Taseko Mines Ltd (TGB)vsWest Fraser Timber Co Ltd (WFG)
TGB
Taseko Mines Ltd
$6.70
-2.47%
BASIC MATERIALS · Cap: $2.57B
WFG
West Fraser Timber Co Ltd
$66.55
-1.33%
BASIC MATERIALS · Cap: $5.45B
Smart Verdict
WallStSmart Research — data-driven comparison
West Fraser Timber Co Ltd generates 592% more annual revenue ($5.34B vs $770.85M). TGB leads profitability with a 2.0% profit margin vs -21.9%. TGB earns a higher WallStSmart Score of 55/100 (C-).
TGB
Buy55
out of 100
Grade: C-
WFG
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.5%
Fair Value
$7.29
Current Price
$6.70
$0.59 discount
Margin of Safety
-24.3%
Fair Value
$60.08
Current Price
$66.55
$6.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
ROE of -24.9% — below average capital efficiency
Revenue declined 8.6%
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% demonstrates continued momentum. PEG of 0.33 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 : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 175.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Bear Case : WFG
The primary concerns for WFG are Return on Equity, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
TGB profiles as a hypergrowth stock while WFG is a turnaround play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.01 — expect wider price swings.
TGB is growing revenue faster at 70.4% — sustainability is the question.
TGB generates stronger free cash flow (56M), providing more financial flexibility.
Bottom Line
TGB scores higher overall (55/100 vs 40/100) and 70.4% revenue growth. Both earn "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.
Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →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.
Compare with Other COPPER Stocks
Want to dig deeper into these stocks?