Boise Cascad Llc (BCC)vsWest Fraser Timber Co Ltd (WFG)
BCC
Boise Cascad Llc
$72.76
-1.99%
BASIC MATERIALS · Cap: $2.56B
WFG
West Fraser Timber Co Ltd
$62.77
+0.06%
BASIC MATERIALS · Cap: $4.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Boise Cascad Llc generates 19% more annual revenue ($6.37B vs $5.34B). BCC leads profitability with a 1.7% profit margin vs -21.9%. BCC earns a higher WallStSmart Score of 45/100 (D+).
BCC
Hold45
out of 100
Grade: D+
WFG
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.1%
Fair Value
$129.73
Current Price
$72.76
$56.97 discount
Margin of Safety
+14.4%
Fair Value
$87.28
Current Price
$62.77
$24.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
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
ROE of -18.6% — below average capital efficiency
Revenue declined 8.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BCC
The strongest argument for BCC centers on Price/Book.
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, Operating Margin. Thin 1.7% 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 1.12 — expect wider price swings.
BCC is growing revenue faster at -2.5% — sustainability is the question.
BCC generates stronger free cash flow (-56M), providing more financial flexibility.
Bottom Line
BCC scores higher overall (45/100 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.
Compare with Other LUMBER & WOOD PRODUCTION Stocks
Want to dig deeper into these stocks?