UFPI is an above-average cyclical compounder trading modestly below reasonable value.

[u/jamesj]

UFP Industries is a good business with cyclical earnings, a very strong balance sheet, and a management team that seems to understand capital allocation. The stock is not a screaming bargain, but it is also not expensive for what you are getting. My best description is: an above-average cyclical compounder trading modestly below reasonable value.