CluenexWeyerhaeuser WY
Weyerhaeuser scores weak on business quality (2.5 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Weyerhaeuser does
Weyerhaeuser owns and manages millions of acres of timberlands, selling logs to lumber mills and harvesting timber for wood products. Revenue comes from timber sales and real estate development.
- What it does best
Weyerhaeuser converts vast timber acreage into steady harvests, but its gross margin sits at 14.5% compared to peer RYN at 24.1%, showing a weaker pricing edge on timber sales.
- The main risk
Interest rate sensitivity threatens the dividend payout, as total debt of $5.6B outpaces annual operating cash flow of $547.0M while dividend payouts hit $605.0M.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at 6.1% and free cash flow margins are compressed by heavy capital spending of $525.0M, proving profitability contracts rapidly as revenue scales down.
Real estate assets secure a physical footprint, but gross margins rank in the bottom decile of its sector at 1%, leaving little moat against cyclical downturns.
Revenue fell 3.1% to $6.9B, continuing a multi-year slide from $10.2B in 2021 as timber demand slows down across primary end markets.
Total debt sits at $5.6B against $464.0M in cash, while interest coverage of 1.5x leaves little margin for error. Free cash flow dropped to $22.0M, making the balance sheet softer.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on WY
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Weyerhaeuser scores weak on the Cluenex quality check (2.5 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 29, 2026.
See WY today
- Today's verdict on WY, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Weyerhaeuser (WY)”, https://cluenex.com/stocks/wy/, data as of Oct 10, 2026.