UFP Industries (UFPI)
NASDAQIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-09-04
$84.38+1.42%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · UFPI
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $84 UFPI trades at 19× p/e, in line with its 19× p/e peer median — but our blended $72 fair value sits below the price. It's a high-confidence read. Even valued only for durable growth at sustainable margins, it's worth about $102 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $19.57 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $30.15 | — | — | Hist. CAGR | high |
| graham number | 12M | $74.62 | — | — | TTM | high |
| Peer P/FCF | 12M | $91.83 | 18.7 | 4.91 | TTM | high |
| Peer P/E | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q3, 2025-Q4, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $86.00 |
| 16.6 |
| 5.18 |
| ntm analyst |
| high |
| Peer P/S | 12M | $211.32 | 1.8 | 115.66 | TTM | high |
| PEG | 12M | $156.16 | 35.8 | 4.36 | TTM | high |
| residual income | 12M | $54.53 | — | — | TTM | high |
| Own P/E history | 12M | $80.49 | 18.5 | 4.36 | TTM | high |
| triangulated | 12M | $85.17 | 19.1 | 4.47 | Triangulated | high |
| Peer P/FCF | 3Y | $27.82 | 18.7 | 1.49 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $98.61 | 16.6 | 5.94 | Analyst | medium |
| Peer P/S | 3Y | $243.60 | 1.8 | 133.33 | Analyst | medium |
| PEG | 3Y | $212.65 | 35.8 | 5.94 | Analyst | medium |
| Own P/E history | 3Y | $109.61 | 18.5 | 5.94 | Analyst | medium |
| Peer P/FCF | 5Y | $12.55 | 18.7 | 0.67 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $108.20 | 16.6 | 6.51 | Analyst | high |
| Peer P/S | 5Y | $267.30 | 1.8 | 146.30 | Analyst | high |
| PEG | 5Y | $233.34 | 35.8 | 6.51 | Analyst | high |
| Own P/E history | 5Y | $120.27 | 18.5 | 6.51 | Analyst | high |