UFP Industries, Inc. (UFPI) vs West Fraser Timber Co. Ltd. (WFG)

UFP Industries, Inc. and West Fraser Timber Co. Ltd. are both Lumber & Wood Production companies. West Fraser Timber Co. Ltd. is the larger, with a market value of $5.4B against $4.6B — 1.2× the size. West Fraser Timber Co. Ltd. has negative trailing earnings, so its P/E is not meaningful; UFP Industries, Inc. trades at 20.0×. UFP Industries, Inc. grew revenue faster over the last twelve months: −0.71% against −7.15%. UFP Industries, Inc. has the higher net margin (3.51% vs −20.4%) and the higher return on invested capital (7.23% vs −14.2%). Both pay a dividend; West Fraser Timber Co. Ltd. yields more (1.85% vs 1.72%). Across the 20 metrics below, UFP Industries, Inc. leads on 17 and West Fraser Timber Co. Ltd. on 3.

Valuation

Metric UFPI WFG Lumber & Wood Production median
P/E 20.04 n/m —
P/S 0.72 1.02 0.72
P/B 1.50 0.99 1.38
Price to free cash flow 20.10 n/m —
EV/EBITDA 8.47 n/m —
EV/Sales 0.64 1.09 0.64
Earnings yield 4.99% (19.95%) 4.61%
Free cash flow yield 4.97% (7.54%) 5.08%

Profitability

Metric UFPI WFG Lumber & Wood Production median
Gross margin 15.41% 9.65% 15.41%
Operating margin 4.63% (24.66%) 2.78%
Net margin 3.51% (20.40%) 1.82%
Free cash flow margin 3.56% (7.71%) 2.04%
Return on equity 0.00% (17.86%) 0.00%
Return on assets 5.44% (13.46%) 1.77%
Return on invested capital 7.23% (14.15%) 2.66%

Growth

Metric UFPI WFG Lumber & Wood Production median
Revenue growth (TTM) (0.71%) (7.15%) (0.71%)
EPS growth (last fiscal year) (26.14%) (17,157.14%) (44.63%)
Revenue growth, 5-year CAGR 4.16% 4.55% 3.68%
Net income growth, 5-year CAGR 3.41% 0.00% 0.00%

Health

Metric UFPI WFG Lumber & Wood Production median
Debt to equity 0.08 0.09 0.12
Current ratio 3.86 2.29 3.10
Net debt to EBITDA (1.39) (0.15) (0.35)

Dividend

Metric UFPI WFG Lumber & Wood Production median
Dividend yield 1.72% 1.85% —
Payout ratio 0.35 — —

Size

Metric UFPI WFG Lumber & Wood Production median
Market cap 4.58b 5.42b 3.74b

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