Boise Cascade Company (BCC) AI Stock Analysis

Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada. The company operates through two segments: Wood Products and Building Materials Distribution. The Wood Products unit manufactures engineered wood such as laminated veneer lumber, laminated beams, I-joists, plywood panels, and ponderosa pine lumber for residential construction, repair-and-remodeling, commercial, and industrial markets. Its Building Materials Distribution unit supplies oriented strand boards, plywood, lumber, siding, composite decking, doors, metal products, insulation, and roofing materials to dealers, home improvement centers, and specialty distributors.

Annual revenue grew at a 5-year CAGR of 3.2% from FY2020 to FY2025. After peaking at $8.39B in FY2022 with a net margin of 10.2%, revenue contracted to $6.84B in FY2023, $6.72B in FY2024, and $6.40B in FY2025, when revenue fell 4.8%. Net income declined from $857.7M in FY2022 to $132.8M in FY2025, bringing gross margin down from 22.8% to 14.0% and operating margin down from 13.8% to 2.8%. In the latest quarter ended June 30, 2026, quarterly revenue grew 5.2% year-over-year, while quarterly earnings fell 0.7%. Trailing twelve-month revenue reached $6.46B with a profit margin of 1.6%.

As of June 30, 2026, Boise Cascade held $304.8M in cash and short-term investments against total debt of $536.6M, resulting in net debt of $231.8M. The company maintains a current ratio of 2.71 and a debt-to-equity ratio of 0.26, supported by $2.03B in shareholders' equity and $3.39B in total assets. During FY2025, operating cash flow was $254.1M and free cash flow was $12.7M. Capital allocation in FY2025 included $241.4M in capital expenditures, $183.1M in share buybacks, and $34.6M in dividends paid.

Boise Cascade trades at a trailing P/E of 25.9x, which is above the 19.7x median of its US-listed Basic Materials peers. However, its forward P/E of 4.7x is lower than the peer median of 13.4x, and its enterprise value to EBITDA multiple of 8.6x sits below the peer median of 10.5x. The price-to-sales ratio stands at 0.4x compared to the peer median of 1.8x. Over the past year, the stock returned 8.7%, lagging the S&P 500 return of 16.8%. Over five years, the stock returned 67.6% compared to 83.0% for the S&P 500.

Boise Cascade pays a quarterly dividend with an annual forward payout of $0.89 per share, representing a dividend yield of 1.17%. The payout ratio is 30.2%, and the company has paid dividends for 10 consecutive years. Its 5-year annualized dividend growth rate was -15.5%. The last ex-dividend date was September 1, 2026.

Wall Street analysts track Boise Cascade with 4 Strong Buy, 0 Buy, 2 Hold, and 1 Sell ratings. The mean price target is $93.17, which is 22.4% above the last close of $76.13. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $3.91 on revenue of $6.63B. For the next fiscal year, 6 analysts anticipate EPS of $5.22, an increase of 33.5%, on revenue of $6.88B. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Boise Cascade Company (BCC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BCC income statement, BCC balance sheet, BCC key metrics, BCC analyst forecast, BCC chart. See the BCC stock overview for the latest quote and news.