WY vs RYN Stock Comparison: AI Score, Valuation, Performance and Upside
Weyerhaeuser and Rayonier are both timberland real estate investment trusts, but Weyerhaeuser is significantly larger with an integrated wood products manufacturing business, while Rayonier operates a more focused pure-play timber REIT model with geographic diversification across the US and New Zealand.
WY offers scale and integrated wood products exposure to housing cycle recovery, while RYN offers a more focused, geographically diversified pure-play timber REIT model. The decision depends on whether you prefer integrated manufacturing exposure or a simpler timberland-focused structure.
WY holds the edge across 3 of 5 key metrics in this comparison. WY has delivered stronger 1-year price return (-10.19% vs -21.76%), though RYN has the better forward P/E setup (33.27x vs 34.75x for WY). RYN leads on both revenue growth (272.10%) and operating margin (11.79%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for WY (+32.29%) than for RYN (+27.08%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to one of the largest private timberland owners with integrated wood products manufacturing
- Believe housing market recovery will support both timber and wood products segment earnings
- Value diversification across timberland, wood products, and real estate development
- Are comfortable with the added lumber price cyclicality that comes with owning a manufacturing business
- Prefer a more focused, pure-play timberland REIT structure
- Value geographic diversification across US and New Zealand timber operations
- Want exposure to real estate sales as a complementary revenue stream to timber harvest
- Prefer a simpler business model without a large wood products manufacturing segment
| Metric | WY | RYN |
|---|---|---|
| AI scorei | 37.5 | 28.7 |
| AI ranki | #1474 | #2355 |
| Latest closei | $22.29 | $20.42 |
| 1M returni | -9.24% | -5.33% |
| 6M returni | -7.47% | +0.25% |
| 1Y returni | -10.19% | -21.76% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | WY | RYN |
|---|---|---|
| 1Y ago | $8.94K (-10.6%) started 2025-09-16 | $7.87K (-21.3%) started 2025-09-16 |
| 5Y ago | $8.63K (-13.7%) started 2021-09-17 | $5.51K (-44.9%) started 2021-09-16 |
| 10Y ago | $15.31K (+53.1%) started 2016-09-19 | $7.88K (-21.2%) started 2016-09-16 |
Hypothetical — past performance does not guarantee future results.
| Metric | WY | RYN |
|---|---|---|
| Market capi | $17.04B | $6.12B |
| Trailing P/Ei | 35.82 | 44.48 |
| Forward P/Ei | 34.75 | 33.27 |
| Price/Salesi | 2.73 | N/A |
| EV/Revenuei | 3.21 | 7.86 |
| Analyst targeti | $31.27 | $26.00 |
| Target upsidei | +32.29% | +27.08% |
| Metric | WY | RYN |
|---|---|---|
| Revenue growthi | -0.90% | 272.10% |
| Earnings growthi | 87.10% | -97.60% |
| EPS growthi | +87.10% | -97.60% |
| FCF margini | +0.20% | +11.47% |
| Operating margini | 8.03% | 11.79% |
| Profit margini | 6.89% | 7.83% |
| ROIC proxyi | 4.97% | 2.02% |
| Return on equityi | 4.97% | 2.02% |
| Dividend yieldi | 3.55% | 5.08% |
| Payout ratioi | 127.27% | 231.52% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 0.90 | 0.90 |
| Debt/equityi | 57.63 | 36.02 |
| Current ratioi | 1.82 | 3.56 |
| Quick ratioi | 1.00 | 2.49 |
Over the past year, WY and RYN have moved moderately in the same direction (correlation of 0.66), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | WY | RYN |
|---|---|---|---|
| 1Y | Growthi | -10.63% | -21.28% |
| CAGRi | -10.65% | -21.32% | |
| Volatilityi | 26.03% | 25.93% | |
| Sharpe ratioi | -0.48 | -0.97 | |
| Sortino ratioi | -0.72 | -1.29 | |
| Max drawdowni | 18.86% | 27.56% | |
| Current drawdowni | 17.75% | 24.15% | |
| Avg drawdowni | 8.71% | 18.18% | |
| Ulcer Indexi | 9.85% | 19.25% | |
| Max daily dropi | 3.93% | 6.64% | |
| Max wkly dropi | 7.65% | 9.30% | |
| 5Y | Growthi | -27.57% | -44.89% |
| CAGRi | -6.25% | -11.24% | |
| Volatilityi | 26.55% | 25.92% | |
| Sharpe ratioi | -0.28 | -0.51 | |
| Sortino ratioi | -0.41 | -0.71 | |
| Max drawdowni | 43.94% | 57.09% | |
| Current drawdowni | 41.47% | 55.06% | |
| Avg drawdowni | 22.42% | 32.56% | |
| Ulcer Indexi | 24.96% | 35.98% | |
| Max daily dropi | 6.95% | 6.95% | |
| Max wkly dropi | 14.82% | 16.02% | |
| 10Y | Growthi | +3.24% | -21.16% |
| CAGRi | +0.32% | -2.35% | |
| Volatilityi | 32.22% | 28.82% | |
| Sharpe ratioi | 0.03 | -0.09 | |
| Sortino ratioi | 0.05 | -0.13 | |
| Max drawdowni | 61.69% | 57.09% | |
| Current drawdowni | 41.47% | 55.06% | |
| Avg drawdowni | 18.92% | 24.16% | |
| Ulcer Indexi | 22.72% | 29.17% | |
| Max daily dropi | 22.67% | 19.39% | |
| Max wkly dropi | 32.66% | 29.14% |
| Category | WY | RYN |
|---|---|---|
| Company | Weyerhaeuser Company | Rayonier Inc. |
| Sector | Real Estate | Real Estate |
| Industry | REIT - Specialty | REIT - Specialty |
| Core business | One of the largest private owners of timberlands in the United States, structured as a real estate investment trust, with additional wood products manufacturing operations spanning lumber, panels, and engineered wood. | A timberland real estate investment trust that owns and manages timberlands across the United States and New Zealand, generating revenue from timber harvest sales and real estate development activities. |
| Investor focus | Timberland acreage productivity and harvest volume trends, wood products segment margin sensitivity to lumber prices, and real estate development and natural resources segment contribution. | Timberland harvest volume and pricing trends across its US and New Zealand operations, real estate sales segment contribution, and dividend coverage from timber cash flows. |
- Position as one of the largest private timberland owners in the country provides significant scale in raw timber production
- Integrated wood products manufacturing business captures value beyond raw timber sales through lumber and panel production
- Diversified natural resources and real estate development activities provide some earnings beyond timber harvest and wood products alone
- Geographic diversification across US and New Zealand timberland operations reduces reliance on any single country's timber market conditions
- Real estate sales segment provides an additional avenue for monetizing higher-value timberland parcels beyond raw timber harvest
- More focused pure-play timber REIT structure without a large wood products manufacturing business simplifies the investment thesis
- Wood products segment earnings are highly sensitive to lumber price cycles tied to housing construction demand
- Timberland productivity and harvest volumes can be affected by weather events and long-term forest management cycles
- Housing market slowdowns can significantly affect both timber demand and wood products segment profitability
- Timber harvest revenue remains sensitive to lumber and log price cycles tied to housing construction demand
- International operations in New Zealand expose the company to currency fluctuation and distinct regulatory considerations
- Smaller scale relative to the largest timberland owners provides less purchasing and market influence
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