Added to YB: 2024-04-29
Pitch date: 2024-04-27
UFPI [bullish]
UFP Industries, Inc.
-0.86%
current return
Author Info
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
$111.51
Price Target
N/A
Dividend
1.22%
EV/EBITDA
9.87
P/E
21.26
EV/Sales
0.93
Sector
Building Products
Category
value
UFP Industries ($UFPI): The Power of Aligning Employees, Management and Shareholders
UFPI: Diversified manufacturer of wood products w/ 70yr history. Balanced across retail, industrial & construction markets. Serial acquirer, adding $3B sales since '03. Decentralized structure w/ strong culture & experienced mgmt (CEO since '11). Sales $7B+, expanding margins via value-added products. Challenges in housing/industrial near-term, but long-term tailwinds: housing shortage, repair & remodel, e-commerce packaging growth. Trades at 7.5x EV/EBITDA w/ $10B sales & 12.5% EBITDA margin 5yr targets. Quality biz at reasonable value.
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