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Boise Cascad Llc(BCC)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$75
11/02/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for BCC

11/02/2026: BCC (1-star) is currently NOT-A-BUY. Pass it for now.

Boise Cascade Llc is a U.S.-based manufacturer and distributor of wood products and building materials. The company's primary strength lies in its integrated business model, which combines efficient manufacturing with a broad national distribution network. While its growth is deeply tied to the cyclical housing market, the company maintains a stable financial profile and has a track record of rewarding shareholders. Investors must monitor risks such as housing market volatility, commodity price shifts, and potential competition from alternative materials. Boise Cascade serves as a suitable option for value-oriented investors seeking exposure to the residential construction sector, provided they understand the cyclical nature of the business.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tethered to the cyclical U.S. housing market rather than structural secular tailwinds.
Momentum investorMixed fitMomentum is often contingent on positive macro cycles in housing starts and commodity prices.
Value investorStrong fitThe company often trades at reasonable multiples relative to its earnings potential and asset base.
Dividend investorStrong fitThe company has a track record of consistent dividend payments and occasional special dividends.
Low-risk investorWeak fitCyclical industry exposure leads to inherent volatility in earnings and stock price.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighCommodity prices for lumber and panels fluctuate significantly.
Valuation riskMediumStock performance is heavily dependent on housing market sentiment.
Competition risk (construction materials)Medium / highIntense competition from large distributors and vertically integrated producers.
Business qualityMediumHigh capital intensity required to maintain manufacturing facilities.
Dividend incomeMediumDividends are subject to the cyclical nature of cash flow generation.
Execution riskMediumOperational integration of new acquisitions and manufacturing upgrades is complex.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -21.23%
Avg. Invested days 35
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BCC receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by weak unit economics, and weak price momentum.

Company Fundamentals

★★★★★
BCC has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-64.7%), soft cash generation (FCF margin 0.2%), slightly negative revenue growth (-4.8%).

Financial Health Rating

★★★★★
BCC's financial health is supported by solid cash strength, including free-cash-flow generation (0.2% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
BCC's growth profile is soft, with the least-weak measure being revenue growth at -4.8% FY2025 versus FY2024. By comparison, while earnings growth (-64.7%, negative) and free-cash-flow growth (-93.9%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 98.8% and approximately 98.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 1.22% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 17.12%
Dimensional Fund Advisors, Inc. 6.54%
Vanguard Portfolio Management, LLC 6.31%
Wellington Management Company LLP 5.23%
Vanguard Capital Management, LLC 4.56%

Unit Economics (Per $1K Revenue)

★★★★★
BCC generates approximately $140 of gross profit, $28 of operating income, and $2 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Weak margins explain the 1-star rating, with weak cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 26.18%

Quantitative Style Profile

★★★★★
BCC has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.75B USD
Price to earnings Ratio 26.81
1Y Target Price 91
Price to earnings Ratio 26.81
1Y Target Price 91
Volume (30-day avg) 344.7K shares
Beta 1.05
52 Weeks Range 64.38 - 91.16
Updated Date 11/01/2026
52 Weeks Range 64.38 - 91.16
Updated Date 11/01/2026
Dividends yield (FY) 1.13%
Basic EPS (TTM) 2.94

How Company Makes Money

Business areaWhat it includesRetail investor read
Wood Products ManufacturingI-joists, LVL, and plywood production.The company makes money by converting timber into high-demand structural building products.
Building Materials DistributionNational distribution of lumber, siding, and other supplies.The company earns margins by acting as a critical middleman between manufacturers and local builders.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-02
When After Market
Estimate 1.11
Actual -

Profitability

Profit Margin 1.64%
Operating Margin (TTM) 4.58%

Management Effectiveness

Return on Assets (TTM) 2.86%
Return on Equity (TTM) 5.06%

Valuation

Trailing PE 26.81
Forward PE 4.73
Enterprise Value 2.98B
Price to Sales(TTM) 0.43
Enterprise Value 2.98B
Price to Sales(TTM) 0.43
Enterprise Value to Revenue 0.46
Enterprise Value to EBITDA 8.73
Shares Outstanding 34.89M
Shares Floating 34.44M
Shares Outstanding 34.89M
Shares Floating 34.44M
Percent Insiders 1.22
Percent Institutions 98.82

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.