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Upturn AI SWOT - About
PCH 
PotlatchDeltic Corp (PCH)
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Upturn Advisory Summary
07/03/2025: 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 $49.33
1 Year Target Price $49.33
| 4 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -30.03% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.14B USD | Price to earnings Ratio 65.43 | 1Y Target Price 49.33 |
Price to earnings Ratio 65.43 | 1Y Target Price 49.33 | ||
Volume (30-day avg) 9 | Beta 1.18 | 52 Weeks Range 35.68 - 47.10 | Updated Date 07/4/2025 |
52 Weeks Range 35.68 - 47.10 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 4.69% | Basic EPS (TTM) 0.61 |
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 4.35% | Operating Margin (TTM) 10.12% |
Management Effectiveness
Return on Assets (TTM) 1.23% | Return on Equity (TTM) 2.31% |
Valuation
Trailing PE 65.43 | Forward PE 65.36 | Enterprise Value 4024206360 | Price to Sales(TTM) 2.85 |
Enterprise Value 4024206360 | Price to Sales(TTM) 2.85 | ||
Enterprise Value to Revenue 3.65 | Enterprise Value to EBITDA 22.75 | Shares Outstanding 78596000 | Shares Floating 72176279 |
Shares Outstanding 78596000 | Shares Floating 72176279 | ||
Percent Insiders 1.57 | Percent Institutions 93.48 |
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 originally founded in 1903. The combined company is a leading Real Estate Investment Trust (REIT) that owns timberlands.
Core Business Areas
- Timberlands: Manages and harvests timber on its extensive land holdings, providing a sustainable source of wood fiber for its manufacturing operations and third-party sales.
- Wood Products: Manufactures and sells a range of wood products, including lumber, plywood, and particleboard.
- Real Estate: Manages and develops real estate properties, generating revenue through land sales and development projects.
Leadership and Structure
Eric J. Cremers is the Chief Executive Officer. The company operates with a board of directors and various executive leadership positions overseeing different business segments.
Top Products and Market Share
Key Offerings
- Lumber: PotlatchDeltic produces lumber for construction, remodeling, and industrial applications. Competition includes Weyerhaeuser, West Fraser Timber, and Canfor. Market share data is variable but PotlatchDeltic is a significant player in specific regions.
- Plywood: PotlatchDeltic's plywood products are used in structural panels and other construction materials. Competitors are the same as for Lumber above.
- Timber: PotlatchDeltic sells raw timber harvested from its timberlands. Competition includes smaller regional logging companies and other large timberland owners.
Market Dynamics
Industry Overview
The forest products industry is cyclical and affected by housing starts, remodeling activity, and general economic conditions. Demand for lumber and other wood products fluctuates with construction trends.
Positioning
PotlatchDeltic is positioned as a vertically integrated timber REIT, benefiting from its timberland ownership and manufacturing capabilities. Its competitive advantage lies in its sustainable forestry practices and efficient operations.
Total Addressable Market (TAM)
The global timber market is estimated at hundreds of billions of dollars annually. PotlatchDeltic captures a portion of this TAM through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Large timberland ownership
- Vertically integrated operations
- Sustainable forestry practices
- Strong balance sheet
Weaknesses
- Exposure to cyclical markets
- Dependence on weather conditions
- Potential for environmental regulations to impact operations
Opportunities
- Increasing demand for sustainable building materials
- Expanding into new geographic markets
- Developing new wood products and technologies
- Real estate development opportunities
Threats
- Economic downturns affecting housing and construction
- Wildfires and other natural disasters
- Changes in government regulations
- Competition from other forest product companies
Competitors and Market Share
Key Competitors
- WY
- WFG
- CFP
Competitive Landscape
PotlatchDeltic's timberland ownership gives it a competitive advantage, but it faces stiff competition from larger players in the wood products market.
Major Acquisitions
CatchMark Timber Trust
- Year: 2022
- Acquisition Price (USD millions): 479
- Strategic Rationale: Strengthens timberland portfolio and provides operational synergies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by timber prices, housing starts, and acquisitions.
Future Projections: Future projections are based on analyst estimates of housing market recovery and timber demand.
Recent Initiatives: Recent initiatives focus on optimizing timberland management, improving manufacturing efficiency, and pursuing strategic acquisitions.
Summary
PotlatchDeltic is a vertically integrated timber REIT with substantial timberland holdings which provides a strong base for future stability. The company's financial performance is closely tied to the cyclical nature of the housing market. PotlatchDeltic's sustainable forestry practices and efficient operations are crucial for its long-term success. Threats to the company include downturns in construction, environmental regulation changes, and natural disasters.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PotlatchDeltic Investor Relations
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions can change rapidly.
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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