Boise Cascade (BCC) AI Stock Analysis

• Market Cap: $2.82B
• Dividend Yield: 1.21%
• Average Volume (3M): 464.32K
• Price to Earnings (P/E): 15.1
• Beta (1Y): 1.07
• Revenue Growth: -4.25%
• EPS Growth: -50.60%
• Country: US
• Employees: 7,670
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Construction Materials
• EPS (TTM): 0.58
• Shares Outstanding: 37,043,070
• 10 Day Avg. Volume: 493,684
• 30 Day Avg. Volume: 464,319
• 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: 1.03
• Enterprise Value/Revenue: 0.45
• Enterprise Value/Gross Profit: 2.70
• Enterprise Value/Ebitda: 6.66
• 1Y Price Target: $90.25
• Price Target Upside: 18.38% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): 3.42
• Revenue Forecast (FY): $6.39B

• Rating: 64 Neutral
• Price Target: $76.00 ▼(-0.31% Downside)

Boise Cascade's overall stock score reflects a challenging financial environment with declining revenue and profitability. The technical analysis indicates a bearish trend, while the valuation suggests the stock is fairly priced. The earnings call provided mixed signals, with strategic initiatives offering potential long-term benefits despite current financial pressures.

Positive Factors

Strong Balance Sheet

A low debt-to-equity ratio indicates conservative leverage, providing financial stability and flexibility to navigate challenging market conditions.

Strategic Partnerships

Expanding partnerships can enhance product offerings and market reach, driving long-term revenue growth and competitive advantage.

Market Expansion

New distribution centers support market expansion, improving service to key markets and potentially increasing market share and revenue.

Negative Factors

Decline in Wood Products Segment

A significant decline in the Wood Products segment impacts overall profitability and could indicate challenges in maintaining competitive pricing and market demand.

Decreased Net Income

A substantial decrease in net income reflects a challenging pricing environment and could affect the company's ability to invest in growth initiatives.

EWP and Plywood Pricing Pressures

Pricing pressures in key product segments can erode margins and profitability, posing long-term challenges to maintaining competitive positioning.

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 faces a challenging financial environment with declining revenue and profitability. Despite this, the company maintains a strong balance sheet with low leverage, providing stability. Cash flow challenges are evident, but operational efficiencies and a solid capital structure offer some resilience.

Income Statement

Boise Cascade's income statement shows a decline in revenue and profitability over the TTM period. The gross profit margin decreased from 20.9% in 2023 to 18.2% in TTM 2025, and the net profit margin fell from 7.1% to 4.0%. Revenue growth has been negative, indicating a challenging market environment. However, the company maintains positive EBIT and EBITDA margins, suggesting operational efficiency despite the downturn.

Balance Sheet

The balance sheet reflects a stable financial position with a low debt-to-equity ratio of 0.24 in TTM 2025, indicating conservative leverage. The return on equity has decreased from 22.0% in 2023 to 12.3% in TTM 2025, reflecting reduced profitability. The equity ratio remains strong, suggesting a solid capital structure.

Cash Flow

Cash flow analysis reveals a significant decline in free cash flow growth, down by 76.2% in TTM 2025. The operating cash flow to net income ratio has also decreased, indicating potential cash flow challenges. However, the company still maintains a positive free cash flow to net income ratio, suggesting some resilience in cash generation.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	6.51B	6.72B	6.84B	8.39B	7.93B	5.47B
Gross Profit	1.08B	1.33B	1.43B	1.91B	1.63B	938.79M
EBITDA	437.05M	673.23M	805.96M	1.28B	1.06B	409.67M
Net Income	193.00M	376.35M	483.66M	857.66M	712.49M	174.98M
Balance Sheet
Total Assets	3.40B	3.37B	3.46B	3.24B	2.57B	1.97B
Cash, Cash Equivalents and Short-Term Investments	511.77M	713.26M	949.57M	998.34M	748.91M	405.38M
Total Debt	523.61M	516.22M	529.79M	523.08M	531.79M	542.88M
Total Liabilities	1.26B	1.22B	1.26B	1.18B	1.22B	1.11B
Stockholders Equity	2.14B	2.15B	2.20B	2.06B	1.35B	850.80M
Cash Flow
Free Cash Flow	15.50M	208.75M	472.02M	927.10M	560.47M	215.09M
Operating Cash Flow	217.70M	438.32M	687.46M	1.04B	666.98M	294.52M
Investing Cash Flow	-274.07M	-237.82M	-375.55M	-625.46M	-105.59M	-78.72M
Financing Cash Flow	-193.46M	-436.81M	-360.68M	-166.33M	-217.87M	-95.66M

Boise Cascade Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 76.24
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BCC, the sentiment is Neutral. The current price of 76.24 is above the 20-day moving average (MA) of 70.45, above the 50-day MA of 72.86, and below the 200-day MA of 86.95, indicating a neutral trend. The MACD of 0.29 indicates Negative momentum. The RSI at 63.18 is Neutral, neither overbought nor oversold. The STOCH value of 94.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BCC.

Boise Cascade Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VMC	72 Outperform	$39.27B	35.33	13.56%	0.66%	6.54%	32.48%
MLM	68 Neutral	$37.59B	32.83	11.63%	0.54%	1.99%	-41.08%
EXP	67 Neutral	$7.09B	16.33	30.10%	0.48%	1.50%	-4.44%
BCC	64 Neutral	$2.82B	15.08	9.05%	1.21%	-4.25%	-50.60%
LOMA	63 Neutral	$1.51B	39.61	5.06%	―	-33.99%	-61.41%
Sector *	61 Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%

Boise Cascade Corporate Events

Boise Cascade Reports Decreased Q3 2025 Earnings

Boise Cascade Company is a leading North American producer of engineered wood products and plywood, as well as a major U.S. distributor of building materials. The company is known for its extensive distribution network and commitment to providing high-quality building solutions.

Boise Cascade’s Mixed Earnings Call Highlights Growth and Challenges

The recent earnings call for Boise Cascade Company painted a mixed picture for investors. While the company highlighted strategic expansions and partnerships, and a focus on general line product growth and shareholder returns, these positive aspects were overshadowed by significant declines in key financial metrics. The company faced challenges in its Wood Products segment performance amidst a tough pricing environment, which impacted overall sentiment during the call.

Boise Cascade Announces Dividend and Share Buyback

On October 30, 2025, Boise Cascade announced a quarterly dividend of $0.22 per share, payable on December 17, 2025, to stockholders of record on December 1, 2025. Additionally, the company authorized a new share repurchase program of up to $300 million, replacing the previous authorization, after repurchasing 1.25 million shares for approximately $120 million earlier in the year.

The most recent analyst rating on (BCC) stock is a Buy with a $95.00 price target. To see the full list of analyst forecasts on Boise Cascade stock, see the BCC Stock Forecast page.

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.