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UFP Industries, Inc.Informe acción NasdaqGS:UFPI

Capitalización bursátil US$4.5b
Precio de las acciones
US$80.58
US$105.6
23.7% infravalorado descuento intrínseco
1Y-17.5%
7D-3.5%
1D
Valor de la cartera
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UFP Industries, Inc.

Informe acción NasdaqGS:UFPI

Capitalización de mercado: US$4.5b

UFP Industries (UFPI) Resumen de Acciones

UFP Industries, Inc., junto con sus filiales, diseña, fabrica y suministra compuestos de madera y de otros materiales en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de UFPI
Puntuación del snowflake
Valoración6/6
Crecimiento futuro1/6
Rendimiento pasado1/6
Salud financiera6/6
Dividendos5/6

UFPI Community Fair Values

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Analyst Price Targets

Top Community Narratives

US$120
FV
32.9% infravalorado descuento intrínseco
7.59%
Revenue growth p.a.
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Competidores de UFP Industries, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del UFP Industries
Precios históricos de las acciones
Precio actual de la acciónUS$80.58
Máximo en las últimas 52 semanasUS$118.00
Mínimo de 52 semanasUS$77.89
Beta1.29
Cambio en 1 mes-16.24%
Variación en 3 meses-26.59%
Cambio de 1 año-17.51%
Variación en 3 años0.062%
Variación en 5 años0.83%
Variación desde la OPV3,070.36%

Noticias y actualizaciones recientes

Actualización de narrativa May 02

UFPI: Market Share Gains Will Offset Delayed Cyclical Demand Recovery

Analysts have trimmed their price targets on UFP Industries by about $6 to $7 to align with updated fair value estimates near $105.60, citing slightly softer margin expectations, modestly adjusted P/E assumptions, and a slower timing for cyclical demand improvements, even as they factor in continued market share gains. Analyst Commentary Recent research updates on UFP Industries point to a mix of optimism around market share gains and disciplined execution, alongside caution around near term earnings power and the timing of a fuller cyclical recovery.
Artículo de análisis May 02

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

UFP Industries, Inc. ( NASDAQ:UFPI ) just released its latest first-quarter report and things are not looking great. It...

Recent updates

Actualización de narrativa May 02

UFPI: Market Share Gains Will Offset Delayed Cyclical Demand Recovery

Analysts have trimmed their price targets on UFP Industries by about $6 to $7 to align with updated fair value estimates near $105.60, citing slightly softer margin expectations, modestly adjusted P/E assumptions, and a slower timing for cyclical demand improvements, even as they factor in continued market share gains. Analyst Commentary Recent research updates on UFP Industries point to a mix of optimism around market share gains and disciplined execution, alongside caution around near term earnings power and the timing of a fuller cyclical recovery.
Artículo de análisis May 02

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

UFP Industries, Inc. ( NASDAQ:UFPI ) just released its latest first-quarter report and things are not looking great. It...
Actualización de narrativa Apr 17

UFPI: Market Share Gains And Offsite Expansion Will Drive Future Upside

Analysts have nudged UFP Industries' consensus price target slightly lower, with moves such as a trim from $112 to $110 and an increase from $98 to $100. These changes reflect softer recent results, a more measured outlook for cyclical demand and expectations for the company to continue adding an estimated 3% to 4% of market share.
Actualización de narrativa Apr 02

UFPI: Offsite Execution And Capital Returns Will Support Future Upside

Analysts have made only modest tweaks to their outlook on UFP Industries, with price targets shifting within a relatively tight $98 to $112 range as they factor in weaker Q4 results and a slower timeline for potential cyclical demand recovery. Analyst Commentary Bullish Takeaways Bullish analysts are still assigning triple digit price targets in the US$100 to US$110 range, which suggests they see room for execution to support current valuations despite softer Q4 results.
Actualización de narrativa Mar 19

UFPI: Offsite Building Execution And Buybacks Will Support Future Upside Potential

Analysts have adjusted their views on UFP Industries, with the average price target moving slightly from about $112 to around $111, reflecting weaker than expected Q4 results and a later timeline for cyclical demand improvement. One firm has lifted its target to $100, while another has trimmed its target to $110.
Seeking Alpha Mar 17

UFP Industries: Even With Weak Conditions, Shares Are Too Cheap To Pass Up

Summary UFP Industries remains a "Buy" despite ongoing revenue and profit declines tied to weakness in residential and construction markets. UFPI trades at a compelling valuation, both absolutely and relative to peers, supported by a robust balance sheet with $729.7 million in net cash. Management anticipates flat or slightly down demand in 2026 but is executing $60 million in cost cuts and planning $300–$350 million in strategic investments. Segment performance is mixed: retail and construction segments are pressured, while packaging is more resilient due to diversified end markets. Read the full article on Seeking Alpha
Actualización de narrativa Mar 04

UFPI: Offsite Building And Trim Execution Will Support Future Upside Potential

Analysts raised their UFP Industries fair value estimate from $109.80 to $112.20, citing recent Street research, including a $2 increase in one firm’s price target to $100, as support for the updated view. Analyst Commentary Recent Street research around UFP Industries focuses on how the current share price lines up with updated targets and what that implies for execution risk and upside potential.
Actualización de narrativa Feb 18

UFPI: Offsite Building Solutions And Exterior Trim Strength Will Support Steady Outlook

Analysts have kept their $109.80 price target for UFP Industries broadly unchanged, with only minor tweaks to assumptions such as the discount rate and future P/E, helping to fine tune their valuation rather than shift it in a new direction. What's in the News UFP Industries and its family of companies showcased a range of new products and brands at the 2026 NAHB International Builders Show, with a focus on time and cost saving solutions for customers across the construction sector (Key Developments).
Actualización de narrativa Feb 04

UFPI: Exterior Trim Recognition And Stable Outlook Will Support Patient Housing Exposure

Analysts have kept their fair value estimate for UFP Industries steady at about $109.80 per share, with only minor tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E that indicate a largely unchanged outlook. What's in the News Edge's EvoTrim engineered wood trim received a Good Housekeeping 2026 Home Reno Award in the Exterior Enhancements category, highlighting third party recognition for the product line.
Actualización de narrativa Jan 20

UFPI: Exterior Product Strength And Buybacks Will Support Patient Housing Exposure

Analysts have raised their price target for UFP Industries to about US$109.80, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Edge EvoTrim high performance engineered wood trim was selected as a Good Housekeeping 2026 Home Reno Awards winner in the Exterior Enhancements category, highlighting its durability focus and exterior application use cases such as fascia, corner boards, and window trim (Key Developments).
Actualización de narrativa Jan 05

UFPI: Housing Recovery Will Eventually Reward Patient Home Improvement Exposure

Analysts have maintained their fair value estimate for UFP Industries at $109.40, making only minor model adjustments, as they balance a Hold-rated $95 target with a call for patience in light of muted home improvement spending and softer new residential construction. Analyst Commentary Recent research keeps UFP Industries in Hold territory, with a fair value estimate of $109.40 and a $95 target.
Artículo de análisis Dec 30

When Should You Buy UFP Industries, Inc. (NASDAQ:UFPI)?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it maintained its current share price over...
Actualización de narrativa Dec 21

UFPI: Housing Recovery Will Drive Future Upside As Home Improvement Cycle Normalizes

Analysts have modestly reduced their price target on UFP Industries, trimming fair value by about $4 to roughly $109 per share. They are balancing improving long term profitability and revenue growth assumptions with a cautious stance toward near term softness in home improvement spending and residential construction.
Artículo de análisis Dec 16

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Dec 07

UFPI: Housing Recovery Will Drive Future Upside Despite Present Demand Weakness

Analysts have nudged their price target on UFP Industries modestly higher to about $114 per share from roughly $113, citing a slightly improved profit margin outlook even as they remain cautious given current softness in home improvement spending and new residential construction. Analyst Commentary Recent coverage of UFP Industries reflects a balanced but cautious stance, with analysts acknowledging solid long term demand drivers while highlighting near term headwinds that could constrain upside to the stock.
Actualización de narrativa Nov 23

UFPI: Home Improvement Spending Will Drive Long-Term Upside After Current Weakness

Analysts have maintained their price target for UFP Industries at $113.17 per share. They cite continued caution due to subdued home improvement spending and ongoing weakness in new residential construction.
Actualización de narrativa Nov 08

UFPI: Home Improvement Spending Will Drive Recovery Despite Near-Term Headwinds

Analysts have slightly lowered their fair value price target for UFP Industries from $114.50 to $113.17. They cite ongoing challenges in home improvement spending and new residential construction as reasons for a more cautious outlook.
Actualización de narrativa Oct 25

Patient Approach and Market Recovery Will Drive Future Opportunity Expansion

Analysts have maintained their price target for UFP Industries at $114.50 per share, citing ongoing caution because of subdued home improvement spending and weakness in new residential construction. Analyst Commentary Analysts evaluating UFP Industries have identified both strengths and challenges impacting the company’s outlook and valuation.
Actualización de narrativa Oct 10

Automation And Sustainable Materials Will Unlock Future Opportunities

Analysts have lowered their fair value price target for UFP Industries from $118.40 to $114.50. They cite the current softness in home improvement spending and new residential construction as reasons for a more cautious outlook.
Artículo de análisis Sep 08

UFP Industries, Inc.'s (NASDAQ:UFPI) Price In Tune With Earnings

There wouldn't be many who think UFP Industries, Inc.'s ( NASDAQ:UFPI ) price-to-earnings (or "P/E") ratio of 18.1x is...
Artículo de análisis Jul 27

What Is UFP Industries, Inc.'s (NASDAQ:UFPI) Share Price Doing?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it saw a decent share price growth of...
Artículo de análisis May 27

Shareholders Should Be Pleased With UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Artículo de análisis May 13

UFP Industries (NASDAQ:UFPI) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Apr 30

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that UFP Industries, Inc. ( NASDAQ:UFPI ) released its first-quarter result to the...
Artículo de análisis Apr 28

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Apr 14

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it saw significant share price movement...
Artículo de análisis Feb 21

UFP Industries' (NASDAQ:UFPI) Dividend Will Be Increased To $0.35

The board of UFP Industries, Inc. ( NASDAQ:UFPI ) has announced that it will be increasing its dividend by 6.1% on the...
Seeking Alpha Feb 14

UFP Industries: A Downgrade After An Excellent Run

Summary UFP Industries has seen significant stock growth but recent performance has fallen a bit short of expectations. The company's revenue and profitability have declined due to falling lumber prices and reduced demand, impacting financial performance. Despite a strong net cash position and relative valuation advantages, the stock is no longer as cheap, warranting a cautious approach. Analysts expect continued revenue and profit declines; long-term prospects are positive, but current market risks justify a 'hold' rating. Read the full article on Seeking Alpha
Artículo de análisis Feb 03

UFP Industries, Inc.'s (NASDAQ:UFPI) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Artículo de análisis Jan 08

Return Trends At UFP Industries (NASDAQ:UFPI) Aren't Appealing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Artículo de análisis Dec 23

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 29

UFP Industries: A Hard Pass

Summary UFP Industries' stock is near 52-week highs despite a weak housing market, with a lot of investor optimism for economic and housing sector improvement in 2025. The company does have a rock-solid balance sheet, impressive operational cash flow, but is trading at a historically high price to sales ratio. With the housing sector moribund and likely to remain so over the near term, we highlight why UFPI is likely to disappoint in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Nov 12

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Oct 22

Subdued Growth No Barrier To UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Artículo de análisis Sep 12

UFP Industries, Inc. (NASDAQ:UFPI) Shares Could Be 35% Above Their Intrinsic Value Estimate

Key Insights UFP Industries' estimated fair value is US$84.33 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Sep 10

UFP Industries: A Sound Story

Summary UFP Industries operates across three divisions, with significant exposure to value-added products, mitigating risks from volatile lumber prices. The company has shown solid long-term growth with stable margins and a strong balance sheet, making it a reliable investment. Despite recent revenue declines due to falling lumber prices, UFP maintains strong earnings and a resilient balance sheet with substantial net cash holdings. Shares trade at a reasonable 12-13 times earnings multiple, offering potential for long-term gains through buybacks, dividends, and strategic acquisitions. Read the full article on Seeking Alpha
Artículo de análisis Aug 31

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
Nueva narrativa Aug 27

Calculated Investments And Innovations Poised To Fuel Growth Amidst Market Challenges

UFP Industries' focus on automation, plant specialization, and strategic facility rationalization aims to cut costs and enhance operational efficiency.
Artículo de análisis Aug 17

UFP Industries (NASDAQ:UFPI) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...

Rentabilidad de los accionistas

UFPIUS BuildingMercado US
7D-3.5%-5.9%-0.8%
1Y-17.5%4.4%27.1%

Rentabilidad vs. Industria: Los resultados de UFPI fueron inferiores a los de la industria US Building, que obtuvo un rendimiento del 4.4% el año pasado.

Rentabilidad vs. Mercado: UFPI obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.1% el año pasado.

Volatilidad de los precios

Is UFPI's price volatile compared to industry and market?
UFPI volatility
UFPI Average Weekly Movement4.6%
Building Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: UFPI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de UFPI (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
195513,800Will Schwartzufpi.com

UFP Industries, Inc. junto con sus filiales, diseña, fabrica y suministra compuestos de madera y de otros materiales en Estados Unidos y a escala internacional. Opera a través de tres segmentos: Minorista, Construcción y Embalaje. El segmento minorista ofrece productos tratados a presión e ignífugos bajo la marca ProWood; productos para césped y jardín, como vallas y celosías de madera y vinilo, parterres y jardineras, pérgolas, mesas de picnic y otros productos de paisajismo bajo la marca Outdoor Essentials; compuestos de madera y plástico; suelos compuestos a base de minerales y accesorios para suelos, incluidos sistemas de barandillas de aluminio, balaustres y remates de postes de la marca Surestone; vallas de aluminio y a medida; revestimientos exteriores, molduras y productos para fachadas; y tablones prepintados e imprimados.

Resumen de fundamentos de UFP Industries, Inc.

¿Cómo se comparan los beneficios e ingresos de UFP Industries con su capitalización de mercado?
Estadísticas fundamentales de UFPI
Capitalización bursátilUS$4.52b
Beneficios(TTM)US$256.71m
Ingresos (TTM)US$6.19b
17.7x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de UFPI
IngresosUS$6.19b
Coste de los ingresosUS$5.16b
Beneficio brutoUS$1.03b
Otros gastosUS$771.14m
BeneficiosUS$256.71m

Últimos beneficios comunicados

Mar 28, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)4.55
Margen bruto16.62%
Margen de beneficio neto4.15%
Ratio deuda/patrimonio7.6%

¿Cómo se ha desempeñado UFPI a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.8%
Rentabilidad actual por dividendo
31%
Ratio de pagos
¿Cuándo hay que comprar UFPI para recibir un próximo dividendo?
fechas de dividendos de UFP Industries
Fecha ex dividendoJun 01 2026
Fecha de pago de dividendosJun 15 2026
Días hasta ex dividendo10 days
Días hasta la fecha de pago de dividendos24 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 11:59
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/28
Ingresos anuales2025/12/27

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

UFP Industries, Inc. está cubierta por 9 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Reuben GarnerBenchmark Company
Ketan MamtoraBMO Capital Markets Equity Research
Kurt YingerD.A. Davidson & Co.