Rayonier vs Weyerhaeuser
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Rayonier and Weyerhaeuser side by side, using each one’s latest annual report. Here is what stands out:
- Weyerhaeuser is the larger business, with $6.9B of revenue in fiscal 2025 against $485M for Rayonier, about 14 times as much.
- Weyerhaeuser grew revenue faster (−3.1%, against −51.0%).
- Rayonier kept more of each dollar of sales as operating profit (17.2% operating margin, against 10.6%).
- Weyerhaeuser earned a higher return on the capital invested in it (5.1%, against 3.4%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Rayonier
RYN
4/9
Gross marginOperating marginNet marginReturn on equity
Weyerhaeuser
WY
4/9
Revenue growth5-year growthReturn on capitalShare count change
Side by side
Best in the row
| Latest fiscal year | RYN FY25 | WY FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.8B | $14.1B |
| Revenue | $485M | $6.9B |
| Free cash flow | — | — |
| Net income | $474M | $324M |
| Growth | ||
| Revenue growth | −51.0% | −3.1% |
| 5-year growth | −10.8% | −1.7% |
| Share count change | 4.4% | −0.7% |
| Profitability | ||
| Gross margin | 32.5% | 14.8% |
| Operating margin | 17.2% | 10.6% |
| Net margin | 97.9% | 4.7% |
| FCF margin | — | — |
| Return on capital | 3.4% | 5.1% |
| Return on equity | 23.8% | 3.4% |
| Balance sheet | ||
| Net debt | $202M | $5.1B |
| Net debt / EBITDA | — | 4.1x |
| Dividends and buybacks | $295M | $766M |
| Valuation & quality | ||
| P/E | — | 29.7x |
| Piotroski F-score | 4 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.