0.72%
13.81%
7.46%
0.70%
-0.13%
-16.95%
3.88%
AI Spotlight on PCH
Company Description
PotlatchDeltic (NASDAQ:PCH) is a leading Real Estate Investment Trust (REIT) that owns 1.8 million acres of timberlands in Alabama, Arkansas, Idaho, Louisiana, Minnesota and Mississippi.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.
Market Data
| Last Price | 44.67 |
| Change Percentage | 0.72% |
| Open | 43.97 |
| Previous Close | 44.35 |
| Market Cap ( Millions) | 3518 |
| Volume | 109502 |
| Year High | 47.65 |
| Year Low | 37.06 |
| M A 50 | 41.65 |
| M A 200 | 42.1 |
Financial Ratios
| FCF Yield | 2.07% |
| Dividend Yield | 4.03% |
| ROE | 1.05% |
| Debt / Equity | 52.49% |
| Net Debt / EBIDTA | 762.14% |
| Price To Book | 1.72 |
| Price Earnings Ratio | 160.21 |
| Price To FCF | 48.21 |
| Price To sales | 3.31 |
| EV / EBITDA | 36.83 |
News
- Jan -28 - PotlatchDeltic Corporation (PCH) Q4 2024 Earnings Call Transcript
- Jan -27 - PotlatchDeltic Corporation Reports Fourth Quarter and Full Year 2024 Results
- Jan -23 - 3 Wood Stocks Worth Watching in a Thriving Industry
- Jan -22 - PotlatchDeltic to Report Q4 Earnings: What's in Store for the Stock?
- Jan -22 - Appia Announces Outstanding Total Rare Earth Oxide (TREO) Results From Its Diamond Drilling Program at PCH Project in Goias, Brazil
- Jan -17 - PotlatchDeltic Announces Tax Treatment for 2024 Dividend Distributions
- Jan -07 - PotlatchDeltic Scheduled to Release Fourth Quarter 2024 Earnings on January 27, 2025
- Dec -12 - 5 Construction Stocks Wall Street Analysts Think Will Rally in 2025
- Dec -05 - PotlatchDeltic Positioned To Have Earnings Bump When Lumber Prices Normalize
- Dec -01 - PotlatchDeltic: Great Point To Exit This REIT
- Nov -14 - Appia Secures an Additional Mineral Claim at its PCH Ionic Adsorption Clay Project, Goias - Brazil
- Nov -01 - Potlatch (PCH) Upgraded to Buy: Here's What You Should Know
- Oct -29 - PotlatchDeltic Corporation (PCH) Q3 2024 Earnings Call Transcript
- Oct -28 - Potlatch (PCH) Beats Q3 Earnings and Revenue Estimates
- Oct -28 - PotlatchDeltic Corporation Reports Third Quarter 2024 Results
- Oct -23 - Appia Begins Diamond Drilling to Delineate Potential Highgrade Mineralization at PCH Target IV in Goias, Brazil
- Oct -01 - PotlatchDeltic Scheduled to Release Third Quarter 2024 Earnings on October 28, 2024
- Sep -23 - Maximize Dividend Growth and Market Cap With These 3 Stock Picks
- Aug -29 - PotlatchDeltic Announces Waldo, Arkansas Sawmill Construction Completed
- Jul -30 - PotlatchDeltic Corporation (PCH) Q2 2024 Earnings Call Transcript
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Wood Products
Expected Growth : 1.8 %
What the company do ?
Wood Products from PotlatchDeltic Corporation refers to the company's timber and wood-based products, including lumber, plywood, and engineered wood, used in construction and manufacturing.
Why we expect these perspectives ?
PotlatchDeltic's Wood Products segment growth of 1.8% is driven by increasing demand for lumber and panels in the repair and remodeling market, supported by a strong housing market and rising DIY activities. Additionally, the company's strategic focus on operational efficiency and cost reduction initiatives contribute to the segment's growth.
Segment nΒ°2 -> Timberlands
Expected Growth : 1.5 %
What the company do ?
Timberlands from PotlatchDeltic Corporation refer to the company's vast forestlands, covering over 1.7 million acres, primarily in Alabama, Arkansas, Idaho, Louisiana, Minnesota, and Mississippi, used for sustainable timber harvesting and wood products.
Why we expect these perspectives ?
PotlatchDeltic Corporation's Timberlands segment growth of 1.5% is driven by increasing demand for lumber and wood products, fueled by a strong housing market and infrastructure development. Additionally, the company's strategic timberland acquisitions and sustainable forestry practices contribute to the growth, while favorable weather conditions and efficient harvesting operations also support the segment's expansion.
Segment nΒ°3 -> Real Estate
Expected Growth : 2.2 %
What the company do ?
PotlatchDeltic Corporation's Real Estate segment involves the sale of rural and timberlands, as well as development of residential and commercial properties.
Why we expect these perspectives ?
PotlatchDeltic Corporation's 2.2% growth in Real Estate is driven by increasing demand for timberlands, strategic land sales, and recreational properties. Additionally, the company's focus on rural land development and conservation efforts contribute to its growth. Furthermore, the rising trend of outdoor recreation and eco-tourism also boosts the demand for its properties.
Segment nΒ°4 -> Other Intersegment
Expected Growth : 1.2 %
What the company do ?
Other Intersegment from PotlatchDeltic Corporation refers to the elimination of intercompany transactions and balances between its Timber and Real Estate segments.
Why we expect these perspectives ?
The 1.2% growth in Other Intersegment from PotlatchDeltic Corporation is driven by increased timberland sales, higher prices for wood products, and a strong demand for lumber and panels. Additionally, the company's strategic acquisitions and divestitures have optimized its portfolio, leading to improved operational efficiencies and cost savings.
Potlatchdeltic Corporation Products
| Product Range | What is it ? |
|---|---|
| Timber | Harvested timber from sustainably managed forests, available in various species and grades |
| Real Estate | Rural and recreational properties for sale, including undeveloped land and improved properties |
| Wood Products | Manufactured wood products, including lumber, plywood, and engineered wood |
| Land Management | Services for landowners, including forestry management, land sales, and recreational leasing |
| Recreational Leases | Leases for recreational activities such as hunting, fishing, and camping |
PotlatchDeltic Corporation's Porter Forces
Threat Of Substitutes
The threat of substitutes for PotlatchDeltic Corporation is medium due to the availability of alternative products and services in the timber and real estate industries.
Bargaining Power Of Customers
The bargaining power of customers for PotlatchDeltic Corporation is low due to the company's diversified customer base and lack of concentration in a single customer.
Bargaining Power Of Suppliers
The bargaining power of suppliers for PotlatchDeltic Corporation is medium due to the availability of alternative suppliers in the timber and real estate industries.
Threat Of New Entrants
The threat of new entrants for PotlatchDeltic Corporation is low due to the high barriers to entry in the timber and real estate industries, including the need for significant capital investment and regulatory approvals.
Intensity Of Rivalry
The intensity of rivalry for PotlatchDeltic Corporation is high due to the competitive nature of the timber and real estate industries, with many established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 32.41% |
| Debt Cost | 3.95% |
| Equity Weight | 67.59% |
| Equity Cost | 9.90% |
| WACC | 7.97% |
| Leverage | 47.94% |
PotlatchDeltic Corporation : Quality Control
PotlatchDeltic Corporation passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| OUT | Outfront Media Inc. leverages the power of technology, location and creativity to connect brands with consumers outside of their homes through one of the largest and most diverse sets of β¦ |
| WY | Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. We own or control approximately 11 million acres of timberlands in the U.S. and manage β¦ |
| RYN | Rayonier is a leading timberland real estate investment trust with assets located in some of the most productive softwood timber growing regions in the United States and New Zealand. As β¦ |
| SBAC | SBA Communications Corporation is a first choice provider and leading owner and operator of wireless communications infrastructure in North, Central, and South America and South Africa. By ΒBuilding Better Wireless,Β β¦ |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company's projects include building β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
Hannon Armstrong
A-Score
1-Year Total Return ->
π₯
Outfront Media
A-Score
1-Year Total Return ->
π₯
Weyerhaeuser
A-Score
1-Year Total Return ->
4
PotlatchDeltic
A-Score
1-Year Total Return ->
5
Rayonier
A-Score
1-Year Total Return ->
6
