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 $4.4B against $2.7B — 1.6× the size. UFP Industries, Inc. trades at the lower P/E: 18.2× against 26.2×. Boise Cascade, L.L.C. grew revenue faster over the last twelve months: −1.52% against −4.72%. UFP Industries, Inc. has the higher net margin (3.84% vs 1.64%) and the higher return on invested capital (7.46% vs 4.52%). Both pay a dividend; Boise Cascade, L.L.C. yields more (6.33% vs 0.94%). Across the 23 metrics below, UFP Industries, Inc. leads on 17 and Boise Cascade, L.L.C. on 6.

Valuation

Metric BCC UFPI Lumber & Wood Production median
P/E 26.19 18.19 —
P/S 0.42 0.69 0.69
P/B 1.34 1.40 1.37
Price to free cash flow 25.87 13.95 —
EV/EBITDA 8.88 8.01 —
EV/Sales 0.45 0.62 0.62
Earnings yield 3.82% 5.50% 3.82%
Free cash flow yield 3.86% 7.17% 5.26%

Profitability

Metric BCC UFPI Lumber & Wood Production median
Gross margin 16.51% 16.13% 16.13%
Operating margin 2.48% 5.07% 2.48%
Net margin 1.64% 3.84% 1.64%
Free cash flow margin 1.63% 4.92% 2.28%
Return on equity 5.06% 7.68% 2.53%
Return on assets 3.09% 5.83% 1.55%
Return on invested capital 4.52% 7.46% 2.26%

Growth

Metric BCC UFPI Lumber & Wood Production median
Revenue growth (TTM) (1.52%) (4.72%) (4.72%)
EPS growth (last fiscal year) (63.11%) (26.14%) —
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 2.71 3.98 3.00
Net debt to EBITDA (0.05) (1.39) (0.35)

Dividend

Metric BCC UFPI Lumber & Wood Production median
Dividend yield 6.33% 0.94% —
Payout ratio 0.04 0.11 0.11

Size

Metric BCC UFPI Lumber & Wood Production median
Market cap 2.66b 4.35b 3.51b

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