Added to YB: 2023-12-09
Pitch date: 2023-12-09
UFPI [bullish]
UFP Industries, Inc.
-0.24%
current return
Author Info
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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
$6.7B
Pitch Price
$110.81
Price Target
N/A
Dividend
1.22%
EV/EBITDA
9.87
P/E
21.26
EV/Sales
0.93
Sector
Building Products
Category
growth
UFP Industries: Lumber manufacturing is boring? How about a 43-fold return over 30 years?
UFPI: Decentralized model, 3 resilient units in construction/industrial. 30yr growth track, 13% CAGR. 10% FCF yield. Antifragile structure, high ROIC (26.4% 2022), strong balance sheet. Shift to value-added products (68% rev). 8.1-19.5% expected IRR. Risks: cyclical market, interest rates. Upside: continued execution, M&A.
Read full article (12 min)