You probably haven’t heard of UFP Technologies. It’s not some flashy AI stock, it doesn’t mine Bitcoin, and Elon Musk has never tweeted about it. 

But here’s why it should be on your radar… Over the last 25 years, this little manufacturing company has quietly 121x’d investors’ money. That’s right. A 12,040% return. A $10K investment in 2000… would now be worth $1.2 million.

And yet, despite this mind-melting run, UFP just crashed 27%, and looks like a screaming bargain. But its fundamentals are rock solid, and now that Trump brought his shimmy back to the White House, his “Made in America” push could make UFP one of the biggest, quietest winners of the next four years.

Love him or hate him, if there’s one thing Trump loves… besides gold-plated everything and ALL CAPS TWEETS… it’s bringing manufacturing back to the U.S. He’s all about tax breaks, government contracts, and loosening regulations for American manufacturers. Guess what? UFP fits the bill perfectly.

But before you jump to conclusions... this isn’t some run-of-the-mill widget factory. UFP makes mission-critical medical components… like surgical drapes, sterile packaging, and other single-use medical products (I know, thrilling). But hospitals literally can’t function without them. The best part is that because of its specialized materials, patents, and long-term customer relationships, competitors can’t just swoop in and steal its business. High switching costs mean customers are practically locked in.

In short, UFP operates in the business equivalent of Fort Knox (assuming there’s actually any gold there), and Trump’s policies could add even more steel to the walls.

Here’s where UFP got my attention… they just signed a $500 million deal with Intuitive Surgical (the company behind the da Vinci robotic surgery system). If you haven’t seen these machines, they basically let doctors operate like they’re playing Xbox, but with real human lives at stake. 

There’s a good chance one of these machines was used on my dad during his open-heart surgery. Demand for robotic surgeries is skyrocketing, and since every single procedure requires UFP’s sterile surgical drapes, this is recurring revenue on autopilot. Oh, and Intuitive just reported a 25% jump in robot installations… which means more robots, more surgeries, and more sales for UFP.

UFP is also squeezing out more profits by focusing on higher-margin products. Over the last decade, revenue has grown 13% per year, but net income has soared 26% annually. That’s because UFP gets to cherry-pick which products it manufactures, only choosing the most profitable ones.

On top of that, it’s been snapping up companies left and right, with four acquisitions in just the last year. Each one is expected to increase profits immediately, setting off a flywheel effect… higher margins fuel more acquisitions, which produce even higher margins.

UFP Technologies isn’t sexy. It’s not launching rockets, making AI chatbots, or building metaverse goggles. It just quietly makes essential medical products that are essential for every hospital in America. With a Trump-era manufacturing boom potentially on the way, a rock-solid partnership with Intuitive Surgical, and the stock trading at a 27% discount, this could be the best under-the-radar buying opportunity in the market right now.

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Stocks.News has a position in UFP Technologies mentioned in article.