Financial PerformanceWeyerhaeuser's 4Q adjusted EBITDA was $294 million, exceeding the estimate of $258 million.
Market ConditionsHigher export duties on lumber from Canada will push prices higher, benefiting producers like Weyerhaeuser with a greater mix of production in the US.
ValuationThe current stock price of Weyerhaeuser provides an attractive entry point, trading almost 20% below the prudent $38 net asset value.