Added to YB: 2026-07-01
Pitch date: 2026-06-26
WY [bullish]
Weyerhaeuser Company
-4.7%
current return
Author Info
No bio for this author
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Company Info
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900.
Market Cap
$18.2B
Pitch Price
$25.12
Price Target
N/A
Dividend
3.32%
EV/EBITDA
32.35
P/E
46.03
EV/Sales
3.41
Sector
Specialized REITs
Category
value
Show full summary:
Weird Shit Investing 2026 - Weyerhaeuser Company
WY: Largest US private landowner (10.4m acres) Timber REIT at 15% discount to NCREIF. Strategic Land Sales (HBU, solar, carbon, mining) worth 2-20x base timber, growing 27.5% CAGR. 3.5% yield, ~3.5% float repurchased since 2020. Wood Products TRS worth ~$9/sh (36% of mkt cap); potential spin. Housing recovery optionality.
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