COMPARE · Reviewed July 29, 2026
SLVM vs WFG
Verdict: Side-by-side breakdown using the Bull Rankings model. SLVM scored 41.8, WFG scored 15.9 — SLVM leads.
Compare another set
SLVM
Sylvamo Corporation
41.8
$37.32 · $1.5B
fundamentals as of
Score gap
25.9
SLVM leads
WFG
West Fraser Timber Co. Ltd.
15.9
$62.64 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
SLVM
stronger →← stronger
WFG
53
Qualityreturns · margins · balance sheet
33
29
Growthrevenue & earnings expansion
24
47
Valuevaluation vs sector peers
5
SLVM is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SLVM
WFG
$10mC-
FCF
-$315mF
-11.0%D
Rev
-11.5%D
1.01C
D/E
0.10A-
14.9xB+
P/E
—
—
P/S
0.9xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SLVM
WFG
412% above
Price vs fair valuelower is cheaper
—
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-85%
1-yr DCF upside
—
-80%
5-yr DCF upside
—
-70%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SLVM
Why this score
- Buying back stock
WFG
Why this score
- Buying back stock
The companies
SLVMSylvamo Corporation
Why now
Paper & Paper Products · market cap $1.5b. Down 34% from 52-week high of $56.80 — deep drawdown territory. Revenue -11% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $51.75 (implying +39% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -11% — the operational turn is not yet visible in the top line. Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 90% of earnings on a 4.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
WFGWest Fraser Timber Co. Ltd.
Why now
Lumber & Wood Production · market cap $4.9b. 19% off the 52-week high of $76.99. Revenue -12% — in contraction; any catalyst that reverses this triggers re-rating. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $85.17 (implying +36% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$315m) — capital raises or debt issuance likely required; dilution / leverage risk. Revenue contracting -12% — the operational turn is not yet visible in the top line. Currently unprofitable (margin -17.2%) — path to GAAP profitability is the core thesis risk.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.