UFP Industries Inc. Common Stock (UFPI)

FairStock Score: 45/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at UFP Industries as a cyclical lumber and wood-products manufacturer serving retail, construction, and packaging. That is not a franchise with wide pricing power; earnings follow the building cycle. The filed record shows the downcycle: in fiscal 2023, the year ended 2023-12-30, revenue was $7.2B and net income $514.3M; in fiscal 2024, the year ended 2024-12-28, revenue was $6.7B and net income $414.6M; and in fiscal 2025, the year ended 2025-12-27, revenue was $6.3B and net income $294.8M. Diluted EPS fell from $8.07 to $6.77 to $5.00 over those years. The latest quarter, fiscal Q2 2026, the quarter ended 2026-06-27, showed revenue of $1.9B, net income of $82.9M, and diluted EPS of $1.48—better than fiscal Q1 2026, the quarter ended 2026-03-28, when revenue was $1.5B, net income $50.8M, and diluted EPS $0.89, but still below peak levels. The balance sheet is a genuine strength: debt to equity is 0.13, Altman Z-Score is 4.29, and trailing free cash flow is $267.0M, a 6.4% FCF yield. Yet FairStock's ROE is 8.02% and ROCE 4.76%, not the high returns I prefer; Piotroski F-Score is 6/9. At the 2026-10-13 close of $75.85, FairStock shows P/E 17.32, P/B 1.38, EV/EBITDA 7.74, dividend yield 1.82%, and Graham Number $73.67, leaving a -2.96% margin of safety. FairStock Score is 45/100. The stock is near its 52-week low of $73.72 and far below $118.00. As a Lynch cyclical, UFP can look cheap when earnings are depressed and expensive when they peak. I would want evidence of pricing and volume recovery before calling it a bargain.

In plain English: UFP Industries makes wood and other building products used in homes, yards, and packaging. The business moves with the building cycle, and its sales and profits have fallen from recent highs. At $75.85 on 2026-10-13, the stock sits near the bottom of its 52-week range and looks roughly fair for its current earnings and assets, not clearly cheap or expensive.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-27) · fiscal Q1 2026 10-Q (period ended 2026-03-28) · fiscal Q4 2025 10-K (period ended 2025-12-27) · fiscal Q3 2025 10-K (period ended 2025-09-27) · FY2025 10-K (period ended 2025-12-27) · FY2024 10-K (period ended 2024-12-28) · FY2023 10-K (period ended 2023-12-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer