Professional
Added to YB: 2025-10-29
Pitch date: 2025-09-30
BCC [bullish]
Boise Cascade Company
-2.69%
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
$77.42
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
value
Third Avenue Small-Cap Value Fund New Position: Boise Cascade Company
BCC (new position): Leading US building materials manufacturer/distributor facing 2024 headwinds from slowing housing activity. Strong net cash balance sheet provides staying power for housing recovery. Inexpensive on current basis with potential for much higher profitability in less depressed markets. High consolidation in sector creates M&A backstop/value surfacing opportunity.
Read full article (1 min)