-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、12ヶ月目標株価を21ドル（2027年予想EPSの39.6倍）に据え置きます。これは、2026年上半期の収益性低迷の見通しに基づくと、WYの過去3年間の平均予想PER59.7倍よりも割安です。2026年の調整後EPSは0.05ドル引き上げ0.16ドル、2027年は0.17ドル引き下げ0.53ドルとします。木材価格は、過去2年間の製材所閉鎖により価格上昇を待つ間に供給過剰が生じているため、上昇基調にあると見ています。経営陣は、住宅市場は停滞しており、修繕・改修活動には明確な成長の起爆剤がないと指摘しています。輸出市場は、日本の在庫高とエネルギー価格上昇による輸出コスト増のため、昨年よりも厳しい状況が続いています。当社は、WYは依然として過剰な負債を抱えており、収益性の低下が今年のキャッシュフロー創出に影響を与えていると考えています。また、木材価格の高騰は供給量を増加させ、長期的にはWYの潜在的なEPS成長率を低下させる可能性が高いと見ています。
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