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Production Modernization And National Expansion Will Unlock New Markets

Published
30 Aug 24
Updated
20 Sep 25
AnalystConsensusTarget's Fair Value
US$99.83
22.2% undervalued intrinsic discount
20 Sep
US$77.63
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1Y
-44.1%
7D
0.6%

Author's Valuation

US$99.8322.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Sep 25
Fair value Decreased 3.70%

Boise Cascade's consensus price target was lowered from $103.67 to $99.83 due to negative Q3 EBITDA pre-announcement, weaker-than-expected engineered wood product volumes and pricing, and reduced demand from homebuilders moderating single-family starts. Analyst Commentary Negative Q3 EBITDA pre-announcement attributed to softer Wood Products performance.

Shared on05 Sep 25

With no significant changes in key valuation metrics such as the discount rate (8.27%) or future P/E (15.65x), Boise Cascade's consensus analyst price target remains stable at $103.67. What's in the News Completed repurchase of 4,046,136 shares (10.42% of share count) for $336.25 million under the buyback program.

Shared on07 May 25
Fair value Decreased 12%

Shared on30 Apr 25
Fair value Increased 2.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.56%

AnalystConsensusTarget has decreased revenue growth from 2.7% to 2.2%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 13%

AnalystConsensusTarget has decreased profit margin from 6.1% to 5.3%.