Boise Cascade Company logo BCC - Boise Cascade Company

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 4
HOLD 6
SELL 2
STRONG
SELL
0
| PRICE TARGET: $94.50 DETAILS
HIGH: $97.00
LOW: $92.00
MEDIAN: $94.50
CONSENSUS: $94.50
UPSIDE: 19.30%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 50% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Undervalued Strong
Trading 61.5% below fair value
Current Price $79.21
Bear Case $174.73 120.6% upside ($174.73 - $79.21) / $79.21 = 120.6% 3% stage 1 growth, 11% discount
Fair Value $205.54 159.5% upside ($205.54 - $79.21) / $79.21 = 159.5% 6% stage 1 growth, 11% discount
Bull Case $232.43 193.4% upside ($232.43 - $79.21) / $79.21 = 193.4% 7% stage 1 growth, 11% discount

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