UFP Industries, Inc.
UFPI · NASDAQ
Company research
UFP Industries, Inc. (Nasdaq: UFPI) is a Grand Rapids, Michigan-based holding company founded in 1955 as Universal Forest Products, recognized as North America's largest converter of softwood lumber and the world's largest pressure-treater of wood products. Operating through three core segments — UFP Retail Solutions, UFP Packaging, and UFP Construction — the company designs, manufactures, and distributes a broad range of wood, wood composite, and alternative material products to retail, industrial, and construction markets across North America, Europe, Asia, and Australia. Its retail brands include ProWood, Deckorators, UFP-Edge, and Outdoor Essentials, while its packaging and construction segments serve diverse end markets ranging from industrial crating and custom pallets to residential trusses, engineered wood components, and concrete forming solutions. Ranked #493 on the Fortune 500, UFP Industries employs approximately 15,000 people across more than 200 global facilities and reported annual revenues of approximately $7.2 billion in fiscal year 2023.
Research reports
Comprehensive Q1 CY2026 update that concludes UFPI will underperform due to weak revenue and EPS trends, declining margins, and falling ROIC, despite decent free cash flow generation and a net cash balance, leading the authors to favor higher-quality alternatives over the stock.
Webull / Simply Wall St · January 7, 2026Assessing UFP Industries (UFPI) Valuation After Declining SalesValuation-focused analysis contrasting a narrative fair value of US$109.40, built on cost reductions, margin expansion, and modest revenue growth, with a discounted cash flow estimate closer to US$68.99, highlighting execution risks around restructuring, automation, and housing demand and emphasizing that different cash-flow and risk assumptions can make UFPI appear either undervalued or overvalued.
Zacks Investment Research · December 18, 2025Zacks Equity Research Report for UFP Industries (UFPI)Full-length equity research report dated December 18, 2025 with an Underperform recommendation and US$75 6–12 month price target, arguing that persistent volume declines across core segments, gross margin and EBITDA compression, housing-market and interest-rate uncertainty, and lumber price volatility outweigh positives such as diversified end markets, bolt-on acquisitions, new product initiatives, and a strong liquidity and dividend profile.
ValueInvesting.io · September 26, 2025UFP Industries Inc (UFPI) DCF ValuationDCF-based valuation report estimating UFPI’s fair value at about US$103.20 per share versus a then-current market price of roughly US$109.77, concluding the stock is a sell with limited upside under a range of discount rates and long-term growth assumptions and framing the investment case primarily through projected cash flows and sensitivity to valuation parameters.