Boise Cascade (BCC) AI Stock Analysis

• Market Cap: $2.58B
• Dividend Yield: 1.23%
• Average Volume (3M): 372.30K
• Price to Earnings (P/E): 10.3
• Beta (1Y): 1.20
• Revenue Growth: -5.26%
• EPS Growth: -40.75%
• Country: US
• Employees: 7,670
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Construction Materials
• EPS (TTM): 1.64
• Shares Outstanding: 37,337,475
• 10 Day Avg. Volume: 344,359
• 30 Day Avg. Volume: 372,303
• PEG Ratio: -0.59
• Price to Book (P/B): 2.16
• Price to Sales (P/S): 0.69
• P/FCF Ratio: 22.26
• Enterprise Value/Market Cap: 1.29
• Enterprise Value/Revenue: 0.51
• Enterprise Value/Gross Profit: 2.78
• Enterprise Value/Ebitda: 6.37
• 1Y Price Target: $90.75
• Price Target Upside: 31.18% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 6

• Rating: 65 Neutral
• Price Target: $78.00 ▲(12.75% Upside)

Boise Cascade's overall stock score reflects a strong financial foundation and attractive valuation, tempered by bearish technical indicators and mixed earnings call results. The company's robust balance sheet and low leverage are significant strengths, but declining sales and profitability, along with market challenges, pose risks. The stock's undervaluation and dividend yield provide some upside potential, but technical indicators suggest caution in the short term.

Positive Factors

Operational Efficiency

The completion of the Oakdale mill modernization project will likely enhance operational efficiency and reliability, reducing costs and improving margins over the long term.

Gross Margin Improvement

An improvement in gross margin indicates better cost management and pricing power, which can lead to sustained profitability and competitive advantage.

Dividend Increase

The dividend increase reflects confidence in cash flow stability and financial health, enhancing shareholder value and long-term investor confidence.

Negative Factors

Decline in Net Income

A significant decline in net income suggests challenges in maintaining profitability, which could impact future investment and growth potential.

Challenges in Residential Construction

Challenges in the residential construction sector could lead to sustained pressure on sales and profitability, affecting long-term growth prospects.

Tariffs on Timber Imports

New tariffs on timber imports could increase raw material costs, impacting margins and competitiveness in the global market over the long term.

Boise Cascade Business Overview & Revenue Model

Company Description

Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and laminated beams used in headers and beams; I-joists for residential and commercial flooring and roofing systems, and other structural applications; structural, appearance, and industrial plywood panels; and ponderosa pine lumber products. This segment's products are used in new residential construction, residential repair-and-remodeling markets, light commercial construction, and industrial applications. It sells its products to wholesalers, home improvement centers, retail lumberyards, and industrial converters. The Building Materials Distribution segment distributes a line of building materials, including oriented strand boards, plywood, and lumber; general line items, such as siding, composite decking, doors, metal products, insulation, and roofing; and engineered wood products. This segment sells its products to dealers, home improvement centers, and specialty distributors. The company was founded in 2004 and is headquartered in Boise, Idaho.

How the Company Makes Money

Boise Cascade generates revenue primarily through the sale of its wood products, which include engineered wood products like I-joists and laminated veneer lumber, as well as plywood and lumber. The company operates two main segments: the Wood Products segment and the Building Materials Distribution segment. The Wood Products segment contributes significant revenue from manufacturing and selling a range of wood products, while the Building Materials Distribution segment earns revenue by distributing building materials sourced from various manufacturers. Key revenue streams include direct sales to contractors and builders, as well as sales through distribution centers. Additionally, strategic partnerships with suppliers and manufacturers enhance BCC's product offerings and market reach, further driving sales growth.

Boise Cascade Financial Statement Overview

Summary

Boise Cascade's financial performance is solid with a strong balance sheet and effective cost management. However, declining revenue and net profit margins, along with reduced free cash flow growth, indicate some financial pressures.

Income Statement

Boise Cascade's income statement shows a strong gross profit margin due to effective cost management. However, the net profit margin has decreased from the previous year, reflecting increased operational costs. The revenue growth rate is negative, indicating a decline in sales, primarily due to market fluctuations in the construction materials industry. Despite this, the company maintains a robust EBIT margin, though it's slightly lower than previous periods, suggesting some pressure on profitability.

Balance Sheet

The balance sheet is solid with a low debt-to-equity ratio, indicating prudent financial management and a strong equity position. The return on equity is declining, reflecting reduced profitability, but remains healthy. The equity ratio is strong, showcasing a well-capitalized balance sheet with sufficient assets to cover liabilities.

Cash Flow

Boise Cascade demonstrates strong free cash flow generation, although there is a decline in free cash flow growth. The operating cash flow to net income ratio is healthy, indicating efficient cash generation relative to profitability. However, the free cash flow to net income ratio highlights some capital expenditure constraints impacting cash reserves.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	6.56B	6.72B	6.84B	8.39B	7.93B	5.47B
Gross Profit	1.19B	1.33B	1.43B	1.91B	1.63B	938.79M
EBITDA	521.43M	669.94M	803.01M	1.26B	1.05B	424.45M
Net Income	262.27M	376.35M	483.66M	857.66M	712.49M	174.98M
Balance Sheet
Total Assets	3.45B	3.37B	3.46B	3.24B	2.57B	1.97B
Cash, Cash Equivalents and Short-Term Investments	481.02M	713.26M	949.57M	998.34M	748.91M	405.38M
Total Debt	507.91M	516.22M	529.79M	523.08M	531.79M	531.40M
Total Liabilities	1.29B	1.22B	1.26B	1.18B	1.22B	1.11B
Stockholders Equity	2.15B	2.15B	2.20B	2.06B	1.35B	850.80M
Cash Flow
Free Cash Flow	118.38M	208.75M	472.02M	927.10M	560.47M	215.09M
Operating Cash Flow	273.85M	438.32M	687.46M	1.04B	666.98M	294.52M
Investing Cash Flow	-213.38M	-237.82M	-375.55M	-625.46M	-105.59M	-78.72M
Financing Cash Flow	-431.65M	-436.81M	-360.68M	-166.33M	-217.87M	-95.66M

Boise Cascade Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 69.18
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BCC, the sentiment is Negative. The current price of 69.18 is below the 20-day moving average (MA) of 72.76, below the 50-day MA of 79.22, and below the 200-day MA of 92.43, indicating a bearish trend. The MACD of -2.22 indicates Negative momentum. The RSI at 33.82 is Neutral, neither overbought nor oversold. The STOCH value of 22.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BCC.

Boise Cascade Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MLM	―	$36.97B	34.18	12.10%	0.52%	1.02%	-45.31%
VMC	―	$38.32B	41.23	11.89%	0.66%	0.19%	4.33%
EXP	―	$6.96B	17.18	31.87%	0.47%	0.88%	-4.17%
BCC	―	$2.58B	10.33	11.77%	1.23%	-5.26%	-40.75%
LOMA	―	$1.26B	18.31	8.93%	―	-33.46%	-32.34%
Sector *	―	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%

Boise Cascade Corporate Events

Boise Cascade Releases Q3 2025 Outlook Presentation

On September 15, 2025, Boise Cascade released updated presentation materials for its third quarter 2025 outlook, which were posted on its website for the investment community. The presentation highlights the company’s strategic focus on growth through acquisitions and market expansion, emphasizing its strong market positioning and operational efficiency in the building materials sector.

The most recent analyst rating on (BCC) stock is a Hold with a $97.00 price target. To see the full list of analyst forecasts on Boise Cascade stock, see the BCC Stock Forecast page.

Boise Cascade Reports Q2 2025 Financial Results

Boise Cascade Company is a leading producer of engineered wood products and plywood in North America and a major U.S. wholesale distributor of building products. The company recently released its second quarter 2025 financial results, reporting a net income of $62.0 million on sales of $1.7 billion, a decrease from the previous year’s figures. Despite a challenging market environment, Boise Cascade achieved sequential volume growth due to seasonally stronger activity, although demand for new residential construction remained subdued. The company also completed a significant modernization project at its Oakdale plywood mill, enhancing operational efficiency.

Boise Cascade’s Mixed Earnings Call: Challenges and Achievements

The latest earnings call from Boise Cascade Company painted a mixed picture, reflecting both achievements and challenges. While the company celebrated the successful modernization of the Oakdale mill and improvements in gross margins for its Building Materials Distribution (BMD) segment, it also faced significant hurdles. Declines in housing starts, consolidated sales, and segment EBITDA, coupled with operational disruptions from scheduled outages and a strike at one facility, highlighted the complex landscape the company is navigating.

Boise Cascade Increases Quarterly Dividend by 5%

On July 31, 2025, Boise Cascade announced a 5% increase in its quarterly dividend, raising it to $0.22 per share. This decision reflects the company’s ongoing commitment to returning value to shareholders and may influence its financial strategy and stakeholder relations.

The most recent analyst rating on (BCC) stock is a Buy with a $155.00 price target. To see the full list of analyst forecasts on Boise Cascade stock, see the BCC Stock Forecast page.