Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul>
<li>West Fraser Timber Co. Ltd. has delivered its Q1 2025 financial results, revealing improvements in several areas yet also facing certain challenges, shaped in part by economic and geopolitical factors.</li>
<li>The company reported an adjusted EBITDA of $195 million for the quarter, translating to a 13% margin.</li>
<li>This figure indicates a significant recovery compared to previous results, driven largely by enhanced performance in the lumber segment, which benefited from rising demand and favorable pricing.</li>
</ul>


West Fraser Timber Co. Ltd. has delivered its Q1 2025 financial results, revealing improvements in several areas yet also facing certain challenges, shaped in part by economic and geopolitical factors.
The company reported an adjusted EBITDA of $195 million for the quarter, translating to a 13% margin.
This figure indicates a significant recovery compared to previous results, driven largely by enhanced performance in the lumber segment, which benefited from rising demand and favorable pricing.


West Fraser Timber: Geographic & Product Diversification Is A Key Strategic Growth Enabler!

<ul>
<li>West Fraser produces lumber for the construction industry and also manufactures wood-based products such as engineered wood, panel products, and pulp and paper products.</li>
<li>In the fourth quarter of 2023, the company posted mixed results across its business segments.</li>
<li>Its North American engineered wood business segment displayed strength while soft demand affected its North American lumber products.</li>
</ul>


West Fraser produces lumber for the construction industry and also manufactures wood-based products such as engineered wood, panel products, and pulp and paper products.
In the fourth quarter of 2023, the company posted mixed results across its business segments.
Its North American engineered wood business segment displayed strength while soft demand affected its North American lumber products.


West Fraser Timber: Initiation Of Coverage - Stability in Remodel and Repair Activity!

Canada

West Fraser Timber Co. Ltd. is a diversified wood products company. The Company produces oriented strand board, laminated veneer lumber, medium density fiberboard, plywood, particleboard, and other wood products including pulp, newsprint, wood chips, and renewable energy. West Fraser Timber serves customers in the United States, Canada, and Europe.

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West Fraser Timber (WFG US)

West Fraser Timber: Geographic & Product Diversification Is A Key Strategic Growth Enabler!

WFG has delivered its Q1 2025 financial results, revealing improvements in several areas yet also facing certain challenges, shaped in part by...

Baptista Research

West Fraser Timber: Initiation Of Coverage - Stability in Remodel and Repair Activity!

West Fraser produces lumber for the construction industry and also manufactures wood-based products such as engineered wood, panel products, and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)