3 models fit Boise Cascade L.L.C. Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Large discount(i)Silver70
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionBoise Cascade L.L.C. Common Stock (BCC)
Fair value (3 models)
$124
ACCE price target
$85.00
Rating
Undervalued
Horizon
12 months
Fair value published on 19 Oct 2026, 17:05 CEST; previously $152 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 17:05 CEST.
Price used: $77.74 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
37.3% below
+59.6% to fair value
ACCE score
50
out of 100
Analysts
57% buy
7 covering
P/E
26.4x
forward 14.9x
1-year return
+8.0%
Dividend yield
1.14%
Boise Cascade L.L.C. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Boise Cascade makes engineered wood products (LVL, I-joists and plywood) for residential construction, sold through its own distribution network alongside a wood products manufacturing segment that supplies sawn lumber and plywood. Its edge is vertical integration: it converts much of its own timber and veneer into finished framing products and distributes them to builders, so it can capture margin at both ends of the chain. The stock looks cheap on forward earnings, with a forward P/E of 4.7 against a trailing 25.7, which signals the market expects earnings to rebound sharply from a cyclical trough. Revenue growth of 5.2% is positive, but a 4.6% operating margin and 5.1% ROE show how thin the current earnings base is, so the thesis rests on a housing recovery lifting lumber and panel pricing. This is a name worth a deeper look to test whether that rebound is credible, not a finished case.
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
moderate
Thin margins, flat earnings
Net margin is 1.6% and earnings fell 0.7% YoY on 5.2% revenue growth, so the top line is not reaching the bottom line.
moderate
Heavy short interest
Short interest stands at 6.7% of float, and with insiders holding only 1.2% there is little ownership alignment to offset bearish positioning.
AI research notes
AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts' mean price target of $93.17 sits 22.4% above the current share price.
Latest quarterly earnings beat expectations by 32.5%, with earnings per share of 1.63 against 1.23 expected.
Diluted share count fell 6.0% last fiscal year, so each remaining share holds a larger slice of the company.
Why it could disappoint
Return on equity of 5.1% and return on invested capital of 4.2% are thin returns on the money shareholders and lenders have put in.
Free cash flow over the last twelve months was only $13M, a 0.5% yield at today's price.
Forward P/E of 4.7x looks cheap against a sector median of 17.4x, but the earnings base is uncertain given how widely trailing and forward EPS conflict.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 2, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where BCC's valuation models land
Price
$77.74
Model fair value
$124
Model range
$69.33 to $162
Fair value $124
Price $77.74
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
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