COMPARE · Reviewed July 29, 2026
SLVM vs UFPI
Verdict: Side-by-side breakdown using the Bull Rankings model. SLVM scored 41.8, UFPI scored 44.5 — UFPI leads.
Compare another set
SLVM
Sylvamo Corporation
41.8
$37.32 · $1.5B
fundamentals as of
Score gap
2.7
UFPI leads
UFPI
UFP Industries, Inc.
44.5
$86.36 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
SLVM
stronger →← stronger
UFPI
53
Qualityreturns · margins · balance sheet
64
29
Growthrevenue & earnings expansion
46
47
Valuevaluation vs sector peers
30
UFPI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SLVM
UFPI
$10mC-
FCF
$301mC
-11.0%D
Rev
-6.4%D
1.01C
D/E
0.12A-
14.9xB+
P/E
18.8xB
—
PEG
2.67C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SLVM
UFPI
412% above
Price vs fair valuelower is cheaper
6% below
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-85%
1-yr DCF upside
-12%
-80%
5-yr DCF upside
+6%
-70%
10-yr DCF upside
+39%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SLVM
Why this score
- Buying back stock
UFPI
Why this score
- Buying back stock
The companies
SLVMSylvamo Corporation
Why now
Paper & Paper Products · market cap $1.5b. Down 34% from 52-week high of $56.80 — deep drawdown territory. Revenue -11% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $51.75 (implying +39% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -11% — the operational turn is not yet visible in the top line. Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 90% of earnings on a 4.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
UFPIUFP Industries, Inc.
Why now
Lumber & Wood Production · market cap $4.9b. Down 27% from 52-week high of $118.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. 5 sell-side analysts publish a mean 1-yr target of $103.00 (implying +19% upside).
Moat
FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.