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Makes engineered single-use foam and molded components mainly for medical device manufacturers, plus aerospace/defense parts.
Makes engineered single-use foam and molded components mainly for medical device manufacturers, plus aerospace/defense parts.
Customers send designs and UFP produces components to their specifications under approval controls, so revenue repeats while the customer's device is sold. It has moved from foam packaging to engineered medical components, and growth has come partly from buying specialty manufacturers, such as Dielectrics in 2021.
Moat: narrow (customer qualification, process know-how, regulatory licence). FDA-regulated medical component manufacturing requires customer qualification that is costly to switch.
Headquarters: Newburyport, Massachusetts, United States · Founded: 1963 · Employees: 4,846
Size UFP Technologies (UFPT) is a United States Materials company (Industrial Specialties) with a market value of $2.35B, the 1696th largest of 3,117 United States companies the cockpit tracks. Shares closed at $303.47 on 6 Nov 2026.
Performance Over six months the shares gained 31.6%, against -2.8% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +12.9%); the operating margin is 15.4% (peer median 10.2%).
Valuation It trades at 28.3× forward earnings against a peer median of 30.5× (8th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +27%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.0 points above its cost of capital (10.1% WACC).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $650M | $603M | $504M | $400M | $354M |
| Revenue growth | — | +20% | +26% | +13% | — |
| Gross profit | $188M | $179M | $157M | $119M | $90.3M |
| EBITDA | $120M | $112M | $99.2M | $72.7M | $56.4M |
| Net income | $76.5M | $68.3M | $59.0M | $44.9M | $41.8M |
| Free cash flow | n/a | $79.0M | $56.9M | $30.8M | $3.96M |
| Capital expenditure | n/a | $12.9M | $9.66M | $10.5M | $13.8M |
| Total debt | $96.0M | $154M | $206M | $46.0M | $68.4M |
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 Technologies UFPT | $2.35B | +32% | +9% | 15% | 28.3× | 17.8% |
| Seeing Machines SEE.L | n/a | -16% | n/a | n/a | n/a | n/a |
| Nolato NOLA-B.ST | $1.40B | +5% | 0% | 10% | 18.8× | 3.9% |
| Zotefoams ZTF.L | n/a | +17% | n/a | n/a | n/a | n/a |
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 | UFPT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.9% | -15.1% | 4th highest of 21 |
| 6-month return | +31.6% | -2.8% | 3rd highest of 20 |
| Distance from 52-week high | -11.3% | -44.2% | 2nd highest of 21 |
| Revenue growth (TTM) | +8.6% | +12.9% | 9th lowest of 21 |
| Operating margin | 15.4% | 10.2% | 6th highest of 21 |
| Forward P/E | 28.3× | 30.5× | 8th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 17.8% | 22.6% | 7th least demanding of 15 |
| Growth delivered (Del g) | +27.4% | +12.7% | highest of 15 |
| Hurdle (Req g minus delivered) | -9.7 pp | +2.6 pp | 2nd least demanding of 15 |
| ROIC minus cost of capital | +4.0 pp | -0.5 pp | 4th highest of 21 |
| EV / EBITDA | 20.2× | 10.3× | 5th most expensive of 10 |
| Net debt / EBITDA | 0.6× | 2.7× | 5th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| UFP Technologies UFPT | United States | $2.35B | +32% | +9% | 15% | 28.3× | 17.8% | +27.4% |
| Zeon 4205.T | Japan | $2.34B | +6% | +4% | 11% | 9.1× | -1.5% | +6.4% |
| Pamica Technology 001359.SZ | China | $2.41B | -1% | +23% | 23% | 36.2× | 38.0% | +12.1% |
| Henan Huanghe Whirlwind 600172.SS | China | $2.27B | +29% | +13% | -30% | n/a | n/a | n/a |
| Grindwell Norton GRINDWELL.NS | India | $2.25B | +16% | +14% | 16% | 39.5× | 37.8% | +13.4% |
| Sichuan Yahua Industrial 002497.SZ | China | $2.48B | -56% | +69% | 18% | 6.2× | n/a | n/a |
| Jiangsu Shemar Electric 603530.SS | China | $2.23B | -44% | +17% | 29% | 26.2× | 23.4% | +21.1% |
| Quanzhou Jiadeli Electronic Materials 603435.SS | China | $2.49B | n/a | +4% | 38% | n/a | n/a | n/a |
| Zhejiang Fulai New Material 605488.SS | China | $2.21B | +47% | +19% | 2% | 134.6× | 31.8% | +17.6% |
| Shaanxi Huaqin Technology Industry 688281.SS | China | $2.50B | -18% | +31% | 15% | 34.7× | 27.5% | +24.7% |
| Xizang Gaozheng Civil Explosives 002827.SZ | China | $2.53B | +92% | -1% | 12% | 108.9× | n/a | n/a |
| Shenzhen Leading Semiconductor Industry 603991.SS | China | $2.60B | +12% | +996% | 10% | n/a | 21.7% | +12.0% |
| Carborundum Universal CARBORUNIV.NS | India | $2.10B | +4% | +12% | 7% | 44.5× | 43.4% | +14.6% |
| Anhui Jiangnan Chemical Industry 002226.SZ | China | $2.07B | -3% | +13% | 11% | 16.8× | -3.0% | +20.5% |
| DIC 4631.T | Japan | $2.68B | +25% | +6% | 7% | 9.3× | -1.0% | +8.5% |
| H.B. Fuller FUL | United States | $2.68B | -19% | +1% | 11% | 9.5× | 3.5% | +4.5% |
| GCL Technology 3800.HK | Hong Kong | $2.71B | -30% | +25% | -22% | n/a | n/a | n/a |
| Jiangsu Pacific Quartz 603688.SS | China | $2.78B | -38% | +15% | 10% | 82.1× | n/a | n/a |
| Olin OLN | United States | $1.97B | -36% | -1% | 0% | n/a | 44.0% | +3.3% |
| Flat Glass 6865.HK | Hong Kong | $2.87B | -40% | -20% | -2% | n/a | 11.2% | +19.1% |
| KCC 002380.KS | South Korea | $1.91B | -34% | 0% | 6% | 2.1× | 3.8% | +5.0% |