Boise Cascade 향후 성장
Future 기준 점검 3/6
Boise Cascade은 연간 수입과 매출이 각각 26.9%와 3.4% 증가할 것으로 예상되고 EPS는 연간 32.4%만큼 증가할 것으로 예상됩니다.
핵심 정보
26.9%
이익 성장률
32.36%
EPS 성장률
| Trade Distributors 이익 성장 | 14.4% |
| 매출 성장률 | 3.4% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...Recent updates
Seeking Alpha • 23h
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
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • Oct 10
Is Boise Cascade (NYSE:BCC) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Sep 25
Boise Cascade Company's (NYSE:BCC) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 12.1x Boise Cascade Company ( NYSE:BCC ) may be sending bullish signals at...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,861 | 235 | N/A | N/A | 2 |
| 12/31/2027 | 6,857 | 175 | 127 | 313 | 7 |
| 12/31/2026 | 6,562 | 127 | 128 | 299 | 7 |
| 3/31/2026 | 6,367 | 110 | 39 | 267 | N/A |
| 12/31/2025 | 6,405 | 133 | 13 | 254 | N/A |
| 9/30/2025 | 6,512 | 193 | -64 | 218 | N/A |
| 6/30/2025 | 6,558 | 262 | -14 | 274 | N/A |
| 3/31/2025 | 6,615 | 313 | 134 | 382 | N/A |
| 12/31/2024 | 6,724 | 376 | 209 | 438 | N/A |
| 9/30/2024 | 6,801 | 405 | 258 | 510 | N/A |
| 6/30/2024 | 6,922 | 457 | 345 | 566 | N/A |
| 3/31/2024 | 6,939 | 491 | 447 | 667 | N/A |
| 12/31/2023 | 6,838 | 484 | 472 | 687 | N/A |
| 9/30/2023 | 6,822 | 503 | 597 | 748 | N/A |
| 6/30/2023 | 7,143 | 580 | 754 | 895 | N/A |
| 3/31/2023 | 7,605 | 652 | 764 | 890 | N/A |
| 12/31/2022 | 8,387 | 858 | 927 | 1,041 | N/A |
| 9/30/2022 | 8,541 | 909 | 837 | 954 | N/A |
| 6/30/2022 | 8,266 | 781 | 696 | 812 | N/A |
| 3/31/2022 | 8,431 | 866 | 683 | 794 | N/A |
| 12/31/2021 | 7,926 | 712 | 560 | 667 | N/A |
| 9/30/2021 | 7,616 | 569 | 444 | 528 | N/A |
| 6/30/2021 | 7,326 | 581 | 385 | 467 | N/A |
| 3/31/2021 | 6,126 | 312 | 335 | 409 | N/A |
| 12/31/2020 | 5,475 | 175 | 215 | 295 | N/A |
| 9/30/2020 | 5,104 | 164 | 268 | 345 | N/A |
| 6/30/2020 | 4,785 | 88 | 218 | 297 | N/A |
| 3/31/2020 | 4,772 | 82 | 153 | 240 | N/A |
| 12/31/2019 | 4,643 | 81 | N/A | 246 | N/A |
| 9/30/2019 | 4,607 | -6 | N/A | 239 | N/A |
| 6/30/2019 | 4,676 | -19 | N/A | 142 | N/A |
| 3/31/2019 | 4,855 | -5 | N/A | 148 | N/A |
| 12/31/2018 | 4,995 | 20 | N/A | 164 | N/A |
| 9/30/2018 | 5,021 | 112 | N/A | 154 | N/A |
| 6/30/2018 | 4,910 | 130 | N/A | 208 | N/A |
| 3/31/2018 | 4,640 | 110 | N/A | 171 | N/A |
| 12/31/2017 | 4,432 | 83 | N/A | 152 | N/A |
| 9/30/2017 | 4,260 | 68 | N/A | 156 | N/A |
| 6/30/2017 | 4,100 | 46 | N/A | 137 | N/A |
| 3/31/2017 | 4,005 | 43 | N/A | 110 | N/A |
| 12/31/2016 | 3,911 | 38 | N/A | 152 | N/A |
| 9/30/2016 | 3,868 | 36 | N/A | 116 | N/A |
| 6/30/2016 | 3,793 | 49 | N/A | 107 | N/A |
| 3/31/2016 | 3,704 | 50 | N/A | 97 | N/A |
| 12/31/2015 | 3,633 | 52 | N/A | 80 | N/A |
| 9/30/2015 | 3,619 | 66 | N/A | 92 | N/A |
| 6/30/2015 | 3,611 | 76 | N/A | 92 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BCC 의 연간 예상 수익 증가율(26.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: BCC 의 연간 수익(26.9%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: BCC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: BCC 의 수익(연간 3.4%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: BCC 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BCC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 09:56 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Boise Cascade Company는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Reuben Garner | Benchmark Company |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |