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Upturn AI SWOT - About
PCH 
PotlatchDeltic Corp (PCH)
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Upturn Advisory Summary
03/06/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.65% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.55B USD | Price to earnings Ratio 161.14 | 1Y Target Price 50.38 |
Price to earnings Ratio 161.14 | 1Y Target Price 50.38 | ||
Volume (30-day avg) 460734 | Beta 1.16 | 52 Weeks Range 35.95 - 47.65 | Updated Date 03/31/2025 |
52 Weeks Range 35.95 - 47.65 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 3.99% | Basic EPS (TTM) 0.28 |
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 2.06% | Operating Margin (TTM) 5.24% |
Management Effectiveness
Return on Assets (TTM) 0.63% | Return on Equity (TTM) 1.04% |
Valuation
Trailing PE 161.14 | Forward PE 55.25 | Enterprise Value 4412429669 | Price to Sales(TTM) 3.35 |
Enterprise Value 4412429669 | Price to Sales(TTM) 3.35 | ||
Enterprise Value to Revenue 4.15 | Enterprise Value to EBITDA 29.38 | Shares Outstanding 78744496 | Shares Floating 72361263 |
Shares Outstanding 78744496 | Shares Floating 72361263 | ||
Percent Insiders 2.51 | Percent Institutions 91.09 |
Analyst Ratings
Rating 4.25 | Target Price 50.71 | Buy 2 | Strong Buy 4 |
Buy 2 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
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 traces its roots back to 1903, while Deltic Timber was founded in 1996 as a spin-off from Murphy Oil Corporation. The merger created a leading timber REIT with a geographically diverse portfolio of timberlands.
Core Business Areas
- Timberlands: Manages and harvests timber on approximately 1.8 million acres of timberlands, selling logs to lumber mills and other wood product manufacturers.
- Wood Products: Manufactures and sells lumber, plywood, and other wood products, primarily to the residential construction, repair and remodel, and industrial markets.
- Real Estate: Sells rural real estate for recreational and conservation purposes, as well as higher-and-better uses.
Leadership and Structure
Eric J. Cremers is the current President and Chief Executive Officer. The company operates with a traditional corporate structure, including a Board of Directors overseeing management.
Top Products and Market Share
Key Offerings
- Competitors: Weyerhaeuser, West Fraser Timber, Canfor
- Lumber: PotlatchDeltic's lumber products are used in residential construction, repair, and remodeling. Competitors include Weyerhaeuser, West Fraser Timber, and Canfor. Market share data specific to PotlatchDeltic's lumber market share is not publicly available in precise figures but they are a significant player in the market.
- Competitors: Georgia-Pacific, Roseburg Forest Products
- Plywood: The company produces plywood primarily for structural applications. Competitors include Georgia-Pacific and Roseburg Forest Products. Market share data specific to PotlatchDeltic's plywood market share is not publicly available in precise figures but they are a player in the market.
- Competitors: Weyerhaeuser, Catchmark Timber Trust
- Timber: Logs harvested from their timberlands are sold to various wood product manufacturers. PotlatchDeltic is one of the largest private landowners in the U.S. Competitors vary by geographic region but include Weyerhaeuser and Catchmark Timber Trust.
Market Dynamics
Industry Overview
The forest products industry is influenced by housing starts, repair and remodeling activity, and industrial demand. Factors such as interest rates, economic growth, and government regulations impact the industry.
Positioning
PotlatchDeltic is a vertically integrated timber REIT, meaning it owns timberlands and manufactures wood products. This provides the company with greater control over its supply chain and allows it to capture value at multiple stages.
Total Addressable Market (TAM)
The TAM for lumber and wood products is estimated to be in the hundreds of billions of dollars globally. PotlatchDeltic, with its vertically integrated model and extensive timberland holdings, is well-positioned to capture a portion of this market.
Upturn SWOT Analysis
Strengths
- Large and geographically diverse timberland holdings
- Vertically integrated operations
- Strong balance sheet
- Experienced management team
- REIT structure provides tax advantages
Weaknesses
- Exposure to cyclicality of housing market
- Dependence on commodity prices
- Vulnerability to natural disasters (e.g., wildfires, hurricanes)
- Limited diversification outside of timber and wood products
- Real Estate Sales are heavily regulated
Opportunities
- Increasing demand for sustainable building materials
- Expansion into new geographic markets
- Acquisitions of additional timberlands
- Development of new wood products
- Growing demand for recreational real estate
Threats
- Economic downturns
- Rising interest rates
- Changes in government regulations
- Increased competition
- Climate change impacts on timberlands
Competitors and Market Share
Key Competitors
- WY
- WFG
- CFP
Competitive Landscape
PotlatchDeltic benefits from its vertically integrated model and geographically diverse timberland holdings. However, it faces competition from larger players with greater scale and diversification.
Major Acquisitions
Deltic Timber Corporation
- Year: 2018
- Acquisition Price (USD millions): 640
- Strategic Rationale: The merger of Potlatch and Deltic created a leading timber REIT with a geographically diverse portfolio of timberlands, creating synergies and cost savings.
Growth Trajectory and Initiatives
Historical Growth: PotlatchDeltic's historical growth has been driven by timberland acquisitions, organic growth in wood products, and real estate sales. Specific data required to perform analysis
Future Projections: Future growth projections depend on analyst estimates and company guidance.
Recent Initiatives: Recent initiatives may include acquisitions, capital investments, and new product development.
Summary
PotlatchDeltic is a timber REIT with a vertically integrated business model. The company benefits from its timberland holdings and wood product operations. However, the company faces cyclicality in the housing market and commodity price risk. Recent initiatives and strategic acquisitions position the company for continued growth.
Similar Companies
CBT
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CBT
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RYN
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RYN
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WY
Weyerhaeuser Company
WY
Weyerhaeuser Company
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change.
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) that owns nearly 2.2 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 environmental and social responsibility and to responsible governance.
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