Wood Products: 45%
Real Estate and Energy: 35%
Pulp and Paper: 20%

TOP 3 Markets:
USA: 60%
Canada: 20%
China: 10%

Weyerhaeuser Company generates the majority of its revenue from the wood products sector, highlighting the company's central role as one of the largest private owners of forestland in the USA. The real estate and energy sector also significantly contribute to the revenue, especially through land development for residential and commercial projects as well as renewable energy.

The USA is the largest market for Weyerhaeuser, driven by strong demand for lumber and other wood products. Canada and China follow, with Canada benefiting from its geographical proximity and China from its high demand for pulp and wood products.

Production Sites: USA, Canada

Weyerhaeuser Company mainly produces its products in the United States and Canada. The company operates numerous production facilities, including sawmills, pulp and paper mills, and wood processing plants. The strategic placement of these sites enables Weyerhaeuser to efficiently respond to demand in North America and optimize logistics costs.

In addition to the production sites, Weyerhaeuser owns large areas of forest land used for sustainable timber production. These are also primarily located in the USA and Canada, ensuring a continuous supply of raw materials.

Current Growth Strategy: Diversification and Sustainability

Weyerhaeuser Company pursues a strategy that is strongly focused on diversification and sustainability. The company invests in expanding its forestry and wood products to strengthen its market position.

A key component of the strategy is the sustainable management of forest lands to secure long-term returns and take on ecological responsibility. Weyerhaeuser relies on innovative technologies to increase efficiency in wood production and tap into new markets.

Additionally, the company focuses on exploring new business fields, such as developing real estate projects on non-forestry land. This diversification is intended to reduce risk and create additional revenue streams.

Through these measures, Weyerhaeuser aims to enhance its competitiveness and ensure sustainable growth.

Main raw material: Wood

Import countries: Canada, Brazil, Chile

Weyerhaeuser Company is one of the largest forestry companies in the world, focusing mainly on the production and processing of wood and wood products. The main raw material used by the company is wood sourced from its own forests in the USA.

However, Weyerhaeuser also imports wood and wood products from other countries to complement its production capacities and meet specific market requirements. Canada is a significant import partner due to its extensive forest resources and close geographical proximity. Brazil and Chile are also important suppliers, especially for certain types of wood that are less common in North America.

These imports enable Weyerhaeuser to offer a wide range of wood products and respond flexibly to global market demands.

Market share in forestry: 10% (estimated 2025)
EBITDA margin: 25% (2024)
Sustainability rating: A (2023)

Weyerhaeuser Company is one of the largest private owners of forest land in the USA, which represents a significant competitive advantage. The company benefits from a diversified portfolio of forest lands and strong operational efficiency, reflected in a solid EBITDA margin of 25%.

Another competitive advantage lies in the sustainable management of their resources. With a sustainability rating of A, Weyerhaeuser demonstrates a strong commitment to environmentally friendly practices, which is a crucial factor for investors and customers in today's world.

Furthermore, the company's vertical integration, from forestry to wood processing, strengthens its market position and enables cost savings as well as better control over the supply chain.

Institutional Investor Share: approximately 80% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Weyerhaeuser Company traditionally stands at around 80%, indicating the trust of large investment funds and institutional investors in the company. These investors typically value the company's stability and long-term growth prospects.

Regarding insider buys and sells, there were no significant transactions in the last quarter. This suggests that the management and other insiders do not anticipate significant changes in the company's valuation or view their positions as stable.

Market share of Weyerhaeuser Company: Estimated at around 10% (2025)

Top competitors and their market share:

1. Weyerhaeuser Company: around 10%
2. Georgia-Pacific LLC: around 8%
3. West Fraser Timber Co. Ltd.: around 7%
4. Canfor Corporation: around 6%
5. Interfor Corporation: around 5%
6. Resolute Forest Products: around 4%
7. Rayonier Inc.: around 3%
8. Boise Cascade Company: around 3%
9. PotlatchDeltic Corporation: around 2%
10. Norbord Inc.: around 2%

Moat of Weyerhaeuser Company:

Weyerhaeuser Company has a significant moat due to its extensive land holdings and sustainable forestry practices. The company is one of the largest private owners of forestland in North America, giving it a substantial advantage in raw material supply. These land resources enable Weyerhaeuser to control costs and ensure supply security.

Compared to competitors, Weyerhaeuser has also invested in technologies and sustainable practices to enhance its efficiency and meet ecological standards. This can be seen as another aspect of its moat.

However, some competitors, like Georgia-Pacific, have also built strong market positions and moats through diversification into other areas of the paper and packaging industry. West Fraser and Canfor benefit from their geographic diversification and presence in various international markets, providing them with a certain resilience to market fluctuations.

Overall, Weyerhaeuser has a significant advantage due to its land holdings and sustainable practices, but competition in the industry is fierce, and other companies have also developed solid moats.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Dividend Yield: 4.5% (2024) Debt-to-Equity Ratio: 0.5 (2024)

Weyerhaeuser Company, a leading company in the forestry and wood products sector, is showing solid revenue and profit growth, indicating strong demand for wood products and an efficient cost structure. The company benefits from a stable real estate market and ongoing demand for sustainable building materials.

The dividend yield of 4.5% is attractive to income investors and suggests solid financial health. The debt-to-equity ratio of 0.5 indicates that the company has good control over its debts, which is important in the capital-intensive industry.

Overall, Weyerhaeuser appears to be a good investment, especially for investors interested in stable returns and sustainable business practices. The long-term outlook is positive, supported by the trend towards sustainable construction and the recovery of the real estate sector.

Dividend Yield: 4.1% (estimated for 2025)
Dividend History: Continuous payout for several decades

Weyerhaeuser Company is known for its reliable dividend policy. The company has been consistently paying dividends for many years, indicating a stable financial foundation and a solid business model.

The dividend yield of 4.1% in 2025 suggests that Weyerhaeuser continues to be able to generate attractive returns for investors. This reliability is supported by the company's strong position in the forestry and wood production sector, which provides a constant source of income.