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Boise Cascade
(NYSE:BCC)
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Rating:70Outperform
Price Target:
$83.00
â–²(3.83% Upside)
Action:Reiterated
Date:08/04/26
The score is supported primarily by strong financial resilience (very low leverage) and improving cash generation, along with technically constructive price action above key moving averages. The rating is tempered by thin current margins versus prior-cycle levels, mixed near-term outlook from wide guidance and transition-related headwinds, and a less attractive valuation profile (P/E ~25.6 with ~1.15% yield).
Positive Factors
Very low leverage
Very low leverage gives Boise Cascade substantial financial flexibility through construction cycles. A modest debt burden reduces refinancing and interest pressure, supports continued investment in operations, and leaves the company better positioned to absorb weaker demand or pursue strategic opportunities.
Negative Factors
Compressed profitability
Thin current margins leave Boise Cascade’s earnings highly sensitive to product pricing, input costs, and volume changes. The large decline from prior-cycle profitability indicates that earnings power has not fully recovered, limiting financial cushion and making sustained profit growth harder until spreads improve.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage
Very low leverage gives Boise Cascade substantial financial flexibility through construction cycles. A modest debt burden reduces refinancing and interest pressure, supports continued investment in operations, and leaves the company better positioned to absorb weaker demand or pursue strategic opportunities.
Read all positive factors
Boise Cascade (BCC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.64B
Dividend Yield1.18%
Average Volume (3M)284.67K
Price to Earnings (P/E)25.5
Beta (1Y)0.85
Revenue Growth-1.52%
EPS Growth-56.95%
CountryUS
Employees7,740
SectorBasic Materials
Sector Strength58
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)2.97
Shares Outstanding34,891,350
10 Day Avg. Volume333,703
30 Day Avg. Volume284,665
Financial Highlights & Ratios
PEG Ratio-0.33
Price to Book (P/B)1.31
Price to Sales (P/S)0.42
P/FCF Ratio213.11
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$96.20Price Target Upside20.34% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)3.88
Revenue Forecast (FY)$6.61B
Boise Cascade Business Overview & Revenue Model
Company Description
Boise Cascade Company (BCC) is a prominent producer of timber goods and a distributor of construction supplies, operating across both the United States and Canada. Its operations are primarily structured into two distinct divisions: Wood Products ...
How the Company Makes Money
Boise Cascade makes money by selling building products through a combination of manufacturing and distribution operations. In its Wood Products segment, the company generates revenue from producing and selling engineered wood products (notably EWP...
Boise Cascade Earnings Call Summary
Earnings Call Date:Aug 03, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 02, 2026
Earnings Call Sentiment Positive
The call communicated a mixture of solid operational and financial results (consolidated sales +5%, meaningful Wood Products EBITDA improvement, plywood pricing/volume strength, strong capital returns and a strategically significant nationwide James Hardie distribution agreement) alongside meaningful near-term headwinds (BMD EBITDA/margin pressure, higher freight and selling costs, and transitional revenue/implementation risk from the supplier change). Management emphasized confidence in long-term benefits of the James Hardie partnership and the resilience of its integrated model but acknowledged multi-quarter execution risk and softer near-term end-market demand.Positive Updates
Consolidated Revenue Growth
Total consolidated sales increased 5% year-over-year to $1.8 billion in Q2 2026.
Negative Updates
BMD EBITDA and Margin Pressure
BMD reported segment EBITDA of $85.6 million in Q2 versus $91.8 million a year ago (down ~7.4% YoY). BMD gross margin fell 20 basis points YoY to 15.2% and EBITDA margin declined 70 basis points to 5.0% (prior-year results benefited from a $3.8M asset sale gain).
Read all updates
Q2-2026 Updates
Positive
Negative
Consolidated Revenue Growth
Total consolidated sales increased 5% year-over-year to $1.8 billion in Q2 2026.
Read all positive updates
Company Guidance
Boise Cascade’s Q3 guidance calls for Building Materials Distribution (BMD) EBITDA of $53–68 million with gross margins of 14.0–14.75% (daily sales pace through July was ~$26.5M/day but is expected to moderate) and notes decking — a key category representing ~9% of BMD LTM revenue — will see near‑term revenue pressure due to supplier transitions (Oct. 1 financial support from James Hardie begins); Wood Products EBITDA is guided to $22–57 million with EWP volumes expected to decline mid‑single digits sequentially, an announced EWP price increase targeting ~3% when fully implemented (phased into Q3–Q1), an EWP order file ~3x year‑ago levels, plywood volumes expected to decline low‑single digits sequentially while quarter‑to‑date plywood realizations are ~5% above Q2 averages and per‑unit manufacturing costs are expected to be comparable to Q2; guidance explicitly reflects inventory wind‑down, transition costs and moderating end markets.Boise Cascade Financial Statement Overview
Summary
Income Statement
57
Neutral
Balance Sheet
86
Very Positive
Cash Flow
71
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.46B | 6.40B | 6.72B | 6.84B | 8.39B | 7.93B |
| Gross Profit | 982.65M | 895.67M | 1.33B | 1.43B | 1.91B | 1.63B |
| EBITDA | 296.26M | 347.97M | 673.23M | 805.96M | 1.28B | 1.06B |
| Net Income | 105.69M | 132.84M | 376.35M | 483.66M | 857.66M | 712.49M |
Balance Sheet | ||||||
| Total Assets | 3.39B | 3.24B | 3.37B | 3.46B | 3.24B | 2.57B |
| Cash, Cash Equivalents and Short-Term Investments | 304.82M | 477.21M | 713.26M | 949.57M | 998.34M | 748.91M |
| Total Debt | 536.64M | 522.21M | 516.22M | 529.79M | 523.08M | 531.79M |
| Total Liabilities | 1.36B | 1.17B | 1.22B | 1.26B | 1.18B | 1.22B |
| Stockholders Equity | 2.03B | 2.07B | 2.15B | 2.20B | 2.06B | 1.35B |
Cash Flow | ||||||
| Free Cash Flow | 103.31M | 12.72M | 208.75M | 472.02M | 927.10M | 560.47M |
| Operating Cash Flow | 275.80M | 254.15M | 438.32M | 687.46M | 1.04B | 666.98M |
| Investing Cash Flow | -204.15M | -263.26M | -237.82M | -375.55M | -625.46M | -105.59M |
| Financing Cash Flow | -247.84M | -226.93M | -436.81M | -360.68M | -166.33M | -217.87M |
Boise Cascade Technical Analysis
Negative
79.94
Price Trends
78.89
Negative
75.27
Positive
76.84
Negative
Market Momentum
-1.22
Positive
42.65
Neutral
28.63
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 79.94 is above the 20-day moving average (MA) of 77.45, above the 50-day MA of 78.89, and above the 200-day MA of 76.84, indicating a bearish trend. The MACD of -1.22 indicates Positive momentum. The RSI at 42.65 is Neutral, neither overbought nor oversold. The STOCH value of 28.63 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 |
|---|---|---|---|---|---|---|---|
77 Outperform | $1.14B | 16.71 | 16.38% | 4.91% | 20.05% | 7.67% | |
70 Outperform | $2.64B | 25.48 | 5.12% | 1.18% | -1.52% | -56.95% | |
70 Outperform | $34.85B | 12.03 | 23.11% | 0.68% | 0.06% | 125.23% | |
70 Outperform | $31.21B | 28.33 | 13.11% | 0.85% | 6.86% | 18.35% | |
62 Neutral | $1.59B | 12.60 | 17.29% | 1.67% | 9.87% | -26.90% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
56 Neutral | $1.18B | 38.29 | 4.06% | 17.75% | -5.25% | -50.76% |
* Basic Materials Sector Average
BCC
Boise Cascade
75.69
-2.83
-3.60%
CPAC
Cementos Pacasmayo SAA
12.39
5.88
90.32%
MLM
Martin Marietta Materials
490.64
-125.72
-20.40%
VMC
Vulcan Materials
240.83
-55.84
-18.82%
TGLS
Tecnoglass
35.77
-32.98
-47.97%
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima
9.51
1.38
16.97%
Boise Cascade Corporate Events
Business Operations and StrategyFinancial Disclosures
Boise Cascade Secures Exclusive Distribution Deal With James Hardie
Positive
Aug 3, 2026
On August 3, 2026, Boise Cascade disclosed that its distribution subsidiary entered a 10-year agreement effective July 31, 2026, to become the exclusive full-line national distributor of James Hardie’s complete portfolio of exterior building...
Dividends
Boise Cascade Announces 5% Increase in Quarterly Dividend
Positive
Jul 30, 2026
On July 30, 2026, Boise Cascade announced that its board of directors approved a 5% increase in the quarterly dividend, raising it to $0.23 per share for holders of its common stock. The dividend is scheduled to be paid on September 16, 2026, to s...
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.