WEYERHAEUSER CO
$20.81
+0.35 (+1.71%) · delayed · Nov 13, 2026
Five-year price
52w $18.26 to $27.75
- Market cap
- $15.0B
- Enterprise value
- $20.1B
- P/E
- 46.2×
- 29.2× on 3y avg EPS
- EV / EBIT
- 27.5×
- FCF yield
- 3.7%
- ROIC
- 5.0%
- Debt / equity
- 0.59
- Piotroski F
- 4/9
Value scorecard · FY2025
Does it pass the value tests?
Quality
33
- ○ROIC > 12% (5y avg)5y avg ROIC 11.0%
- ○ROE > 15% (5y avg)5y avg ROE 11.5%
- ○Stable operating marginsMargin volatility 10.7% (σ, 5y)
- ●Earnings convert to cashFCF / net income 174% (5y avg)
- ○Growing revenueRevenue CAGR 5y -1.7%
- ●Shrinking share countDiluted shares -3.3% over 5y
Value
20
- ○P/E below 15P/E 46.2
- ○EV/EBIT below 12EV/EBIT 27.5
- ○FCF yield above 6%FCF yield 3.7%
- ○Price below Graham NumberGraham Number $11.51
- ●P/B below 3P/B 1.6
Safety
0
- ○Debt / equity below 0.5D/E 0.59
- ○Debt payable in < 4 yrs of earningsNet debt $5.1B
- ○Interest coverage > 8xCoverage 2.7x
- ○Current ratio > 1.5Current ratio 1.29
- ○Piotroski F-score ≥ 6F-score 4/9
Graham Defensive
29
- ●Adequate size (revenue > $2B)Revenue $6.9B
- ○Strong condition (current ratio ≥ 2)Current ratio 1.29
- ○Earnings stability (no loss, 10y)10 years of data
- ●Uninterrupted dividendsDividends paid every year on record
- ○Earnings growth ≥ 33% (10y, 3y avgs)EPS growth -32%
- ○Moderate P/E (≤ 15 on 3y avg EPS)P/E (3y avg) 29.2
- ○P/E × P/B ≤ 22.5Product 46.4
Valuation lab
What do you have to believe?
At $20.81, the market is pricing in about 13.3% annual free-cash-flow growth for the next decade (9% discount rate, 2.5% terminal growth).
Starting cash flow
Net debt $5.1B · 720M shares · 5y revenue CAGR −1.7%
Intrinsic value
$1.71
Price
$20.81
Premium paid
1119%
What the price implies
The market is paying for 13.3% annual cash-flow growth for 10 years at a 9.0% discount rate.
Terminal value share
48% of the value sits beyond year 10.
Financial statements
A decade of the record.
USD millions · fiscal years · source: SEC 10-K XBRL
| Line item | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6,365 | 7,196 | 7,476 | 6,554 | 7,532 | 10,201 | 10,184 | 7,674 | 7,124 | 6,905 |
| Gross profit | 1,385 | 1,898 | 1,884 | 1,142 | 2,085 | 4,098 | 3,620 | 1,682 | 1,313 | 1,025 |
| Operating income | 822 | 1,131 | 1,394 | 651 | 1,710 | 3,643 | 3,080 | 1,186 | 685 | 731 |
| Operating margin | 12.9% | 15.7% | 18.6% | 9.9% | 22.7% | 35.7% | 30.2% | 15.5% | 9.6% | 10.6% |
| Pre-tax income | 504 | 716 | 807 | (213) | 982 | 3,316 | 2,305 | 937 | 427 | 260 |
| Income tax | 89 | 134 | 59 | (137) | 185 | 709 | 425 | 98 | 31 | (64) |
| Net income | 1,027 | 582 | 748 | (76) | 797 | 2,607 | 1,880 | 839 | 396 | 324 |
| EPS (diluted) | 1.39 | 0.77 | 0.99 | -0.10 | 1.07 | 3.47 | 2.53 | 1.15 | 0.54 | 0.45 |
| Diluted shares | 722 | 757 | 757 | 746 | 748 | 751 | 743 | 732 | 729 | 724 |
Who owns it