BCC - Boise Cascade Company
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$94.50
DETAILS
HIGH:
$97.00
LOW:
$92.00
MEDIAN:
$94.50
CONSENSUS:
$94.50
UPSIDE:
19.30%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
50% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
5.5%
11.0%
3.0%
Key Value Driver
FCF growth rate (6% base case)
Terminal Value % of EV
35%
Implied Market Multiple
6.0x
Market is pricing in (growth)
-8.0%
vs our 5.5% base
Plain-Language Summary
Using a two-stage FCF DCF with 6% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $205.54 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (12 analysts)
$94.50
Analyst Range
$92.00 – $97.00
Divergence from AlphaVal
118%
Warnings
Wall Street's average price target is $94.50 (from 12 analysts). Our estimate is 118% above the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions