Simpson Manufacturing Company, Inc. (SSD) vs UFP Industries, Inc. (UFPI)

Simpson Manufacturing Company, Inc. and UFP Industries, Inc. are both Lumber & Wood Production companies. Simpson Manufacturing Company, Inc. is the larger, with a market value of $7.1B against $4.4B — 1.6× the size. UFP Industries, Inc. trades at the lower P/E: 18.2× against 19.2×. Simpson Manufacturing Company, Inc. grew revenue faster over the last twelve months: 6.48% against −4.72%. Simpson Manufacturing Company, Inc. has the higher net margin (15.7% vs 3.84%) and the higher return on invested capital (15.6% vs 7.46%). Both pay a dividend; UFP Industries, Inc. yields more (0.94% vs 0.57%). Across the 23 metrics below, UFP Industries, Inc. leads on 12 and Simpson Manufacturing Company, Inc. on 11.

Valuation

Metric SSD UFPI Lumber & Wood Production median
P/E 19.21 18.19 —
P/S 2.99 0.69 0.69
P/B 3.42 1.40 1.37
Price to free cash flow 15.01 13.95 —
EV/EBITDA 11.87 8.01 —
EV/Sales 2.94 0.62 0.62
Earnings yield 5.21% 5.50% 3.82%
Free cash flow yield 6.66% 7.17% 5.26%

Profitability

Metric SSD UFPI Lumber & Wood Production median
Gross margin 45.84% 16.13% 16.13%
Operating margin 20.61% 5.07% 2.48%
Net margin 15.65% 3.84% 1.64%
Free cash flow margin 20.75% 4.92% 2.28%
Return on equity 18.72% 7.68% 2.53%
Return on assets 12.41% 5.83% 1.55%
Return on invested capital 15.60% 7.46% 2.26%

Growth

Metric SSD UFPI Lumber & Wood Production median
Revenue growth (TTM) 6.48% (4.72%) (4.72%)
EPS growth (last fiscal year) 8.42% (26.14%) —
Revenue growth, 5-year CAGR 12.97% 4.16% 3.68%
Net income growth, 5-year CAGR 13.04% 3.41% 0.00%

Health

Metric SSD UFPI Lumber & Wood Production median
Debt to equity 0.16 0.08 0.12
Current ratio 3.29 3.98 3.00
Net debt to EBITDA (0.02) (1.39) (0.35)

Dividend

Metric SSD UFPI Lumber & Wood Production median
Dividend yield 0.57% 0.94% —
Payout ratio 0.13 0.11 0.11

Size

Metric SSD UFPI Lumber & Wood Production median
Market cap 7.12b 4.35b 3.51b

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