Paper, Lumber & Forest Products
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LPX vs UFPI
Revenue, margins, valuation, and 5-year total return — side by side.
Paper, Lumber & Forest Products
LPX vs UFPI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Paper, Lumber & Forest Products | Paper, Lumber & Forest Products |
| Market Cap | $5.06B | $4.79B |
| Revenue (TTM) | $2.56B | $6.19B |
| Net Income (TTM) | $82M | $264M |
| Gross Margin | 19.8% | 16.6% |
| Operating Margin | 5.4% | 5.4% |
| Forward P/E | 28.7x | 16.0x |
| Total Debt | $401M | $230M |
| Cash & Equiv. | $292M | $925M |
LPX vs UFPI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Louisiana-Pacific C… (LPX) | 100 | 307.0 | +207.0% |
| UFP Industries, Inc. (UFPI) | 100 | 184.3 | +84.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LPX vs UFPI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LPX is the clearest fit if your priority is long-term compounding.
- 332.5% 10Y total return vs UFPI's 229.1%
UFPI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 13 yrs, beta 0.92, yield 1.7%
- Rev growth -5.0%, EPS growth -26.1%, 3Y rev CAGR -13.1%
- Lower volatility, beta 0.92, Low D/E 7.4%, current ratio 4.59x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -5.0% revenue growth vs LPX's -7.9% | |
| Value | Lower P/E (16.0x vs 28.7x) | |
| Quality / Margins | 4.3% margin vs LPX's 3.2% | |
| Stability / Safety | Beta 0.92 vs LPX's 1.20, lower leverage | |
| Dividends | 1.7% yield, 13-year raise streak, vs LPX's 1.5% | |
| Momentum (1Y) | -12.6% vs LPX's -18.6% | |
| Efficiency (ROA) | 6.5% ROA vs LPX's 3.1%, ROIC 11.4% vs 10.9% |
LPX vs UFPI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
LPX vs UFPI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
UFPI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UFPI is the larger business by revenue, generating $6.2B annually — 2.4x LPX's $2.6B. Profitability is closely matched — net margins range from 4.3% (UFPI) to 3.2% (LPX). On growth, UFPI holds the edge at -8.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.6B | $6.2B |
| EBITDAEarnings before interest/tax | $246M | $498M |
| Net IncomeAfter-tax profit | $82M | $264M |
| Free Cash FlowCash after capex | -$7M | $298M |
| Gross MarginGross profit ÷ Revenue | +19.8% | +16.6% |
| Operating MarginEBIT ÷ Revenue | +5.4% | +5.4% |
| Net MarginNet income ÷ Revenue | +3.2% | +4.3% |
| FCF MarginFCF ÷ Revenue | -0.3% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -20.7% | -8.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -70.0% | -31.5% |
Valuation Metrics
UFPI leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 16.9x trailing earnings, UFPI trades at a 52% valuation discount to LPX's 34.9x P/E. On an enterprise value basis, UFPI's 7.7x EV/EBITDA is more attractive than LPX's 12.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.1B | $4.8B |
| Enterprise ValueMkt cap + debt − cash | $5.2B | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | 34.85x | 16.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.68x | 15.99x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.69x |
| EV / EBITDAEnterprise value multiple | 12.80x | 7.75x |
| Price / SalesMarket cap ÷ Revenue | 1.87x | 0.76x |
| Price / BookPrice ÷ Book value/share | 2.93x | 1.61x |
| Price / FCFMarket cap ÷ FCF | 55.64x | 17.32x |
Profitability & Efficiency
UFPI leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
UFPI delivers a 8.4% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $5 for LPX. UFPI carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to LPX's 0.23x. On the Piotroski fundamental quality scale (0–9), LPX scores 5/9 vs UFPI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.7% | +8.4% |
| ROA (TTM)Return on assets | +3.1% | +6.5% |
| ROICReturn on invested capital | +10.9% | +11.4% |
| ROCEReturn on capital employed | +11.3% | +10.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.23x | 0.07x |
| Net DebtTotal debt minus cash | $109M | -$695M |
| Cash & Equiv.Liquid assets | $292M | $925M |
| Total DebtShort + long-term debt | $401M | $230M |
| Interest CoverageEBIT ÷ Interest expense | 11.67x | 43.92x |
Total Returns (Dividends Reinvested)
LPX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LPX five years ago would be worth $11,166 today (with dividends reinvested), compared to $10,142 for UFPI. Over the past 12 months, UFPI leads with a -12.6% total return vs LPX's -18.6%. The 3-year compound annual growth rate (CAGR) favors LPX at 6.2% vs UFPI's 2.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -10.9% | -8.2% |
| 1-Year ReturnPast 12 months | -18.6% | -12.6% |
| 3-Year ReturnCumulative with dividends | +19.8% | +6.8% |
| 5-Year ReturnCumulative with dividends | +11.7% | +1.4% |
| 10-Year ReturnCumulative with dividends | +332.5% | +229.1% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +2.2% |
Risk & Volatility
UFPI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
UFPI is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than LPX's 1.20 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.20x | 0.92x |
| 52-Week HighHighest price in past year | $102.86 | $118.00 |
| 52-Week LowLowest price in past year | $66.68 | $80.06 |
| % of 52W HighCurrent price vs 52-week peak | +70.5% | +71.4% |
| RSI (14)Momentum oscillator 0–100 | 40.9 | 31.2 |
| Avg Volume (50D)Average daily shares traded | 989K | 376K |
Analyst Outlook
UFPI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates LPX as "Buy" and UFPI as "Buy". Consensus price targets imply 40.7% upside for LPX (target: $102) vs 22.2% for UFPI (target: $103). For income investors, UFPI offers the higher dividend yield at 1.66% vs LPX's 1.54%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $102.00 | $103.00 |
| # AnalystsCovering analysts | 23 | 8 |
| Dividend YieldAnnual dividend ÷ price | +1.5% | +1.7% |
| Dividend StreakConsecutive years of raises | 8 | 13 |
| Dividend / ShareAnnual DPS | $1.11 | $1.40 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +9.0% |
UFPI leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). LPX leads in 1 (Total Returns).
LPX vs UFPI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LPX or UFPI a better buy right now?
For growth investors, UFP Industries, Inc.
(UFPI) is the stronger pick with -5. 0% revenue growth year-over-year, versus -7. 9% for Louisiana-Pacific Corporation (LPX). UFP Industries, Inc. (UFPI) offers the better valuation at 16. 9x trailing P/E (16. 0x forward), making it the more compelling value choice. Analysts rate Louisiana-Pacific Corporation (LPX) a "Buy" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — LPX or UFPI?
On trailing P/E, UFP Industries, Inc.
(UFPI) is the cheapest at 16. 9x versus Louisiana-Pacific Corporation at 34. 9x. On forward P/E, UFP Industries, Inc. is actually cheaper at 16. 0x.
03Which is the better long-term investment — LPX or UFPI?
Over the past 5 years, Louisiana-Pacific Corporation (LPX) delivered a total return of +11.
7%, compared to +1. 4% for UFP Industries, Inc. (UFPI). Over 10 years, the gap is even starker: LPX returned +332. 5% versus UFPI's +229. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LPX or UFPI?
By beta (market sensitivity over 5 years), UFP Industries, Inc.
(UFPI) is the lower-risk stock at 0. 92β versus Louisiana-Pacific Corporation's 1. 20β — meaning LPX is approximately 30% more volatile than UFPI relative to the S&P 500. On balance sheet safety, UFP Industries, Inc. (UFPI) carries a lower debt/equity ratio of 7% versus 23% for Louisiana-Pacific Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — LPX or UFPI?
By revenue growth (latest reported year), UFP Industries, Inc.
(UFPI) is pulling ahead at -5. 0% versus -7. 9% for Louisiana-Pacific Corporation (LPX). On earnings-per-share growth, the picture is similar: UFP Industries, Inc. grew EPS -26. 1% year-over-year, compared to -64. 7% for Louisiana-Pacific Corporation. Over a 3-year CAGR, LPX leads at -11. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LPX or UFPI?
Louisiana-Pacific Corporation (LPX) is the more profitable company, earning 5.
4% net margin versus 4. 7% for UFP Industries, Inc. — meaning it keeps 5. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LPX leads at 9. 6% versus 5. 8% for UFPI. At the gross margin level — before operating expenses — LPX leads at 21. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is LPX or UFPI more undervalued right now?
On forward earnings alone, UFP Industries, Inc.
(UFPI) trades at 16. 0x forward P/E versus 28. 7x for Louisiana-Pacific Corporation — 12. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LPX: 40. 7% to $102. 00.
08Which pays a better dividend — LPX or UFPI?
All stocks in this comparison pay dividends.
UFP Industries, Inc. (UFPI) offers the highest yield at 1. 7%, versus 1. 5% for Louisiana-Pacific Corporation (LPX).
09Is LPX or UFPI better for a retirement portfolio?
For long-horizon retirement investors, UFP Industries, Inc.
(UFPI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 92), 1. 7% yield, +229. 1% 10Y return). Both have compounded well over 10 years (UFPI: +229. 1%, LPX: +332. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between LPX and UFPI?
Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: LPX is a small-cap quality compounder stock; UFPI is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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