Boise Cascade (BCC) AI Stock Analysis

• Market Cap: $3.24B
• Dividend Yield: 6.73%
• Average Volume (3M): 349.73K
• Price to Earnings (P/E): 12.2
• Beta (1Y): 1.12
• Revenue Growth: -4.67%
• EPS Growth: -35.04%
• 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: 342,843
• 30 Day Avg. Volume: 349,727
• 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: 1.02
• Enterprise Value/Revenue: 0.51
• Enterprise Value/Gross Profit: 3.70
• Enterprise Value/Ebitda: 7.02
• 1Y Price Target: $109.40
• Price Target Upside: 26.08% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 71 Outperform
• Price Target: $93.00 ▲(7.18% Upside)

Boise Cascade's overall stock score reflects a mix of solid financial management, attractive valuation, and positive corporate actions. However, technical indicators suggest short-term bearish trends, and earnings call details highlight operational challenges and a difficult market environment.

Positive Factors

Capital Deployment

Boise Cascade Company is strategically deploying capital by investing in high-functioning sites, positioning well for when the market improves.

Market Positioning

The company has diversified its exposure from single-family homes to multi-family housing, improving its market positioning.

Valuation

The stock is considered very cheap, trading at 6.3 EBITDA, with high margins and multiple ways of returning capital to shareholders.

Negative Factors

Financial Performance

Boise Cascade reported softer than anticipated first quarter results as severe weather, competitive pricing, and slowing starts weighed on both sales price and volume while a planned plant outage further weighed on quarterly margins.

Macro Environment

Deteriorating macroeconomic conditions and little change in tariffs, interest rates, or economic uncertainty are limiting factors.

Pricing Risks

There are some risks on the pricing and margin front in Wood Products, particularly if the recently slower activity persists into 2025.

Boise Cascade Business Overview & Revenue Model

Company Description

Boise Cascade Company (NYSE: BCC) is a prominent North American manufacturer and distributor of building materials. Headquartered in Boise, Idaho, the company operates through two main segments: Wood Products and Building Materials Distribution. The Wood Products segment is involved in the manufacture of engineered wood products, plywood, and lumber, while the Building Materials Distribution segment focuses on the wholesale distribution of a wide range of building materials, including wood products manufactured by the company and other third-party producers.

How the Company Makes Money

Boise Cascade generates revenue primarily through the sale of its manufactured wood products and the distribution of a broad array of building materials. In the Wood Products segment, the company earns money by producing and selling engineered wood products, plywood, and lumber to a variety of customers, including retail lumberyards, home improvement centers, and industrial manufacturers. The Building Materials Distribution segment contributes to Boise Cascade's earnings by purchasing building materials from suppliers and selling them to a network of dealers and retailers. This segment benefits from strong relationships with suppliers and a comprehensive distribution network. Additionally, strategic partnerships and a focus on operational efficiency help the company maintain competitive pricing and enhance its market presence, further contributing to its financial performance.

Boise Cascade Financial Statement Overview

Summary

Boise Cascade's financial performance is solid with a strong balance sheet and low leverage, but declining profitability and revenue. Despite a decrease in net income, the company's EBIT and EBITDA margins remain stable, supporting its financial resilience. Cash flow generation is strong but could improve with better capital expenditure management.

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	896.03M	1.33B	1.43B	1.91B	1.63B	938.79M
EBITDA	472.87M	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	0.00	3.37B	3.46B	3.24B	2.57B	1.97B
Cash, Cash Equivalents and Short-Term Investments	0.00	713.26M	949.57M	998.34M	748.91M	405.38M
Total Debt	63.03M	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: Neutral
• Last Price: 86.77
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

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 86.77 is below the 20-day moving average (MA) of 86.87, below the 50-day MA of 87.55, and below the 200-day MA of 109.14, indicating a bearish trend. The MACD of -1.12 indicates Positive momentum. The RSI at 49.93 is Neutral, neither overbought nor oversold. The STOCH value of 36.44 is Neutral, 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	78 Outperform	$37.41B	39.58	11.89%	0.67%	0.19%	4.33%
EXP	77 Outperform	$7.32B	16.61	31.87%	0.45%	0.88%	-4.17%
MLM	74 Outperform	$36.62B	34.93	11.88%	0.55%	-0.54%	-48.61%
BCC	71 Outperform	$3.24B	12.15	11.77%	6.73%	-4.67%	-35.04%
LOMA	67 Neutral	$1.46B	14.79	14.05%	―	-37.30%	32.91%
Sector *	44 Neutral	C$864.63M	-6.77	-14.90%	2.78%	16.54%	-27.01%

Boise Cascade Corporate Events

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.