Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LPX
SELLLouisiana-Pacific Corporation · Industrials · United States · $5.2B · Avg Vol: $86M/d
COMPANY DESCRIPTION
Louisiana-Pacific Corporation (LPX) is a leading manufacturer of high-performance building products, primarily focusing on oriented strand board (OSB), engineered wood siding, and other structural panels. The company's competitive advantage stems from its large-scale, cost-efficient manufacturing base and strong brand recognition for its SmartSide siding and other differentiated products. LPX holds a significant market share in critical segments of the North American residential construction industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.9B | 2.6B | 2.9B | 2.7B | -11.1% | 2.6B | 2.5B | 2.8B | 2.0% |
| EPS | 13.94 | 2.47 | 5.91 | 2.09 | -46.9% | 1.13 | 1.40 | 2.81 | 16.0% |
| Shares | 71.7M | 72.2M | 70.2M | 69.6M | -2.9% | 69.9M | — | — | — |
| Debt | 395.0M | 378.0M | 380.0M | 379.0M | -1.4% | 378.0M | — | — | — |
| Equity | 1.4B | 1.6B | 1.7B | 1.7B | 6.5% | — | — | — | — |
| Op CF | 1.1B | 316.0M | 605.0M | 382.0M | -30.6% | 280.0M | — | — | — |
| Inv CF | -146.0M | -376.0M | -183.0M | -291.0M | — | — | — | — | — |
| Fin CF | -982.0M | -77.0M | -292.0M | -141.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of LPX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LPX | Louisiana-Pacific Corporation(you) | $5.2B | 27 | SELL |
| BLDR | Builders FirstSource, Inc. | $7.8B | 40 | HOLD |
| AAON | AAON, Inc. | $10.4B | 43 | HOLD |
| FBIN | Fortune Brands Innovations, Inc. | $6.1B | 55 | HOLD |
| MAIR | Madison Air Solutions Corporation | $17.4B | 20 | STRONG SELL |
| TREX | Trex Company, Inc. | $4.5B | 65 | BUY |
| GFF | Griffon Corporation | $4.2B | 66 | BUY |
| AWI | Armstrong World Industries, Inc. | $6.9B | 65 | BUY |
| WMS | Advanced Drainage Systems, Inc. | $10.9B | 58 | HOLD |
| OC | Owens Corning | $11.5B | 58 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%