Boise Cascade Company (BCC)
NYSE:BCC
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Boise Cascade
(NYSE:BCC)
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Rating:50Neutral
Price Target:
$71.00
▼(-14.50% Downside)
Action:Reiterated
Date:05/09/26
The score is held back primarily by weakened profitability and cash-flow efficiency in a cyclical downturn, alongside bearish price/momentum signals. A strong balance sheet and sequentially improving guidance (plus ongoing shareholder returns) partially offset these risks, but valuation remains demanding on current earnings.
Positive Factors
Conservative balance sheet
Moderate leverage and sizable equity provide durable financial flexibility through construction cycles, reducing refinancing and liquidity risk. This supports sustained capital spending, dividend/buyback capacity, and resilience to demand shocks over the next several quarters.
Negative Factors
Compressed profitability
Sharp revenue and margin deterioration reflect cyclical weakness and reduced pricing power in both distribution and wood products. Persistently thin margins limit reinvestment, reduce free cash generation and heighten sensitivity to cost shocks, constraining durable earnings resilience.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Moderate leverage and sizable equity provide durable financial flexibility through construction cycles, reducing refinancing and liquidity risk. This supports sustained capital spending, dividend/buyback capacity, and resilience to demand shocks over the next several quarters.
Read all positive factors
Boise Cascade (BCC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.36B
Dividend Yield1.17%
Average Volume (3M)410.66K
Price to Earnings (P/E)38.2
Beta (1Y)0.90
Revenue Growth-3.76%
EPS Growth-63.19%
CountryUS
Employees7,670
SectorBasic Materials
Sector Strength58
IndustryConstruction Materials
Share Statistics
EPS (TTM)2.98
Shares Outstanding35,189,735
10 Day Avg. Volume484,602
30 Day Avg. Volume410,663
Financial Highlights & Ratios
PEG Ratio-0.32
Price to Book (P/B)1.31
Price to Sales (P/S)0.42
P/FCF Ratio213.11
Enterprise Value/Market Cap1.09
Enterprise Value/Revenue0.40
Enterprise Value/Gross Profit2.70
Enterprise Value/Ebitda7.70
Forecast
1Y Price Target
$90.80Price Target Upside9.34% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)3.64
Revenue Forecast (FY)$6.56B
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 lamina...
How the Company Makes Money
Boise Cascade makes money through the sale and distribution of building products, with revenue primarily generated in two segments. (1) Building Materials Distribution (BMD): This segment earns revenue by purchasing building materials from manufac...
Boise Cascade Earnings Call Summary
Earnings Call Date:May 04, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 03, 2026
Earnings Call Sentiment Negative
The call presented a mixed picture: operational resiliency, strong capital allocation (dividends and buybacks), sequential recoveries in plywood and certain engineered products, and constructive near-term guidance were positives. However, material YoY declines in net income and segment EBITDA, EWP pricing and volume pressures, margin compression, weather-related disruptions, and input/freight inflation are significant negatives. Given the magnitude of profit and margin declines alongside ongoing demand uncertainty, the negatives modestly outweigh the positives.Positive Updates
Strong capital allocation and shareholder returns
Paid $10M in dividends in Q1; Board approved $0.22 per-share quarterly dividend; repurchased ~$91M of common stock through April (including ~$66M in Q1); ~12% of shares repurchased since start of 2024; ~ $148M remaining authorization.
Negative Updates
Sharp decline in net income and consolidated sales
Consolidated Q1 sales $1.5B, down 2% YoY; net income $17.8M ($0.50/share) vs $40.3M ($1.06/share) prior year (net income decline of ~56%).
Read all updates
Q1-2026 Updates
Positive
Negative
Strong capital allocation and shareholder returns
Paid $10M in dividends in Q1; Board approved $0.22 per-share quarterly dividend; repurchased ~$91M of common stock through April (including ~$66M in Q1); ~12% of shares repurchased since start of 2024; ~ $148M remaining authorization.
Read all positive updates
Company Guidance
Management guided second-quarter EBITDA of $65–$80 million for Building Materials Distribution (BMD) and $32–$47 million for Wood Products, noting BMD’s current daily sales pace is about 15% above the Q1 pace of ~$22M/day and BMD gross margins are expected to be 14.25%–15.0%; assuming the current sales pace and midpoint margins, BMD would be in the low‑$70M EBITDA range and roughly a mid‑4% EBITDA margin. For Wood Products, management expects EWP volumes to increase mid‑single digits sequentially with EWP pricing flat to down low single digits, plywood volumes up mid‑single digits and quarter‑to‑date plywood realizations ~8% above Q1 average, and per‑unit manufacturing costs roughly comparable to Q1. They cautioned that cost inputs (resin/glue, natural gas, electricity and freight) are volatile, reiterated 2026 capex of $150–$170M (Q1 capex $40M), and highlighted continued shareholder returns (approved $0.22/share quarterly dividend, ~$91M repurchased through April and ~ $148M remaining authorization).Boise Cascade Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
76
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.37B | 6.40B | 6.72B | 6.84B | 8.39B | 7.93B |
| Gross Profit | 953.43M | 895.67M | 1.33B | 1.43B | 1.91B | 1.63B |
| EBITDA | 334.74M | 347.97M | 673.23M | 805.96M | 1.28B | 1.06B |
| Net Income | 110.33M | 132.84M | 376.35M | 483.66M | 857.66M | 712.49M |
Balance Sheet | ||||||
| Total Assets | 3.34B | 3.24B | 3.37B | 3.46B | 3.24B | 2.57B |
| Cash, Cash Equivalents and Short-Term Investments | 338.67M | 477.21M | 713.26M | 949.57M | 998.34M | 748.91M |
| Total Debt | 551.96M | 522.21M | 516.22M | 529.79M | 523.08M | 531.79M |
| Total Liabilities | 1.33B | 1.17B | 1.22B | 1.26B | 1.18B | 1.22B |
| Stockholders Equity | 2.02B | 2.07B | 2.15B | 2.20B | 2.06B | 1.35B |
Cash Flow | ||||||
| Free Cash Flow | 38.59M | 12.72M | 208.75M | 472.02M | 927.10M | 560.47M |
| Operating Cash Flow | 266.64M | 254.15M | 438.32M | 687.46M | 1.04B | 666.98M |
| Investing Cash Flow | -250.51M | -263.26M | -237.82M | -375.55M | -625.46M | -105.59M |
| Financing Cash Flow | -239.25M | -226.93M | -436.81M | -360.68M | -166.33M | -217.87M |
Boise Cascade Technical Analysis
Negative
83.04
Price Trends
74.85
Negative
78.26
Negative
77.51
Negative
Market Momentum
-3.15
Positive
37.39
Neutral
32.75
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 83.04 is above the 20-day moving average (MA) of 72.06, above the 50-day MA of 74.85, and above the 200-day MA of 77.51, indicating a bearish trend. The MACD of -3.15 indicates Positive momentum. The RSI at 37.39 is Neutral, neither overbought nor oversold. The STOCH value of 32.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BCC.
Boise Cascade Risk Analysis
Boise Cascade disclosed 29 risk factors in its most recent earnings report. Boise Cascade reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Boise Cascade Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | $32.30B | 5.87 | 25.07% | 0.51% | -1.28% | 140.98% | |
68 Neutral | $34.01B | 54.27 | 13.10% | 0.67% | 7.41% | 19.13% | |
66 Neutral | $950.67M | 9.20 | 14.23% | 5.46% | 16.65% | -3.36% | |
66 Neutral | $1.83B | 15.59 | 20.25% | 1.12% | 9.84% | -12.68% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
52 Neutral | $1.39B | 10.90 | 3.73% | ― | -5.63% | -86.58% | |
50 Neutral | $2.36B | 38.16 | 5.26% | 1.17% | -3.76% | -63.19% |
* Basic Materials Sector Average
BCC
Boise Cascade
67.16
-18.49
-21.59%
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10.76
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MLM
Martin Marietta Materials
536.48
-22.24
-3.98%
VMC
Vulcan Materials
260.65
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-2.10%
TGLS
Tecnoglass
41.16
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-50.56%
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima
10.95
-2.83
-20.54%
Boise Cascade Corporate Events
Financial DisclosuresShareholder Meetings
Boise Cascade Reports Lower First-Quarter 2026 Net Income
Negative
May 4, 2026
Boise Cascade held its annual shareholders’ meeting via webcast on April 30, 2026, where investors elected ten directors to one-year terms ending in 2027, backed an annual advisory vote on executive pay, approved the company’s executiv...
Dividends
Boise Cascade Board Declares Regular Quarterly Cash Dividend
Positive
May 1, 2026
On April 30, 2026, Boise Cascade announced that its board of directors declared a quarterly dividend of $0.22 per share for holders of its common stock. The dividend is scheduled to be paid on June 17, 2026, to stockholders of record as of June 1,...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.