Added to YB: 2025-06-02
Pitch date: 2025-04-14
UFPI [bullish]
UFP Industries, Inc.
-25.99%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$4.2B
Pitch Price
$104.63
Price Target
175.00 (+126%)
Dividend
1.90%
EV/EBITDA
7.44
P/E
17.37
EV/Sales
0.63
Sector
Building Products
Category
turnaround
UFP Industries, Inc. - $UFPI
UFPI: Lumber leader w/ high-return biz, 70% value-add, 15% net cash/mkt cap. EBITDA/EPS down 40% from peak. Catalyst: Deckorators composite decking rollout to HD (Q3) w/ superior tech vs TREX/AZEK. Trading 15x P/E, 8x EBITDA on cyclically depressed earnings. 18% ROIC, $1B net cash for M&A. PT $175 (15x $12 EPS at 12.5% EBITDA margin target).
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