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PotlatchDeltic Corp (PCH)

Upturn stock ratingUpturn stock rating
$38.37
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

06/30/2025: PCH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

9 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $49.33

1 Year Target Price $49.33

Analysts Price Target For last 52 week
$49.33Target price
Low$35.53
Current$38.37
high$47.1

Analysis of Past Performance

Type Stock
Historic Profit -30.03%
Avg. Invested days 36
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.06B USD
Price to earnings Ratio 63.95
1Y Target Price 49.33
Price to earnings Ratio 63.95
1Y Target Price 49.33
Volume (30-day avg) 9
Beta 1.18
52 Weeks Range 35.53 - 47.10
Updated Date 06/30/2025
52 Weeks Range 35.53 - 47.10
Updated Date 06/30/2025
Dividends yield (FY) 4.63%
Basic EPS (TTM) 0.6

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 63.95
Forward PE 63.69
Enterprise Value 3942466520
Price to Sales(TTM) 2.77
Enterprise Value 3942466520
Price to Sales(TTM) 2.77
Enterprise Value to Revenue 3.58
Enterprise Value to EBITDA 22.29
Shares Outstanding 78596000
Shares Floating 72176279
Shares Outstanding 78596000
Shares Floating 72176279
Percent Insiders 1.57
Percent Institutions 93.48

Analyst Ratings

Rating 3
Target Price 49.33
Buy 4
Strong Buy 4
Buy 4
Strong Buy 4
Hold 1
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

PotlatchDeltic Corp

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 1383

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.