Target $78 vs current $23.50 — extreme divergence, likely stale target. Wood Products deflation -5% YoY, lumber -7%, housing downturn. Real Estate executing but not enough to offset. Target should probably be ~$28-32 at current lumber prices. Downgrade until target refreshed.
Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
32.6%/yr
±5.7% · revenue growth to justify current price
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Eagle will generate this view by the next trading session (~7h).
Eagle will generate this view by the next trading session (~7h).
WY navigating wood deflation while RE execution + climate solutions scaling drive diversification. Housing headwind near-term, but REIT structure + scale advantages intact. Housing recovery + climate ...