Lyft vs UFP Industries
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The short version
- 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 −5.0%).
- UFP Industries kept more of each dollar of sales as operating profit (5.8% operating margin, against −3.0%).
- UFP Industries earned a higher return on the capital invested in it (11.8%, against −12.3%).
- Investors pay more for each dollar of UFP Industries’s earnings: a P/E of 18.6x against 2.5x for Lyft.
| Latest fiscal year | LYFT · FY25 | UFPI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.5B | $4.4B |
| Revenue | $6.3B | $6.3B |
| Free cash flow | — | $276M |
| Net income | $2.8B | $295M |
| Growth | ||
| Revenue growth | 9.2% | −5.0% |
| 5-year growth | 21.7% | 4.2% |
| Share count change | 1.0% | −3.5% |
| Profitability | ||
| Gross margin | 41.5% | 16.8% |
| Operating margin | −3.0% | 5.8% |
| Net margin | 45.0% | 4.7% |
| FCF margin | — | 4.4% |
| Return on capital | −12.3% | 11.8% |
| Return on equity | 140.8% | 9.4% |
| Balance sheet | ||
| Net debt | −$709M | −$719M |
| Net debt / EBITDA | — | −1.4x |
| Dividends and buybacks | $500M | $515M |
| Valuation & quality | ||
| P/E | 2.5x | 18.6x |
| Piotroski F-score | 4 | 5 |
Revenue
FY16
LYFT —
UFPI $3.2B
FY17
LYFT $1.1B
UFPI $3.9B
FY18
LYFT $2.2B
UFPI $4.5B
FY19
LYFT $3.6B
UFPI $4.4B
FY20
LYFT $2.4B
UFPI $5.2B
FY21
LYFT $3.2B
UFPI $8.6B
FY22
LYFT $4.1B
UFPI $9.6B
FY23
LYFT $4.4B
UFPI $7.2B
FY24
LYFT $5.8B
UFPI $6.7B
FY25
LYFT $6.3B
UFPI $6.3B
LYFT
UFPI
Operating margin
FY16
LYFT —
UFPI 5.1%
FY17
LYFT −66.8%
UFPI 4.6%
FY18
LYFT −45.3%
UFPI 4.6%
FY19
LYFT −74.7%
UFPI 5.6%
FY20
LYFT −76.5%
UFPI 6.7%
FY21
LYFT −35.4%
UFPI 8.5%
FY22
LYFT −35.6%
UFPI 9.9%
FY23
LYFT −10.8%
UFPI 9.0%
FY24
LYFT −2.1%
UFPI 7.4%
FY25
LYFT −3.0%
UFPI 5.8%
LYFT
UFPI
Free cash flow
FY16
LYFT —
UFPI $119M
FY17
LYFT —
UFPI $65.5M
FY18
LYFT —
UFPI $20.8M
FY19
LYFT —
UFPI $264M
FY20
LYFT —
UFPI $247M
FY21
LYFT —
UFPI $361M
FY22
LYFT —
UFPI $657M
FY23
LYFT —
UFPI $780M
FY24
LYFT —
UFPI $410M
FY25
LYFT —
UFPI $276M
LYFT
UFPI
Return on capital
FY16
LYFT —
UFPI 12.7%
FY17
LYFT —
UFPI 12.7%
FY18
LYFT —
UFPI 13.7%
FY19
LYFT —
UFPI 15.0%
FY20
LYFT —
UFPI 20.1%
FY21
LYFT —
UFPI 33.5%
FY22
LYFT —
UFPI 33.4%
FY23
LYFT —
UFPI 22.4%
FY24
LYFT —
UFPI 17.2%
FY25
LYFT −12.3%
UFPI 11.8%
LYFT
UFPI
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.