Ufp Industries Inc. (UFPI) intrinsic value & 10-year financials
Ufp Industries Inc. (UFPI) has a Graham intrinsic value of $149.51 per share. At $80.93 on Oct 27, 2026, the stock trades 46% below that value. Over the last 10 fiscal years revenue grew 7.5% a year to $6.3B, with an average return on invested capital of 18.4%.
- Graham intrinsic value
- $149.51
- Share price (Oct 27, 2026)
- $80.93
- Price vs Graham value
- 46% below
- Market cap
- $4.6B
- Revenue (FY2025)
- $6.3B
- Revenue growth (10-yr CAGR)
- 7.5%
- ROIC (10-yr avg)
- 18.4%
- Free cash flow (FY2025)
- $276.4M
UFPI 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $6.3B | $294.8M | $5.00 | $276.4M | 5.8% | 11.3% |
| FY2024 | $6.7B | $414.6M | $6.77 | $410.3M | 7.4% | 16.5% |
| FY2023 | $7.2B | $514.3M | $8.07 | $779.5M | 9.0% | 21.5% |
| FY2022 | $9.6B | $692.7M | $10.97 | $657.4M | 9.9% | 32.0% |
| FY2021 | $8.6B | $535.6M | $8.59 | $361.3M | 8.5% | 31.9% |
| FY2020 | $5.2B | $246.8M | $4.00 | $247.3M | 6.7% | 18.9% |
| FY2019 | $4.5B | $179.7M | $2.91 | $264.4M | 5.5% | 14.5% |
| FY2018 | $4.6B | $148.6M | $2.40 | $20.8M | 4.5% | 13.7% |
| FY2017 | $4.0B | $119.5M | $1.94 | $65.5M | 4.5% | 12.6% |
| FY2016 | $3.3B | $101.2M | $1.65 | $118.8M | 5.0% | 11.5% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
UFP INDUSTRIES INC has demonstrated mature, steady growth, with revenue compounding at 7.5% annually over the past decade.
UFP INDUSTRIES INC has earned high returns on invested capital, averaging 18.4% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
UFP INDUSTRIES INC has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, UFP INDUSTRIES INC is modeled at 13.1% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $149.51 per share.