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Manufactures wood products (plywood, engineered lumber) and is the largest wholesale distributor of building materials in North America.
Manufactures wood products (plywood, engineered lumber) and is the largest wholesale distributor of building materials in North America.
Distribution is the larger business by sales: it buys building products from many manufacturers and resells them to lumberyards and dealers at a thin mark-up, while the wood-products plants earn more per unit but swing with plywood and engineered-lumber prices. Housing starts and remodeling drive both.
Moat: narrow (scale, distribution). Largest BMD distribution network in North America, but housing-cycle exposure and commodity wood pricing limit pricing power.
Headquarters: Boise, Idaho · Founded: 1957 · Employees: 7,660
Size Boise Cascade (BCC) is a United States Industrials company (Wholesale Distributors) with a market value of $2.44B, the 1667th largest of 3,117 United States companies the cockpit tracks. Shares closed at $70.24 on 6 Nov 2026.
Performance Over six months the shares fell 0.6%, against +3.7% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 1.2% over the last twelve months (peer median +7.5%); the operating margin is 2.9% (peer median 5.9%).
Valuation It trades at 24.1× forward earnings against a peer median of 15.2× (5th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.5 points below its cost of capital (9.2% WACC).
Short interest Short interest is 4.8% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.59B | $6.40B | $6.72B | $6.84B | $8.39B |
| Revenue growth | — | -5% | -2% | -18% | — |
| Gross profit | $933M | $896M | $1.19B | $1.30B | $1.81B |
| EBITDA | $355M | $338M | $639M | $755M | $1.26B |
| Net income | $120M | $133M | $376M | $484M | $858M |
| Free cash flow | $131M | $10.9M | $209M | $472M | $926M |
| Capital expenditure | $144M | $241M | $230M | $215M | $114M |
| Total debt | $562M | $522M | $528M | $541M | $535M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Boise Cascade BCC | $2.44B | -1% | +1% | 3% | 24.1× | 7.7% |
| Louisiana-Pacific LPX | $5.27B | 0% | -12% | 5% | 34.9× | 39.1% |
| West Fraser Timber WFG | $5.17B | +10% | -10% | -11% | n/a | n/a |
| Weyerhaeuser WY | $15.1B | -10% | -1% | 6% | 86.1× | n/a |
| BlueLinx BXC | $477M | +16% | +4% | 1% | 47.7× | 13.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BCC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.4% | -5.1% | 11th highest of 21 |
| 6-month return | -0.6% | +3.7% | 9th lowest of 21 |
| Distance from 52-week high | -23.6% | -20.7% | 9th lowest of 21 |
| Revenue growth (TTM) | +1.2% | +7.5% | 6th lowest of 21 |
| Operating margin | 2.9% | 5.9% | 6th lowest of 20 |
| Forward P/E | 24.1× | 15.2× | 5th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 7.7% | 4.6% | 9th most demanding of 20 |
| Growth delivered (Del g) | +3.2% | +8.8% | 4th lowest of 20 |
| Hurdle (Req g minus delivered) | +4.5 pp | -2.9 pp | 4th most demanding of 20 |
| ROIC minus cost of capital | -2.5 pp | +1.0 pp | 4th lowest of 20 |
| EV / EBITDA | 7.4× | 9.0× | 4th cheapest of 14 |
| Net debt / EBITDA | 0.5× | 2.0× | 5th least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Boise Cascade BCC | United States | $2.44B | -1% | +1% | 3% | 24.1× | 7.7% | +3.2% |
| DNOW DNOW | United States | $2.40B | +2% | +70% | -3% | 23.6× | 9.8% | +11.7% |
| Xinhua Winshare Publishing & Media 601811.SS | China | $2.52B | +26% | -4% | 7% | 15.2× | -11.4% | +5.4% |
| Bufab BUFAB.ST | Sweden | $2.55B | +16% | +8% | 13% | 29.2× | 18.7% | +11.2% |
| OEM International OEM-B.ST | Sweden | $2.34B | +11% | +11% | 15% | 29.9× | 14.6% | +10.1% |
| Workman 7564.T | Japan | $2.57B | -31% | +21% | 19% | 17.1× | 4.6% | +8.7% |
| Hanwa 8078.T | Japan | $2.29B | +7% | +6% | 2% | 7.8× | -4.2% | +8.8% |
| IWATANI 8088.T | Japan | $2.73B | -4% | +5% | 5% | 7.6× | 4.3% | +10.1% |
| DXP Enterprises DXPE | United States | $2.18B | -10% | +11% | 9% | 20.7× | 6.6% | +14.9% |
| Marco Polo 001386.SZ | China | $2.80B | -15% | -12% | 21% | n/a | -7.2% | -5.5% |
| Jiangsu Azure 002245.SZ | China | $2.82B | -21% | +27% | 12% | 14.6× | 11.8% | +13.8% |
| Inchcape INCH.L | United Kingdom | $2.87B | -21% | +7% | 6% | 7.5× | -6.0% | +5.9% |
| Shanghai Xinhua Media 600825.SS | China | $2.03B | +118% | +1% | -1% | n/a | 44.5% | +2.3% |
| Nagase & 8012.T | Japan | $2.96B | -9% | +8% | 5% | 10.9× | 3.5% | +3.2% |
| Russel Metals RUS.TO | Canada | $2.98B | +36% | +18% | 5% | 14.4× | 8.7% | +11.5% |
| Currys CURY.L | United Kingdom | $1.97B | +16% | +6% | 2% | 10.4× | 4.3% | -2.2% |
| BIC Cameras 3048.T | Japan | $1.94B | +10% | +7% | 4% | 15.2× | -8.2% | +4.5% |
| Dalrymple Bay Infrastructure DBI.AX | Australia | $1.92B | +6% | +11% | 29% | 26.2× | 7.8% | +104.8% |
| ARE 5857.T | Japan | $1.89B | +1% | +38% | 7% | 9.3× | 2.0% | +29.4% |
| Travis Perkins TPK.L | United Kingdom | $1.86B | +28% | 0% | 3% | 23.2× | 8.5% | +4.3% |
| Jiangxi Tungsten Rare and Precious Equipment 600397.SS | China | $1.86B | -13% | -92% | n/a | 156.9× | n/a | n/a |