Basic Materials · Construction Materials
Price
$81.02
Market Cap
$2.9B
Employees
7,670
Beta
1.07
Avg Volume
403,681
CEO
Jeffrey Robert Strom
Business Description
Boise Cascade Company (BCC) is a prominent producer of timber goods and a distributor of construction supplies, operating across both the United States and Canada. Its operations are primarily structured into two distinct divisions: Wood Products and Building Materials Distribution. The Wood Products division is responsible for manufacturing various timber-based items, including laminated veneer lumber (LVL) and glued laminated beams, which are crucial for headers and support structures. It also produces I-joists, utilized in flooring and roofing systems for both residential and commercial projects, as well as other structural applications. Furthermore, this segment creates a range of plywood panels—structural, decorative, and industrial—along with ponderosa pine lumber products. These manufactured goods find application in diverse areas, such as new home construction, renovation and remodeling projects, light commercial building, and various industrial settings. The sales channels for these items include wholesale distributors, DIY retailers, independent lumberyards, and industrial processing companies. In contrast, the Building Materials Distribution division focuses on supplying a comprehensive array of construction materials. This inventory comprises oriented strand board (OSB), plywood, and traditional lumber, alongside a broad selection of general building supplies like siding, composite decking, doors, metal components, insulation, and roofing materials, in addition to specialized engineered wood products. This distribution arm supplies its offerings to building material dealers, home improvement retailers, and specialized distributors. Established in 2004, the firm maintains its corporate headquarters in Boise, Idaho.
Business History
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
22.89
Stock Price: $81.02
EPS (Diluted): 3.54
EPS (Diluted): 3.54
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
1.31
Stock Price: $81.02
Total Equity: $2.07B
Shares: 36,972,000
Total Equity: $2.07B
Shares: 36,972,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
7.92
Market Cap: $2.85B
Total Debt: $456.80M
Cash: $477.22M
EBITDA: $347.97M
Total Debt: $456.80M
Cash: $477.22M
EBITDA: $347.97M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$2.8B
Market Cap: $2.85B
Total Debt: $456.80M
Cash: $477.22M
Total Debt: $456.80M
Cash: $477.22M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
14.0%
Gross Profit: $895.67M
Revenue: $6.40B
Revenue: $6.40B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
2.8%
Operating Income: $179.72M
Revenue: $6.40B
Revenue: $6.40B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
2.1%
Net Income: $132.84M
Revenue: $6.40B
Revenue: $6.40B
ROE (Profit from shareholder equity)
CALCNet Income / Total Equity
6.4%
Net Income: $132.84M
Total Equity: $2.07B
Total Equity: $2.07B
ROIC (Profit from all invested capital)
CALCNOPAT / Invested Capital
6.5%
Operating Income: $179.72M
Tax Rate: 26.2%
Equity: $2.07B
Total Debt: $456.80M
Cash: $477.22M
Tax Rate: 26.2%
Equity: $2.07B
Total Debt: $456.80M
Cash: $477.22M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
3.36
Current Assets: $1.65B
Current Liabilities: $493.08M
Current Liabilities: $493.08M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.22
Short-Term Debt: $11.40M
Long-Term Debt: $445.41M
Total Debt: $456.80M
Total Equity: $2.07B
Long-Term Debt: $445.41M
Total Debt: $456.80M
Total Equity: $2.07B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$173.23
Revenue: $6.40B
Shares: 36,972,000
Shares: 36,972,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$56.12
Total Equity: $2.07B
Shares: 36,972,000
Shares: 36,972,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$0.34
Operating CF: $254.15M
CapEx: -$241.43M
Shares: 36,972,000
CapEx: -$241.43M
Shares: 36,972,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
1.3%
Last Dividend: N/A
Stock Price: $81.02
Stock Price: $81.02
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $132.84M
Net Income: $132.84M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares BCC against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 21, 2026 6:57pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $7.9B | $8.4B | $6.8B | $6.7B | $6.4B |
| Cost of Revenue | $6.3B | $6.5B | $5.4B | $5.4B | $5.5B |
| Gross Profit | $1.6B | $1.9B | $1.4B | $1.3B | $895.7M |
| Operating Expenses | $654.2M | $756.9M | $804.5M | $840.6M | $716.0M |
| Operating Income | $971.8M | $1.2B | $624.4M | $490.0M | $179.7M |
| Net Income | $712.5M | $857.7M | $483.7M | $376.4M | $132.8M |
| EBITDA | $1.1B | $1.3B | $806.0M | $673.2M | $348.0M |
| EPS | $18.07 | $21.70 | $12.20 | $9.63 | $3.54 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 21, 2026 6:57pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $748.9M | $998.3M | $949.6M | $713.3M | $477.2M |
| Total Current Assets | $1.9B | $2.1B | $2.1B | $1.9B | $1.7B |
| Total Assets | $2.6B | $3.2B | $3.5B | $3.4B | $3.2B |
| Current Liabilities | $640.7M | $545.8M | $594.1M | $564.0M | $493.1M |
| Long-Term Debt | $444.6M | $444.4M | $445.3M | $446.2M | $445.4M |
| Total Liabilities | $1.2B | $1.2B | $1.3B | $1.2B | $1.2B |
| Total Equity | $1.4B | $2.1B | $2.2B | $2.2B | $2.1B |
| Retained Earnings | $948.9M | $1.6B | $1.8B | $1.9B | $1.5B |
Cash Flow (Annual)
Last updated: Jun 21, 2026 6:57pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $667.0M | $1.0B | $687.5M | $438.3M | $254.1M |
| Capital Expenditure | -$106.5M | -$114.1M | -$215.4M | -$229.6M | -$241.4M |
| Free Cash Flow | $560.5M | $927.1M | $472.0M | $208.8M | $12.7M |
| Acquisitions (net) | $0 | -$515.2M | -$162.8M | -$10.2M | -$33.4M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | $0 | -$6.4M | -$194.9M | -$183.1M |
| Net Change in Cash | $343.5M | $249.4M | -$48.8M | -$236.3M | -$236.0M |
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 8:12pm (12h ago)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$6.4B $6.3B – $6.6B
|
$6.6B $6.4B – $6.7B
|
$6.9B $6.7B – $7.0B
|
$6.9B $6.7B – $7.1B
|
| EBITDA |
$713.3M $697.5M – $732.9M
|
$731.9M $715.7M – $752.0M
|
$764.7M $747.8M – $785.8M
|
$765.2M $748.3M – $786.3M
|
| Net Income |
$125.9M $125.5M – $126.2M
|
$134.2M $131.4M – $136.9M
|
$195.8M $175.9M – $215.8M
|
$235.0M $232.9M – $334.6M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 21, 2026 6:57pm (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +5.8% | -18.5% | -1.7% | -4.8% |
| Gross Profit Growth | +17.8% | -25.4% | -6.9% | -32.7% |
| Operating Income Growth | +19.1% | -46.1% | -21.5% | -63.3% |
| Net Income Growth | +20.4% | -43.6% | -22.2% | -64.7% |
| EBITDA Growth | +20.8% | -36.8% | -16.5% | -48.3% |
Dividend History (Last 20)
Last updated: Jun 21, 2026 6:57pm (5d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-06-01 | $0.22 | 2026-04-30 | 2026-06-01 | 2026-06-17 |
| 2026-02-23 | $0.22 | 2026-02-06 | 2026-02-23 | 2026-03-18 |
| 2025-12-01 | $0.22 | 2025-10-30 | 2025-12-01 | 2025-12-17 |
| 2025-09-02 | $0.22 | 2025-07-31 | 2025-09-02 | 2025-09-17 |
| 2025-06-02 | $0.21 | 2025-05-01 | 2025-06-02 | 2025-06-18 |
| 2025-02-24 | $0.21 | 2025-02-07 | 2025-02-24 | 2025-03-19 |
| 2024-12-02 | $0.21 | 2024-10-30 | 2024-12-02 | 2024-12-18 |
| 2024-09-03 | $5.21 | 2024-08-01 | 2024-09-03 | 2024-09-16 |
| 2024-06-03 | $0.20 | 2024-05-02 | 2024-06-03 | 2024-06-17 |
| 2024-02-22 | $0.20 | 2024-02-06 | 2024-02-23 | 2024-03-15 |
| 2023-11-30 | $5.20 | 2023-10-26 | 2023-12-01 | 2023-12-15 |
| 2023-08-31 | $0.20 | 2023-07-27 | 2023-09-01 | 2023-09-15 |
| 2023-05-31 | $3.15 | 2023-05-04 | 2023-06-01 | 2023-06-15 |
| 2023-02-21 | $0.15 | 2023-02-07 | 2023-02-22 | 2023-03-15 |
| 2022-11-30 | $1.15 | 2022-10-27 | 2022-12-01 | 2022-12-15 |
| 2022-08-31 | $0.12 | 2022-07-28 | 2022-09-01 | 2022-09-15 |
| 2022-05-31 | $2.62 | 2022-05-05 | 2022-06-01 | 2022-06-15 |
| 2022-02-18 | $0.12 | 2022-02-07 | 2022-02-22 | 2022-03-15 |
| 2021-11-30 | $3.12 | 2021-10-28 | 2021-12-01 | 2021-12-15 |
| 2021-08-31 | $0.10 | 2021-07-29 | 2021-09-01 | 2021-09-15 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for BCC — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30