UFP INDUSTRIES, INC. vs WEST FRASER TIMBER CO. LTD., two Forest Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where UFPI and WFG diverge most: on implied growth (priced in), UFPI reads +7.1% and WFG reads -1.8%; on operating margin, UFPI reads 5.5% and WFG reads -21.7%. The rest of the comparable metrics sit closer together. On valuation, today's UFPI price has a different growth bar priced in than WFG (+7.1% implied for UFPI vs -1.8% for WFG); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | UFPI | WFG |
|---|---|---|
| Price | $74.15 | $63.95 |
| Market cap | $4.1B | $5.1B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +7.1% | -1.8% |
| P/E | 17.0 | — |
| P/B | 1.34 | 0.86 |
| P/S | 0.66 | 0.92 |
| EV/EBITDA | 8.0 | — |
| Revenue growth | -5.1% | -14.3% |
| Gross margin | 15.4% | — |
| Operating margin | 5.5% | -21.7% |
| Net margin | 4.0% | -17.1% |
| Return on equity | 8.1% | -16.0% |
| Return on assets | 6.1% | -12.3% |
| Return on invested capital | 7.1% | -15.3% |
| FCF yield | 6.5% | -6.2% |
| Dividend yield | 1.9% | — |
| Debt / equity | 0.08 | 0.05 |
| Current ratio | 3.98 | 2.13 |
| Altman Z (solvency) | 5.29 | 2.70 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.