UFP Industries, Inc.

Fundamentals7.0
Price Action6.0
News Sentiment6.0
AI Rating
6.0

Key Drivers

  • Strong liquidity
  • Robust FCF
  • Low profitability

AI
AI Summary

6.0

UFPI's investment case has shifted from a cyclical, volume‑driven story to an execution‑and-capital‑allocation turnaround—its strong cash, low leverage, and targeted automation/product‑mix investments can materially improve margins if management delivers the $60M cost saves and ROIC‑accretive capex, but missed execution, high inventories, or prolonged weak housing demand would keep margins depressed and the stock vulnerable.

BalanceSheet
ExecutionRisk
Cyclicality‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

7.0

Key Financial Insights:

  • Strong liquidity
  • Robust FCF
  • Low profitability

UFPI combines a very conservative balance sheet and strong free cash flow supporting shareholder returns and liquidity, but lower ROE/net margins and recent quarterly margin compression temper its earnings outlook.

BalanceSheet
Margin

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Steep downtrend
  • Price below SMA
  • Support tested

UFPI is in a clear short‑term downtrend over the last month, sliding from $109.39 to $86.78 (~21% drop) and trading ~10% below its last‑month 21‑day SMA (~$96.50), with immediate support at $86.78 (secondary $89–$91) and resistance in the mid‑$90s (~$96.50) and above $100.00.

bearish
watchlist
Support Level: $86.78 (secondary $89–$91)
Resistance Level: $96.50 (~mid‑90s), $100.00+

~21% decline over last month with >20% intraperiod drop signaling elevated volatility

Sentiment & News

6.0

Key News Insights:

  • Cost reductions
  • Cautious demand
  • Strong net cash

UFP is cutting $60M in costs and deploying $300–$350M in strategic investments to counter soft residential demand after missing Q4 EPS, while a $729.7M net-cash position and portfolio initiatives aim to support recovery.

OperationalFocus
MixedOutlook

Expect near-term share pressure from weaker results and subdued volumes, partially offset by buybacks, cost saves and a solid balance sheet