Boise Cascad Llc (BCC)vsRio Tinto ADR (RIO)
BCC
Boise Cascad Llc
$68.08
-0.58%
BASIC MATERIALS · Cap: $2.50B
RIO
Rio Tinto ADR
$100.69
-4.47%
BASIC MATERIALS · Cap: $168.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Rio Tinto ADR generates 805% more annual revenue ($57.64B vs $6.37B). RIO leads profitability with a 17.3% profit margin vs 1.7%. BCC appears more attractively valued with a PEG of 2.94. RIO earns a higher WallStSmart Score of 54/100 (C-).
BCC
Hold45
out of 100
Grade: D+
RIO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.7%
Fair Value
$59.71
Current Price
$68.08
$8.37 premium
Margin of Safety
+24.5%
Fair Value
$130.00
Current Price
$100.69
$29.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.3%
Generating 2.5B in free cash flow
Areas to Watch
ROE of 5.3% — below average capital efficiency
1.7% margin — thin
Operating margin of 1.9%
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Earnings declined 5.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BCC
The strongest argument for BCC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : RIO
The strongest argument for RIO centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 17.3% and operating margin at 25.3%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : BCC
The primary concerns for BCC are Return on Equity, Profit Margin, Operating Margin. Thin 1.7% margins leave little buffer for downturns.
Bear Case : RIO
The primary concerns for RIO are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BCC profiles as a value stock while RIO is a mature play — different risk/reward profiles.
BCC carries more volatility with a beta of 1.07 — expect wider price swings.
RIO is growing revenue faster at 14.6% — sustainability is the question.
RIO generates stronger free cash flow (2.5B), providing more financial flexibility.
Bottom Line
RIO scores higher overall (54/100 vs 45/100), backed by strong 17.3% margins and 14.6% revenue growth. Both earn "Buy" 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.
Rio Tinto ADR
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Rio Tinto Group is dedicated to the exploration, extraction and processing of mineral resources worldwide. The company is headquartered in London, the United Kingdom.
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