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UFP Industries, Inc.NasdaqGS:UFPI Stock Report

Market Cap US$4.5b
Share Price
US$80.22
US$105.6
24.0% undervalued intrinsic discount
1Y-17.6%
7D-1.6%
1D
Portfolio Value
View

UFP Industries, Inc.

NasdaqGS:UFPI Stock Report

Market Cap: US$4.5b

UFP Industries (UFPI) Stock Overview

Designs, manufactures, and supplies wood and non-wood composites, and other materials in the United States and internationally. More details

UFPI fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends5/6

UFPI Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

Top Community Narratives

US$120
FV
33.2% undervalued intrinsic discount
7.59%
Revenue growth p.a.
54
users have viewed this narrative
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5users have followed this narrative

UFP Industries, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for UFP Industries
Historical stock prices
Current Share PriceUS$80.22
52 Week HighUS$118.00
52 Week LowUS$77.89
Beta1.29
1 Month Change-2.81%
3 Month Change-14.61%
1 Year Change-17.61%
3 Year Change-9.31%
5 Year Change9.14%
Change since IPO3,056.20%

Recent News & Updates

Recent updates

Narrative Update May 02

UFPI: Market Share Gains Will Offset Delayed Cyclical Demand Recovery

Analysts have trimmed their price targets on UFP Industries by about $6 to $7 to align with updated fair value estimates near $105.60, citing slightly softer margin expectations, modestly adjusted P/E assumptions, and a slower timing for cyclical demand improvements, even as they factor in continued market share gains. Analyst Commentary Recent research updates on UFP Industries point to a mix of optimism around market share gains and disciplined execution, alongside caution around near term earnings power and the timing of a fuller cyclical recovery.
Analysis Article May 02

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

UFP Industries, Inc. ( NASDAQ:UFPI ) just released its latest first-quarter report and things are not looking great. It...
Narrative Update Apr 17

UFPI: Market Share Gains And Offsite Expansion Will Drive Future Upside

Analysts have nudged UFP Industries' consensus price target slightly lower, with moves such as a trim from $112 to $110 and an increase from $98 to $100. These changes reflect softer recent results, a more measured outlook for cyclical demand and expectations for the company to continue adding an estimated 3% to 4% of market share.
Narrative Update Apr 02

UFPI: Offsite Execution And Capital Returns Will Support Future Upside

Analysts have made only modest tweaks to their outlook on UFP Industries, with price targets shifting within a relatively tight $98 to $112 range as they factor in weaker Q4 results and a slower timeline for potential cyclical demand recovery. Analyst Commentary Bullish Takeaways Bullish analysts are still assigning triple digit price targets in the US$100 to US$110 range, which suggests they see room for execution to support current valuations despite softer Q4 results.
Narrative Update Mar 19

UFPI: Offsite Building Execution And Buybacks Will Support Future Upside Potential

Analysts have adjusted their views on UFP Industries, with the average price target moving slightly from about $112 to around $111, reflecting weaker than expected Q4 results and a later timeline for cyclical demand improvement. One firm has lifted its target to $100, while another has trimmed its target to $110.
Seeking Alpha Mar 17

UFP Industries: Even With Weak Conditions, Shares Are Too Cheap To Pass Up

Summary UFP Industries remains a "Buy" despite ongoing revenue and profit declines tied to weakness in residential and construction markets. UFPI trades at a compelling valuation, both absolutely and relative to peers, supported by a robust balance sheet with $729.7 million in net cash. Management anticipates flat or slightly down demand in 2026 but is executing $60 million in cost cuts and planning $300–$350 million in strategic investments. Segment performance is mixed: retail and construction segments are pressured, while packaging is more resilient due to diversified end markets. Read the full article on Seeking Alpha
Narrative Update Mar 04

UFPI: Offsite Building And Trim Execution Will Support Future Upside Potential

Analysts raised their UFP Industries fair value estimate from $109.80 to $112.20, citing recent Street research, including a $2 increase in one firm’s price target to $100, as support for the updated view. Analyst Commentary Recent Street research around UFP Industries focuses on how the current share price lines up with updated targets and what that implies for execution risk and upside potential.
Narrative Update Feb 18

UFPI: Offsite Building Solutions And Exterior Trim Strength Will Support Steady Outlook

Analysts have kept their $109.80 price target for UFP Industries broadly unchanged, with only minor tweaks to assumptions such as the discount rate and future P/E, helping to fine tune their valuation rather than shift it in a new direction. What's in the News UFP Industries and its family of companies showcased a range of new products and brands at the 2026 NAHB International Builders Show, with a focus on time and cost saving solutions for customers across the construction sector (Key Developments).
Narrative Update Feb 04

UFPI: Exterior Trim Recognition And Stable Outlook Will Support Patient Housing Exposure

Analysts have kept their fair value estimate for UFP Industries steady at about $109.80 per share, with only minor tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E that indicate a largely unchanged outlook. What's in the News Edge's EvoTrim engineered wood trim received a Good Housekeeping 2026 Home Reno Award in the Exterior Enhancements category, highlighting third party recognition for the product line.
Narrative Update Jan 20

UFPI: Exterior Product Strength And Buybacks Will Support Patient Housing Exposure

Analysts have raised their price target for UFP Industries to about US$109.80, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Edge EvoTrim high performance engineered wood trim was selected as a Good Housekeeping 2026 Home Reno Awards winner in the Exterior Enhancements category, highlighting its durability focus and exterior application use cases such as fascia, corner boards, and window trim (Key Developments).
Narrative Update Jan 05

UFPI: Housing Recovery Will Eventually Reward Patient Home Improvement Exposure

Analysts have maintained their fair value estimate for UFP Industries at $109.40, making only minor model adjustments, as they balance a Hold-rated $95 target with a call for patience in light of muted home improvement spending and softer new residential construction. Analyst Commentary Recent research keeps UFP Industries in Hold territory, with a fair value estimate of $109.40 and a $95 target.
Analysis Article Dec 30

When Should You Buy UFP Industries, Inc. (NASDAQ:UFPI)?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it maintained its current share price over...
Narrative Update Dec 21

UFPI: Housing Recovery Will Drive Future Upside As Home Improvement Cycle Normalizes

Analysts have modestly reduced their price target on UFP Industries, trimming fair value by about $4 to roughly $109 per share. They are balancing improving long term profitability and revenue growth assumptions with a cautious stance toward near term softness in home improvement spending and residential construction.
Analysis Article Dec 16

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update Dec 07

UFPI: Housing Recovery Will Drive Future Upside Despite Present Demand Weakness

Analysts have nudged their price target on UFP Industries modestly higher to about $114 per share from roughly $113, citing a slightly improved profit margin outlook even as they remain cautious given current softness in home improvement spending and new residential construction. Analyst Commentary Recent coverage of UFP Industries reflects a balanced but cautious stance, with analysts acknowledging solid long term demand drivers while highlighting near term headwinds that could constrain upside to the stock.
Narrative Update Nov 23

UFPI: Home Improvement Spending Will Drive Long-Term Upside After Current Weakness

Analysts have maintained their price target for UFP Industries at $113.17 per share. They cite continued caution due to subdued home improvement spending and ongoing weakness in new residential construction.
Narrative Update Nov 08

UFPI: Home Improvement Spending Will Drive Recovery Despite Near-Term Headwinds

Analysts have slightly lowered their fair value price target for UFP Industries from $114.50 to $113.17. They cite ongoing challenges in home improvement spending and new residential construction as reasons for a more cautious outlook.
Narrative Update Oct 25

Patient Approach and Market Recovery Will Drive Future Opportunity Expansion

Analysts have maintained their price target for UFP Industries at $114.50 per share, citing ongoing caution because of subdued home improvement spending and weakness in new residential construction. Analyst Commentary Analysts evaluating UFP Industries have identified both strengths and challenges impacting the company’s outlook and valuation.
Narrative Update Oct 10

Automation And Sustainable Materials Will Unlock Future Opportunities

Analysts have lowered their fair value price target for UFP Industries from $118.40 to $114.50. They cite the current softness in home improvement spending and new residential construction as reasons for a more cautious outlook.
Analysis Article Sep 08

UFP Industries, Inc.'s (NASDAQ:UFPI) Price In Tune With Earnings

There wouldn't be many who think UFP Industries, Inc.'s ( NASDAQ:UFPI ) price-to-earnings (or "P/E") ratio of 18.1x is...
Analysis Article Jul 27

What Is UFP Industries, Inc.'s (NASDAQ:UFPI) Share Price Doing?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it saw a decent share price growth of...
Analysis Article May 27

Shareholders Should Be Pleased With UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Analysis Article May 13

UFP Industries (NASDAQ:UFPI) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Apr 30

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that UFP Industries, Inc. ( NASDAQ:UFPI ) released its first-quarter result to the...
Analysis Article Apr 28

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Apr 14

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it saw significant share price movement...
Analysis Article Feb 21

UFP Industries' (NASDAQ:UFPI) Dividend Will Be Increased To $0.35

The board of UFP Industries, Inc. ( NASDAQ:UFPI ) has announced that it will be increasing its dividend by 6.1% on the...
Seeking Alpha Feb 14

UFP Industries: A Downgrade After An Excellent Run

Summary UFP Industries has seen significant stock growth but recent performance has fallen a bit short of expectations. The company's revenue and profitability have declined due to falling lumber prices and reduced demand, impacting financial performance. Despite a strong net cash position and relative valuation advantages, the stock is no longer as cheap, warranting a cautious approach. Analysts expect continued revenue and profit declines; long-term prospects are positive, but current market risks justify a 'hold' rating. Read the full article on Seeking Alpha
Analysis Article Feb 03

UFP Industries, Inc.'s (NASDAQ:UFPI) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Analysis Article Jan 08

Return Trends At UFP Industries (NASDAQ:UFPI) Aren't Appealing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analysis Article Dec 23

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 29

UFP Industries: A Hard Pass

Summary UFP Industries' stock is near 52-week highs despite a weak housing market, with a lot of investor optimism for economic and housing sector improvement in 2025. The company does have a rock-solid balance sheet, impressive operational cash flow, but is trading at a historically high price to sales ratio. With the housing sector moribund and likely to remain so over the near term, we highlight why UFPI is likely to disappoint in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article Nov 12

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article Oct 22

Subdued Growth No Barrier To UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Analysis Article Sep 12

UFP Industries, Inc. (NASDAQ:UFPI) Shares Could Be 35% Above Their Intrinsic Value Estimate

Key Insights UFP Industries' estimated fair value is US$84.33 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Sep 10

UFP Industries: A Sound Story

Summary UFP Industries operates across three divisions, with significant exposure to value-added products, mitigating risks from volatile lumber prices. The company has shown solid long-term growth with stable margins and a strong balance sheet, making it a reliable investment. Despite recent revenue declines due to falling lumber prices, UFP maintains strong earnings and a resilient balance sheet with substantial net cash holdings. Shares trade at a reasonable 12-13 times earnings multiple, offering potential for long-term gains through buybacks, dividends, and strategic acquisitions. Read the full article on Seeking Alpha
Analysis Article Aug 31

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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New Narrative Aug 27

Calculated Investments And Innovations Poised To Fuel Growth Amidst Market Challenges

UFP Industries' focus on automation, plant specialization, and strategic facility rationalization aims to cut costs and enhance operational efficiency.

Shareholder Returns

UFPIUS BuildingUS Market
7D-1.6%2.1%0.3%
1Y-17.6%9.1%26.2%

Return vs Industry: UFPI underperformed the US Building industry which returned 9.1% over the past year.

Return vs Market: UFPI underperformed the US Market which returned 26.2% over the past year.

Price Volatility

Is UFPI's price volatile compared to industry and market?
UFPI volatility
UFPI Average Weekly Movement4.4%
Building Industry Average Movement5.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: UFPI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: UFPI's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
195513,800Will Schwartzufpi.com

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.

UFP Industries, Inc. Fundamentals Summary

How do UFP Industries's earnings and revenue compare to its market cap?
UFPI fundamental statistics
Market capUS$4.53b
Earnings (TTM)US$256.71m
Revenue (TTM)US$6.19b
17.6x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UFPI income statement (TTM)
RevenueUS$6.19b
Cost of RevenueUS$5.16b
Gross ProfitUS$1.03b
Other ExpensesUS$771.14m
EarningsUS$256.71m

Last Reported Earnings

Mar 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)4.55
Gross Margin16.62%
Net Profit Margin4.15%
Debt/Equity Ratio7.6%

How did UFPI perform over the long term?

See historical performance and comparison

Dividends

1.8%
Current Dividend Yield
31%
Payout Ratio

Does UFPI pay a reliable dividends?

See UFPI dividend history and benchmarks
When do you need to buy UFPI by to receive an upcoming dividend?
UFP Industries dividend dates
Ex Dividend DateJun 01 2026
Dividend Pay DateJun 15 2026
Days until Ex dividend4 days
Days until Dividend pay date10 days

Does UFPI pay a reliable dividends?

See UFPI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/04 22:10
End of Day Share Price 2026/06/04 00:00
Earnings2026/03/28
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

UFP Industries, Inc. is covered by 9 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Reuben GarnerBenchmark Company
Ketan MamtoraBMO Capital Markets Equity Research
Kurt YingerD.A. Davidson & Co.