Professional
Added to YB: 2025-05-02
Pitch date: 2025-03-31
LPX [neutral]
Louisiana-Pacific Corporation
-23.76%
current return
Author Info
No bio for this author
Company Info
Louisiana-Pacific Corporation, together with its subsidiaries, provides building solutions for applications in new home construction, repair and remodeling, and outdoor structure markets in the United States, Canada, and South America.
Market Cap
$4.9B
Pitch Price
$92.00
Price Target
124.20 (+77%)
Dividend
1.71%
EV/EBITDA
15.54
P/E
60.03
EV/Sales
2.00
Sector
Paper and Forest Products
Category
value
Baron Real Estate Fund Portfolio Holding: Louisiana-Pacific Corporation
LPX (holding update): Leading US building products manufacturer with engineered wood siding & strong growth potential. Trades at 8.5x est. 2026 CF vs. peer-justified 12-13x. Upside >35%. Benefits: market leadership, secular material conversion, innovation pipeline, strong balance sheet & mgmt team.
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