Paper, Lumber & Forest Products
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UFPI vs MHK
Revenue, margins, valuation, and 5-year total return — side by side.
Furnishings, Fixtures & Appliances
UFPI vs MHK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Paper, Lumber & Forest Products | Furnishings, Fixtures & Appliances |
| Market Cap | $4.76B | $6.29B |
| Revenue (TTM) | $6.19B | $10.99B |
| Net Income (TTM) | $264M | $414M |
| Gross Margin | 16.6% | 24.3% |
| Operating Margin | 5.4% | 4.9% |
| Forward P/E | 15.9x | 11.2x |
| Total Debt | $230M | $2.76B |
| Cash & Equiv. | $925M | $856M |
UFPI vs MHK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| UFP Industries, Inc. (UFPI) | 100 | 183.4 | +83.4% |
| Mohawk Industries, … (MHK) | 100 | 110.2 | +10.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UFPI vs MHK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UFPI carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 13 yrs, beta 0.92, yield 1.7%
- 230.6% 10Y total return vs MHK's -47.6%
- Lower volatility, beta 0.92, Low D/E 7.4%, current ratio 4.59x
MHK is the clearest fit if your priority is growth exposure.
- Rev growth -0.5%, EPS growth -27.1%, 3Y rev CAGR -2.8%
- -0.5% revenue growth vs UFPI's -5.0%
- Lower P/E (11.2x vs 15.9x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.5% revenue growth vs UFPI's -5.0% | |
| Value | Lower P/E (11.2x vs 15.9x) | |
| Quality / Margins | 4.3% margin vs MHK's 3.8% | |
| Stability / Safety | Beta 0.92 vs MHK's 1.34, lower leverage | |
| Dividends | 1.7% yield; 13-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +1.9% vs UFPI's -12.0% | |
| Efficiency (ROA) | 6.5% ROA vs MHK's 3.0%, ROIC 11.4% vs 3.9% |
UFPI vs MHK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UFPI vs MHK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MHK leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MHK is the larger business by revenue, generating $11.0B annually — 1.8x UFPI's $6.2B. Profitability is closely matched — net margins range from 4.3% (UFPI) to 3.8% (MHK). On growth, MHK holds the edge at +8.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $6.2B | $11.0B |
| EBITDAEarnings before interest/tax | $498M | $1.2B |
| Net IncomeAfter-tax profit | $264M | $414M |
| Free Cash FlowCash after capex | $298M | $709M |
| Gross MarginGross profit ÷ Revenue | +16.6% | +24.3% |
| Operating MarginEBIT ÷ Revenue | +5.4% | +4.9% |
| Net MarginNet income ÷ Revenue | +4.3% | +3.8% |
| FCF MarginFCF ÷ Revenue | +4.8% | +6.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.4% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -31.5% | +65.2% |
Valuation Metrics
MHK leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 16.8x trailing earnings, UFPI trades at a 3% valuation discount to MHK's 17.3x P/E. On an enterprise value basis, MHK's 7.0x EV/EBITDA is more attractive than UFPI's 7.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.8B | $6.3B |
| Enterprise ValueMkt cap + debt − cash | $4.1B | $8.2B |
| Trailing P/EPrice ÷ TTM EPS | 16.77x | 17.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.92x | 11.23x |
| PEG RatioP/E ÷ EPS growth rate | 3.67x | — |
| EV / EBITDAEnterprise value multiple | 7.70x | 7.05x |
| Price / SalesMarket cap ÷ Revenue | 0.75x | 0.58x |
| Price / BookPrice ÷ Book value/share | 1.60x | 0.77x |
| Price / FCFMarket cap ÷ FCF | 17.24x | 10.20x |
Profitability & Efficiency
UFPI leads this category, winning 8 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 MHK. UFPI carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to MHK's 0.33x. On the Piotroski fundamental quality scale (0–9), MHK scores 6/9 vs UFPI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.4% | +5.0% |
| ROA (TTM)Return on assets | +6.5% | +3.0% |
| ROICReturn on invested capital | +11.4% | +3.9% |
| ROCEReturn on capital employed | +10.2% | +4.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.07x | 0.33x |
| Net DebtTotal debt minus cash | -$695M | $1.9B |
| Cash & Equiv.Liquid assets | $925M | $856M |
| Total DebtShort + long-term debt | $230M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | 43.92x | 36.90x |
Total Returns (Dividends Reinvested)
UFPI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UFPI five years ago would be worth $10,149 today (with dividends reinvested), compared to $4,472 for MHK. Over the past 12 months, MHK leads with a +1.9% total return vs UFPI's -12.0%. The 3-year compound annual growth rate (CAGR) favors UFPI at 2.1% vs MHK's 0.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -8.6% | -6.2% |
| 1-Year ReturnPast 12 months | -12.0% | +1.9% |
| 3-Year ReturnCumulative with dividends | +6.3% | +2.9% |
| 5-Year ReturnCumulative with dividends | +1.5% | -55.3% |
| 10-Year ReturnCumulative with dividends | +230.6% | -47.6% |
| CAGR (3Y)Annualised 3-year return | +2.1% | +0.9% |
Risk & Volatility
Evenly matched — UFPI and MHK each lead in 1 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 MHK's 1.34 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 | 0.92x | 1.34x |
| 52-Week HighHighest price in past year | $118.00 | $143.13 |
| 52-Week LowLowest price in past year | $80.06 | $93.60 |
| % of 52W HighCurrent price vs 52-week peak | +71.1% | +71.8% |
| RSI (14)Momentum oscillator 0–100 | 35.6 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 379K | 1.1M |
Analyst Outlook
UFPI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates UFPI as "Buy" and MHK as "Hold". Consensus price targets imply 26.5% upside for MHK (target: $130) vs 22.8% for UFPI (target: $103). UFPI is the only dividend payer here at 1.67% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $103.00 | $130.00 |
| # AnalystsCovering analysts | 8 | 32 |
| Dividend YieldAnnual dividend ÷ price | +1.7% | — |
| Dividend StreakConsecutive years of raises | 13 | 0 |
| Dividend / ShareAnnual DPS | $1.40 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +9.1% | +2.4% |
UFPI leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). MHK leads in 2 (Income & Cash Flow, Valuation Metrics). 1 tied.
UFPI vs MHK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is UFPI or MHK a better buy right now?
For growth investors, Mohawk Industries, Inc.
(MHK) is the stronger pick with -0. 5% revenue growth year-over-year, versus -5. 0% for UFP Industries, Inc. (UFPI). UFP Industries, Inc. (UFPI) offers the better valuation at 16. 8x trailing P/E (15. 9x forward), making it the more compelling value choice. Analysts rate UFP Industries, Inc. (UFPI) a "Buy" — based on 8 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 — UFPI or MHK?
On trailing P/E, UFP Industries, Inc.
(UFPI) is the cheapest at 16. 8x versus Mohawk Industries, Inc. at 17. 3x. On forward P/E, Mohawk Industries, Inc. is actually cheaper at 11. 2x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — UFPI or MHK?
Over the past 5 years, UFP Industries, Inc.
(UFPI) delivered a total return of +1. 5%, compared to -55. 3% for Mohawk Industries, Inc. (MHK). Over 10 years, the gap is even starker: UFPI returned +230. 6% versus MHK's -47. 6%. 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 — UFPI or MHK?
By beta (market sensitivity over 5 years), UFP Industries, Inc.
(UFPI) is the lower-risk stock at 0. 92β versus Mohawk Industries, Inc. 's 1. 34β — meaning MHK is approximately 45% 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 33% for Mohawk Industries, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — UFPI or MHK?
By revenue growth (latest reported year), Mohawk Industries, Inc.
(MHK) is pulling ahead at -0. 5% versus -5. 0% for UFP Industries, Inc. (UFPI). On earnings-per-share growth, the picture is similar: UFP Industries, Inc. grew EPS -26. 1% year-over-year, compared to -27. 1% for Mohawk Industries, Inc.. Over a 3-year CAGR, MHK leads at -2. 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.
06Which has better profit margins — UFPI or MHK?
UFP Industries, Inc.
(UFPI) is the more profitable company, earning 4. 7% net margin versus 3. 4% for Mohawk Industries, Inc. — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UFPI leads at 5. 8% versus 4. 7% for MHK. At the gross margin level — before operating expenses — MHK leads at 23. 9%, 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 UFPI or MHK more undervalued right now?
On forward earnings alone, Mohawk Industries, Inc.
(MHK) trades at 11. 2x forward P/E versus 15. 9x for UFP Industries, Inc. — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MHK: 26. 5% to $130. 00.
08Which pays a better dividend — UFPI or MHK?
In this comparison, UFPI (1.
7% yield) pays a dividend. MHK does not pay a meaningful dividend and should not be held primarily for income.
09Is UFPI or MHK 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, +230. 6% 10Y return). Both have compounded well over 10 years (UFPI: +230. 6%, MHK: -47. 6%), 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 UFPI and MHK?
These companies operate in different sectors (UFPI (Basic Materials) and MHK (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
UFPI pays a dividend while MHK does not, making them suitable for different income and tax situations. 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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