Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Lumber & Wood Production Stocks

Lumber & Wood Production: Boise Cascade Company owns the largest revenue base AND the fastest current growth.

01 · the industry itself · before any single company

How has Lumber & Wood Production moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 59% behind S&P 500. Earnings across its companies fell 28% on average over the last four reported quarters.

TURNING · ahead 1wPrice down, no fundamental support3 of 4 companies ahead of S&P 500 by 5% or more over three months

RS ↑1w · 4/4 >200d (+1) · 3/4 lead (+3) · EPS 1/4↑

20030040020262025202420232022 300348 TRAILING 12-MONTH EPS · 100 AT THE START0100108Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingJun 2022 · trailing 12-month earnings per share at 97, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 4 reportingMar 2023 · trailing 12-month earnings per share at 75, against 100 at the start · down 24.8% on a year ago · 3 reportingJun 2023 · trailing 12-month earnings per share at 84, against 100 at the start · down 12.9% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 86, against 100 at the start · down 23.2% on a year ago · 5 reportingDec 2023 · trailing 12-month earnings per share at 69, against 100 at the start · down 35.0% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 69, against 100 at the start · down 21.9% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 65, against 100 at the start · down 14.4% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 60, against 100 at the start · down 14.2% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 56, against 100 at the start · down 16.6% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 49, against 100 at the start · down 24.5% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 45, against 100 at the start · down 33.3% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 39, against 100 at the start · down 26.1% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 26.3% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 46, against 100 at the start · down 25.0% on a year ago · 3 reportingNot reported yet — earnings trail price by a quarter or two46 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20030040020262025202420232022 300348 TRAILING 12-MONTH EPS · 100 AT THE START0100108Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingJun 2022 · trailing 12-month earnings per share at 97, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 4 reportingMar 2023 · trailing 12-month earnings per share at 75, against 100 at the start · down 24.8% on a year ago · 3 reportingJun 2023 · trailing 12-month earnings per share at 84, against 100 at the start · down 12.9% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 86, against 100 at the start · down 23.2% on a year ago · 5 reportingDec 2023 · trailing 12-month earnings per share at 69, against 100 at the start · down 35.0% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 69, against 100 at the start · down 21.9% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 65, against 100 at the start · down 14.4% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 60, against 100 at the start · down 14.2% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 56, against 100 at the start · down 16.6% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 49, against 100 at the start · down 24.5% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 45, against 100 at the start · down 33.3% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 39, against 100 at the start · down 26.1% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 26.3% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 46, against 100 at the start · down 25.0% on a year ago · 3 reportingNot reported yet — earnings trail price by a quarter or two46No earnings on file this far back — the price series reaches further than the filings do
Lumber & Wood Production, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 4 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Lumber & Wood Production outperforming S&P 500?

Lumber & Wood Production has underperformed S&P 500 by 15% over the last 52 weeks. Over 13 weeks the gap is a lead of 7.7%. 1 of 4 covered companies currently beats the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Boise Cascade Company is the strongest against the sector itself at +4.7%.

+7.7%Sector vs S&P 500 · 13 weeks
-15.0%Sector vs S&P 500 · 52 weeks
1/4Stocks leading S&P 500
2/4Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: current leadership is concentrated, so durability matters more than rank.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Lumber & Wood Production has underperformed S&P 500 by 15% over 52 weeks and 7.7% over 13 weeks. 1 of 4 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 4 beat the sector itself. Boise Cascade Company leads with revenue of $6,367 million, based on 1 of 5 comparable companies through Mar 2026.

Companies
5
complete canonical membership
Combined market value
$21.9B
Simpson Manufacturing Co., Inc.
Revenue growing
0/1
positive TTM year-on-year growth
Beating S&P 500
1/4
positive Mansfield relative strength
Comparing 1 of 5
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Simpson Manufacturing Co., Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 52.5% evidence confidence.
Boise Cascade Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Simpson Manufacturing Co., Inc.SSD 51.7/100Thin evidence · provisional53% evidence BASING 19.7/35 Revenue — · PAT — · OPM change 0.5 pp 39% evidence 16.0/25 ROCE 6.4% · OPM 19.5% 76% evidence 10.0/20 P/E 22.9× · PEG — 0% evidence 6.0/20 RS sector 0.7% · RS bench -3.2% · 1Y 8.4%2 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 16 + 10 + 6 = 51.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Boise Cascade CompanyBCC 48.2/100Thin evidence · provisional53% evidence TURNING 11.3/35 Revenue -3.8% · PAT -64.4% · OPM change -1.6 pp 53% evidence 9.6/25 ROCE 1% · OPM 1.9% 57% evidence 10.0/20 P/E 25.6× · PEG — 0% evidence 17.3/20 RS sector 4.7% · RS bench 0.1% · 1Y 5.4%1 of 12 weeks ahead 100% evidence
Exact sum: 11.3 + 9.6 + 10 + 17.3 = 48.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3UFP Industries, Inc.UFPI 39.9/100Thin evidence · provisional53% evidence TURNING 16.3/35 Revenue — · PAT — · OPM change -1.4 pp 39% evidence 10.5/25 ROCE 2.9% · OPM 4.4% 76% evidence 10.0/20 P/E 21.2× · PEG — 0% evidence 3.1/20 RS sector -7.2% · RS bench -11.3% · 1Y -5.2%1 of 12 weeks ahead 100% evidence
Exact sum: 16.3 + 10.5 + 10 + 3.1 = 39.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4West Fraser Timber Co. Ltd.WFG 36.9/100Thin evidence · provisional53% evidence TURNING 16.7/35 Revenue — · PAT — · OPM change -12.8 pp 39% evidence 3.0/25 ROCE -1% · OPM -15.7% 76% evidence 10.0/20 P/E 49.2× · PEG — 0% evidence 7.2/20 RS sector -1.5% · RS bench -5.6% · 1Y -2.1%1 of 12 weeks ahead 100% evidence
Exact sum: 16.7 + 3 + 10 + 7.2 = 36.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5FF Global Holdings LtdFFGG 55.7/100Thin evidence · provisional11% evidence 17.5/35 Revenue — · PAT — · OPM change — 0% evidence 18.2/25 ROCE 45.3% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence
Exact sum: 17.5 + 18.2 + 10 + 10 = 55.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
04 · what price has already done

Market action

Simpson Manufacturing Co., Inc. has the strongest one-year price move in Lumber & Wood Production at +8.4%. Boise Cascade Company leads on Mansfield relative strength against the S&P 500 at +0.1%. 1 of 4 covered companies is above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Boise Cascade Company has the highest Revenue among the 5 Lumber & Wood Production companies compared here, at $6,367 million. The same company also holds the highest Revenue growth, at -3.8%. 1 of 5 companies report a comparable reading, the latest through Mar 2026. Its Revenue series carries 18 reported observations across the 20-quarter window.

What the numbers say: Boise Cascade Company is the scale leader at $6,367 million, Boise Cascade Company's growth is -3.8% from a $6,367 million base, with 18 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderBoise Cascade Company · $6,367 million
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/5 companies · 71 observations

Investor read: Boise Cascade Company is the scale benchmark; Boise Cascade Company is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Boise Cascade Company's growth falls below Boise Cascade Company's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Boise Cascade Company BCC · older report$6.4B
Revenue growthfastest growers
1Boise Cascade Company BCC · older report-3.8%
Revenue · company comparison
1/5 level · 1/5 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Boise Cascade Company BCC$1.5B-2.4%Mar 2026
UFP Industries, Inc. UFPI$1.5B-8.5%Jun 2026
West Fraser Timber Co. Ltd. WFG$1.3B-13%Sep 2026
Simpson Manufacturing Co., Inc. SSD$588M9.1%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Boise Cascade Company · BCC

$1.8B
$2.3B
$2.3B
$2.2B
$1.6B
$1.5B
$1.8B
$1.8B
$1.6B
$1.6B
$1.8B
$1.7B
$1.6B
$1.5B
$1.7B
$1.7B
$1.5B
$1.5B

Simpson Manufacturing Co., Inc. · SSD

$419M
$494M
$593M
$554M
$476M
$534M
$598M
$580M
$502M
$531M
$597M
$587M
$517M
$539M
$631M
$624M
$539M
$588M

UFP Industries, Inc. · UFPI

$2.0B
$2.5B
$2.9B
$2.3B
$1.9B
$1.8B
$2.0B
$1.5B
$1.6B
$1.9B
$1.6B
$1.5B
$1.6B
$1.8B
$1.6B
$1.3B
$1.5B

West Fraser Timber Co. Ltd. · WFG

$2.0B
$3.1B
$2.9B
$2.1B
$1.6B
$1.6B
$1.6B
$1.7B
$1.5B
$1.6B
$1.7B
$1.4B
$1.4B
$1.5B
$1.5B
$1.3B
$1.2B
$1.3B

Revenue growth · reported quarter history

Boise Cascade Company · BCC

-6.8%
15%
-8.6%
-34%
-20%
-15%
1.0%
6.5%
-0.9%
-6.5%
-4.7%
-6.6%
-3.2%
-2.7%
-6.8%
-2.4%

Simpson Manufacturing Co., Inc. · SSD

45%
40%
14%
8.1%
0.8%
4.7%
5.5%
-0.6%
-0.2%
1.2%
3.0%
1.5%
5.7%
6.3%
4.3%
9.1%

UFP Industries, Inc. · UFPI

7.4%
11%
-5.1%
-37%
-12%
-20%
4.4%
-19%
-4.1%
-2.6%
-3.5%
-5.4%
-9.0%
-8.5%

West Fraser Timber Co. Ltd. · WFG

-24%
-11%
-21%
-48%
-44%
-18%
-6.3%
0.0%
6.0%
-16%
-7.2%
-10%
-10%
-9.1%
-17%
-13%
06 · compare level, then change

Operating Economics & Margin Trend

Simpson Manufacturing Co., Inc. has the highest OPM among the 5 Lumber & Wood Production companies compared here, at 19.5%. UFP Industries, Inc. is next at 4.4%. The same company also holds the highest Margin change, at +0.5 percentage points. 4 of 5 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Simpson Manufacturing Co., Inc. leads both opm at 19.5% and margin change at +0.5 percentage points.

LeaderSimpson Manufacturing Co., Inc. · 19.5%
Gap343.2% versus #2 · UFP Industries, Inc.
Persistence5/8 recent comparable periods
Coverage4/5 companies · 71 observations

Investor read: Simpson Manufacturing Co., Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Margin changefastest expanders
2UFP Industries, Inc. UFPI−1.4 pp
3Boise Cascade Company BCC · older report−1.6 pp
Operating margin · company comparison
4/5 level · 4/5 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Simpson Manufacturing Co., Inc. SSD20%+0.5 ppJun 2026
UFP Industries, Inc. UFPI4.4%−1.4 ppJun 2026
Boise Cascade Company BCC1.9%−1.6 ppMar 2026
West Fraser Timber Co. Ltd. WFG-16%−12.8 ppSep 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Boise Cascade Company · BCC

13%
17%
13%
14%
9.6%
8.3%
11%
10%
7.4%
8.1%
8.2%
6.8%
5.9%
3.5%
4.6%
1.9%
1.1%
1.9%

Simpson Manufacturing Co., Inc. · SSD

23%
25%
22%
22%
17%
22%
24%
24%
14%
18%
22%
21%
15%
19%
22%
23%
14%
20%

UFP Industries, Inc. · UFPI

9.7%
10%
9.8%
10%
8.8%
8.9%
9.5%
8.1%
8.2%
8.4%
7.3%
5.4%
5.8%
6.7%
5.7%
4.4%
4.4%

West Fraser Timber Co. Ltd. · WFG

22%
46%
34%
14%
-8.0%
-5.2%
-12%
11%
-12%
3.0%
7.8%
-7.4%
-4.7%
4.4%
-2.9%
-21%
-80%
-16%

Margin change · reported quarter history

Boise Cascade Company · BCC

−3.8 pp
+7.0 pp
−3.2 pp
−9.1 pp
−2.5 pp
−3.8 pp
−2.2 pp
−0.2 pp
−2.3 pp
−3.3 pp
−1.5 pp
−4.6 pp
−3.6 pp
−4.9 pp
−4.8 pp
−1.6 pp

Simpson Manufacturing Co., Inc. · SSD

−2.4 pp
−3.2 pp
−6.6 pp
−3.1 pp
+1.9 pp
+2.0 pp
−2.3 pp
−4.0 pp
−2.2 pp
−2.9 pp
+0.6 pp
+0.9 pp
+0.1 pp
+1.3 pp
−1.0 pp
+0.5 pp

UFP Industries, Inc. · UFPI

+1.0 pp
+2.2 pp
−0.9 pp
−0.9 pp
−0.7 pp
−0.7 pp
−0.5 pp
−2.2 pp
−2.7 pp
−2.4 pp
−1.7 pp
−1.6 pp
−1.0 pp
−1.4 pp

West Fraser Timber Co. Ltd. · WFG

−18.6 pp
−13.2 pp
−30.1 pp
−51.1 pp
−46.1 pp
−2.6 pp
−4.4 pp
+8.2 pp
+19.9 pp
−18.3 pp
+7.7 pp
+1.4 pp
−10.7 pp
−13.6 pp
−75.1 pp
−12.8 pp
07 · compare level, then change

Profit Scale & Acceleration

Boise Cascade Company has the highest Net profit among the 5 Lumber & Wood Production companies compared here, at $111 million. The same company also holds the highest Profit growth, at -64.4%. 1 of 5 companies report a comparable reading, the latest through Mar 2026. Its Net profit series carries 18 reported observations across the 20-quarter window.

What the numbers say: Boise Cascade Company leads with $111 million of TTM profit, Boise Cascade Company shows -64.4% growth from a $111 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderBoise Cascade Company · $111 million
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/5 companies · 71 observations

Investor read: Boise Cascade Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Boise Cascade Company BCC · older report$111M
Profit growthfastest growers
1Boise Cascade Company BCC · older report-64%
Net profit · company comparison
1/5 level · 1/5 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Simpson Manufacturing Co., Inc. SSD$88M13%Jun 2026
UFP Industries, Inc. UFPI$51M-35%Jun 2026
Boise Cascade Company BCC$18M-55%Mar 2026
West Fraser Timber Co. Ltd. WFG$-189M-123%Sep 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Boise Cascade Company · BCC

$169M
$303M
$218M
$220M
$117M
$97M
$146M
$143M
$98M
$104M
$112M
$91M
$69M
$40M
$62M
$22M
$9M
$18M

Simpson Manufacturing Co., Inc. · SSD

$70M
$95M
$94M
$88M
$58M
$88M
$107M
$104M
$55M
$75M
$98M
$94M
$55M
$78M
$104M
$107M
$56M
$88M

UFP Industries, Inc. · UFPI

$147M
$193M
$208M
$172M
$132M
$126M
$151M
$104M
$121M
$126M
$102M
$70M
$79M
$101M
$76M
$40M
$51M

West Fraser Timber Co. Ltd. · WFG

$334M
$1.1B
$762M
$216M
$-93M
$-42M
$-131M
$159M
$-153M
$35M
$105M
$-83M
$-61M
$42M
$-24M
$-203M
$-752M
$-189M

Profit growth · reported quarter history

Boise Cascade Company · BCC

-28%
139%
-31%
-68%
-33%
-35%
-16%
7.2%
-23%
-36%
-30%
-62%
-45%
-76%
-87%
-55%

Simpson Manufacturing Co., Inc. · SSD

31%
19%
-17%
-7.4%
14%
18%
-5.2%
-15%
-8.4%
-9.6%
0.0%
4.0%
6.1%
14%
1.8%
13%

UFP Industries, Inc. · UFPI

19%
37%
-10%
-39%
-12%
-21%
0.0%
-32%
-33%
-35%
-20%
-25%
-43%
-35%

West Fraser Timber Co. Ltd. · WFG

-49%
-53%
-128%
-104%
-117%
-26%
-152%
20%
-123%
08 · compare level, then change

Return On Capital Employed

FF Global Holdings Ltd has the highest ROCE among the 5 Lumber & Wood Production companies compared here, at 45.3%. Simpson Manufacturing Co., Inc. is next at 6.4%. West Fraser Timber Co. Ltd. has the highest ROCE change at +2.5 percentage points, so level and change sit with different companies.

What the numbers say: FF Global Holdings Ltd leads ROCE at 45.3%, 38.9 percentage points above Simpson Manufacturing Co., Inc.. West Fraser Timber Co. Ltd. has the strongest latest improvement at +2.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderFF Global Holdings Ltd · 45.3%
Gap607.8% versus #2 · Simpson Manufacturing Co., Inc.
PersistenceNot enough history
Coverage5/5 companies · 74 observations

Investor read: FF Global Holdings Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCE changefastest improvers
3UFP Industries, Inc. UFPI−0.6 pp
4Boise Cascade Company BCC · older report−0.9 pp
5FF Global Holdings Ltd FFGG−6.7 pp
Return on capital · company comparison
5/5 level · 5/5 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Simpson Manufacturing Co., Inc. SSD6.4%+0.8 ppJun 2026
UFP Industries, Inc. UFPI2.9%−0.6 ppJun 2026
Boise Cascade Company BCC1.0%−0.9 ppMar 2026
West Fraser Timber Co. Ltd. WFG-1.0%+2.5 ppSep 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Boise Cascade Company · BCC

14%
21%
14%
13%
6.7%
5.1%
7.3%
6.7%
4.4%
4.7%
5.1%
4.1%
3.3%
1.9%
2.8%
1.2%
0.6%
1.0%

Simpson Manufacturing Co., Inc. · SSD

8.5%
8.2%
8.2%
7.4%
4.6%
5.6%
6.5%
6.2%
3.2%
4.2%
5.6%
5.1%
3.3%
4.3%
5.6%
5.5%
3.0%
4.5%
6.4%

UFP Industries, Inc. · UFPI

8.8%
11%
11%
9.0%
6.1%
5.4%
6.4%
3.8%
4.0%
4.7%
3.4%
2.2%
2.6%
3.5%
2.5%
1.6%
1.8%
2.9%

West Fraser Timber Co. Ltd. · WFG

7.0%
15%
11%
3.1%
-1.4%
-0.9%
-2.1%
2.0%
-2.1%
0.5%
1.5%
-1.2%
-0.8%
0.8%
-0.5%
-3.5%
-13%
-2.9%
-1.0%

ROCE change · reported quarter history

Boise Cascade Company · BCC

−6.8 pp
−16.2 pp
−7.0 pp
−6.6 pp
−2.3 pp
−0.4 pp
−2.2 pp
−2.6 pp
−1.1 pp
−2.8 pp
−2.3 pp
−2.9 pp
−2.7 pp
−0.9 pp

Simpson Manufacturing Co., Inc. · SSD

−3.9 pp
−2.6 pp
−1.7 pp
−1.2 pp
−1.4 pp
−1.4 pp
−0.9 pp
−1.1 pp
+0.1 pp
+0.1 pp
0.0 pp
+0.4 pp
−0.3 pp
+0.2 pp
+0.8 pp

UFP Industries, Inc. · UFPI

−2.7 pp
−5.4 pp
−2.6 pp
−2.3 pp
−0.7 pp
−3.0 pp
−1.6 pp
−1.4 pp
−1.2 pp
−0.9 pp
−0.6 pp
−0.8 pp
−0.6 pp

West Fraser Timber Co. Ltd. · WFG

−8.4 pp
−16.3 pp
−12.6 pp
−1.1 pp
−0.7 pp
+1.4 pp
+3.6 pp
−3.2 pp
+1.3 pp
+0.3 pp
−2.0 pp
−2.3 pp
−11.8 pp
−2.4 pp
+2.5 pp
09 · compare level, then change

Valuation Against Growth & Quality

No company in this Lumber & Wood Production comparison reports a valuation figure this section can compare, so the PEG rank is empty. On P/E, UFP Industries, Inc. is lowest at 21.2×, across 4 of 5 companies with a usable reading. PEG asks what price is being paid for growth; P/E keeps that answer anchored to the actual earnings multiple.

What the numbers say: There is not enough comparable evidence to name a reliable peg leader.

LeaderNo comparable leader
GapNot enough peers
PersistenceNot enough history
Coverage0/5 companies · 5 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
Not enough comparable data
P/Elowest P/E
3Boise Cascade Company BCC · older report25.6
Valuation · company comparison
0/5 level · 4/5 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Simpson Manufacturing Co., Inc. SSD1.822.9Jun 2026
West Fraser Timber Co. Ltd. WFG49.2Sep 2026
UFP Industries, Inc. UFPI21.2Jun 2026
Boise Cascade Company BCC25.6Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Simpson Manufacturing Co., Inc. · SSD

2.2
3.6
2.4
2.3
1.8

P/E · reported quarter history

Boise Cascade Company · BCC

3.9
3.2
3.0
2.6
3.2
3.9
6.2
8.2
10.7
12.5
10.4
13.8
12.4
12.3
12.7
15.3
20.9
25.6

Simpson Manufacturing Co., Inc. · SSD

22.6
15.3
13.2
9.8
11.4
14.4
17.4
18.0
24.0
25.7
21.6
25.3
21.8
20.5
19.8
20.4
19.6
20.1
22.9

UFP Industries, Inc. · UFPI

10.6
8.1
6.4
6.2
7.2
8.0
10.7
15.1
14.9
14.1
17.7
16.6
17.5
16.8
16.6
18.2
20.1
21.2

West Fraser Timber Co. Ltd. · WFG

3.5
2.8
3.1
3.1
3.5
8.4
49.2
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Lumber & Wood Production comparison names 6 specific ways its own evidence can mislead, all listed below. 1 of the 5 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. 3 of the 5 ranked sections have fewer than three usable current readings.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
  • Thin comparisons: Revenue, Net profit, Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 5 Lumber & Wood Production companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Lumber & Wood Production company comparison FAQs

These 19 answers restate the Lumber & Wood Production comparison above in question form. Every one is computed from the same 5 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Lumber & Wood Production sector outperforming S&P 500?

Lumber & Wood Production has underperformed S&P 500 by 15% over 52 weeks and 7.7% over 13 weeks. 1 of 4 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 4 beat the sector itself.

Which Lumber & Wood Production company is largest by revenue?

Boise Cascade Company leads with revenue of $6,367 million, based on 1 of 5 comparable companies through Mar 2026.

Which Lumber & Wood Production company is growing fastest?

Boise Cascade Company has the fastest current revenue growth at -3.8%, across 1 of 5 comparable companies.

Which Lumber & Wood Production company has the strongest 4-Factor Sector Score?

Simpson Manufacturing Co., Inc. ranks first at 51.7/100 with 52.5% evidence confidence. The score prioritizes research; it is not a buy recommendation.

How much history does this Lumber & Wood Production comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Lumber & Wood Production company is the biggest?

Boise Cascade Company is the largest, with trailing-twelve-month revenue of $6,367 million. That covers 1 of 5 companies with comparable reporting through Mar 2026.

Which Lumber & Wood Production company has the best profit margins?

Simpson Manufacturing Co., Inc. has the highest operating margin at 19.5%, from 4 of 5 comparable companies. Simpson Manufacturing Co., Inc. shows the biggest recent improvement, at +0.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Lumber & Wood Production company makes the most profit?

Boise Cascade Company earns the most, at $111 million of trailing-twelve-month net profit, from 1 of 5 comparable companies. Boise Cascade Company has the fastest profit growth at -64.4%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Lumber & Wood Production company earns the highest return on capital?

FF Global Holdings Ltd leads on return on capital employed at 45.3%, across 5 of 5 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Is the Lumber & Wood Production sector beating the market?

Lumber & Wood Production has underperformed S&P 500 by 15% over the last 52 weeks and 7.7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 1 of 4 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Lumber & Wood Production stock has the strongest price momentum?

Boise Cascade Company has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Lumber & Wood Production company scores highest for research priority?

Simpson Manufacturing Co., Inc. scores 51.7 out of 100 with 52.5% evidence confidence, from 19.7 points on growth and earnings, 16 on capital efficiency, 10 on valuation and 6 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Lumber & Wood Production companies does this comparison cover, and over what period?

It compares 5 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Lumber & Wood Production sector?

The 5 Lumber & Wood Production companies on this page carry $21,939 million of combined market value. Simpson Manufacturing Co., Inc. is the largest at $8,083 million, about 37% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

How is the Lumber & Wood Production sector performing?

1 of the 4 covered Lumber & Wood Production companies are beating S&P 500 on Mansfield relative strength. The sector itself is 15% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Lumber & Wood Production stocks are listed in the US?

This comparison covers 5 listed Lumber & Wood Production companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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