Boise Cascade (BCC) AI Stock Analysis

• Market Cap: $2.89B
• Dividend Yield: 1.17%
• Average Volume (3M): 392.36K
• Price to Earnings (P/E): 16.4
• 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: 246,718
• 30 Day Avg. Volume: 392,356
• 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: 1.01
• Enterprise Value/Revenue: 0.45
• Enterprise Value/Gross Profit: 2.70
• Enterprise Value/Ebitda: 6.66
• 1Y Price Target: $90.00
• Price Target Upside: 15.34% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 64 Neutral
• Price Target: $77.00 ▼(-1.32% Downside)

Boise Cascade's overall stock score reflects a challenging financial environment with declining revenue and profitability, despite a strong balance sheet. Technical indicators suggest a bearish trend, while valuation metrics indicate reasonable pricing. The earnings call revealed strategic initiatives but highlighted significant financial declines.

Positive Factors

Strong Balance Sheet

A strong balance sheet with low leverage provides Boise Cascade with financial stability and flexibility to navigate challenging market conditions.

Strategic Acquisitions

The acquisition of Holden Humphrey aligns with Boise Cascade's growth strategy, enhancing its footprint and product line in the northeast, supporting long-term growth.

Leadership Transition

The planned CEO transition reflects strong succession planning, ensuring leadership continuity and strategic focus, which is crucial for long-term operational stability.

Negative Factors

Declining Profitability

The decline in profitability indicates challenges in maintaining margins, which could impact long-term financial health if not addressed effectively.

Cash Flow Challenges

Significant decline in cash flow growth suggests potential liquidity issues, which could constrain future investments and operational flexibility.

Wood Products Segment Decline

The decline in the Wood Products segment reflects market challenges and pricing pressures, which may affect Boise Cascade's revenue base and growth prospects.

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 and building materials. The Wood Products segment contributes significantly by manufacturing and selling engineered wood products, such as plywood and laminated veneer lumber, which are essential for construction projects. The Building Materials Distribution segment further enhances revenue through the distribution of a diverse array of building materials, including roofing, insulation, and siding, to contractors and retailers. Key revenue streams include direct sales to contractors and homebuilders, as well as partnerships with retail home improvement stores. Additionally, fluctuations in housing starts and construction activity, along with trends in the residential and commercial building sectors, significantly influence the company's earnings.

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: Positive
• Last Price: 78.03
• 50DMA: Positive
• 100DMA: Positive
• 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 Positive. The current price of 78.03 is above the 20-day moving average (MA) of 75.35, above the 50-day MA of 72.83, and below the 200-day MA of 82.83, indicating a neutral trend. The MACD of 0.59 indicates Negative momentum. The RSI at 58.77 is Neutral, neither overbought nor oversold. The STOCH value of 57.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BCC.

Boise Cascade Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VMC	77 Outperform	$39.52B	37.04	13.56%	0.67%	6.54%	32.48%
CPAC	74 Outperform	$936.09M	14.54	16.04%	5.46%	9.24%	24.01%
TGLS	74 Outperform	$2.39B	13.98	26.21%	1.12%	15.70%	19.92%
MLM	73 Outperform	$38.48B	35.12	11.63%	0.51%	1.99%	-41.08%
BCC	64 Neutral	$2.89B	16.43	9.05%	1.17%	-4.25%	-50.60%
LOMA	63 Neutral	$1.52B	39.23	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 Announces CEO Retirement and Successor

Boise Cascade announced the retirement of its CEO, Nate Jorgensen, effective March 2, 2026, with Jeff Strom set to succeed him as CEO on March 3, 2026. The transition is part of the company’s long-term succession planning, aiming to maintain stability and momentum in its operations, with Strom bringing over 34 years of industry experience to the role.

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 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.