UFP Industries, Inc. (UFPI)
NEUTRALFundamental
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.
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Direct competitors
Who this company fights with for the same customers
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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
Fair Value
$81.06
Current Price
$87.89
Margin of Safety
-8.4%
Fair Value Range
$59.35 - $102.76
Estimation Methods
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
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Matthew Jon Missad CPA | Executive Chairman | 64 |
| Mr. William D. Schwartz Jr. | CEO, President & Director | 47 |
| Mr. Michael Richard Cole CMA, CPA | CFO & Treasurer | 58 |
| Mr. Patrick M. Benton | Executive Vice President of Operations Integration | 55 |
| Mr. Landon C. Tarvin | President of UFP Retail Solutions LLC | 44 |
| Mr. Stanley Stoker Elliott | Director of Investor Relations | - |
| Mr. R. Paul Guerre | Corporate Secretary & Director of Corporate Compliance | 60 |
| Mr. Allen T. Peters | COO of UFP Retail Solutions LLC & Executive VP of Innovation | 57 |
| Mr. Chad C. Uhlig-Eastin | Executive Vice President of ProWood | 53 |
| Mr. Mike Ellerbrook | President 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.