Boise Cascade（BCC）株式概要
ボイジー・カスケード社は、米国とカナダで人工木材製品と合板の製造・販売、建築資材の卸売りを行っている。 詳細
BCC Community Fair Values
Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Boise Cascade Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$75.93 |
| 52週高値 | US$95.00 |
| 52週安値 | US$65.00 |
| ベータ | 1.05 |
| 1ヶ月の変化 | 11.53% |
| 3ヶ月変化 | 2.96% |
| 1年変化 | -18.49% |
| 3年間の変化 | -15.88% |
| 5年間の変化 | 29.53% |
| IPOからの変化 | 190.36% |
最新ニュース
ナラティブの更新 • Jun 15
BCC: Future Returns Will Rely On Margin Resilience And Share Repurchases
Analysts have nudged their price targets for Boise Cascade $3 lower while keeping fair value around $92. They point to modest adjustments in the discount rate and long run P/E assumptions as they refine their outlook on the stock.ナラティブの更新 • Jun 01
BCC: Future Returns Will Depend On Margin Resilience And Ongoing Share Repurchases
Narrative Update: Boise Cascade Analyst Price Target Shift The updated analyst work on Boise Cascade keeps fair value around $92.00, with a slight trim to Street price targets of about $3. Analysts broadly link this to modestly softer profit margin assumptions and a somewhat higher expected P/E multiple.Seeking Alpha • May 20
Boise Cascade: Looks Undervalued, But Near-Term Uncertainty May Persist
Summary Boise Cascade Company (BCC) offers a robust forward growth profile but faces technical and sentiment-driven headwinds, warranting a Hold rating. BCC trades at just over 7x FY28E EPS, well below sector median multiples, yet future growth may already be priced in. Dividend discount model yields a fair value of $62.46 per share versus current trading above $67, highlighting limited upside. Uncertainties in end-market demand, macro risks, and a modest dividend growth rate temper enthusiasm despite operational improvements. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 15
BCC: Future Returns Will Rely On Margin Resilience And Share Repurchases
Analysts have nudged their price targets for Boise Cascade $3 lower while keeping fair value around $92. They point to modest adjustments in the discount rate and long run P/E assumptions as they refine their outlook on the stock.ナラティブの更新 • Jun 01
BCC: Future Returns Will Depend On Margin Resilience And Ongoing Share Repurchases
Narrative Update: Boise Cascade Analyst Price Target Shift The updated analyst work on Boise Cascade keeps fair value around $92.00, with a slight trim to Street price targets of about $3. Analysts broadly link this to modestly softer profit margin assumptions and a somewhat higher expected P/E multiple.Seeking Alpha • May 20
Boise Cascade: Looks Undervalued, But Near-Term Uncertainty May Persist
Summary Boise Cascade Company (BCC) offers a robust forward growth profile but faces technical and sentiment-driven headwinds, warranting a Hold rating. BCC trades at just over 7x FY28E EPS, well below sector median multiples, yet future growth may already be priced in. Dividend discount model yields a fair value of $62.46 per share versus current trading above $67, highlighting limited upside. Uncertainties in end-market demand, macro risks, and a modest dividend growth rate temper enthusiasm despite operational improvements. Read the full article on Seeking Alphaナラティブの更新 • May 11
BCC: Future Returns Will Rely On Stabilizing Pricing And Share Repurchases
Analysts have nudged their average price target for Boise Cascade slightly lower to about $92 from roughly $93.67, citing updated assumptions around discount rates, revenue growth, margins, and future P/E. These changes reflect a more balanced view of the stock's risk and reward profile.分析記事 • May 07
Earnings Beat: Boise Cascade Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Boise Cascade Company ( NYSE:BCC ) defied analyst predictions to release its quarterly results, which were ahead of...ナラティブの更新 • Apr 22
BCC: Future Returns Will Rely On Stabilizing Pricing And Balanced Capital Allocation
Analysts have trimmed the Boise Cascade price target by about $2 to $94. This reflects updated assumptions for slightly softer revenue growth and margins, a modestly higher discount rate, and a somewhat higher future P/E.ナラティブの更新 • Apr 08
BCC: Future Returns Will Rely On Stabilizing Pricing And Capital Discipline
Narrative Update on Boise Cascade Analysts have nudged their average price target for Boise Cascade to roughly $96, supported by recent target revisions to $103 and $94 that point to confidence in stabilizing pricing, company specific initiatives in BMD and EWP, and disciplined capital allocation despite limited visibility on a housing recovery. Analyst Commentary Recent research updates cluster around a view that Boise Cascade is executing on internal projects and capital discipline while operating against a cautious housing backdrop.ナラティブの更新 • Mar 25
BCC: Future Returns Will Rely On Stabilizing Pricing And Housing Recovery
Analysts have nudged their price targets on Boise Cascade higher into a range of about $81 to $103, citing stabilizing pricing, company specific initiatives heading into 2026, and expectations for more balanced execution despite a weak housing backdrop. Analyst Commentary Recent research on Boise Cascade highlights a mix of optimism and caution, with price targets clustered in a range of about $81 to $103 and ratings spanning Buy, Neutral, and Underperform.ナラティブの更新 • Mar 10
BCC: Future Returns Will Rely On Stabilizing Wood Pricing And Housing Recovery
Narrative Update Analysts have lifted the fair value estimate for Boise Cascade from $91.33 to $96.50. This change reflects higher Street price targets tied to stabilizing pricing trends, company initiatives heading into 2026, and recent Q4 results with a positive Q1 guide.ナラティブの更新 • Feb 24
BCC: Future Returns Will Balance Softer Wood Pricing And Packaging Demand Resilience
Analysts have adjusted their price targets for Boise Cascade in a tight range, with one firm moving to $92 and another to $81. These changes reflect different views on factors such as early 2026 packaging demand, beverage can growth, and the outlook for wood pricing and homebuilding activity.ナラティブの更新 • Feb 09
BCC: Future Returns Will Balance Softer Wood Markets And Packaging Demand Resilience
Narrative Update The consolidated analyst price target for Boise Cascade has seen a mixed reset, with a Truist move to US$92 and a BofA cut to US$81, as analysts weigh expectations for softer wood pricing and homebuilding activity against firmer views on packaging volumes, beverage can growth, and disciplined containerboard supply management into 2026. Analyst Commentary Recent research shows a split view on Boise Cascade, with higher and lower price targets reflecting different expectations for earnings power into 2026 and how the company might handle softer end markets.ナラティブの更新 • Jan 26
BCC: Future Returns Will Weigh Mid Cycle EBITDA Strength Against Wood And Packaging Uncertainty
Analysts have nudged their blended price target for Boise Cascade higher to about US$91 from roughly US$90, reflecting updated views on wood pricing, homebuilding trends, and packaging demand that span both more cautious and more constructive research calls. Analyst Commentary Recent research on Boise Cascade reflects a mix of optimism and caution, with valuation views spanning from more constructive long term arguments to concerns about earnings pressure through 2026.ナラティブの更新 • Jan 11
BCC: Future Returns Will Balance Mid Cycle EBITDA Power And Wood Pricing Risks
Analysts now see fair value for Boise Cascade at about $90.50 per share, a small rise supported by a mix of higher Street targets such as Truist at $92, a lower view from BofA at $81, and BMO's more constructive stance with a $100 target tied to the company's balance sheet and mid cycle valuation. Analyst Commentary Street research on Boise Cascade is split, with some bullish analysts highlighting valuation support and balance sheet strength, while more cautious voices focus on earnings pressure tied to wood pricing and construction activity into 2026.ナラティブの更新 • Dec 23
BCC: Future Returns Will Be Driven By Mid Cycle EBITDA Upside Potential
Analysts have nudged their price target on Boise Cascade slightly higher to $100, citing a very attractive entry point at just 4.0 times estimated mid cycle EBITDA, a robust balance sheet, and encouraging stabilization in wood prices. Analyst Commentary Bullish analysts highlight that the stock’s valuation at roughly 4.0 times estimated mid cycle EBITDA materially discounts Boise Cascade’s normalized earnings power, creating a potentially appealing setup for multiple expansion as conditions improve.ナラティブの更新 • Dec 09
BCC: Future Returns Will Be Driven By Attractive Mid Cycle EBITDA Entry Point
Analysts have modestly lowered their average price target on Boise Cascade by $5 to $100, citing softer engineered wood product volumes and reduced Q3 EBITDA guidance, partially offset by the company’s robust balance sheet, attractive valuation at roughly 4 times estimated mid cycle EBITDA, and signs of stabilization in wood prices. Analyst Commentary Recent Street commentary on Boise Cascade reflects a more nuanced stance, with both constructive and cautious elements emerging as analysts reassess the company’s near term earnings power against a still supportive longer term setup.ナラティブの更新 • Nov 25
BCC: Future Returns Will Benefit From Attractive Entry Point And Strong Balance Sheet
Analysts have slightly reduced their fair value estimate for Boise Cascade to approximately $90.33 per share. They cite moderated revenue growth expectations and lowered price targets, although they note stabilization in wood prices and the company’s robust balance sheet as supporting factors.ナラティブの更新 • Nov 07
BCC: Future Performance Will Benefit From Robust Balance Sheet And Stabilizing Wood Prices
Analysts have modestly lowered their fair value estimate for Boise Cascade to $91.17 from $94.00. This reflects recent price target reductions, driven by softer wood product volumes and revised profit margin expectations.分析記事 • Nov 06
Boise Cascade Company Just Missed Earnings - But Analysts Have Updated Their Models
Boise Cascade Company ( NYSE:BCC ) last week reported its latest third-quarter results, which makes it a good time for...ナラティブの更新 • Oct 24
Operational Shifts And Market Expansion Will Shape Performance Amid Volume Headwinds
Boise Cascade's analyst price target has been revised downward by $2.33 to $94.00. Analysts cite weaker engineered wood product volumes and reduced earnings guidance as primary factors in their updated outlook.ナラティブの更新 • Oct 09
Production Modernization And National Expansion Will Unlock New Markets
Analysts have lowered their average price target for Boise Cascade by approximately $3 to $96, citing the company's reduced earnings outlook and weaker Wood Products performance as key reasons for the adjustment. Analyst Commentary Industry analysts have provided updated commentary following Boise Cascade's recent earnings outlook and performance in its Wood Products division.ナラティブの更新 • Sep 20
Production Modernization And National Expansion Will Unlock New Markets
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.分析記事 • Sep 09
Is Now An Opportune Moment To Examine Boise Cascade Company (NYSE:BCC)?
While Boise Cascade Company ( NYSE:BCC ) might not have the largest market cap around , it saw a decent share price...ナラティブの更新 • Sep 05
Production Modernization And National Expansion Will Unlock New Markets
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.分析記事 • Jul 29
Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jul 16
The Market Doesn't Like What It Sees From Boise Cascade Company's (NYSE:BCC) Earnings Yet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • May 20
Is There An Opportunity With Boise Cascade Company's (NYSE:BCC) 44% Undervaluation?
Key Insights The projected fair value for Boise Cascade is US$162 based on 2 Stage Free Cash Flow to Equity Boise...Seeking Alpha • Apr 27
Boise Cascade: Priced For A Recession, But Built To Survive It
Summary Boise Cascade, a leading wood products' manufacturer, is rated a Buy due to its strong balance sheet and long-term housing market tailwinds, despite short-term cyclical challenges. The company benefits from vertical integration, sourcing raw timber cost-effectively, and distributing finished lumber products to major retailers and builders. BCC's financial health is robust, with a low debt/equity ratio and significant cash reserves, positioning it well to weather economic downturns. The stock is currently priced for a pessimistic scenario, but long-term growth in the EWP market and housing demand make it a valuable investment. Read the full article on Seeking Alpha分析記事 • Apr 19
What Does Boise Cascade Company's (NYSE:BCC) Share Price Indicate?
Boise Cascade Company ( NYSE:BCC ), is not the largest company out there, but it saw significant share price movement...分析記事 • Apr 04
There's No Escaping Boise Cascade Company's (NYSE:BCC) Muted Earnings
Boise Cascade Company's ( NYSE:BCC ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a buy right now...分析記事 • Mar 08
Here's Why Boise Cascade (NYSE:BCC) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 13
Boise Cascade's (NYSE:BCC) Dividend Will Be $0.21
Boise Cascade Company ( NYSE:BCC ) will pay a dividend of $0.21 on the 19th of March. Based on this payment, the...分析記事 • Feb 03
Boise Cascade (NYSE:BCC) Is Experiencing Growth In Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Seeking Alpha • Feb 01
Boise Cascade Company: Pain To Continue Further, Still Not A Buy
Summary Boise Cascade Company faces continued topline decline due to a soft demand environment and lower construction activity in the housing market. Weak pricing and volume pressure, particularly in the Wood Products segment, are expected to negatively impact margins and overall sales in FY24 and beyond. Despite favorable long-term prospects and discounted valuation, near-term challenges lead to a HOLD rating. Read the full article on Seeking Alpha分析記事 • Dec 29
Why Investors Shouldn't Be Surprised By Boise Cascade Company's (NYSE:BCC) Low P/E
With a price-to-earnings (or "P/E") ratio of 11.4x Boise Cascade Company ( NYSE:BCC ) may be sending bullish signals at...分析記事 • Nov 20
Estimating The Intrinsic Value Of Boise Cascade Company (NYSE:BCC)
Key Insights Boise Cascade's estimated fair value is US$155 based on 2 Stage Free Cash Flow to Equity Boise Cascade's...Seeking Alpha • Nov 19
Boise Cascade Company Remains Resilient Despite Challenges
Summary Despite short-term demand constraints, Boise Cascade Company's share repurchase program and dividend payments reflect confidence in its finances, supporting a "hold" rating for the medium-to-long term. The housing market shows mixed signals, with single-family housing starts increasing but multi-family starts declining, impacting BCC's engineered wood product sales. With sufficient liquidity and a lower debt-to-equity ratio, BCC aims to meet shareholder returns through share repurchases and dividends. Read the full article on Seeking Alpha分析記事 • Nov 06
Boise Cascade Company (NYSE:BCC) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Investors in Boise Cascade Company ( NYSE:BCC ) had a good week, as its shares rose 5.2% to close at US$138 following...分析記事 • Nov 05
Should You Investigate Boise Cascade Company (NYSE:BCC) At US$134?
Boise Cascade Company ( NYSE:BCC ), is not the largest company out there, but it saw a double-digit share price rise of...株主還元
| BCC | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | -6.3% | -2.3% | 1.6% |
| 1Y | -18.5% | 15.7% | 18.6% |
業界別リターン: BCC過去 1 年間で15.7 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: BCCは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| BCC volatility | |
|---|---|
| BCC Average Weekly Movement | 5.9% |
| Trade Distributors Industry Average Movement | 7.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BCC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BCCの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 7,660 | Jeff Strom | www.bc.com |
ボイジー・カスケード社は、米国とカナダで人工木材製品と合板の製造・販売、建材の卸売販売を行っている。木材製品部門と建材流通部門の2つの部門で事業を展開している。木材製品部門は、ヘッダーや梁に使用される化粧単板製材や梁、住宅用および商業用の床材や屋根材、その他の構造用途に使用されるI ジョイスト、構造用、外観用、工業用合板パネル、ポンデローサ・パイン製材や外観用ボードを製造している。建材流通部門は、配向性ストランドボード、合板、製材などの建材、サイディング、複合デッキ材、ドア、造作材、金属製品、断熱材、屋根材などの一般製品、人工木材製品を流通させている。同社はディーラー、ホームセンター、卸売業者、専門ディストリビューター、産業用コンバーター向けに製品を販売し、倉庫や直接販売を通じて、新築住宅の建設、既存住宅の補修・リフォーム、軽工業・商業ビルの建設、その他の産業用途に使用されている。同社は2004年に法人化され、アイダホ州ボイジーに本社を置いている。
Boise Cascade Company 基礎のまとめ
| BCC 基礎統計学 | |
|---|---|
| 時価総額 | US$2.67b |
| 収益（TTM） | US$110.33m |
| 売上高(TTM) | US$6.37b |
24.2x
PER（株価収益率0.4x
P/SレシオBCC は割高か？
公正価値と評価分析を参照収益と収入
| BCC 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.37b |
| 売上原価 | US$5.33b |
| 売上総利益 | US$1.04b |
| その他の費用 | US$926.80m |
| 収益 | US$110.33m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.14 |
| グロス・マージン | 16.29% |
| 純利益率 | 1.73% |
| 有利子負債／自己資本比率 | 22.2% |
BCC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.2%
現在の配当利回り29%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 21:19 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Boise Cascade Company 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Reuben Garner | Benchmark Company |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |