Ero Copper Corp (ERO)vsWest Fraser Timber Co Ltd (WFG)
ERO
Ero Copper Corp
$34.17
+2.67%
BASIC MATERIALS · Cap: $3.99B
WFG
West Fraser Timber Co Ltd
$71.47
-1.79%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
West Fraser Timber Co Ltd generates 401% more annual revenue ($5.24B vs $1.04B). ERO leads profitability with a 29.8% profit margin vs -23.0%. ERO earns a higher WallStSmart Score of 73/100 (B).
ERO
Strong Buy73
out of 100
Grade: B
WFG
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.8%
Fair Value
$30.07
Current Price
$34.17
$4.10 premium
Margin of Safety
-26.6%
Fair Value
$58.98
Current Price
$71.47
$12.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Strong operational efficiency at 37.6%
Revenue surging 73.9% year-over-year
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
ROE of -24.9% — below average capital efficiency
Revenue declined 6.4%
Currently unprofitable
Operating margin of -5.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : ERO
The strongest argument for ERO centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.8% and operating margin at 37.6%. Revenue growth of 73.9% demonstrates continued momentum.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Debt/Equity.
Bear Case : ERO
No major red flags identified for ERO, but monitor valuation.
Bear Case : WFG
The primary concerns for WFG are Return on Equity, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
ERO profiles as a growth stock while WFG is a turnaround play — different risk/reward profiles.
ERO carries more volatility with a beta of 1.67 — expect wider price swings.
ERO is growing revenue faster at 73.9% — sustainability is the question.
WFG generates stronger free cash flow (115M), providing more financial flexibility.
Bottom Line
ERO scores higher overall (73/100 vs 40/100), backed by strong 29.8% margins and 73.9% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ero Copper Corp
BASIC MATERIALS · COPPER · USA
Ero Copper Corp. The company is headquartered in Vancouver, Canada.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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