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Upturn AI SWOT - About
PCH 
PotlatchDeltic Corp (PCH)
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Upturn Advisory Summary
09/15/2025: PCH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $50.62
1 Year Target Price $50.62
| 4 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.34% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.13B USD | Price to earnings Ratio 76.43 | 1Y Target Price 50.62 |
Price to earnings Ratio 76.43 | 1Y Target Price 50.62 | ||
Volume (30-day avg) 9 | Beta 1.13 | 52 Weeks Range 36.00 - 46.59 | Updated Date 09/15/2025 |
52 Weeks Range 36.00 - 46.59 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 4.40% | Basic EPS (TTM) 0.53 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.94% | Operating Margin (TTM) 4.91% |
Management Effectiveness
Return on Assets (TTM) 1.17% | Return on Equity (TTM) 2.07% |
Valuation
Trailing PE 76.43 | Forward PE 41.15 | Enterprise Value 4134895240 | Price to Sales(TTM) 2.96 |
Enterprise Value 4134895240 | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 3.91 | Enterprise Value to EBITDA 24.25 | Shares Outstanding 77286000 | Shares Floating 70717463 |
Shares Outstanding 77286000 | Shares Floating 70717463 | ||
Percent Insiders 1.6 | Percent Institutions 95.01 |
Upturn AI SWOT
PotlatchDeltic Corp
Company Overview
History and Background
PotlatchDeltic Corporation was formed in 2018 through the merger of Potlatch Corporation and Deltic Timber Corporation. Potlatch was founded in 1903. The merger created a leading Real Estate Investment Trust (REIT) with significant timberland holdings.
Core Business Areas
- Timberlands: Manages and harvests timber on its owned or managed timberlands. These lands produce timber which is a primary resource for paper, packaging and building materials. They also manage sustainable forestry practices.
- Wood Products: Manufactures and sells lumber and panel products at facilities primarily located in the Southern US. These product lines are used in construction, remodeling and industrial applications.
- Real Estate: Develops and sells rural real estate primarily from optimally located, non-strategic timberlands. They generate income from these sales.
Leadership and Structure
Eric J. Cremers is the Chairman, President and Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure across its business segments.
Top Products and Market Share
Key Offerings
- Lumber: Primarily Southern Yellow Pine lumber used in residential and commercial construction. Market share data is difficult to specify precisely but they compete in the overall lumber market. Competitors: Weyerhaeuser, West Fraser Timber, Canfor.
- Panels: Primarily plywood and oriented strand board (OSB) used in construction and industrial applications. Competitors: Weyerhaeuser, Louisiana-Pacific, Huber Engineered Woods.
- Timber: Raw logs sold to other manufacturers. Market share varies regionally. Competitors: Weyerhaeuser, Rayonier, CatchMark Timber Trust.
- Real Estate: Land sales of non-strategic timberland. Competitors: Regional land developers and other timber REITs.
Market Dynamics
Industry Overview
The timber and wood products industry is influenced by housing construction, repair and remodeling activity, and global demand for wood products. The industry can be cyclical.
Positioning
PotlatchDeltic is a vertically integrated timber REIT, owning timberlands and manufacturing wood products. This provides a competitive advantage through control of raw material supply.
Total Addressable Market (TAM)
The TAM for the wood products industry is in the hundreds of billions of dollars globally. PotlatchDeltic captures a small percentage of the TAM and competes regionally, leveraging their timberland assets.
Upturn SWOT Analysis
Strengths
- Large timberland ownership
- Vertically integrated operations
- REIT structure offering tax advantages
- Strong relationships with customers
- Sustainable forestry practices
Weaknesses
- Exposure to cyclical housing market
- Dependence on commodity prices
- Geographic concentration in the Southern US
- Capital intensive operations
- Exposure to forest fires and other natural disasters
Opportunities
- Increased housing construction activity
- Growth in demand for sustainable building materials
- Expansion into new geographic markets
- Acquisitions of additional timberlands
- Development of new wood products
Threats
- Economic downturn and housing market decline
- Increased competition from substitute materials
- Changes in government regulations
- Rising interest rates
- Climate change impacts on timber growth and forest health
Competitors and Market Share
Key Competitors
- Weyerhaeuser (WY)
- Louisiana-Pacific (LPX)
- West Fraser Timber (WFG.TO)
Competitive Landscape
PotlatchDeltic's vertical integration and timberland ownership provide a competitive advantage. However, larger companies like Weyerhaeuser have greater scale and diversification.
Major Acquisitions
Anthony Forest Products
- Year: 2022
- Acquisition Price (USD millions): 229
- Strategic Rationale: Increased scale and enhanced lumber manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Discuss PotlatchDeltic Corp's growth trends over the past years.
Future Projections: Provide projections for PotlatchDeltic Corp's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by PotlatchDeltic Corp.
Summary
PotlatchDeltic is a vertically integrated timber REIT with a strong position in the Southern US. Its timberland ownership provides a competitive advantage, but it is exposed to cyclical housing markets. Recent acquisitions show a focus on growing the lumber business. The company needs to carefully monitor external threats to ensure future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market share data is approximate and based on available estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PotlatchDeltic Corp
Exchange NASDAQ | Headquaters Spokane, WA, United States | ||
IPO Launch date 1985-11-11 | President, CEO & Director Mr. Eric J. Cremers | ||
Sector Real Estate | Industry REIT - Specialty | Full time employees 1383 | Website https://www.potlatchdeltic.com |
Full time employees 1383 | Website https://www.potlatchdeltic.com | ||
PotlatchDeltic Corporation (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.1 million acres of timberlands in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi and South Carolina. Through its taxable REIT subsidiary, the company also operates six sawmills, an industrial-grade plywood mill, a residential and commercial real estate development business and a rural timberland sales program. PotlatchDeltic, a leader in sustainable forest management, is committed to corporate responsibility.
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