LPX
Louisiana-Pacific Corporation
Paper, Lumber & Forest Products
Market Cap$5.06B
5Y Perf.+207.0%
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Stock Comparison
LPX vs WFG vs UFPI
Revenue, margins, valuation, and 5-year total return — side by side.
WFG
West Fraser Timber Co. Ltd.
Paper, Lumber & Forest Products
Market Cap$4.77B
5Y Perf.+132.9%
UFPI
UFP Industries, Inc.
Paper, Lumber & Forest Products
Market Cap$4.79B
5Y Perf.+84.3%
LPX vs WFG vs UFPI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LPX | WFG | UFPI |
|---|---|---|---|
| Industry | Paper, Lumber & Forest Products | Paper, Lumber & Forest Products | Paper, Lumber & Forest Products |
| Market Cap | $5.06B | $4.77B | $4.79B |
| Revenue (TTM) | $2.56B | $5.81B | $6.19B |
| Net Income (TTM) | $82M | $-1.46B | $264M |
| Gross Margin | 19.8% | 2.0% | 16.6% |
| Operating Margin | 5.4% | -12.8% | 5.4% |
| Forward P/E | 28.7x | — | 16.0x |
| Total Debt | $401M | $457M | $230M |
| Cash & Equiv. | $292M | $277M | $925M |
LPX vs WFG vs UFPI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LPX
WFG
UFPI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Louisiana-Pacific C… (LPX) | 100 | 307.0 | +207.0% |
| West Fraser Timber … (WFG) | 100 | 232.9 | +132.9% |
| UFP Industries, Inc. (UFPI) | 100 | 184.3 | +84.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LPX vs WFG vs UFPI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: UFPI leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. West Fraser Timber Co. Ltd. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
LPX
Louisiana-Pacific Corporation
The Long-Run Compounder
LPX is the clearest fit if your priority is long-term compounding.
- 332.5% 10Y total return vs UFPI's 229.1%
Best for: long-term compounding
WFG
West Fraser Timber Co. Ltd.
The Income Pick
WFG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 10 yrs, beta 0.66, yield 2.1%
- Rev growth 23.5%, EPS growth -222.8%, 3Y rev CAGR -7.7%
- Lower volatility, beta 0.66, Low D/E 5.7%, current ratio 2.13x
Best for: income & stability and growth exposure
UFPI
UFP Industries, Inc.
The Value Play
UFPI carries the broadest edge in this set and is the clearest fit for value and quality.
- Better valuation composite
- 4.3% margin vs WFG's -25.2%
- -12.6% vs LPX's -18.6%
Best for: value and quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WFG | 23.5% revenue growth vs LPX's -7.9% |
| Value | UFPI | Better valuation composite |
| Quality / Margins | UFPI | 4.3% margin vs WFG's -25.2% |
| Stability / Safety | WFG | Beta 0.66 vs LPX's 1.20, lower leverage |
| Dividends | WFG | 2.1% yield, 10-year raise streak, vs UFPI's 1.7% |
| Momentum (1Y) | UFPI | -12.6% vs LPX's -18.6% |
| Efficiency (ROA) | UFPI | 6.5% ROA vs WFG's -15.2%, ROIC 11.4% vs -6.8% |
LPX vs WFG vs UFPI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
FY 2025
LPX vs WFG vs UFPI — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLUFPILAGGINGWFG
WFGWest Fraser Timber Co…
1leads
LPXLouisiana-Pacific Cor…
1leads
UFPIUFP Industries, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs LPXvs WFGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
UFPI5/6
Valuation MetricsMultiples, price ratios, and targets
UFPI4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
UFPI6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LPX4/6
Risk & VolatilityBeta, volatility, and downside exposure
WFG2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
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. UFPI is the more profitable business, keeping 4.3% of every revenue dollar as net income compared to WFG's -25.2%. On growth, UFPI holds the edge at -8.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| RevenueTrailing 12 months | $2.6B | $5.8B | $6.2B |
| EBITDAEarnings before interest/tax | $246M | -$139M | $498M |
| Net IncomeAfter-tax profit | $82M | -$1.5B | $264M |
| Free Cash FlowCash after capex | -$7M | -$632M | $298M |
| Gross MarginGross profit ÷ Revenue | +19.8% | +2.0% | +16.6% |
| Operating MarginEBIT ÷ Revenue | +5.4% | -12.8% | +5.4% |
| Net MarginNet income ÷ Revenue | +3.2% | -25.2% | +4.3% |
| FCF MarginFCF ÷ Revenue | -0.3% | -10.9% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -20.7% | -8.6% | -8.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -70.0% | -5.6% | -31.5% |
UFPI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
UFPI leads this category, winning 4 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 WFG's 69.1x.
| Metric | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| Market CapShares × price | $5.1B | $4.8B | $4.8B |
| Enterprise ValueMkt cap + debt − cash | $5.2B | $4.9B | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | 34.85x | -5.15x | 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 | 69.13x | 7.75x |
| Price / SalesMarket cap ÷ Revenue | 1.87x | 0.85x | 0.76x |
| Price / BookPrice ÷ Book value/share | 2.93x | 0.84x | 1.61x |
| Price / FCFMarket cap ÷ FCF | 55.64x | — | 17.32x |
UFPI leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
UFPI leads this category, winning 6 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 $-20 for WFG. WFG carries lower financial leverage with a 0.06x 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 | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| ROE (TTM)Return on equity | +4.7% | -19.9% | +8.4% |
| ROA (TTM)Return on assets | +3.1% | -15.2% | +6.5% |
| ROICReturn on invested capital | +10.9% | -6.8% | +11.4% |
| ROCEReturn on capital employed | +11.3% | -7.6% | +10.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.23x | 0.06x | 0.07x |
| Net DebtTotal debt minus cash | $109M | $180M | -$695M |
| Cash & Equiv.Liquid assets | $292M | $277M | $925M |
| Total DebtShort + long-term debt | $401M | $457M | $230M |
| Interest CoverageEBIT ÷ Interest expense | 11.67x | -8.07x | 43.92x |
UFPI leads this category, winning 6 of 9 comparable metrics.
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 $7,943 for WFG. 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 WFG's -4.7% — a key indicator of consistent wealth creation.
| Metric | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| YTD ReturnYear-to-date | -10.9% | +0.4% | -8.2% |
| 1-Year ReturnPast 12 months | -18.6% | -13.6% | -12.6% |
| 3-Year ReturnCumulative with dividends | +19.8% | -13.4% | +6.8% |
| 5-Year ReturnCumulative with dividends | +11.7% | -20.6% | +1.4% |
| 10-Year ReturnCumulative with dividends | +332.5% | +117.2% | +229.1% |
| CAGR (3Y)Annualised 3-year return | +6.2% | -4.7% | +2.2% |
LPX leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
WFG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WFG is the less volatile stock with a 0.66 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. WFG currently trades 79.9% from its 52-week high vs LPX's 70.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.20x | 0.66x | 0.92x |
| 52-Week HighHighest price in past year | $102.86 | $78.55 | $118.00 |
| 52-Week LowLowest price in past year | $66.68 | $57.34 | $80.06 |
| % of 52W HighCurrent price vs 52-week peak | +70.5% | +79.9% | +71.4% |
| RSI (14)Momentum oscillator 0–100 | 40.9 | 32.9 | 31.2 |
| Avg Volume (50D)Average daily shares traded | 989K | 173K | 376K |
WFG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WFG and UFPI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LPX as "Buy", WFG as "Buy", UFPI as "Buy". Consensus price targets imply 40.7% upside for LPX (target: $102) vs 22.2% for UFPI (target: $103). For income investors, WFG offers the higher dividend yield at 2.09% vs LPX's 1.54%.
| Metric | LPXLouisiana-Pacific… | WFGWest Fraser Timbe… | UFPIUFP Industries, I… |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $102.00 | $80.67 | $103.00 |
| # AnalystsCovering analysts | 23 | 4 | 8 |
| Dividend YieldAnnual dividend ÷ price | +1.5% | +2.1% | +1.7% |
| Dividend StreakConsecutive years of raises | 8 | 10 | 13 |
| Dividend / ShareAnnual DPS | $1.11 | $1.79 | $1.40 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +2.8% | +9.0% |
Evenly matched — WFG and UFPI each lead in 1 of 2 comparable metrics.
Key Takeaway
UFPI leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). LPX leads in 1 (Total Returns). 1 tied.
Best OverallUFP Industries, Inc. (UFPI)Leads 3 of 6 categories
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LPX vs WFG vs UFPI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LPX or WFG or UFPI a better buy right now?
For growth investors, West Fraser Timber Co.
Ltd. (WFG) is the stronger pick with 23. 5% 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 WFG 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 WFG or UFPI?
Over the past 5 years, Louisiana-Pacific Corporation (LPX) delivered a total return of +11.
7%, compared to -20. 6% for West Fraser Timber Co. Ltd. (WFG). Over 10 years, the gap is even starker: LPX returned +332. 5% versus WFG's +117. 2%. 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 WFG or UFPI?
By beta (market sensitivity over 5 years), West Fraser Timber Co.
Ltd. (WFG) is the lower-risk stock at 0. 66β versus Louisiana-Pacific Corporation's 1. 20β — meaning LPX is approximately 82% more volatile than WFG relative to the S&P 500. On balance sheet safety, West Fraser Timber Co. Ltd. (WFG) carries a lower debt/equity ratio of 6% versus 23% for Louisiana-Pacific Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — LPX or WFG or UFPI?
By revenue growth (latest reported year), West Fraser Timber Co.
Ltd. (WFG) is pulling ahead at 23. 5% 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 -222. 8% for West Fraser Timber Co. Ltd.. Over a 3-year CAGR, WFG leads at -7. 7% 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 WFG or UFPI?
Louisiana-Pacific Corporation (LPX) is the more profitable company, earning 5.
4% net margin versus -17. 2% for West Fraser Timber Co. Ltd. — 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 -8. 7% for WFG. 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 WFG 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 WFG or UFPI?
All stocks in this comparison pay dividends.
West Fraser Timber Co. Ltd. (WFG) offers the highest yield at 2. 1%, versus 1. 5% for Louisiana-Pacific Corporation (LPX).
09Is LPX or WFG or UFPI better for a retirement portfolio?
For long-horizon retirement investors, West Fraser Timber Co.
Ltd. (WFG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 66), 2. 1% yield, +117. 2% 10Y return). Both have compounded well over 10 years (WFG: +117. 2%, 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 WFG 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; WFG is a small-cap high-growth 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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