Professional
Added to YB: 2024-09-30
Pitch date: 2024-09-30
UFPI [neutral]
UFP Industries, Inc.
-22.75%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
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
$5.8B
Pitch Price
$129.77
Price Target
N/A
Dividend
1.44%
Sector
Building Products
Category
value
Idea Brunch with Gwen Hofmeyr of Maiden Financial - UFP Industries, Inc.
UFPI (watchlist): Leading US building products co (45% manuf. home truss, 25% treated wood mkt). CEO resists institutional imperative, building cash & paying debt since 2020. Potential for undervaluation if housing declines/recession hits. Strong cash position enables low-priced acquisitions during downturn. One to watch, not an entry now.
Read full article (1 min)