Boise Cascade, L.L.C. (BCC) vs UFP Industries, Inc. (UFPI)

Boise Cascade, L.L.C. and UFP Industries, Inc. are both Lumber & Wood Production companies. UFP Industries, Inc. is the larger, with a market value of $4.6B against $2.6B — 1.8× the size. UFP Industries, Inc. trades at the lower P/E: 19.5× against 20.6×. Boise Cascade, L.L.C. grew revenue faster over the last twelve months: 1.23% against −0.71%. UFP Industries, Inc. has the higher net margin (3.47% vs 1.82%) and the higher return on invested capital (7.23% vs 5.31%). Both pay a dividend; UFP Industries, Inc. yields more (1.78% vs 1.27%). Across the 23 metrics below, UFP Industries, Inc. leads on 15 and Boise Cascade, L.L.C. on 8.

Valuation

Metric BCC UFPI Lumber & Wood Production median
P/E 20.60 19.46 —
P/S 0.37 0.66 0.66
P/B 1.20 1.39 1.29
Price to free cash flow 18.28 18.63 —
EV/EBITDA 7.59 8.01 —
EV/Sales 0.41 0.59 0.59
Earnings yield 4.86% 5.14% 4.71%
Free cash flow yield 5.47% 5.37% 5.42%

Profitability

Metric BCC UFPI Lumber & Wood Production median
Gross margin 16.66% 15.41% 15.41%
Operating margin 2.78% 4.63% 2.78%
Net margin 1.82% 3.47% 1.82%
Free cash flow margin 2.04% 3.56% 2.04%
Return on equity 5.73% 7.11% 0.00%
Return on assets 3.53% 5.38% 1.77%
Return on invested capital 5.31% 7.23% 2.66%

Growth

Metric BCC UFPI Lumber & Wood Production median
Revenue growth (TTM) 1.23% (0.71%) (0.71%)
EPS growth (last fiscal year) (63.11%) (26.14%) (44.63%)
Revenue growth, 5-year CAGR 3.19% 4.16% 3.68%
Net income growth, 5-year CAGR (5.36%) 3.41% 0.00%

Health

Metric BCC UFPI Lumber & Wood Production median
Debt to equity 0.24 0.08 0.12
Current ratio 2.82 3.86 3.10
Net debt to EBITDA (0.05) (1.39) (0.35)

Dividend

Metric BCC UFPI Lumber & Wood Production median
Dividend yield 1.27% 1.78% —
Payout ratio 0.26 0.35 —

Size

Metric BCC UFPI Lumber & Wood Production median
Market cap 2.57b 4.58b 3.58b

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