Boise Cascade, L.L.C. (BCC) vs Simpson Manufacturing Company, Inc. (SSD)

Boise Cascade, L.L.C. and Simpson Manufacturing Company, Inc. are both Lumber & Wood Production companies. Simpson Manufacturing Company, Inc. is the larger, with a market value of $7.1B against $2.7B — 2.7× the size. Simpson Manufacturing Company, Inc. trades at the lower P/E: 19.2× against 26.2×. Simpson Manufacturing Company, Inc. grew revenue faster over the last twelve months: 6.48% against −1.52%. Simpson Manufacturing Company, Inc. has the higher net margin (15.7% vs 1.64%) and the higher return on invested capital (15.6% vs 4.52%). Both pay a dividend; Boise Cascade, L.L.C. yields more (6.33% vs 0.57%). Across the 23 metrics below, Simpson Manufacturing Company, Inc. leads on 17 and Boise Cascade, L.L.C. on 6.

Valuation

Metric BCC SSD Lumber & Wood Production median
P/E 26.19 19.21 —
P/S 0.42 2.99 0.69
P/B 1.34 3.42 1.37
Price to free cash flow 25.87 15.01 —
EV/EBITDA 8.88 11.87 —
EV/Sales 0.45 2.94 0.62
Earnings yield 3.82% 5.21% 3.82%
Free cash flow yield 3.86% 6.66% 5.26%

Profitability

Metric BCC SSD Lumber & Wood Production median
Gross margin 16.51% 45.84% 16.13%
Operating margin 2.48% 20.61% 2.48%
Net margin 1.64% 15.65% 1.64%
Free cash flow margin 1.63% 20.75% 2.28%
Return on equity 5.06% 18.72% 2.53%
Return on assets 3.09% 12.41% 1.55%
Return on invested capital 4.52% 15.60% 2.26%

Growth

Metric BCC SSD Lumber & Wood Production median
Revenue growth (TTM) (1.52%) 6.48% (4.72%)
EPS growth (last fiscal year) (63.11%) 8.42% —
Revenue growth, 5-year CAGR 3.19% 12.97% 3.68%
Net income growth, 5-year CAGR (5.36%) 13.04% 0.00%

Health

Metric BCC SSD Lumber & Wood Production median
Debt to equity 0.24 0.16 0.12
Current ratio 2.71 3.29 3.00
Net debt to EBITDA (0.05) (0.02) (0.35)

Dividend

Metric BCC SSD Lumber & Wood Production median
Dividend yield 6.33% 0.57% —
Payout ratio 0.04 0.13 0.11

Size

Metric BCC SSD Lumber & Wood Production median
Market cap 2.66b 7.12b 3.51b

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