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 13192% more annual revenue ($5.24B vs $39.41M). JCTC leads profitability with a -20.9% profit margin vs -23.0%. WFG earns a higher WallStSmart Score of 42/100 (D).

JCTC

Hold

42

out of 100

Grade: D

Growth: 2.7Profit: 2.0Value: 8.3Quality: 8.0
Piotroski: 1/9Altman Z: 5.62

WFG

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 2.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JCTCUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$3.59

Current Price

$2.80

$0.79 discount

UndervaluedFair: $3.59Overvalued
WFGSignificantly Overvalued (-26.6%)

Margin of Safety

-26.6%

Fair Value

$58.98

Current Price

$69.85

$10.87 premium

UndervaluedFair: $58.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JCTC4 strengths · Avg: 10.0/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.6210/10

Safe zone — low bankruptcy risk

WFG2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Areas to Watch

JCTC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$8.98M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-41.2%2/10

ROE of -41.2% — below average capital efficiency

WFG4 concerns · Avg: 1.8/10
Return on EquityProfitability
-24.9%2/10

ROE of -24.9% — below average capital efficiency

Revenue GrowthGrowth
-6.4%2/10

Revenue declined 6.4%

Free Cash FlowQuality
$-265.28M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-23.0%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : JCTC

The strongest argument for JCTC centers on PEG Ratio, Price/Book, Debt/Equity. 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, Debt/Equity.

Bear Case : JCTC

The primary concerns for JCTC are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : WFG

The primary concerns for WFG are Return on Equity, Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

WFG carries more volatility with a beta of 1.13 — expect wider price swings.

WFG is growing revenue faster at -6.4% — sustainability is the question.

JCTC generates stronger free cash flow (3M), providing more financial flexibility.

Monitor LUMBER & WOOD PRODUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JCTC scores higher overall (42/100 vs 42/100). 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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