Weyerhaeuser (WY)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
$21.75+5.63%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
Research Workspace
Put WY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance slipped notably this past month, though still top-half.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 30%, softest on free-cash-flow yield.
View QualityManagement screens strong on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWY's timberland portfolio must keep compounding to justify the price. Recent financial performance is holding in the top half of its industry. The company beat its third-quarter earnings estimate by 60 percent. It trades at 15 times P/FFO versus a 12 times peer median. The price reflects less growth than we forecast. Earnings quality is fragile because profits are not well backed by cash. Peer multiples imply a price about 13% above where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. WY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering WY (as of Nov 2026).
Based on 6 Wall Street analysts offering 12-month price targets for WY in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put WY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance growth initiatives and optimize timberlands portfolio
Upgrade reflects confidence in timberland portfolio optimization.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.75
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.75.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance growth initiatives and optimize timberlands portfolio
Geothermal deal supports growth initiatives and timberland optimization.
Advances: Maintain full year 2026 Adjusted EBITDA at approximately $450 million
Increases guidance aligns with management's growth objectives.
Advances: Maintain full year 2026 Adjusted EBITDA at approximately $450 million
Earnings beat supports full year 2026 Adjusted EBITDA goal.
Advances: Increase Adjusted EBITDA by $1.5 billion by 2030
Increased prices support EBITDA growth objective.
Advances: Achieve comparable Q2 earnings and Adjusted EBITDA to Q1 2026
Beating estimates indicates strong performance consistency.
Threatens: Maintain full year 2026 Adjusted EBITDA at approximately $425 million
Negative earnings revisions could impact future EBITDA targets.
Advances: Maintain 2026 Adjusted EBITDA at $425 million
Investor conference supports long-term EBITDA goals.