%, Mercer International (MERC) 0.34%, Weyerhaeuser (WY) 0.04%. West Fraser Timber (WFG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Weyerhaeuser (WY) has been the steadiest (West Fraser Timber (WFG) 33.6%, Mercer International (MERC) 110.6%, Weyerhaeuser (WY) 28.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, WFG, MERC and WY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Weyerhaeuser (WY) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.