Ufp Industries Inc (UFPI)vsWest Fraser Timber Co Ltd (WFG)
UFPI
Ufp Industries Inc
$89.38
+3.00%
BASIC MATERIALS · Cap: $4.93B
WFG
West Fraser Timber Co Ltd
$59.96
-0.97%
BASIC MATERIALS · Cap: $4.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Ufp Industries Inc generates 16% more annual revenue ($6.32B vs $5.46B). UFPI leads profitability with a 4.7% profit margin vs -17.2%. UFPI earns a higher WallStSmart Score of 45/100 (D+).
UFPI
Hold45
out of 100
Grade: D+
WFG
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-239.7%
Fair Value
$34.00
Current Price
$89.38
$55.38 premium
Intrinsic value data unavailable for WFG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
4.7% margin — thin
Operating margin of 4.1%
Expensive relative to growth rate
Revenue declined 9.0%
Weak financial health signals
ROE of -14.6% — below average capital efficiency
Revenue declined 17.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : UFPI
The strongest argument for UFPI centers on Altman Z-Score, P/E Ratio, Price/Book.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Altman Z-Score.
Bear Case : UFPI
The primary concerns for UFPI are Profit Margin, Operating Margin, PEG Ratio. Thin 4.7% margins leave little buffer for downturns.
Bear Case : WFG
The primary concerns for WFG are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
UFPI profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.
UFPI carries more volatility with a beta of 1.43 — expect wider price swings.
UFPI is growing revenue faster at -9.0% — sustainability is the question.
UFPI generates stronger free cash flow (83M), providing more financial flexibility.
Bottom Line
UFPI scores higher overall (45/100 vs 42/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ufp Industries Inc
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
UFP Industries, Inc. designs, manufactures and markets wood and wood alternatives in North America, Europe, Asia and Australia. The company is headquartered in Grand Rapids, Michigan.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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