BCC Stock Analysis: Boise Cascad | NYSE
Lumber & Wood Production | NYSE, USA | Market Cap: 2.617m USD | 12M Return: -1.7% | US09739D1000 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 25.6M
EPS Trend: -95.5%
Qual. Beats: 1
Rev. Trend: -92.3%
Qual. Beats: 2
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Boise Cascade Company (NYSE: BCC) is a U.S.-based manufacturer and distributor of engineered wood products, plywood, and building materials, with operations spanning the United States and Canada. The company operates through two segments: Wood Products, which manufactures laminated veneer lumber (LVL), I-joists, plywood panels, and ponderosa pine lumber; and Building Materials Distribution, which resells a broad line of products including oriented strand board (OSB), plywood, lumber, siding, composite decking, doors, millwork, insulation, and roofing to dealers, home improvement centers, wholesalers, and industrial converters. Boise Cascade is classified within the Materials sector under the Forest Products sub-industry, a category whose demand is closely tied to North American residential and light commercial construction cycles, including new home construction and repair-and-remodel activity.
The companys vertically integrated model, combining manufacturing with a national wholesale distribution network, is a distinguishing feature within the forest products industry and allows it to capture margin at multiple points in the supply chain. Founded in 2004 and headquartered in Boise, Idaho, Boise Cascade markets its products through both warehouse and direct sales channels, serving end markets that include residential construction, commercial buildings, and industrial applications such as packaging and material handling.
- Lumber and OSB prices swing on housing demand
- Wood Products margins track residential construction cycle
- Capital returns through buybacks support shareholder value
| Net Income: 105.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA 3.45 > 1.0 |
| NWC/Revenue: 17.59% < 20% (prev 19.30%; Δ -1.71% < -1%) |
| CFO/TA 0.08 > 3% & CFO 275.8m > Net Income 105.7m |
| Net Debt (320.1m) to EBITDA (282.3m): 1.13 < 3 |
| Current Ratio: 2.71 > 1.5 & < 3 |
| Outstanding Shares: last quarter (35.2m) vs 12m ago -6.79% < -2% |
| Gross Margin: 15.22% > 18% (prev 18.22%; Δ -3.00% > 0.5%) |
| Asset Turnover: 189.0% > 50% (prev 190.3%; Δ -1.33% > 0%) |
| Interest Coverage Ratio: 4.74 > 6 (EBIT TTM 116.0m / Interest Expense TTM 24.5m) |
| A: 0.34 (Total Current Assets 1.80b - Total Current Liabilities 664.3m) / Total Assets 3.39b |
| B: 0.43 (Retained Earnings 1.45b / Total Assets 3.39b) |
| C: 0.03 (EBIT TTM 116.0m / Avg Total Assets 3.42b) |
| D: 1.49 (Book Value of Equity 2.03b / Total Liabilities 1.36b) |
| Altman-Z'' = 5.39 = AAA |
| DSRI: 1.12 (Receivables 531.1m/480.7m, Revenue 6.46b/6.56b) |
| GMI: 1.20 (GM 18.22% / 15.22%) |
| AQI: 1.02 (AQ_t 0.10 / AQ_t-1 0.10) |
| SGI: 0.98 (Revenue 6.46b / 6.56b) |
| TATA: -0.05 (NI 105.7m - CFO 275.8m) / TA 3.39b) |
| Beneish M = -2.75 (Cap -4..+1) = A |
As of October 09, 2026, the stock is trading at USD 74.22 with a total of 280,725 shares traded. Over the past week, the price has changed by -0.64%, over one month by -3.43%, over three months by +4.42% and over the past year by -1.74%.
Current recommended Stop Loss: 69.90 (which is 5.8% or 1.9 ATR below the current price).
Boise Cascad has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy BCC.
- StrongBuy: 4
- Buy: 0
- Hold: 2
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 96.5 | 30% |
P/E Trailing = 25.4203
P/E Forward = 4.7326
P/S = 0.4052
P/B = 1.3394
P/EG = 2.9351
Revenue TTM = 6.46b USD
EBIT TTM = 116.0m USD
EBITDA TTM = 282.3m USD
Long Term Debt = 448.4m USD (from longTermDebt, last quarter)
Short Term Debt = 11.4m USD (from shortTermDebt, last fiscal year)
Debt = 624.9m USD (from shortLongTermDebtTotal, last quarter) + Leases 88.2m
Net Debt = 320.1m USD (calculated: Debt 624.9m - CCE 304.8m)
Enterprise Value = 2.94b USD (2.62b + Debt 624.9m - CCE 304.8m)
Interest Coverage Ratio = 4.74 (Ebit TTM 116.0m / Interest Expense TTM 24.5m)
EV/FCF = 28.43x (Enterprise Value 2.94b / FCF TTM 103.3m)
FCF Yield = 3.52% (FCF TTM 103.3m / Enterprise Value 2.94b)
FCF Margin = 1.60% (FCF TTM 103.3m / Revenue TTM 6.46b)
Net Margin = 1.64% (Net Income TTM 105.7m / Revenue TTM 6.46b)
Gross Margin = 15.22% ((Revenue TTM 6.46b - Cost of Revenue TTM 5.48b) / Revenue TTM)
Gross Margin QoQ = 17.90% (prev 16.25%)
Tobins Q-Ratio = 0.87 (Enterprise Value 2.94b / Total Assets 3.39b)
Interest Expense / Debt = 3.92% (Interest Expense 24.5m / Debt 624.9m)
Taxrate = 28.67% (42.5m / 148.2m)
NOPAT = 82.7m (EBIT 116.0m * (1 - 28.67%))
Current Ratio = 2.71 (Total Current Assets 1.80b / Total Current Liabilities 664.3m)
Debt / Equity = 0.31 (Debt 624.9m / totalStockholderEquity, last quarter 2.03b)
Debt / EBITDA = 1.13 (Net Debt 320.1m / EBITDA 282.3m)
Debt / FCF = 3.10 (Net Debt 320.1m / FCF TTM 103.3m)
Total Stockholder Equity = 2.06b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.09% (Net Income 105.7m / Total Assets 3.39b)
RoE = 5.12% (Net Income TTM 105.7m / Total Stockholder Equity 2.06b)
RoCE = 4.61% (EBIT 116.0m / Capital Employed (Equity 2.06b + L.T.Debt 448.4m))
RoIC = 3.40% (NOPAT 82.7m / Invested Capital 2.43b)
WACC = 8.31% (E(2.62b)/V(3.24b) * Re(9.63%) + D(624.9m)/V(3.24b) * Rd(3.92%) * (1-Tc(0.29)))
Discount Rate = 9.63% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -98.79 | Cagr: -5.44%
[DCF] Terminal Value 75.44% ; FCFF base≈103.3m ; Y1≈103.7m ; Y5≈109.9m
[DCF] Fair Price = 39.81 (EV 1.71b - Net Debt 320.1m = Equity 1.39b / Shares 34.9m; r=8.35% [WACC [floored]]; 5y FCF grow 0.0% → 2.50% )
EPS Correlation: -95.53 | EPS CAGR: -45.14% | SUE: 3.11 | # QB: 1
Revenue Correlation: -92.33 | Revenue CAGR: -3.08% | SUE: 2.99 | # QB: 2
EPS current Quarter (2026-09-30): EPS=1.14 | Chg30d=-8.06% | Revisions=-62% | Analysts=6
EPS current Year (2026-12-31): EPS=3.93 | Chg30d=+7.57% | Revisions=+44% | GrowthEPS=+11.3% | GrowthRev=+3.4%
EPS next Year (2027-12-31): EPS=5.29 | Chg30d=-2.10% | Revisions=-29% | GrowthEPS=+34.6% | GrowthRev=+3.9%
[Analyst] Revisions Ratio: -17% (up=6, down=9)