Using the PEG framework with analyst consensus forward EPS growth of 25.0% plus 3.6% dividend yield, Weyerhaeuser Company has a fair value of $7.16 based on NTM EPS (FY2026) of $0.29. The current PEG ratio is 2.09.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
Growth above 25% is capped — hypergrowth may not be sustainable long-term.
| EPS Growth RateForward | 35.5% |
| Dividend Yield | +3.6% |
| Adjusted Growth (clamped 8–25%)Clamped | 25.0% |
| Fair P/E | 25.0x |
| NTM EPS (FY2026) | $0.29 |
| Fair Value | $7.16 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $0.45 | — | — |
| FY2026E | $0.29 | -36.4% | 8 |
| FY2027E | $0.72 | +151.4% | 8 |
| FY2028E | $1.12 | +55.6% | 4 |
3Y Forward EPS CAGR: 35.5%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $2.6B | $3.47 | — |
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.
| FY2022 | $1.9B | $2.53 | -27.1% |
| FY2023 | $839.0M | $1.15 | -54.5% |
| FY2024 | $396.0M | $0.54 | -53.0% |
| FY2025 | $324.0M | $0.45 | -16.7% |
4Y Historical EPS CAGR: -40.0%