Boise Cascad Llc (BCC)vsWest Fraser Timber Co Ltd (WFG)
BCC
Boise Cascad Llc
$71.94
+5.32%
BASIC MATERIALS · Cap: $2.53B
WFG
West Fraser Timber Co Ltd
$59.96
-0.97%
BASIC MATERIALS · Cap: $4.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Boise Cascad Llc generates 17% more annual revenue ($6.40B vs $5.46B). BCC leads profitability with a 2.1% profit margin vs -17.2%. BCC earns a higher WallStSmart Score of 49/100 (D+).
BCC
Hold49
out of 100
Grade: D+
WFG
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-272.5%
Fair Value
$24.00
Current Price
$71.94
$47.94 premium
Intrinsic value data unavailable for WFG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 84.0%
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 6.3% — below average capital efficiency
2.1% margin — thin
Revenue declined 6.8%
Earnings declined 86.7%
Weak financial health signals
ROE of -14.6% — below average capital efficiency
Revenue declined 17.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BCC
The strongest argument for BCC centers on Price/Book, Operating Margin. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Altman Z-Score.
Bear Case : BCC
The primary concerns for BCC are Return on Equity, Profit Margin, Revenue Growth. Thin 2.1% margins leave little buffer for downturns.
Bear Case : WFG
The primary concerns for WFG are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BCC profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.
BCC carries more volatility with a beta of 1.19 — expect wider price swings.
BCC is growing revenue faster at -6.8% — sustainability is the question.
BCC generates stronger free cash flow (78M), providing more financial flexibility.
Bottom Line
BCC scores higher overall (49/100 vs 42/100). 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.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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