COMP <GO>
BCC vs BLDR // EV/EBITDA & P/E VALUATION
Boise Cascade L.L.C. (NYSE) VS. Builders FirstSource Inc. (NYSE) • 15-METRIC TALLY: BCC 3
— BLDR 7
▲ EV/EBITDA & P/E VALUATION LEADER: BCC
LAST: $75.00 (-4.86%) • MKT CAP: $2.75B
valuation
6.9x
LAST: $67.82 (+4.48%) • MKT CAP: $6.98B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BCC VS. BLDR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BCC | BLDR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 30.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.10% | 8.80% | -1.70 | BLDR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 6.9x | 8.7x | -1.80 | BCC | /valuation <GO> |
| Free Cash Flow Yield | 0.47% | 12.58% | -12.11 | BLDR | /fcf-yield <GO> |
| Operating Margin | 2.90% | 5.20% | -2.30 | BLDR | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 2.90% | -0.80 | BLDR | /net-margins <GO> |
| Revenue Growth (YoY) | -4.80% | -7.40% | +2.60 | BCC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.27% | 0.00% | +1.27 | BCC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.6 | 65.4 | -7.80 | BLDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.12 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 14.5x | +4.50 | BLDR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.75B | $6.98B | -$4.23B | BLDR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BCC REV | BLDR REV | BCC GROSS % | BLDR GROSS % | BCC FCF | BLDR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.40B | $15.19B | — | 30.4% | $12.7M | $853.3M |
| FY 2024 | $6.72B | $16.40B | — | 32.8% | $208.8M | $1.49B |
| FY 2023 | $6.84B | $17.10B | — | — | $687.5M | $1.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BCC // BETA —
BLDR // BETA 1.12