WY Weyerhaeuser
too hard · 34
Owner-earnings value$9.64
Price$20.14
Margin of safety
-52.1%
Quality gate · 34/100
⚠ sub-hurdle returns (median roic 6% < 9%) · over-levered (net debt/EBITDA 4.4x > 4x)
Median ROIC6.3%
Gross margin14.5%
Net debt / EBITDA4.4x
FCF conversion89%
Share count / yr-0.6%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 472.00M |
| Owner-earnings yield | 3.3% |
| Free-cash-flow yield | -3.1% |
| Growth used (normalized) | 0.0% |
| Market-implied growth (reverse DCF) | 18.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.2% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 472.00M | 0.0% | 432.37M |
| 2 | 473.57M | 0.3% | 397.38M |
| 3 | 476.73M | 0.7% | 366.44M |
| 4 | 481.50M | 1.0% | 339.02M |
| 5 | 487.92M | 1.3% | 314.69M |
| 6 | 496.05M | 1.7% | 293.07M |
| 7 | 505.97M | 2.0% | 273.83M |
| 8 | 517.78M | 2.3% | 256.69M |
| 9 | 531.58M | 2.7% | 241.41M |
| 10 | 547.53M | 3.0% | 227.77M |
Recent news
score · 8 articles
- Are Interest Rates and Seasonality Pushing Lumber Futures Prices Lower?
- Weyerhaeuser (WY) Could Benefit From Its Timberland Base and a U.S. Housing Rebound
- Is Weyerhaeuser Stock Underperforming the S&P 500?
- Hexagon, Weyerhaeuser Ink Geothermal Development Deal for Pacific Northwest
- Weyerhaeuser (WY) Could Be 18% Undervalued On Its Latest Earnings Beat
- Weyerhaeuser (WY) Stock Looks Cheap On Cash Flow But Pricey On Earnings
- Weyerhaeuser (WY) Q2 2026 Earnings Call Transcript
- WY Q2 Beat Shows a Lumber Rebound but Higher OSB Costs Cloud Outlook
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~18%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.