Análisis Argos
WY
WYCara1 señal de riesgo
Weyerhaeuser Company · Basic Materials
US$ 23.79
precio al 2026-07-04
Valor justo Argos*
US$ 11–11
vs. su valor justo
131% por encima
Score Argos
24/100
LA RESPUESTA
El mercado le pide crezca 33.5% al año — más de lo que ha demostrado (-0.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Reparte dividendo sostenible (3.53%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
!Beneish M-Score sugiere manipulación (14.4)
VALOR1/6FUTURO1/6PASADO0/6SALUD0/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO1/6PASADO0/6SALUD0/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial débil
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos24de 100Cara
Ingresos3%
US$ 6.9 B
Margen operativo30%
6.7%
Flujo de caja libre74%
US$ 0.1 B
Deuda neta
US$ 5.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 17.2B
P/E52.9x
EV/EBITDA22.9x
FCF yield0.5%
ROIC3.2%
Margen operativo6.7%
Crecim. ingresos-3.1%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 1 jul
Weyerhaeuser's Scrappiness Will Lead To Large Free Cash Flow
Weyerhaeuser (WY) trades at just 66% of net asset value, reflecting market pessimism over timber and lumber headwinds. Industry supply-demand equilibrium is nearing restoration, with mill closures and curtailments setting the stage for margin recovery and market share gains for WY. WY targets $1B incremental EBITDA by 2030 through strategic land sales, biocarbon initiatives, and high-yield TimberStrand investments, even at flat product pricing.
prnewswire.com · 25 jun
Weyerhaeuser to Release Second Quarter Results on July 30
Webcast and conference call on July 31 at 7 a.m. PT (10 a.m.
zacks.com · 23 jun
Zacks Industry Outlook Weyerhaeuser, Trex and Worthington
Weyerhaeuser, Trex and Worthington have been highlighted in this Industry Outlook article.
zacks.com · 19 jun
3 Wood Stocks Positioned to Thrive Through Industry Challenges
More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like WY, TREX and WOR despite a challenging macroeconomic backdrop.
prnewswire.com · 17 jun
Weyerhaeuser Launches Fighting Fires Together Campaign to Support Oregon Wildland Firefighting
Program provides grants for rural fire districts, offers firefighter mental health resources SEATTLE, June 17, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the fifth year of its Fighting Fires Together campaign, combining the company's wildfire management and community support efforts across Oregon. The campaign unifies support for rural fire districts, wildfire response partnerships, and resources that strengthen firefighter and community resilience in fire-prone areas of the state.
seekingalpha.com · 2 jun
Weyerhaeuser Company (WY) Presents at Nareit REITweek: 2026 Investor Conference Transcript
Weyerhaeuser Company (WY) Presents at Nareit REITweek: 2026 Investor Conference Transcript
seekingalpha.com · 28 may
Weyerhaeuser: An Irreplaceable Timber Giant Poised For The Housing Rebound
Weyerhaeuser owns 11 million irreplaceable U.S. timberland acres, operates North America's most profitable lumber business, and offers a 3.5% dividend yield. WY's Q1'26 marked a sharp inflection, with adjusted EBITDA up 120% sequentially and EPS beating consensus by 120%, signaling early recovery in lumber pricing. Canadian lumber tariffs structurally tighten U.S. supply, positioning WY as the purest domestic beneficiary when housing demand normalizes and prices recover.
seekingalpha.com · 23 may
Weyerhaeuser: An End To The Downturn Is In Sight (Rating Upgrade)
Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.