# Lumber & Wood Production — company-by-company sector analysis

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

Sector Alpha — machine-written from the numbers. Data as of 2026-08-04. Not investment advice.

## 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.

## Sector relative strength

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%.

13-week sector return versus NIFTY 500: 7.7%
52-week sector return versus NIFTY 500: -15%
Stocks leading NIFTY: 1/4
Stocks leading sector: 2/4

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

Companies: 5
Combined market value: ₹21.9K Cr

## 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.

1. Simpson Manufacturing Co., Inc. (SSD): 52/100 — Thin evidence · provisional; evidence 53%
   - Growth & earnings 19.7/35 | Capital efficiency 16.0/25 | Valuation 10.0/20 | Relative strength 6.0/20
   - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 2 of the last 12 weeks
   - Exact sum: 19.7 + 16 + 10 + 6 = 51.7
   - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2. Boise Cascade Company (BCC): 48/100 — Thin evidence · provisional; evidence 53%
   - Growth & earnings 11.3/35 | Capital efficiency 9.6/25 | Valuation 10.0/20 | Relative strength 17.3/20
   - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 1 of the last 12 weeks
   - 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.
3. UFP Industries, Inc. (UFPI): 40/100 — Thin evidence · provisional; evidence 53%
   - Growth & earnings 16.3/35 | Capital efficiency 10.5/25 | Valuation 10.0/20 | Relative strength 3.1/20
   - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 1 of the last 12 weeks
   - 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.
4. West Fraser Timber Co. Ltd. (WFG): 37/100 — Thin evidence · provisional; evidence 53%
   - Growth & earnings 16.7/35 | Capital efficiency 3.0/25 | Valuation 10.0/20 | Relative strength 7.2/20
   - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 1 of the last 12 weeks
   - 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.
5. FF Global Holdings Ltd (FFGG): 56/100 — Thin evidence · provisional; evidence 11%
   - Growth & earnings 17.5/35 | Capital efficiency 18.2/25 | Valuation 10.0/20 | Relative strength 10.0/20
   - 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.

## 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.

### Strongest one-year price performers
1. Simpson Manufacturing Co., Inc. (SSD): 8.4%
2. Boise Cascade Company (BCC): 5.4%
3. West Fraser Timber Co. Ltd. (WFG): -2.1%
4. UFP Industries, Inc. (UFPI): -5.2%

### Strongest relative strength versus NIFTY 500
1. Boise Cascade Company (BCC): 0.1%
2. Simpson Manufacturing Co., Inc. (SSD): -3.2%
3. West Fraser Timber Co. Ltd. (WFG): -5.6%
4. UFP Industries, Inc. (UFPI): -11%

## Revenue Scale & Growth Durability

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.

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.

Evidence: Boise Cascade Company · $6,367 million | Not enough peers | 0/8 recent comparable periods | 1/5 companies · 71 observations

Definition: Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

### Revenue — largest
1. Boise Cascade Company (BCC): ₹6.4K Cr — older report

### Revenue growth — fastest growers
1. Boise Cascade Company (BCC): -3.8% — older report

### 20-quarter Revenue history
- SSD: Dec 2021 ₹419 Cr | Mar 2022 ₹494 Cr | Jun 2022 ₹593 Cr | Sep 2022 ₹554 Cr | Dec 2022 ₹476 Cr | Mar 2023 ₹534 Cr | Jun 2023 ₹598 Cr | Sep 2023 ₹580 Cr | Dec 2023 ₹502 Cr | Mar 2024 ₹531 Cr | Jun 2024 ₹597 Cr | Sep 2024 ₹587 Cr | Dec 2024 ₹517 Cr | Mar 2025 ₹539 Cr | Jun 2025 ₹631 Cr | Sep 2025 ₹624 Cr | Dec 2025 ₹539 Cr | Mar 2026 ₹588 Cr | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 ₹2.0K Cr | Mar 2022 ₹3.1K Cr | Jun 2022 ₹2.9K Cr | Sep 2022 ₹2.1K Cr | Dec 2022 ₹1.6K Cr | Mar 2023 ₹1.6K Cr | Jun 2023 ₹1.6K Cr | Sep 2023 ₹1.7K Cr | Dec 2023 ₹1.5K Cr | Mar 2024 ₹1.6K Cr | Jun 2024 ₹1.7K Cr | Sep 2024 ₹1.4K Cr | Dec 2024 ₹1.4K Cr | Mar 2025 ₹1.5K Cr | Jun 2025 ₹1.5K Cr | Sep 2025 ₹1.3K Cr | Dec 2025 ₹1.2K Cr | Mar 2026 — | Jun 2026 ₹1.3K Cr | Sep 2026 —
- UFPI: Dec 2021 ₹2.0K Cr | Mar 2022 ₹2.5K Cr | Jun 2022 ₹2.9K Cr | Sep 2022 ₹2.3K Cr | Dec 2022 ₹1.9K Cr | Mar 2023 — | Jun 2023 ₹1.8K Cr | Sep 2023 ₹2.0K Cr | Dec 2023 ₹1.5K Cr | Mar 2024 ₹1.6K Cr | Jun 2024 ₹1.9K Cr | Sep 2024 ₹1.6K Cr | Dec 2024 ₹1.5K Cr | Mar 2025 ₹1.6K Cr | Jun 2025 ₹1.8K Cr | Sep 2025 ₹1.6K Cr | Dec 2025 ₹1.3K Cr | Mar 2026 ₹1.5K Cr | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 ₹1.8K Cr | Mar 2022 ₹2.3K Cr | Jun 2022 ₹2.3K Cr | Sep 2022 ₹2.2K Cr | Dec 2022 ₹1.6K Cr | Mar 2023 ₹1.5K Cr | Jun 2023 ₹1.8K Cr | Sep 2023 ₹1.8K Cr | Dec 2023 ₹1.6K Cr | Mar 2024 ₹1.6K Cr | Jun 2024 ₹1.8K Cr | Sep 2024 ₹1.7K Cr | Dec 2024 ₹1.6K Cr | Mar 2025 ₹1.5K Cr | Jun 2025 ₹1.7K Cr | Sep 2025 ₹1.7K Cr | Dec 2025 ₹1.5K Cr | Mar 2026 ₹1.5K Cr | Jun 2026 — | Sep 2026 —

### 20-quarter Revenue growth history
- SSD: Dec 2021 — | Mar 2022 — | Jun 2022 45% | Sep 2022 40% | Dec 2022 14% | Mar 2023 8.1% | Jun 2023 0.8% | Sep 2023 4.7% | Dec 2023 5.5% | Mar 2024 -0.6% | Jun 2024 -0.2% | Sep 2024 1.2% | Dec 2024 3.0% | Mar 2025 1.5% | Jun 2025 5.7% | Sep 2025 6.3% | Dec 2025 4.3% | Mar 2026 9.1% | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 — | Mar 2022 — | Jun 2022 -24% | Sep 2022 -11% | Dec 2022 -21% | Mar 2023 -48% | Jun 2023 -44% | Sep 2023 -18% | Dec 2023 -6.3% | Mar 2024 0.0% | Jun 2024 6.0% | Sep 2024 -16% | Dec 2024 -7.2% | Mar 2025 -10% | Jun 2025 -10% | Sep 2025 -9.1% | Dec 2025 -17% | Mar 2026 — | Jun 2026 -13% | Sep 2026 —
- UFPI: Dec 2021 — | Mar 2022 — | Jun 2022 7.4% | Sep 2022 11% | Dec 2022 -5.1% | Mar 2023 — | Jun 2023 -37% | Sep 2023 -12% | Dec 2023 -20% | Mar 2024 — | Jun 2024 4.4% | Sep 2024 -19% | Dec 2024 -4.1% | Mar 2025 -2.6% | Jun 2025 -3.5% | Sep 2025 -5.4% | Dec 2025 -9.0% | Mar 2026 -8.5% | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 — | Mar 2022 — | Jun 2022 -6.8% | Sep 2022 15% | Dec 2022 -8.6% | Mar 2023 -34% | Jun 2023 -20% | Sep 2023 -15% | Dec 2023 1.0% | Mar 2024 6.5% | Jun 2024 -0.9% | Sep 2024 -6.5% | Dec 2024 -4.7% | Mar 2025 -6.6% | Jun 2025 -3.2% | Sep 2025 -2.7% | Dec 2025 -6.8% | Mar 2026 -2.4% | Jun 2026 — | Sep 2026 —

## Operating Economics & Margin Trend

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

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.

Evidence: Simpson Manufacturing Co., Inc. · 19.5% | 343.2% versus #2 · UFP Industries, Inc. | 5/8 recent comparable periods | 4/5 companies · 71 observations

Definition: Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

### OPM — highest
1. Simpson Manufacturing Co., Inc. (SSD): 20%
2. UFP Industries, Inc. (UFPI): 4.4%
3. Boise Cascade Company (BCC): 1.9% — older report
4. West Fraser Timber Co. Ltd. (WFG): -16%

### Margin change — fastest expanders
1. Simpson Manufacturing Co., Inc. (SSD): +0.5 pp
2. UFP Industries, Inc. (UFPI): −1.4 pp
3. Boise Cascade Company (BCC): −1.6 pp — older report
4. West Fraser Timber Co. Ltd. (WFG): −12.8 pp

### 20-quarter OPM history
- SSD: Dec 2021 23% | Mar 2022 25% | Jun 2022 22% | Sep 2022 22% | Dec 2022 17% | Mar 2023 22% | Jun 2023 24% | Sep 2023 24% | Dec 2023 14% | Mar 2024 18% | Jun 2024 22% | Sep 2024 21% | Dec 2024 15% | Mar 2025 19% | Jun 2025 22% | Sep 2025 23% | Dec 2025 14% | Mar 2026 20% | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 22% | Mar 2022 46% | Jun 2022 34% | Sep 2022 14% | Dec 2022 -8.0% | Mar 2023 -5.2% | Jun 2023 -12% | Sep 2023 11% | Dec 2023 -12% | Mar 2024 3.0% | Jun 2024 7.8% | Sep 2024 -7.4% | Dec 2024 -4.7% | Mar 2025 4.4% | Jun 2025 -2.9% | Sep 2025 -21% | Dec 2025 -80% | Mar 2026 — | Jun 2026 -16% | Sep 2026 —
- UFPI: Dec 2021 9.7% | Mar 2022 10% | Jun 2022 9.8% | Sep 2022 10% | Dec 2022 8.8% | Mar 2023 — | Jun 2023 8.9% | Sep 2023 9.5% | Dec 2023 8.1% | Mar 2024 8.2% | Jun 2024 8.4% | Sep 2024 7.3% | Dec 2024 5.4% | Mar 2025 5.8% | Jun 2025 6.7% | Sep 2025 5.7% | Dec 2025 4.4% | Mar 2026 4.4% | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 13% | Mar 2022 17% | Jun 2022 13% | Sep 2022 14% | Dec 2022 9.6% | Mar 2023 8.3% | Jun 2023 11% | Sep 2023 10% | Dec 2023 7.4% | Mar 2024 8.1% | Jun 2024 8.2% | Sep 2024 6.8% | Dec 2024 5.9% | Mar 2025 3.5% | Jun 2025 4.6% | Sep 2025 1.9% | Dec 2025 1.1% | Mar 2026 1.9% | Jun 2026 — | Sep 2026 —

### 20-quarter Margin change history
- SSD: Dec 2021 — | Mar 2022 — | Jun 2022 −2.4 pp | Sep 2022 −3.2 pp | Dec 2022 −6.6 pp | Mar 2023 −3.1 pp | Jun 2023 +1.9 pp | Sep 2023 +2.0 pp | Dec 2023 −2.3 pp | Mar 2024 −4.0 pp | Jun 2024 −2.2 pp | Sep 2024 −2.9 pp | Dec 2024 +0.6 pp | Mar 2025 +0.9 pp | Jun 2025 +0.1 pp | Sep 2025 +1.3 pp | Dec 2025 −1.0 pp | Mar 2026 +0.5 pp | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 — | Mar 2022 — | Jun 2022 −18.6 pp | Sep 2022 −13.2 pp | Dec 2022 −30.1 pp | Mar 2023 −51.1 pp | Jun 2023 −46.1 pp | Sep 2023 −2.6 pp | Dec 2023 −4.4 pp | Mar 2024 +8.2 pp | Jun 2024 +19.9 pp | Sep 2024 −18.3 pp | Dec 2024 +7.7 pp | Mar 2025 +1.4 pp | Jun 2025 −10.7 pp | Sep 2025 −13.6 pp | Dec 2025 −75.1 pp | Mar 2026 — | Jun 2026 −12.8 pp | Sep 2026 —
- UFPI: Dec 2021 — | Mar 2022 — | Jun 2022 +1.0 pp | Sep 2022 +2.2 pp | Dec 2022 −0.9 pp | Mar 2023 — | Jun 2023 −0.9 pp | Sep 2023 −0.7 pp | Dec 2023 −0.7 pp | Mar 2024 — | Jun 2024 −0.5 pp | Sep 2024 −2.2 pp | Dec 2024 −2.7 pp | Mar 2025 −2.4 pp | Jun 2025 −1.7 pp | Sep 2025 −1.6 pp | Dec 2025 −1.0 pp | Mar 2026 −1.4 pp | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 — | Mar 2022 — | Jun 2022 −3.8 pp | Sep 2022 +7.0 pp | Dec 2022 −3.2 pp | Mar 2023 −9.1 pp | Jun 2023 −2.5 pp | Sep 2023 −3.8 pp | Dec 2023 −2.2 pp | Mar 2024 −0.2 pp | Jun 2024 −2.3 pp | Sep 2024 −3.3 pp | Dec 2024 −1.5 pp | Mar 2025 −4.6 pp | Jun 2025 −3.6 pp | Sep 2025 −4.9 pp | Dec 2025 −4.8 pp | Mar 2026 −1.6 pp | Jun 2026 — | Sep 2026 —

## Profit Scale & Acceleration

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.

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.

Evidence: Boise Cascade Company · $111 million | Not enough peers | 0/8 recent comparable periods | 1/5 companies · 71 observations

Definition: 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 profit — largest
1. Boise Cascade Company (BCC): ₹111 Cr — older report

### Profit growth — fastest growers
1. Boise Cascade Company (BCC): -64% — older report

### 20-quarter Net profit history
- SSD: Dec 2021 ₹70 Cr | Mar 2022 ₹95 Cr | Jun 2022 ₹94 Cr | Sep 2022 ₹88 Cr | Dec 2022 ₹58 Cr | Mar 2023 ₹88 Cr | Jun 2023 ₹107 Cr | Sep 2023 ₹104 Cr | Dec 2023 ₹55 Cr | Mar 2024 ₹75 Cr | Jun 2024 ₹98 Cr | Sep 2024 ₹94 Cr | Dec 2024 ₹55 Cr | Mar 2025 ₹78 Cr | Jun 2025 ₹104 Cr | Sep 2025 ₹107 Cr | Dec 2025 ₹56 Cr | Mar 2026 ₹88 Cr | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 ₹334 Cr | Mar 2022 ₹1.1K Cr | Jun 2022 ₹762 Cr | Sep 2022 ₹216 Cr | Dec 2022 ₹-93 Cr | Mar 2023 ₹-42 Cr | Jun 2023 ₹-131 Cr | Sep 2023 ₹159 Cr | Dec 2023 ₹-153 Cr | Mar 2024 ₹35 Cr | Jun 2024 ₹105 Cr | Sep 2024 ₹-83 Cr | Dec 2024 ₹-61 Cr | Mar 2025 ₹42 Cr | Jun 2025 ₹-24 Cr | Sep 2025 ₹-203 Cr | Dec 2025 ₹-752 Cr | Mar 2026 — | Jun 2026 ₹-189 Cr | Sep 2026 —
- UFPI: Dec 2021 ₹147 Cr | Mar 2022 ₹193 Cr | Jun 2022 ₹208 Cr | Sep 2022 ₹172 Cr | Dec 2022 ₹132 Cr | Mar 2023 — | Jun 2023 ₹126 Cr | Sep 2023 ₹151 Cr | Dec 2023 ₹104 Cr | Mar 2024 ₹121 Cr | Jun 2024 ₹126 Cr | Sep 2024 ₹102 Cr | Dec 2024 ₹70 Cr | Mar 2025 ₹79 Cr | Jun 2025 ₹101 Cr | Sep 2025 ₹76 Cr | Dec 2025 ₹40 Cr | Mar 2026 ₹51 Cr | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 ₹169 Cr | Mar 2022 ₹303 Cr | Jun 2022 ₹218 Cr | Sep 2022 ₹220 Cr | Dec 2022 ₹117 Cr | Mar 2023 ₹97 Cr | Jun 2023 ₹146 Cr | Sep 2023 ₹143 Cr | Dec 2023 ₹98 Cr | Mar 2024 ₹104 Cr | Jun 2024 ₹112 Cr | Sep 2024 ₹91 Cr | Dec 2024 ₹69 Cr | Mar 2025 ₹40 Cr | Jun 2025 ₹62 Cr | Sep 2025 ₹22 Cr | Dec 2025 ₹9 Cr | Mar 2026 ₹18 Cr | Jun 2026 — | Sep 2026 —

### 20-quarter Profit growth history
- SSD: Dec 2021 — | Mar 2022 — | Jun 2022 31% | Sep 2022 19% | Dec 2022 -17% | Mar 2023 -7.4% | Jun 2023 14% | Sep 2023 18% | Dec 2023 -5.2% | Mar 2024 -15% | Jun 2024 -8.4% | Sep 2024 -9.6% | Dec 2024 0.0% | Mar 2025 4.0% | Jun 2025 6.1% | Sep 2025 14% | Dec 2025 1.8% | Mar 2026 13% | Jun 2026 — | Sep 2026 —
- WFG: Dec 2021 — | Mar 2022 — | Jun 2022 -49% | Sep 2022 -53% | Dec 2022 -128% | Mar 2023 -104% | Jun 2023 -117% | Sep 2023 -26% | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 -152% | Dec 2024 — | Mar 2025 20% | Jun 2025 -123% | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 —
- UFPI: Dec 2021 — | Mar 2022 — | Jun 2022 19% | Sep 2022 37% | Dec 2022 -10% | Mar 2023 — | Jun 2023 -39% | Sep 2023 -12% | Dec 2023 -21% | Mar 2024 — | Jun 2024 0.0% | Sep 2024 -32% | Dec 2024 -33% | Mar 2025 -35% | Jun 2025 -20% | Sep 2025 -25% | Dec 2025 -43% | Mar 2026 -35% | Jun 2026 — | Sep 2026 —
- BCC: Dec 2021 — | Mar 2022 — | Jun 2022 -28% | Sep 2022 139% | Dec 2022 -31% | Mar 2023 -68% | Jun 2023 -33% | Sep 2023 -35% | Dec 2023 -16% | Mar 2024 7.2% | Jun 2024 -23% | Sep 2024 -36% | Dec 2024 -30% | Mar 2025 -62% | Jun 2025 -45% | Sep 2025 -76% | Dec 2025 -87% | Mar 2026 -55% | Jun 2026 — | Sep 2026 —

## Return On Capital Employed

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.

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.

Evidence: FF Global Holdings Ltd · 45.3% | 607.8% versus #2 · Simpson Manufacturing Co., Inc. | Not enough history | 5/5 companies · 74 observations

Definition: 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 — highest
1. FF Global Holdings Ltd (FFGG): 45%
2. Simpson Manufacturing Co., Inc. (SSD): 6.4%
3. UFP Industries, Inc. (UFPI): 2.9%
4. Boise Cascade Company (BCC): 1.0% — older report
5. West Fraser Timber Co. Ltd. (WFG): -1.0%

### ROCE change — fastest improvers
1. West Fraser Timber Co. Ltd. (WFG): +2.5 pp
2. Simpson Manufacturing Co., Inc. (SSD): +0.8 pp
3. UFP Industries, Inc. (UFPI): −0.6 pp
4. Boise Cascade Company (BCC): −0.9 pp — older report
5. FF Global Holdings Ltd (FFGG): −6.7 pp

### 20-quarter ROCE history
- SSD: Dec 2021 8.5% | Mar 2022 8.2% | Jun 2022 8.2% | Sep 2022 7.4% | Dec 2022 4.6% | Mar 2023 5.6% | Jun 2023 6.5% | Sep 2023 6.2% | Dec 2023 3.2% | Mar 2024 4.2% | Jun 2024 5.6% | Sep 2024 5.1% | Dec 2024 3.3% | Mar 2025 4.3% | Jun 2025 5.6% | Sep 2025 5.5% | Dec 2025 3.0% | Mar 2026 4.5% | Jun 2026 6.4% | Sep 2026 —
- WFG: Dec 2021 7.0% | Mar 2022 15% | Jun 2022 11% | Sep 2022 3.1% | Dec 2022 -1.4% | Mar 2023 -0.9% | Jun 2023 -2.1% | Sep 2023 2.0% | Dec 2023 -2.1% | Mar 2024 0.5% | Jun 2024 1.5% | Sep 2024 -1.2% | Dec 2024 -0.8% | Mar 2025 0.8% | Jun 2025 -0.5% | Sep 2025 -3.5% | Dec 2025 -13% | Mar 2026 — | Jun 2026 -2.9% | Sep 2026 -1.0%
- UFPI: Dec 2021 8.8% | Mar 2022 11% | Jun 2022 11% | Sep 2022 9.0% | Dec 2022 6.1% | Mar 2023 — | Jun 2023 5.4% | Sep 2023 6.4% | Dec 2023 3.8% | Mar 2024 4.0% | Jun 2024 4.7% | Sep 2024 3.4% | Dec 2024 2.2% | Mar 2025 2.6% | Jun 2025 3.5% | Sep 2025 2.5% | Dec 2025 1.6% | Mar 2026 1.8% | Jun 2026 2.9% | Sep 2026 —
- BCC: Dec 2021 14% | Mar 2022 21% | Jun 2022 14% | Sep 2022 13% | Dec 2022 6.7% | Mar 2023 5.1% | Jun 2023 7.3% | Sep 2023 6.7% | Dec 2023 4.4% | Mar 2024 4.7% | Jun 2024 5.1% | Sep 2024 4.1% | Dec 2024 3.3% | Mar 2025 1.9% | Jun 2025 2.8% | Sep 2025 1.2% | Dec 2025 0.6% | Mar 2026 1.0% | Jun 2026 — | Sep 2026 —

### 20-quarter ROCE change history
- SSD: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −3.9 pp | Mar 2023 −2.6 pp | Jun 2023 −1.7 pp | Sep 2023 −1.2 pp | Dec 2023 −1.4 pp | Mar 2024 −1.4 pp | Jun 2024 −0.9 pp | Sep 2024 −1.1 pp | Dec 2024 +0.1 pp | Mar 2025 +0.1 pp | Jun 2025 0.0 pp | Sep 2025 +0.4 pp | Dec 2025 −0.3 pp | Mar 2026 +0.2 pp | Jun 2026 +0.8 pp | Sep 2026 —
- WFG: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −8.4 pp | Mar 2023 −16.3 pp | Jun 2023 −12.6 pp | Sep 2023 −1.1 pp | Dec 2023 −0.7 pp | Mar 2024 +1.4 pp | Jun 2024 +3.6 pp | Sep 2024 −3.2 pp | Dec 2024 +1.3 pp | Mar 2025 +0.3 pp | Jun 2025 −2.0 pp | Sep 2025 −2.3 pp | Dec 2025 −11.8 pp | Mar 2026 — | Jun 2026 −2.4 pp | Sep 2026 +2.5 pp
- UFPI: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −2.7 pp | Mar 2023 — | Jun 2023 −5.4 pp | Sep 2023 −2.6 pp | Dec 2023 −2.3 pp | Mar 2024 — | Jun 2024 −0.7 pp | Sep 2024 −3.0 pp | Dec 2024 −1.6 pp | Mar 2025 −1.4 pp | Jun 2025 −1.2 pp | Sep 2025 −0.9 pp | Dec 2025 −0.6 pp | Mar 2026 −0.8 pp | Jun 2026 −0.6 pp | Sep 2026 —
- BCC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −6.8 pp | Mar 2023 −16.2 pp | Jun 2023 −7.0 pp | Sep 2023 −6.6 pp | Dec 2023 −2.3 pp | Mar 2024 −0.4 pp | Jun 2024 −2.2 pp | Sep 2024 −2.6 pp | Dec 2024 −1.1 pp | Mar 2025 −2.8 pp | Jun 2025 −2.3 pp | Sep 2025 −2.9 pp | Dec 2025 −2.7 pp | Mar 2026 −0.9 pp | Jun 2026 — | Sep 2026 —

## Valuation Against Growth & Quality

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

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.

Evidence: No comparable leader | Not enough peers | Not enough history | 0/5 companies · 5 observations

Definition: 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.

### PEG — lowest PEG

### P/E — lowest P/E
1. UFP Industries, Inc. (UFPI): 21.2
2. Simpson Manufacturing Co., Inc. (SSD): 22.9
3. Boise Cascade Company (BCC): 25.6 — older report
4. West Fraser Timber Co. Ltd. (WFG): 49.2

### 20-quarter PEG history
- SSD: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 2.2 | Jun 2023 — | Sep 2023 — | Dec 2023 3.6 | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 2.4 | Dec 2025 2.3 | Mar 2026 1.8 | Jun 2026 — | Sep 2026 —

### 20-quarter P/E history
- SSD: Dec 2021 22.6 | Mar 2022 15.3 | Jun 2022 13.2 | Sep 2022 9.8 | Dec 2022 11.4 | Mar 2023 14.4 | Jun 2023 17.4 | Sep 2023 18.0 | Dec 2023 24.0 | Mar 2024 25.7 | Jun 2024 21.6 | Sep 2024 25.3 | Dec 2024 21.8 | Mar 2025 20.5 | Jun 2025 19.8 | Sep 2025 20.4 | Dec 2025 19.6 | Mar 2026 20.1 | Jun 2026 22.9 | Sep 2026 —
- WFG: Dec 2021 3.5 | Mar 2022 2.8 | Jun 2022 3.1 | Sep 2022 3.1 | Dec 2022 3.5 | Mar 2023 8.4 | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 49.2 | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 —
- UFPI: Dec 2021 10.6 | Mar 2022 8.1 | Jun 2022 6.4 | Sep 2022 6.2 | Dec 2022 7.2 | Mar 2023 — | Jun 2023 8.0 | Sep 2023 10.7 | Dec 2023 15.1 | Mar 2024 14.9 | Jun 2024 14.1 | Sep 2024 17.7 | Dec 2024 16.6 | Mar 2025 17.5 | Jun 2025 16.8 | Sep 2025 16.6 | Dec 2025 18.2 | Mar 2026 20.1 | Jun 2026 21.2 | Sep 2026 —
- BCC: Dec 2021 3.9 | Mar 2022 3.2 | Jun 2022 3.0 | Sep 2022 2.6 | Dec 2022 3.2 | Mar 2023 3.9 | Jun 2023 6.2 | Sep 2023 8.2 | Dec 2023 10.7 | Mar 2024 12.5 | Jun 2024 10.4 | Sep 2024 13.8 | Dec 2024 12.4 | Mar 2025 12.3 | Jun 2025 12.7 | Sep 2025 15.3 | Dec 2025 20.9 | Mar 2026 25.6 | Jun 2026 — | Sep 2026 —


## What can make this comparison misleading?
- 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.

## Every company
- Simpson Manufacturing Co., Inc. (SSD) — market value ₹8.1K Cr; latest fundamentals Jun 2026
- West Fraser Timber Co. Ltd. (WFG) — market value ₹5.5K Cr; latest fundamentals Sep 2026
- UFP Industries, Inc. (UFPI) — market value ₹5.2K Cr; latest fundamentals Jun 2026
- Boise Cascade Company (BCC) — market value ₹3.0K Cr; latest fundamentals Mar 2026
- FF Global Holdings Ltd (FFGG) — market value ₹106 Cr; latest fundamentals unavailable

## Methodology and freshness

Fundamentals through Sep 2026; prices through 2026-08-04.
Up to 20 quarters per company. Reported history is normalized to Indian rupees crore. Missing values are not interpolated. Derived metrics are calculated only when their inputs are comparable.

## Frequently asked questions

### 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.