美股市场个股详情

BCC Boise Cascade

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  • 138.260
  • -1.160-0.83%
收盘价 04/29 16:00 (美东)
  • 140.420
  • +2.160+1.56%
盘后 17:23 (美东)
54.70亿总市值11.41市盈率TTM

Boise Cascade股票讨论区

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    逍遥投资派
    逍遥投资派
    04/04 23:44
    $Boise Cascade(BCC.US)$🎯 2024.4.4 当前价格152.5，持仓浮盈151%
    新增数据：23Q4，营收略有增长，营业利润和净利润均持续萎缩。
    2023年营收萎缩18.5%，营业利润萎缩46.1%，净利润萎缩43.6%，近3年净利增长率下降到40%。
    资产负债率变化不大，总资产和净资产都有所增加。资产端主要是固定资产增加，负债端无息负债略有增加。
    现金流经营净额高于投资净额，产生了股东盈余。
    目前市盈率12.6，虽然板块的周期性很强，但考虑到长期增速仍可谨慎选择(⭐️)
    Moomoo AI
    Moomoo AI
    03/27 02:31
    Boise Cascade's low P/E ratio is due to its forecast of declining earnings. Investors believe that the potential for an improvement in earnings is not significant enough to justify a higher P/E ratio.
    There Is A Reason Boise Cascade Company's (NYSE:BCC) Price Is Undemanding
    Moomoo AI
    Moomoo AI
    02/29 03:53
    Recent insider selling at Boise Cascade raises caution. Despite insiders owning shares, the lack of buying and volume of selling could concern potential investors. The company also shows 3 warning signs in investment analysis.
    Boise Cascade Insiders Sold US$4.9m Of Shares Suggesting Hesitancy
    102054460
    102054460
    01/17 09:47

    Boise Cascade – no margin of safety

    Boise Cascade or BCC is one of the largest producers of engineered wood products and plywood in North America. Its growth in PAT over the past decade was driven mostly by the past 2 years' outlier product prices, which have since declined. The company is fundamentally sound with strong financials. BCC is a cyclical company heavily influenced by the housing sector, and valuations based on probability-weighting the outlier prices show no margin of safety.
    For mor...
    Boise Cascade – no margin of safety
    102054460
    102054460
    01/16 13:54

    Boise Cascade vs Dominan – do not use the same valuation approach

    When hunting for companies in the wood-based products business, I found that those in Bursa Malaysia are mainly in the furniture sector. But many in the US are in the building materials sector.
    This is because in the US, most houses are timber-based whereas in Malaysia, most houses are brick and cement based.
    For example, Bursa Malaysia Dominan manufactures and sells engineered wood mouldings and laminated wood panel products worl...
    Boise Cascade vs Dominan – do not use the same valuation approach
    Moomoo AI
    Moomoo AI
    2023/11/09 22:28
    The significant selling of shares by an insider, with no insider buying recorded in the past year, is a potential red flag for investors. Some level of investment alignment with other shareholders is implied by the insider ownership, yet caution is recommended due to recent insider selling activity.
    Independent Director Steven Cooper Sold A Bunch Of Shares In Boise Cascade
    逍遥投资派
    逍遥投资派
    2023/07/13 23:00
    $Boise Cascade(BCC.US)$🎯 当前价格97，持仓浮盈60%，持股超过1年，达到复盘标准
    新增数据：2022后3季度及全年财报，2023Q1
    2022年营收增速下滑到5.8%，营业利润增长19.1%，净利润增长20.4%。
    2023Q1营收大幅下滑33.6%，营业利润大幅下滑68.5%，净利润下滑68%，其实按季度看，最近4个季度有3个季度环比都在下滑，而且下滑速度在加快。
    2022年资产负债率从47.4%下降到36.5%，应收账款有所下降，应收和存货都比较正常，其它科目变化都不大。
    目前市盈率4.5，市盈率TTM已经上升到了5.9，尽管估值看起来仍旧很有吸引力，但是考虑到周期股一旦触顶就很难逆转下跌趋势，目前比较稳妥的做法是适当降低仓位，继续观察。
    逍遥投资派
    逍遥投资派
    2022/06/27 21:42
    $Boise Cascade(BCC.US)$
    是2013年以21美元上市的美国企业，目前价格55.74，涨幅165%，年化11%。毛利率5年来从14%上升到20.5%，
    营收、营业利润和净利润5年来增长很多，尤其是2021年分别增长了45%，2倍和3倍。
    2022Q1增速依然持续，营收、营业利润和净利润分别增长了28%，1倍和1倍。
    利润表比较干净，其它科目占比很低，利息费用占营业利润的2.5%，负担很低。
    市场给出的市盈率是3.1，这么低的市盈率说明市场对于利润增长的持续性有质疑。5年平均净利为2.14亿，按目前市值22亿计算的话市盈率为10.3，似乎也不算高。2022Q1已经完成了3亿净利，如果按3亿净利润计算，市盈率为7.3，对于周期股来讲比较正常。
    资产负债表中应收款项、存货占比都比较正常，固定资产和商誉都不高，公司还是比较轻的类型。长期借款4.45亿，占净资产16.49亿的四分之一。5年来资产负债率从58%下降到47%，主要是流动资产大幅增加的结果，资产成长质量很好。
    近5年现金流经营净额大幅高于投资净额，盈余不错。
    综合看起来还是可以谨慎选择的（⭐️）
    Analysts Notebook
    Analysts Notebook
    2022/06/23 20:07

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    Analysts Notebook
    Analysts Notebook
    2022/05/10 18:45

    专栏Top upgrades and downgrades on 5/10

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