PATK vs LCII vs UFPI

For growth investors, LCI Industries (LCII) is the stronger pick with 10.

2% revenue growth year-over-year, versus -5. 0% for UFP Industries, Inc. (UFPI). LCI Industries (LCII) offers the better valuation at 15. 4x trailing P/E (13. 4x forward), making it the more compelling value choice. Analysts rate Patrick Industries, Inc. (PATK) a "Buy" — based on 17 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.

On trailing P/E, LCI Industries (LCII) is the cheapest at 15.

4x versus Patrick Industries, Inc. at 24. 5x. On forward P/E, LCI Industries is actually cheaper at 13. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: LCI Industries wins at 3. 48x versus UFP Industries, Inc. 's 3. 49x.

Over the past 5 years, Patrick Industries, Inc.

(PATK) delivered a total return of +56. 6%, compared to -6. 1% for LCI Industries (LCII). Over 10 years, the gap is even starker: PATK returned +395. 2% versus LCII's +111. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), UFP Industries, Inc.

(UFPI) is the lower-risk stock at 0. 92β versus LCI Industries's 0. 99β — meaning LCII is approximately 7% 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 139% for Patrick Industries, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), LCI Industries (LCII) is pulling ahead at 10.

2% versus -5. 0% for UFP Industries, Inc. (UFPI). On earnings-per-share growth, the picture is similar: LCI Industries grew EPS 35. 2% year-over-year, compared to -26. 1% for UFP Industries, Inc.. Over a 3-year CAGR, PATK leads at -6. 8% 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.

UFP Industries, Inc.

(UFPI) is the more profitable company, earning 4. 7% net margin versus 3. 4% for Patrick Industries, Inc. — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PATK leads at 7. 0% versus 5. 8% for UFPI. At the gross margin level — before operating expenses — LCII leads at 23. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, LCI Industries (LCII) is the more undervalued stock at a PEG of 3. 48x versus UFP Industries, Inc. 's 3. 49x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, LCI Industries (LCII) trades at 13. 4x forward P/E versus 18. 2x for Patrick Industries, Inc. — 4. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PATK: 32. 7% to $126. 50.

All stocks in this comparison pay dividends.

LCI Industries (LCII) offers the highest yield at 3. 9%, versus 1. 7% for UFP Industries, Inc. (UFPI).

For long-horizon retirement investors, Patrick Industries, Inc.

(PATK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 93), 1. 7% yield, +395. 2% 10Y return). Both have compounded well over 10 years (PATK: +395. 2%, LCII: +111. 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.

These companies operate in different sectors (PATK (Consumer Cyclical) and LCII (Consumer Cyclical) and UFPI (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: PATK is a small-cap quality compounder stock; LCII is a small-cap deep-value 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.