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.
UFP Industries makes wood and packaging products, earning 8.6% on equity at a 4.31% net margin, modest but steadily positive, and generates strong free cash of 5.98% with almost no debt. West Fraser Timber makes lumber and OSB, and this cycle it is losing money through the downturn, trading at 0.94 times book, below its asset value, while burning cash at negative 5.75%. UFP trades at 1.62 times book and pays a 1.52% dividend West Fraser's loss year cannot support. The contrast is a diversified converter against a raw commodity producer at the trough. UFP at $5.0B is a touch smaller than West Fraser at $5.5B, but profitable where West Fraser is not.
Comparison updated 2026-07-11.
| Metric | UFPI | WFG |
|---|---|---|
| Price | $84.80 | $67.12 |
| Market cap | $4.6B | $5.3B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +7.1% | — |
| P/E | 18.5 | — |
| P/B | 1.49 | 0.91 |
| P/S | 0.75 | 0.97 |
| EV/EBITDA | 8.7 | — |
| Revenue growth | -6.6% | -14.3% |
| Gross margin | 16.1% | — |
| Operating margin | 4.4% | -21.7% |
| Net margin | 4.3% | -17.1% |
| Return on equity | 8.6% | -16.0% |
| Return on assets | 6.6% | -12.3% |
| Return on invested capital | 7.7% | -16.0% |
| FCF yield | 6.5% | -5.9% |
| Dividend yield | 1.6% | — |
| Debt / equity | 0.08 | 0.00 |
| Current ratio | 4.64 | 2.13 |
| Altman Z (solvency) | 5.99 | 2.78 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.