UFP INDUSTRIES INC (UFPI)

Sawmills & Planting Mills, General

Latest Price

$80.56

TTM P/E

18.43

Normalized P/E

10.86

Div Yield

1.76%

Book Value

56.21

P/B Ratio

1.43

Valuation metrics

EPS: $5.00

Book value / share: $54.11

Formula: √(22.5 × EPS × BVPS)

Graham Number

$78.02

5% downside

Norm. op. income: $492M (median of 7yr)

Tax rate: 24%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$78.62

5% downside

Base FCF: $410M (median of recent 5yr)

Growth: 6%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$146.39

+78% upside

EPS: $5.00

Target P/E: 11×

Formula: EPS × P/E

P/E Fair Value

$55.00

33% downside

86.1% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	7.58M	$688.0M	13.75%	-118.3K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	3.34M	$303.0M	6.06%	+46.5K	2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.99M	$271.0M	5.42%	-198.3K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	2.54M	$230.0M	4.61%	-2.3K	2026-06-30
STATE STREET CORP	2.19M	$198.0M	3.97%	+37.2K	2026-06-30
DIMENSIONAL FUND ADVISORS LP	2.07M	$187.0M	3.76%	+158.8K	2026-06-30
Boston Partners	1.83M	$166.0M	3.32%	+28.3K	2026-06-30
GEODE CAPITAL MANAGEMENT, LLC	1.59M	$144.0M	2.88%	+47.2K	2026-06-30
FMR LLC	1.51M	$136.0M	2.73%	+170.0K	2026-06-30
WASATCH ADVISORS LP	1.39M	$126.0M	2.53%	-643.6K	2026-06-30