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Upturn AI SWOT - About
PCH 
PotlatchDeltic Corp (PCH)
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Upturn Advisory Summary
10/17/2025: PCH (1-star) is currently NOT-A-BUY. Pass it for now.
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 $49.86
1 Year Target Price $49.86
| 4 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.38% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.31B USD | Price to earnings Ratio 80.7 | 1Y Target Price 49.86 |
Price to earnings Ratio 80.7 | 1Y Target Price 49.86 | ||
Volume (30-day avg) 9 | Beta 1.11 | 52 Weeks Range 36.00 - 46.59 | Updated Date 10/18/2025 |
52 Weeks Range 36.00 - 46.59 | Updated Date 10/18/2025 | ||
Dividends yield (FY) 4.28% | 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 80.7 | Forward PE 43.86 | Enterprise Value 4209862660 | Price to Sales(TTM) 3.13 |
Enterprise Value 4209862660 | Price to Sales(TTM) 3.13 | ||
Enterprise Value to Revenue 3.98 | Enterprise Value to EBITDA 24.69 | Shares Outstanding 77291016 | Shares Floating 70717463 |
Shares Outstanding 77291016 | Shares Floating 70717463 | ||
Percent Insiders 1.6 | Percent Institutions 95.28 |
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 Corporation was founded in 1903. The company has evolved from a pure timber company to a Real Estate Investment Trust (REIT) focused on timberlands and wood products.
Core Business Areas
- Timberlands: Manages and harvests timber on approximately 1.8 million acres of timberland in the United States. Sells timber to third parties and internal mills.
- Wood Products: Manufactures and sells lumber, plywood, and particleboard products.
- Real Estate: Manages and sells rural real estate in select markets.
Leadership and Structure
Eric J. Cremers serves as the President and Chief Executive Officer. The company operates with a traditional corporate structure, with various departments responsible for timberland management, wood products manufacturing, and real estate sales.
Top Products and Market Share
Key Offerings
- Lumber: PotlatchDeltic produces Southern Yellow Pine (SYP) lumber and Inland Red Fir/Larch lumber. Market share data is fragmented across regions and species. Competitors include West Fraser Timber (WFG.TO), Weyerhaeuser (WY), and Canfor (CFP.TO). Revenue is most of the Wood Products revenues.
- Plywood: The company manufactures plywood panels. Market share data is also fragmented. Competitors are Weyerhaeuser (WY), Boise Cascade (BCC), and Roseburg Forest Products. Revenue is most of the Wood Products revenues.
- Particleboard: The company manufactures Particleboard. Market share data is also fragmented. Competitors include Roseburg Forest Products, Arauco and SierraPine.
- Timber Sales: PotlatchDeltic sells timber from its managed forests. Market share varies depending on the region. Competitors include Weyerhaeuser (WY), Rayonier (RYN), and CatchMark Timber Trust (CTT). Revenue is most of the Timberlands revenues.
Market Dynamics
Industry Overview
The timber and wood products industry is cyclical and influenced by factors such as housing starts, interest rates, and economic growth. Demand for lumber and wood products remains robust due to new construction, remodeling, and industrial applications.
Positioning
PotlatchDeltic is a leading timber REIT with a vertically integrated business model. Its timberlands provide a sustainable source of raw materials for its wood products mills. This integration gives it a cost advantage and greater control over its supply chain.
Total Addressable Market (TAM)
The TAM for the overall lumber and wood products market is estimated to be in the hundreds of billions of dollars annually. PotlatchDeltic is well-positioned to capture a share of this market through its timberlands and manufacturing operations.
Upturn SWOT Analysis
Strengths
- Large and well-managed timberlands
- Vertically integrated business model
- Sustainable forestry practices
- Strong balance sheet
- REIT structure provides tax advantages
Weaknesses
- Cyclical nature of the industry
- Exposure to commodity price fluctuations
- Geographic concentration of timberlands
- High capital expenditures
Opportunities
- Increased demand for sustainable building materials
- Expansion into new geographic markets
- Acquisitions of additional timberlands
- Development of new wood products
- Carbon offset programs
Threats
- Economic downturns
- Rising interest rates
- Wildfires and other natural disasters
- Changes in government regulations
- Increased competition
Competitors and Market Share
Key Competitors
- WY
- RYN
- LPX
- BCC
Competitive Landscape
PotlatchDeltic benefits from vertical integration. Competitors who don't have these advantages may compete on price. PotlatchDeltic's larger competitors (WY) have more scale and diversification.
Major Acquisitions
Anthony Forest Products
- Year: 2022
- Acquisition Price (USD millions): 232
- Strategic Rationale: Increased scale, more access to lumber, more profitability for the shareholders.
Growth Trajectory and Initiatives
Historical Growth: PotlatchDeltic's historical growth has been influenced by timber prices, housing market conditions, and acquisitions.
Future Projections: Analyst estimates for PotlatchDeltic's future growth depend on timber prices, wood product demand, and the company's ability to execute its strategic initiatives.
Recent Initiatives: Recent strategic initiatives may include timberland acquisitions, mill modernizations, and investments in new technologies.
Summary
PotlatchDeltic is a solid company with a vertically integrated business model, which provides a stable supply chain for its wood product manufacturing. Its REIT structure offers tax advantages, but the company remains sensitive to cyclical swings in the lumber market. Wildfires and economic downturns pose significant risks, but sustainable building trends offer opportunities for future growth. Strong timberland holdings and good execution are also benefiting the company's shareholders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Materials
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is based on available information and may not be precise. Financial data is dependent on company filings and third-party data.
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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