Lyft vs UFP Industries
Add, change or remove companies; up to four.
KIRAβs take AI analyst
I put Lyft and UFP Industries side by side, using each oneβs latest annual report. Here is what stands out:
- UFP Industries is the larger business, with $6.3B of revenue in fiscal 2025 against $6.3B for Lyft.
- Lyft grew revenue faster (9.2%, against β5.0%).
- UFP Industries kept more of each dollar of sales as operating profit (5.8% operating margin, against β3.0%).
- UFP Industries earned a higher return on the capital invested in it (11.8%, against β12.3%).
- Investors pay more for each dollar of UFP Industriesβs earnings: a P/E of 18.6x against 2.5x for Lyft.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Lyft
LYFT
5/9
Revenue growth5-year growthGross marginNet marginReturn on equity
UFP Industries
UFPI
4/9
Operating marginReturn on capitalPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | LYFT FY25 | UFPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.6B | $4.4B |
| Revenue | $6.3B | $6.3B |
| Free cash flow | β | $276M |
| Net income | $2.8B | $295M |
| Growth | ||
| Revenue growth | 9.2% | β5.0% |
| 5-year growth | 21.7% | 4.2% |
| Share count change | 1.0% | β3.5% |
| Profitability | ||
| Gross margin | 41.5% | 16.8% |
| Operating margin | β3.0% | 5.8% |
| Net margin | 45.0% | 4.7% |
| FCF margin | β | 4.4% |
| Return on capital | β12.3% | 11.8% |
| Return on equity | 140.8% | 9.4% |
| Balance sheet | ||
| Net debt | β$709M | β$719M |
| Net debt / EBITDA | β | β1.4x |
| Dividends and buybacks | $500M | $515M |
| Valuation & quality | ||
| P/E | 2.5x | 18.6x |
| Piotroski F-score | 4 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.