Back to rankings

UFP Industries, Inc. (UFPI)

NEUTRAL
Basic MaterialsLumber & Wood ProductionUnited States

Fundamental

62

Price

$87.89

Market Cap

$4.96B

Part 1 · What the company is worth

Overview

UFP Industries, Inc., together with its subsidiaries, designs, manufactures, and supplies wood and non-wood composites, and other materials in the United States and internationally. It operates through three segments: Retail, Construction, and Packaging. The Retail segment offers pressure-treated and fire-retardant products under the ProWood brand; lawn and garden products, such as wood and vinyl fencing and lattice, garden beds and planters, pergolas, picnic tables, and other landscaping products under the Outdoor Essentials brand; wood plastic composite; mineral based composite decking and related decking accessories, including aluminum railing systems, balusters, and post caps under the Surestone brand; customized and aluminum fencing; exterior siding, pattern, trim, and fascia products; and pre-painted and primed shiplap, and project boards. The Packaging segment designs, engineers, manufactures, and tests custom packaging products made of wood and metal; designs and manufactures pallets made of wood and heat-treated wood; and provides corrugate, foam, labels, strapping, and films. The Construction segment designs and manufactures roof trusses, cut-to-size dimensional and board lumber, plywood, and oriented strand board; designs and manufactures roof and floor trusses, wall panels, I-joists, lumber packages, and engineered wood components used to frame residential and light commercial projects. This segment also engages in the designing, manufacturing, and installing of customized interior fixtures, casework, and architectural millwork used in retail and commercial structures; designs, manufactures, and supplies wood forms and related products for residential building, non-residential building, distribution, and infrastructure verticals. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was incorporated in 1955 and is headquartered in Grand Rapids, Michigan.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$6.23B

Trailing 12 months (through 6/27/2026)

Net Income

$249M

Trailing 12 months (through 6/27/2026)

Free Cash Flow

$276M

Total Equity

$3.06B

Total Liabilities

$934M

Current Ratio

3.98

Interest Coverage

33.33

Debt/EBITDA

0.85

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

CyclicalFairly Valued

Fair Value

$81.06

Current Price

$87.89

Margin of Safety

-8.4%

Fair Value Range

$59.35 - $102.76

Estimation Methods

Analyst price target:$102.00
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$73.27
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$41.18
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:$87.23
Revenue multiple:Not applicable to this type of company
Analyst Consensus:Buy (8B / 3H / 0S)
Last Earnings Surprise:+4.16%

Valuation Metrics

P/E Ratio

20.47

ROE

9.6%

P/B Ratio

1.62

P/FCF

18.43

Gross Margin

16.1%

ROIC

8.2%

Profitability Radar

Value Creation (Economic Moat)

ROIC

8.2%

WACC

10.6%

ROIC − WACC

-2.4 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (17)

  • EPS shows upward trend
  • EPS CAGR 9.05%
  • Price CAGR 10.06%
  • ROIC 8.1%
  • P/FCF 18.43
  • P/B Ratio 1.62
  • Debt/Equity ratio
  • Operating Margin 5.8%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 8.1%
  • Analyst Consensus 73% Buy
  • Earnings Quality (OCF/NI) 1.98
  • Share Dilution -3.7%

Failed (10)

  • Gross Margin 16.1%
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Revenue Growth 5Y 4.2%
  • Earnings Surprise avg -15.2%
  • PEG Ratio 4.29
  • Net Margin Trend 4.0% vs 5.3%
  • Piotroski F-Score 4/9

Unavailable (1)

  • Dividend Payout NaN%

Piotroski F-Score

4/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

1.98

High quality: earnings backed by cash

Share Dilution

-3.7%

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Matthew Jon Missad CPAExecutive Chairman64
Mr. William D. Schwartz Jr.CEO, President & Director47
Mr. Michael Richard Cole CMA, CPACFO & Treasurer58
Mr. Patrick M. BentonExecutive Vice President of Operations Integration55
Mr. Landon C. TarvinPresident of UFP Retail Solutions LLC44
Mr. Stanley Stoker ElliottDirector of Investor Relations-
Mr. R. Paul GuerreCorporate Secretary & Director of Corporate Compliance60
Mr. Allen T. PetersCOO of UFP Retail Solutions LLC & Executive VP of Innovation57
Mr. Chad C. Uhlig-EastinExecutive Vice President of ProWood53
Mr. Mike EllerbrookPresident of UFP Construction-

Audit Risk

6

Board Risk

7

Compensation Risk

4

Shareholder Rights Risk

3

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for UFPI, sourced from Markets Gazette.

No recent news for UFPI.