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Boise Cascade
(NYSE:BCC)
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Rating:70Outperform
Price Target:
$91.00
▲(16.91% 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 and strong balance sheet
Extremely low debt-to-equity (~0.04) gives Boise Cascade durable financial flexibility to fund working-capital swings, invest in distribution rollout, sustain buybacks/dividends, and withstand cyclical construction downturns without near-term refinancing pressure.
Negative Factors
Compressed margins and weak net profitability
Sustained lower gross and net margins reduce earnings resilience and long-term ROE versus prior cycles. With modest margin buffers, the business is more exposed to input cost swings, freight increases, and volume softness, limiting reinvestment and return potential.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage and strong balance sheet
Extremely low debt-to-equity (~0.04) gives Boise Cascade durable financial flexibility to fund working-capital swings, invest in distribution rollout, sustain buybacks/dividends, and withstand cyclical construction downturns without near-term refinancing pressure.
Read all positive factors
Boise Cascade (BCC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.69B
Dividend Yield1.15%
Average Volume (3M)442.46K
Price to Earnings (P/E)25.6
Beta (1Y)0.89
Revenue Growth-3.76%
EPS Growth-63.19%
CountryUS
Employees7,660
SectorBasic Materials
Sector Strength58
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)2.97
Shares Outstanding35,189,735
10 Day Avg. Volume480,891
30 Day Avg. Volume442,459
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 Upside23.59% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)3.78
Revenue Forecast (FY)$6.58B
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 | 47.50M | 12.72M | 208.75M | 472.02M | 927.10M | 560.47M |
| Operating Cash Flow | 259.81M | 254.15M | 438.32M | 687.46M | 1.04B | 666.98M |
| Investing Cash Flow | -243.63M | -263.26M | -237.82M | -375.55M | -625.46M | -105.59M |
| Financing Cash Flow | -330.94M | -226.93M | -436.81M | -360.68M | -166.33M | -217.87M |
Boise Cascade Technical Analysis
Positive
77.84
Price Trends
74.11
Positive
74.39
Positive
75.53
Positive
Market Momentum
1.92
Negative
66.05
Neutral
72.79
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 77.84 is above the 20-day moving average (MA) of 77.08, above the 50-day MA of 74.11, and above the 200-day MA of 75.53, indicating a bullish trend. The MACD of 1.92 indicates Negative momentum. The RSI at 66.05 is Neutral, neither overbought nor oversold. The STOCH value of 72.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 | $2.02B | 13.45 | 20.25% | 1.12% | 9.84% | -12.68% | |
71 Outperform | $31.54B | 12.88 | 23.11% | 0.59% | 0.06% | 125.23% | |
70 Outperform | $2.69B | 25.63 | 5.26% | 1.13% | -3.76% | -63.19% | |
70 Outperform | $1.09B | 15.98 | 16.38% | 5.09% | 20.05% | 7.67% | |
70 Outperform | $34.80B | 31.60 | 13.11% | 0.72% | 6.86% | 18.35% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
52 Neutral | $1.42B | 53.91 | 3.73% | ― | -8.04% | -72.35% |
* Basic Materials Sector Average
BCC
Boise Cascade
86.49
4.50
5.49%
CPAC
Cementos Pacasmayo SAA
11.88
6.08
104.83%
MLM
Martin Marietta Materials
555.82
-39.04
-6.56%
VMC
Vulcan Materials
285.10
5.54
1.98%
TGLS
Tecnoglass
46.26
-31.15
-40.24%
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima
11.03
-1.45
-11.62%
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...
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...
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.