WallStSmart

Boise Cascad Llc (BCC)vsJewett-Cameron Trading Company Ltd. (JCTC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Boise Cascad Llc generates 16053% more annual revenue ($6.37B vs $39.41M). BCC leads profitability with a 1.7% profit margin vs -20.9%. JCTC appears more attractively valued with a PEG of 0.42. BCC earns a higher WallStSmart Score of 45/100 (D+).

BCC

Hold

45

out of 100

Grade: D+

Growth: 2.0Profit: 4.0Value: 3.3Quality: 8.5
Piotroski: 4/9Altman Z: 4.31

JCTC

Hold

42

out of 100

Grade: D

Growth: 2.7Profit: 2.0Value: 8.3Quality: 8.0
Piotroski: 1/9Altman Z: 5.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BCCSignificantly Overvalued (-49.5%)

Margin of Safety

-49.5%

Fair Value

$59.79

Current Price

$84.26

$24.47 premium

UndervaluedFair: $59.79Overvalued
JCTCUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$3.59

Current Price

$2.80

$0.79 discount

UndervaluedFair: $3.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BCC3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
4.3110/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

JCTC4 strengths · Avg: 10.0/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.6210/10

Safe zone — low bankruptcy risk

Areas to Watch

BCC4 concerns · Avg: 3.3/10
P/E RatioValuation
25.7x4/10

Moderate valuation

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

JCTC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$8.98M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-41.2%2/10

ROE of -41.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BCC

The strongest argument for BCC centers on Price/Book, Altman Z-Score, Debt/Equity.

Bull Case : JCTC

The strongest argument for JCTC centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bear Case : BCC

The primary concerns for BCC are P/E Ratio, Return on Equity, Profit Margin. Thin 1.7% margins leave little buffer for downturns.

Bear Case : JCTC

The primary concerns for JCTC are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

BCC profiles as a value stock while JCTC is a turnaround play — different risk/reward profiles.

BCC carries more volatility with a beta of 1.05 — expect wider price swings.

BCC is growing revenue faster at -2.5% — sustainability is the question.

JCTC generates stronger free cash flow (3M), providing more financial flexibility.

Bottom Line

BCC scores higher overall (45/100 vs 42/100). JCTC offers better value entry with a 45.4% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Boise Cascad Llc

BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA

Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada. The company is headquartered in Boise, Idaho.

Jewett-Cameron Trading Company Ltd.

BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA

Jewett-Cameron Trading Company Ltd., engages in the manufacturing and distribution of specialty metal products and wholesale distribution of wood products to home centers, eCommerce providers, on-line direct consumers, and other retailers. The company is headquartered in North Plains, Oregon.

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