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BCC

Boise Cascade NYSE:BCC Stock Report

Last Price

US$69.16

Market Cap

US$2.7b

7D

-2.2%

1Y

29.5%

Updated

07 Aug, 2022

Data

Company Financials +
BCC fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends4/6

BCC Stock Overview

Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada.

Boise Cascade Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Boise Cascade
Historical stock prices
Current Share PriceUS$69.16
52 Week HighUS$85.17
52 Week LowUS$51.30
Beta1.61
1 Month Change13.30%
3 Month Change-15.31%
1 Year Change29.54%
3 Year Change132.47%
5 Year Change133.65%
Change since IPO164.47%

Recent News & Updates

Aug 03
When Should You Buy Boise Cascade Company (NYSE:BCC)?

When Should You Buy Boise Cascade Company (NYSE:BCC)?

While Boise Cascade Company ( NYSE:BCC ) might not be the most widely known stock at the moment, it led the NYSE...

Jul 29

Boise Cascade Q2 2022 Earnings Preview

Boise Cascade (NYSE:BCC) is scheduled to announce Q2 earnings results on Monday, August 1st, after market close. EPS Estimate is $4.71 (-38.2% Y/Y) and the consensus Revenue Estimate is $2.16B (-11.5% Y/Y). has beaten EPS estimates 100% of the time and has beaten revenue estimates 75% of the time. upward revisions and 0 downward. Revenue estimates have seen 3 upward revisions and 2 downward.

Jul 08
A Look At The Intrinsic Value Of Boise Cascade Company (NYSE:BCC)

A Look At The Intrinsic Value Of Boise Cascade Company (NYSE:BCC)

How far off is Boise Cascade Company ( NYSE:BCC ) from its intrinsic value? Using the most recent financial data, we'll...

Shareholder Returns

BCCUS Trade DistributorsUS Market
7D-2.2%0.7%1.0%
1Y29.5%1.9%-12.9%

Return vs Industry: BCC exceeded the US Trade Distributors industry which returned 1.9% over the past year.

Return vs Market: BCC exceeded the US Market which returned -12.9% over the past year.

Price Volatility

Is BCC's price volatile compared to industry and market?
BCC volatility
BCC Average Weekly Movement7.6%
Trade Distributors Industry Average Movement6.8%
Market Average Movement7.9%
10% most volatile stocks in US Market17.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: BCC is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 8% a week.

Volatility Over Time: BCC's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20046,210Nate Jorgensenhttps://www.bc.com

Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and laminated beams used in headers and beams; I-joists for residential and commercial flooring and roofing systems, and other structural applications; structural, appearance, and industrial plywood panels; and ponderosa pine lumber products.

Boise Cascade Fundamentals Summary

How do Boise Cascade's earnings and revenue compare to its market cap?
BCC fundamental statistics
Market CapUS$2.73b
Earnings (TTM)US$781.49m
Revenue (TTM)US$8.27b

3.5x

P/E Ratio

0.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
BCC income statement (TTM)
RevenueUS$8.27b
Cost of RevenueUS$6.51b
Gross ProfitUS$1.75b
Other ExpensesUS$971.54m
EarningsUS$781.49m

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)19.81
Gross Margin21.21%
Net Profit Margin9.45%
Debt/Equity Ratio25.2%

How did BCC perform over the long term?

See historical performance and comparison

Dividends

8.6%

Current Dividend Yield

2%

Payout Ratio

Does BCC pay a reliable dividends?

See BCC dividend history and benchmarks
When do you need to buy BCC by to receive an upcoming dividend?
Boise Cascade dividend dates
Ex Dividend DateAug 31 2022
Dividend Pay DateSep 15 2022
Days until Ex dividend23 days
Days until Dividend pay date38 days

Does BCC pay a reliable dividends?

See BCC dividend history and benchmarks
We’ve recently updated our valuation analysis.

Valuation

Is BCC undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • Analyst Forecast

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BCC?

Other financial metrics that can be useful for relative valuation.

BCC key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.3x
Enterprise Value/EBITDA1.9x
PEG Ratio-0.09x

Price to Earnings Ratio vs Peers

How does BCC's PE Ratio compare to its peers?

BCC PE Ratio vs Peers
The above table shows the PE ratio for BCC vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average11.1x
GMS GMS
8.2x0.8%US$2.2b
RUSH.B Rush Enterprises
8.9x-16.0%US$2.8b
MGRC McGrath RentCorp
21.2x11.6%US$2.1b
TRTN Triton International
5.9x-5.1%US$3.9b
BCC Boise Cascade
3.5x-40.4%US$2.7b

Price-To-Earnings vs Peers: BCC is good value based on its Price-To-Earnings Ratio (3.5x) compared to the peer average (11.1x).


Price to Earnings Ratio vs Industry

How does BCC's PE Ratio compare vs other companies in the US Trade Distributors Industry?

Price-To-Earnings vs Industry: BCC is good value based on its Price-To-Earnings Ratio (3.5x) compared to the US Trade Distributors industry average (13.2x)


Price to Earnings Ratio vs Fair Ratio

What is BCC's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BCC PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio3.5x
Fair PE Ratio6.9x

Price-To-Earnings vs Fair Ratio: BCC is good value based on its Price-To-Earnings Ratio (3.5x) compared to the estimated Fair Price-To-Earnings Ratio (6.9x).


Share Price vs Fair Value

What is the Fair Price of BCC when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BCC ($69.16) is trading above our estimate of fair value ($41.59)

Significantly Below Fair Value: BCC is trading above our estimate of fair value.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Target price is less than 20% higher than the current share price.


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Future Growth

How is Boise Cascade forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?

Future Growth Score

0/6

Future Growth Score 0/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


-40.4%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: BCC's earnings are forecast to decline over the next 3 years (-40.4% per year).

Earnings vs Market: BCC's earnings are forecast to decline over the next 3 years (-40.4% per year).

High Growth Earnings: BCC's earnings are forecast to decline over the next 3 years.

Revenue vs Market: BCC's revenue is expected to decline over the next 3 years (-4.5% per year).

High Growth Revenue: BCC's revenue is forecast to decline over the next 3 years (-4.5% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if BCC's Return on Equity is forecast to be high in 3 years time


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Past Performance

How has Boise Cascade performed over the past 5 years?

Past Performance Score

4/6

Past Performance Score 4/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


60.8%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: BCC has high quality earnings.

Growing Profit Margin: BCC's current net profit margins (9.5%) are higher than last year (7.9%).


Past Earnings Growth Analysis

Earnings Trend: BCC's earnings have grown significantly by 60.8% per year over the past 5 years.

Accelerating Growth: BCC's earnings growth over the past year (34.5%) is below its 5-year average (60.8% per year).

Earnings vs Industry: BCC earnings growth over the past year (34.5%) underperformed the Trade Distributors industry 70.5%.


Return on Equity

High ROE: BCC's Return on Equity (44.3%) is considered outstanding.


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Financial Health

How is Boise Cascade's financial position?

Financial Health Score

6/6

Financial Health Score 6/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: BCC's short term assets ($2.4B) exceed its short term liabilities ($769.1M).

Long Term Liabilities: BCC's short term assets ($2.4B) exceed its long term liabilities ($601.1M).


Debt to Equity History and Analysis

Debt Level: BCC has more cash than its total debt.

Reducing Debt: BCC's debt to equity ratio has reduced from 71.3% to 25.2% over the past 5 years.

Debt Coverage: BCC's debt is well covered by operating cash flow (182.4%).

Interest Coverage: BCC's interest payments on its debt are well covered by EBIT (51.8x coverage).


Balance Sheet


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Dividend

What is Boise Cascade current dividend yield, its reliability and sustainability?

Dividend Score

4/6

Dividend Score 4/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Cash Flow Coverage


8.65%

Current Dividend Yield

Upcoming Dividend Payment

TodayAug 08 2022Ex Dividend DateAug 31 2022Dividend Pay DateSep 15 202215 days from Ex DividendBuy in the next 23 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: BCC's dividend (8.65%) is higher than the bottom 25% of dividend payers in the US market (1.52%).

High Dividend: BCC's dividend (8.65%) is in the top 25% of dividend payers in the US market (4.09%)


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, BCC has been paying a dividend for less than 10 years.

Growing Dividend: BCC's dividend payments have increased, but the company has only paid a dividend for 5 years.


Earnings Payout to Shareholders

Earnings Coverage: With its low payout ratio (2.3%), BCC's dividend payments are thoroughly covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (33.9%), BCC's dividend payments are well covered by cash flows.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

1.9yrs

Average management tenure


CEO

Nate Jorgensen (57 yo)

2.42yrs

Tenure

US$5,398,488

Compensation

Mr. Nathan R. Jorgensen, also known as Nate, serves as Chief Executive Officer and Director at Boise Cascade Company since March 06, 2020 and is responsible for overseeing the Wood Products and Building Ma...


CEO Compensation Analysis

Compensation vs Market: Nate's total compensation ($USD5.40M) is about average for companies of similar size in the US market ($USD6.58M).

Compensation vs Earnings: Nate's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: BCC's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.


Board Members

Experienced Board: BCC's board of directors are considered experienced (7.9 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Boise Cascade Company's employee growth, exchange listings and data sources


Key Information

  • Name: Boise Cascade Company
  • Ticker: BCC
  • Exchange: NYSE
  • Founded: 2004
  • Industry: Trading Companies and Distributors
  • Sector: Capital Goods
  • Implied Market Cap: US$2.728b
  • Shares outstanding: 39.45m
  • Website: https://www.bc.com

Number of Employees


Location

  • Boise Cascade Company
  • 1111 West Jefferson Street
  • Suite 300
  • Boise
  • Idaho
  • 83702-5389
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/08/07 00:00
End of Day Share Price2022/08/05 00:00
Earnings2022/06/30
Annual Earnings2021/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.