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Louisiana-Pacific Corporation(LPX)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
1-STAR RATING
Consider higher Upturn Star rating
BUY for 16 days
PROFIT SINCE LAST BUY
+4.81% ▲
LAST CLOSE
$76.01
11/11/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for LPX

11/11/2026: LPX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Louisiana-Pacific Corporation is a major manufacturer of specialized engineered wood products, with a strong focus on the growing siding market. The company has successfully pivoted from a commodity lumber focus to a high-margin business model centered on its LP SmartSide brand. Its primary growth opportunity lies in increasing market share for engineered wood over traditional siding materials in North American residential construction. However, the company remains subject to risks such as cyclical housing demand, interest rate volatility, and competition from fiber cement producers. LPX may suit investors seeking exposure to the housing market through a specialized, brand-driven company that also maintains disciplined capital return policies.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitWhile the shift to value-added siding provides growth, the stock remains linked to the cyclical nature of housing starts.
Momentum investorStrong fit while signal remains positiveMomentum investors may favor the stock when housing market sentiment and construction data show positive trends.
Value investorStrong fitThe company often trades at reasonable valuation multiples, making it attractive to value-oriented investors during market corrections.
Dividend investorMixed fitIt offers a reliable dividend, but income-focused investors should consider the cyclical volatility inherent in the building materials industry.
Low-risk investorWeak fitThe sensitivity of the business to housing cycles and interest rates creates volatility unsuitable for low-risk profiles.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighCompany earnings are sensitive to fluctuations in lumber and OSB commodity prices.
Valuation riskMediumMarket cycles can lead to significant swings in the stock's valuation multiple.
Competition riskMedium / highAggressive competition from alternative siding materials like fiber cement threatens market share.
Business qualityMediumWhile the pivot to specialized products has improved quality, the business remains tied to cyclical housing trends.
Dividend incomeMediumDividends are subject to board approval and can be impacted by cyclical downturns.
Execution riskMediumSuccessfully expanding capacity and maintaining market share for SmartSide requires consistent operational excellence.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -22.85%
Avg. Invested days 35
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/11/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
LPX receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
LPX has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and strong ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-65.2%), soft cash generation (FCF margin 3.4%), negative revenue growth (-7.9%).

Financial Health Rating

★★★★★
LPX's financial health is supported by solid cash strength, including free-cash-flow generation (3.4% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
LPX's growth profile is soft, with the least-weak measure being revenue growth at -7.9% FY2025 versus FY2024. By comparison, while earnings growth (-65.2%, negative) and free-cash-flow growth (-78.4%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 97.8% and approximately 84.5% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 9.49% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 9.21%
Berkshire Hathaway Inc 8.10%
59 North Capital Management, LP 6.02%
FMR Inc 4.75%
T. Rowe Price Associates, Inc. 4.58%

Unit Economics (Per $1K Revenue)

★★★★★
LPX generates approximately $218 of gross profit, $96 of operating income, and $34 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with weak cash conversion and moderate capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 25.51%

Quantitative Style Profile

★★★★★
LPX has a liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

High VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Sector & Industry Intelligence

Sector snapshot as of 2026-11-10

Sector

Industrials

Signal
Constructive
Sentiment
Weak Bullish
Market state
Weak Bullish
Momentum
BUY Breadth Improving
BUY participation
33.3%
Active BUY / eligible
26 / 78
22-session BUY-count change
+7

More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.

Industry

Building Products & Equipment

BUY participation
66.7%
Active BUY / eligible
2 / 3
22-session BUY-count change
+1

Eligible universe: 3 stocks.

The sector signal does not change this stock’s BUY, SELL, or PASS advisory.

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 5.28B USD
Price to earnings Ratio 77.87
1Y Target Price 87.86
Price to earnings Ratio 77.87
1Y Target Price 87.86
Volume (30-day avg) 1.4M shares
Beta 1.69
52 Weeks Range 62.18 - 99.15
Updated Date 11/11/2026
52 Weeks Range 62.18 - 99.15
Updated Date 11/11/2026
Dividends yield (FY) 1.51%
Basic EPS (TTM) 0.97

How Company Makes Money

Business areaWhat it includesRetail investor read
SidingSmartSide engineered wood siding and trim products.This is the company's primary high-margin growth driver.
Oriented Strand Board (OSB)Structural wood panels for subflooring and sheathing.This segment is more exposed to commodity price cycles.
Geography: North AmericaPrimary operations and sales market within the United States and Canada.Results are highly dependent on the North American housing market.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-03
When Before Market
Estimate 0.21
Actual 0.39

Profitability

Profit Margin 2.72%
Operating Margin (TTM) 5.64%

Management Effectiveness

Return on Assets (TTM) 2.76%
Return on Equity (TTM) 3.91%

Valuation

Trailing PE 77.87
Forward PE 26.45
Enterprise Value 5.39B
Price to Sales(TTM) 2.12
Enterprise Value 5.39B
Price to Sales(TTM) 2.12
Enterprise Value to Revenue 2.24
Enterprise Value to EBITDA 21.66
Shares Outstanding 69.93M
Shares Floating 59.08M
Shares Outstanding 69.93M
Shares Floating 59.08M
Percent Insiders 9.49
Percent Institutions 97.8

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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