WallStSmart

Jewett-Cameron Trading Company Ltd. (JCTC)vsWest Fraser Timber Co Ltd (WFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

West Fraser Timber Co Ltd generates 12557% more annual revenue ($5.34B vs $42.17M). JCTC leads profitability with a -19.2% profit margin vs -21.9%. JCTC earns a higher WallStSmart Score of 47/100 (D+).

JCTC

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 2.0Value: 8.3Quality: 5.0

WFG

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 2.0Value: 5.3Quality: 6.8
Piotroski: 3/9Altman Z: 3.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JCTCUndervalued (+90.0%)

Margin of Safety

+90.0%

Fair Value

$19.56

Current Price

$2.05

$17.51 discount

UndervaluedFair: $19.56Overvalued
WFGUndervalued (+14.4%)

Margin of Safety

+14.4%

Fair Value

$87.28

Current Price

$62.77

$24.51 discount

UndervaluedFair: $87.28Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JCTC3 strengths · Avg: 9.3/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

WFG2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.8110/10

Safe zone — low bankruptcy risk

Areas to Watch

JCTC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.00M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-41.2%2/10

ROE of -41.2% — below average capital efficiency

Free Cash FlowQuality
$-531,6292/10

Negative free cash flow — burning cash

WFG4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-18.6%2/10

ROE of -18.6% — below average capital efficiency

Revenue GrowthGrowth
-8.6%2/10

Revenue declined 8.6%

Free Cash FlowQuality
$-369.94M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : JCTC

The strongest argument for JCTC centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 16.4% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bull Case : WFG

The strongest argument for WFG centers on Price/Book, Altman Z-Score.

Bear Case : JCTC

The primary concerns for JCTC are EPS Growth, Market Cap, Return on Equity.

Bear Case : WFG

The primary concerns for WFG are Piotroski F-Score, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

JCTC profiles as a growth stock while WFG is a turnaround play — different risk/reward profiles.

WFG carries more volatility with a beta of 1.09 — expect wider price swings.

JCTC is growing revenue faster at 16.4% — sustainability is the question.

JCTC generates stronger free cash flow (-531,629), providing more financial flexibility.

Bottom Line

JCTC scores higher overall (47/100 vs 42/100) and 16.4% revenue growth. Both earn "Hold" 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.

Jewett-Cameron Trading Company Ltd.

BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA

Jewett-Cameron Trading Company Ltd., engages in the manufacturing and distribution of specialty metal products and wholesale distribution of wood products to home centers, eCommerce providers, on-line direct consumers, and other retailers. The company is headquartered in North Plains, Oregon.

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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