Will Ufp Industries (USA Stocks:UFPI) price increase in December 2023?

As we approach the end of the year, investors are keenly watching UFP Industries, a leading player in the Lumber & Wood Production industry, traded on the NASDAQ. The company has shown robust financial health, with a net asset value of $3.67 billion and total revenue reaching an impressive $9.6 billion. UFP Industries' strong cash flow from operations, which stands at $831.57 million, coupled with a net working capital of $1.7 billion, underscores its solid financial footing. This is further reinforced by the company's low probability of bankruptcy at just 1.00%. The company's PE Ratio stands at 10.3615, and with an EPS estimate of $8.63 for the next year, the stock appears to be reasonably valued. The Price to Earnings To Growth (PEG) ratio is 1.88X, suggesting that the company's earnings growth is adequately priced into the stock. However, investors should also consider the company's short percent of 0.0277, which indicates a relatively low level of short interest. This could suggest that the market is not expecting a significant downside in the near term. With a dividend per share of $1 and 82.02% of its shares owned by institutions, UFP Industries presents a potentially attractive investment opportunity. As we move into December, it will be interesting to see if the company can sustain its performance and provide a year-end rally for its investors. As many millennials are showing interest in the building products space, it's only appropriate to examine UFP Industries. We will evaluate why we maintain our confidence in anticipation of a recovery. Is UFP Industries' operation sustainable in 2023? In this analysis, we will cover the company's perspective on valuation to provide a more informed outlook for those considering an investment in this stock.
Published over six months ago
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Reviewed by Michael Smolkin

UFP Industries, a prominent player in the Lumber & Wood Production industry, is showcasing promising potential for a rally in December. The company's valuation metrics are compelling, with a PE Ratio of 10.36, significantly lower than the industry average, indicating a potentially undervalued stock. The company's EPS estimate for the current year stands at 8.23, suggesting a robust earnings potential. Moreover, UFP Industries has a solid financial foundation, with a net asset value of $3.67 billion and net tangible assets of $2.6 billion. The company's return on assets (ROA) is 0.13, demonstrating a decent profitability relative to its total assets. However, it's worth noting the company's minority interest of $12.3 million as a loss, which could impact the company's net income. In conclusion, UFP Industries presents a potentially attractive investment opportunity from a valuation viewpoint. The company's low PE ratio, strong earnings potential, and solid asset base position it well for a potential rally in December. However, investors should also consider the company's minority interest loss in their decision-making process.

Key Takeaways

UFP Industries currently holds $278.1 million in liabilities, with a Debt to Equity (D/E) ratio of 0.13. This ratio may suggest that the company is not leveraging borrowing to its full advantage. The company's current ratio stands at 2.98, indicating that it is sufficiently liquid and capable of meeting its financial obligations when they are due. Debt can be beneficial for UFP Industries until it encounters difficulties in paying it off, either with new capital or with free cash flow. If the company fails to meet its legal obligations to repay debt, UFP Industries' shareholders could potentially lose their entire investment. However, a more common scenario is when companies like UFP Industries issue additional shares at low prices, diluting the value of existing shares. In such cases, debt can be a superior tool for UFP Industries to invest in growth at high rates of return. When considering UFP Industries' use of debt, it should always be evaluated in conjunction with cash and equity. Macroaxis provides recommendations on UFP Industries to supplement and cross-verify the current analyst consensus on UFP Industries. Our trade recommendation engine assesses the company's growth potential exclusively from the perspective of an investor's current risk tolerance and investment horizon.
We determine the current worth of Ufp Industries using both absolute as well as relative valuation methodologies to arrive at its intrinsic value. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Ufp Industries based exclusively on its fundamental and basic technical indicators. By analyzing Ufp Industries's financials, quarterly and monthly indicators, and related drivers such as dividends, operating cash flow, and various types of growth rates, we attempt to find the most accurate representation of Ufp Industries's intrinsic value. In some cases, mostly for established, large-cap companies, we also incorporate more traditional valuation methods such as dividend discount, discounted cash flow, or asset-based models. As compared to an absolute model, our relative valuation model uses a comparative analysis of Ufp Industries. We calculate exposure to Ufp Industries's market risk, different technical and fundamental indicators, relevant financial multiples and ratios, and then comparing them to Ufp Industries's related companies.

Ufp Industries Investment Alerts

Ufp investment alerts and warnings help investors to get more proficient at understanding not only critical technical and fundamental signals but also the significant portfolio-centered indicators. These indicators include beta, alpha, and other risk-related measures that will help you in monitoring Ufp Industries performance across your portfolios.Please check all investment alerts for Ufp

Ufp Industries Valuation Ratios as Compared to Competition

Our valuation model uses many indicators to compare Ufp value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ufp Industries competition to find correlations between indicators driving the intrinsic value of Ufp.

Ufp Industries Gross Profit

Ufp Industries Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Ufp Industries previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Ufp Industries Gross Profit growth over the last 10 years. Please check Ufp Industries' gross profit and other fundamental indicators for more details.

Going after Ufp Financials

The firm reported the previous year's revenue of 9.63 B. Net Income was 704.96 M with profit before overhead, payroll, taxes, and interest of 1.79 B.
 2016 2021 2022 2023 (projected)
Consolidated Income105.5 M704.96 M810.71 M874.71 M
Direct Expenses2.77 B7.84 B7.05 B7.61 B

Margins Breakdown

Ufp profit margins show the degree to which it makes money. Margin indicators are used not only by investors but also by creditors or Ufp Industries itself as indicators of financial health and management effectiveness. Please look more closely at the different varieties of Ufp Industries profit margins.
Operating Margin9.58
EBITDA Margin0.11
Gross Margin0.19
Profit Margin0.0893
Ufp Industries Revenue Per Employee is increasing over the last 7 years. The previous year's value of Ufp Industries Revenue Per Employee was 469,238. Also, Ufp Industries Net Income Per Employee is increasing over the last 7 years.
"Buy low, sell high" is a well-known investment mantra, and UFP Industries (NASDAQ: UFP) may be an opportunity to put this into practice. With a PE Ratio of 10.36 and a forward dividend yield of 0.0127, the stock appears undervalued compared to its earnings. The company has shown strong financial health with total stockholder equity standing at a robust $2.6 billion and a manageable total debt of $278.1 million. Despite a negative net interest income of $15.4 million, UFP Industries has maintained a healthy free cash flow of $657.4 million, providing it with the financial flexibility to navigate market uncertainties. The company's return on assets of 0.13 also indicates efficient use of its resources. As we approach December, the company's solid fundamentals, coupled with a target price of $115, suggest that UFP Industries could be poised for a rally. Investors seeking exposure to the Lumber & Wood Production industry should consider this potential opportunity. .

Momentum Analysis of Ufp Industries suggests possible reversal in December

The recent skewness indicator for Ufp Industries has dropped to -1.09, suggesting a potential shift in the stock's momentum. This negative skewness often indicates a distribution with a left-leaning tail, where the potential for extreme negative returns is higher. However, in the context of momentum analysis, this could also signal a possible price reversal. Given this, investors might anticipate potential price growth for Ufp Industries in December. As always, it's crucial to consider other market factors and perform a comprehensive analysis before making any investment decisions. As of October 31st, Ufp Industries has a Coefficient Of Variation of (2,343), a variance of 2.62, and a Risk Adjusted Performance of (0.020558). With respect to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Ufp Industries, as well as the relationship between them. In other words, you can use this information to determine if the company will indeed mirror its model of past prices and volume data, or if the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for Ufp Industries, which can be compared to its competition.
Please validate Ufp Industries' risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Ufp Industries is priced more or less accurately, providing the market reflects its prevalent price of 96.18 per share. Given that Ufp Industries has an information ratio of 0.0254, we advise you to double-check Ufp Industries's current market performance to make sure the company can sustain itself in the future. In conclusion, Ufp Industries (UFPI) presents a promising investment opportunity as we approach the end of the fiscal year. The company's valuation real value stands at a robust $107.49, significantly higher than its current market value of $96.18. Furthermore, the analyst overall consensus is a 'Buy', with 3 strong buys and 2 holds out of 5 estimates. The analyst target price estimated value is a promising $112, suggesting a potential upside from the current price. However, investors should also consider the possible downside price of $92.01. As we move into December, Ufp Industries still appears to have potential for growth, making it a stock to watch closely. .

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