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Boise Cascade Co

Boise Cascade Co

BCC
$75.44USD↑+0.52%+0.39 today

MARKET CAP

2.6B

P/E (TTM)

25.4x

FWD P/E

—

DAY RANGE

$75 – $76

52W RANGE

$65
$92

AI Summary

Stalk
Buy NowMedium

Price found support at the rising 200-day SMA near 77.10 and reclaimed both the 9-day and 20-day EMAs on above-average volume, confirming structural repair. An active Bullish Pivot Point pattern signals a mean-reversion bias, and the medium-term tradable side is bullish under a Stage 2 context. Short-term timing is favorable with price holding above the EMA confluence, warranting immediate engagement. Key risks include rejection at the 50-day SMA cluster around 79.08–79.60 or a breakdown below the 9/20 EMAs or the 200-day SMA.

  • ↑High earnings yield (~1.03) indicates potential undervaluation
  • ↑Exclusive James Hardie distribution deal to expand engineered wood revenues
  • ↓Net income fell 7.5% YoY, reflecting margin compression
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Boise Cascade Company (NYSE: BCC) is a leading manufacturer and wholesale distributor of building materials and engineered wood products in the United States. The company operates in a critical segment of the construction and housing industry, providing essential products for residential and commercial building projects. As the market sees a gradual resurgence in construction activities post-pandemic, Boise Cascade stands to benefit significantly from increased demand driven by economic recovery and a focus on sustainable building materials.

Bull says

  • ↑High earnings yield (~1.03) indicates potential undervaluation
  • ↑Exclusive James Hardie distribution deal to expand engineered wood revenues
  • ↑Q2 revenue rose 5.2% YoY to $1.83 B, beating analyst estimates
  • ↑Dividend up 5% to $0.23/sh (0.17% yield) underscores strong cash flow
  • ↑Analysts raised fair value to $96.50 on upbeat growth revisions
  • ↑High book-to-price ratio (~1.45) and positive revision trends signal quality

Bear says

  • ↓Net income fell 7.5% YoY, reflecting margin compression
  • ↓Weak profitability trends amid higher operational costs
  • ↓High sensitivity to rising rates may increase borrowing costs
  • ↓Negative growth outlook warns of stagnant revenue gains
  • ↓Stock seen ~24% overvalued vs. $67 fair value estimate
  • ↓Elevated short interest signals investor skepticism and downside risk

Investment themes with BCC

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 05-07-2025neutral

Transcript signals

Bull points

  • On plywood, I think we're -- we have plenty. We're in a good spot there. In OSB, which definitely had a big run, it was tough to get. And you could tell it was slowing down a little bit. We really did work hard. So overall, I'd say we're kind of right where we should be, and it's kind of a normal level.
  • But the commodity business has been good to us, our customers rely on us, and we're going to start right in there with it.
  • On plywood, I think we're -- we have plenty. We're in a good spot there. In OSB, which definitely had a big run, it was tough to get. And you could tell it was slowing down a little bit. We really did work hard. So overall, I'd say we're kind of right where we should be, and it's kind of a normal level.

Bear points

  • the 2 biggest areas that we're seeing it right now.
  • the 2 biggest areas that we're seeing it right now.
  • the 2 biggest areas that we're seeing it right now.
Read full transcript analysis ›