The increased dividend reflects UFP Industries' strong and consistent performance, and the company's confidence in its growth strategies. The company's strong cash flow allows it to invest in growth and share success through dividends.
UFP's acquisition is an enhancement strategy for global packaging solutions, supporting Mexico's multinational customers. The affiliation merge foresees new growth potential in Mexican packaging operations.
UFP Industries' financials showcase effective growth strategy, apparent through high ROE and net income growth. Its high profit retention and substantial reinvestment infer a bright growth outlook, despite an anticipated slowdown in future earnings growth.
No insider purchases last year and recent sell-off may signal caution. Despite high insider ownership, lack of insider buying and share disposal could be concerning.
UFP Industries股票討論區
5年來毛利率從13.8%上升到16.3%,淨資產收益率從13%上升到30%。
5年來營收(除2019)、營業利潤和淨利潤保持增長,尤其是2021年分別暴增68%,107%和118%。在這麼高的基數上,2022年前兩季度累計分別增長了19%,45.5%和46.6%,非常神奇。
利潤表顯示利息費用佔營業利潤的1.5%,負擔可以忽略。沒有什麼其他損益,利潤表很乾淨。
5年來資產負債率從33.5%一度上升到45.5%後又回落到35.6%。
應收帳款和存貨比例都很正常,增速也不高。
長期借款2.76億佔淨資產23.25億的12%,槓桿率很低。
現金流量表比較有意思,雖然經營淨額增加較快,投資淨額同樣大幅增加,股東盈餘並不多。
流動比率2.9,速動比率1.5,現金流比較安全。
目前市盈率10.3,市盈率TTM8.6,考慮到木材週期性也比較強,2021年整個板塊都暴增,目前的市盈率缺乏足夠的吸引力。
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