Added to YB: 2025-08-19
Pitch date: 2025-08-16
BCC [bearish]
Boise Cascade Company
+10.6%
current return
Author Info
No bio for this author
Company Info
Boise Cascade Company engages in manufacture and sale of engineered wood products (EWP) and plywood, and wholesale distribution of building materials in the United States and Canada.
Market Cap
$2.6B
Pitch Price
$85.58
Price Target
N/A
Dividend
1.27%
EV/EBITDA
5.84
P/E
13.62
EV/Sales
0.39
Sector
Trading Companies and Distributors
Category
turnaround
Deep Dive: Shorting Homebuilders - Boise Cascade Company
BCC short: Engineered wood producer/distributor facing housing downturn. 2022 peak: $857.7M net income on $8.4B sales. Q2'25: revenue -9% YoY, net income -21% YoY as volumes soften. Tariffs provide margin support but also weaken demand. Downside risk as housing cycle turns despite strong balance sheet. Margins likely to fall further.
Read full article (2 min)