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Makes and distributes wood and wood-composite products for construction, packaging and retail/DIY customers.
Makes and distributes wood and wood-composite products for construction, packaging and retail/DIY customers.
Buys lumber, a commodity whose price swings, and converts it into higher-value items such as pressure-treated decking, pallets, crates, wall panels and trusses, so earnings depend on the gap between lumber costs and what it can charge. A large share goes to a few big-box retailers. It took the UFP name in 2020, having been Universal Forest Products.
Moat: none (scale, distribution). Manufacturing/distribution scale in a largely commodity lumber and wood-products business.
Headquarters: Grand Rapids, Michigan, US · Founded: 1955 · Employees: 13,800
Size UFP Industries (UFPI) is a United States Materials company (Forest Products) with a market value of $4.41B, the 1280th largest of 3,117 United States companies the cockpit tracks. Shares closed at $79.92 on 6 Nov 2026.
Performance Over six months the shares fell 5.3%, against +1.3% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 11 in its peer set.
Growth Revenue fell 0.7% over the last twelve months (peer median +2.0%); the operating margin is 4.5% (peer median 6.7%).
Valuation It trades at 17.7× forward earnings against a peer median of 16.5× (3rd most expensive of 7).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.8 points below its cost of capital (10.1% WACC).
Short interest Short interest is 4.2% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.41B | $6.32B | $6.65B | $7.22B | $9.63B |
| Revenue growth | — | -5% | -8% | -25% | — |
| Gross profit | $988M | $1.03B | $1.23B | $1.42B | $1.79B |
| EBITDA | $463M | $530M | $640M | $784M | $1.07B |
| Net income | $222M | $284M | $398M | $489M | $665M |
| Free cash flow | $195M | $276M | $410M | $780M | $657M |
| Capital expenditure | $187M | $269M | $232M | $180M | $174M |
| Total debt | $411M | $357M | $357M | $384M | $389M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| UFP Industries UFPI | $4.41B | -5% | -1% | 5% | 17.7× | 9.9% |
| Louisiana-Pacific LPX | $5.27B | 0% | -12% | 5% | 34.9× | 39.1% |
| Weyerhaeuser WY | $15.1B | -10% | -1% | 6% | 86.1× | n/a |
| Boise Cascade BCC | $2.44B | -1% | +1% | 3% | 24.1× | 7.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | UFPI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.5% | +4.3% | 6th highest of 11 |
| 6-month return | -5.3% | +1.3% | 5th lowest of 11 |
| Distance from 52-week high | -32.3% | -18.5% | 4th lowest of 11 |
| Revenue growth (TTM) | -0.7% | +2.0% | 5th lowest of 11 |
| Operating margin | 4.5% | 6.7% | 5th lowest of 11 |
| Forward P/E | 17.7× | 16.5× | 3rd most expensive of 7 |
| Growth the price implies (Req g, 7 yrs) | 9.9% | 2.5% | 4th most demanding of 8 |
| Growth delivered (Del g) | +4.2% | +6.1% | 3rd lowest of 8 |
| Hurdle (Req g minus delivered) | +5.7 pp | -3.7 pp | 4th most demanding of 8 |
| ROIC minus cost of capital | -1.8 pp | -3.8 pp | 6th highest of 11 |
| EV / EBITDA | 8.9× | 9.5× | 3rd cheapest of 7 |
| Net debt / EBITDA | -0.7× | 1.3× | 2nd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| UFP Industries UFPI | United States | $4.41B | -5% | -1% | 5% | 17.7× | 9.9% | +4.2% |
| Louisiana-Pacific LPX | United States | $5.27B | 0% | -12% | 5% | 34.9× | 39.1% | -0.6% |
| West Fraser Timber WFG.TO | Canada | $5.35B | +12% | -8% | -11% | n/a | n/a | n/a |
| Trex TREX | United States | $5.58B | +36% | +9% | 19% | 26.9× | 21.1% | +5.9% |
| Stella-Jones SJ.TO | Canada | $2.56B | -12% | +2% | 13% | 11.8× | -9.1% | +6.5% |
| Zhongfu Straits (Pingtan) Development 000592.SZ | China | $1.93B | -38% | -29% | -37% | n/a | 25.3% | +1.5% |
| Dehua TB New Decoration Material 002043.SZ | China | $1.60B | -10% | +4% | 9% | 15.2× | -1.3% | +6.6% |
| Vohringer Home Technology 603226.SS | China | $1.30B | -38% | -3% | -40% | n/a | n/a | n/a |
| Canfor CFP.TO | Canada | $1.22B | +17% | +2% | -1% | n/a | n/a | n/a |
| Inwido INWI.ST | Sweden | $1.16B | +39% | +11% | 10% | 16.9× | 2.5% | +6.1% |
| Sakata Seed 1377.T | Japan | $1.13B | +2% | +12% | 11% | 16.2× | 0.2% | +8.5% |