WHD vs. UFPI
WHD (Cactus, Inc.) and UFPI (UFP Industries, Inc.) are both stocks. WHD operates in Oil & Gas Equipment & Services (Energy), while UFPI operates in Lumber & Wood Production (Basic Materials). Over the past 5 years, WHD returned 7.64%/yr vs 4.06%/yr for UFPI. At a 0.40 correlation, their price movements are largely independent.
Performance
WHD vs. UFPI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WHD achieves a 16.26% return, which is significantly higher than UFPI's -6.98% return.
WHD
- 1D
- -2.55%
- 1M
- -14.92%
- YTD
- 16.26%
- 6M
- 14.21%
- 1Y
- 21.69%
- 3Y*
- 12.06%
- 5Y*
- 7.64%
- 10Y*
- —
UFPI
- 1D
- -1.66%
- 1M
- 4.79%
- YTD
- -6.98%
- 6M
- -7.47%
- 1Y
- -14.47%
- 3Y*
- -1.05%
- 5Y*
- 4.06%
- 10Y*
- 12.53%
WHD vs. UFPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WHD Cactus, Inc. | 16.26% | -20.76% | 29.72% | -8.69% | 33.00% | 47.83% | -22.85% | 25.57% | 29.91% |
UFPI UFP Industries, Inc. | -6.98% | -18.03% | -9.30% | 60.27% | -12.85% | 67.07% | 17.59% | 85.60% | -25.32% |
Correlation
The correlation between WHD and UFPI is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2018 | 0.40 |
Fundamentals
WHD:
$3.65B
UFPI:
$4.79B
WHD:
$1.06
UFPI:
$4.62
WHD:
49.91
UFPI:
18.18
WHD:
3.08
UFPI:
0.78
WHD:
2.59
UFPI:
1.55
WHD:
$1.19B
UFPI:
$6.19B
WHD:
$485.56M
UFPI:
$1.03B
WHD:
$300.14M
UFPI:
$524.99M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WHD vs. UFPI — Risk / Return Rank
WHD
UFPI
WHD vs. UFPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cactus, Inc. (WHD) and UFP Industries, Inc. (UFPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WHD | UFPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.94 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | -0.46 | +1.19 |
| Martin ratioReturn relative to average drawdown | 1.83 | -0.90 | +2.73 |
Loading charts...
Drawdowns
WHD vs. UFPI - Drawdown Comparison
The maximum WHD drawdown since its inception was -79.10%, roughly equal to the maximum UFPI drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for WHD and UFPI.
Loading charts...
Drawdown Indicators
| WHD | UFPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.10% | -80.64% | +1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -30.07% | -31.29% | +1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -51.41% | -41.90% | -9.51% |
Max Drawdown (5Y)Largest decline over 5 years | -51.41% | -41.90% | -9.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -22.49% | -38.07% | +15.58% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -25.28% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.89% | 16.10% | -4.21% |
Volatility
WHD vs. UFPI - Volatility Comparison
Cactus, Inc. (WHD) has a higher volatility of 10.51% compared to UFP Industries, Inc. (UFPI) at 7.79%. This indicates that WHD's price experiences larger fluctuations and is considered to be riskier than UFPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WHD | UFPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.51% | 7.79% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 28.98% | 21.98% | +7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.86% | 29.87% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.58% | 32.72% | +11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.62% | 34.98% | +17.64% |
Dividends
WHD vs. UFPI - Dividend Comparison
WHD's dividend yield for the trailing twelve months is around 1.06%, less than UFPI's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFPI UFP Industries, Inc. | 1.69% | 1.54% | 1.17% | 0.88% | 1.20% | 0.71% | 0.90% | 0.84% | 1.39% | 0.85% | 0.85% | 1.20% |
WHD Cactus, Inc. | 1.06% | 1.18% | 0.86% | 1.01% | 0.88% | 1.00% | 1.38% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
WHD vs. UFPI - Financials Comparison
This section allows you to compare key financial metrics between Cactus, Inc. and UFP Industries, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WHD vs. UFPI - Profitability Comparison
WHD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cactus, Inc. reported a gross profit of 0.00 and revenue of 388.35M. Therefore, the gross margin over that period was 0.0%.
UFPI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UFP Industries, Inc. reported a gross profit of 235.89M and revenue of 1.46B. Therefore, the gross margin over that period was 16.1%.
WHD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cactus, Inc. reported an operating income of 62.17M and revenue of 388.35M, resulting in an operating margin of 16.0%.
UFPI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UFP Industries, Inc. reported an operating income of 62.43M and revenue of 1.46B, resulting in an operating margin of 4.3%.
WHD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cactus, Inc. reported a net income of -48.60M and revenue of 388.35M, resulting in a net margin of -12.5%.
UFPI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UFP Industries, Inc. reported a net income of 50.77M and revenue of 1.46B, resulting in a net margin of 3.5%.
Frequently Asked Questions
WHD and UFPI have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WHD has higher volatility (10.51%) compared to UFPI (7.79%). In terms of maximum drawdown, WHD dropped -79.10% vs UFPI's -80.64%.
WHD currently has the higher Sharpe Ratio (0.53 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WHD and UFPI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer