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PotlatchDeltic (PCH) Resumen de Acciones
PotlatchDeltic Corporation (Nasdaq: PCH) es un importante fondo de inversión inmobiliaria (REIT) que posee 2,1 millones de acres de terrenos madereros en Alabama, Arkansas, Georgia, Idaho, Luisiana, Misisipi y Carolina del Sur. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 2/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
PCH Community Fair Values
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Analyst Price Targets
Competidores de PotlatchDeltic Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$41.73 |
| Máximo en las últimas 52 semanas | US$48.12 |
| Mínimo de 52 semanas | US$36.82 |
| Beta | 1.08 |
| Cambio en 1 mes | 5.06% |
| Variación en 3 meses | 5.78% |
| Cambio de 1 año | -4.22% |
| Variación en 3 años | -13.28% |
| Variación en 5 años | -19.08% |
| Variación desde la OPV | 329.38% |
Noticias y actualizaciones recientes
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.Recent updates
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.PCH: Merger Will Deliver Value as Cost Synergies Are Realized
Analysts have slightly lowered their price target for PotlatchDeltic from $47.88 to $47.50, citing subtle improvements in revenue growth and profit margin forecasts, along with a modest adjustment to valuation multiples and discount rates. What's in the News Rayonier Inc.PCH: Merger Will Unlock Shareholder Value as Combined Entity Forms
Analysts have revised their price target for PotlatchDeltic downward from $50.63 to $47.88, citing a higher discount rate and slower projected revenue growth as key factors behind this adjustment. What's in the News Rayonier Inc.PotlatchDeltic: The Idaho Portfolio Is Catching My Eyes
Summary PotlatchDeltic owns 2.1 million acres of timberland in Idaho and in the southern United States. With seven lumber and plywood manufacturing facilities, PCH is also a top 10 lumber producer in the United States, with 1.2 billion board feet of capacity. Approximately 35% of the wood fibre costs within the manufacturing segment were purchases from internally owned timberlands, representing a healthy level of vertical integration. PotlatchDeltic's timberland portfolio is currently valued at ~$1,700 per acre, assuming an implied value of about $400 million for the manufacturing business. There seems to be a growing disconnect between the valuation of publicly-listed versus private timberlands, hence the opportunity. Read the full article on Seeking AlphaPotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point
Summary I rate PotlatchDeltic Corporation a buy due to a positive outlook for timber prices, driving asset appreciation and operating income growth. PCH's healthy balance sheet and history of rewarding shareholders with special dividends make it an attractive investment, especially with expected dividends in 2025. The Canada-US tariff war is likely to increase local timber prices, benefiting PCH's southern operations and supporting higher profitability. PCH's vertical integration and stable margins enable consistent dividends and share repurchases, aligning with a bullish market outlook and intrinsic value estimates. Read the full article on Seeking AlphaPotlatchDeltic: Great Point To Exit This REIT
Summary PCH's cash flow remains weak despite high timber prices, with adjusted EBITDA annualized at just $180 million against a $4.5 billion enterprise value. Dividends and buybacks are not financed by cash flows, with only $6.3 million available for distribution against $142 million in dividends. We tell you the most important reason why we are downgrading this to a hold and where and when we would short the stock. Read the full article on Seeking AlphaPotlatchDeltic's Strong Roots Amidst Headwinds
Summary PotlatchDeltic, a lumber REIT, is trading at a discount due to oversupply and low construction demand. Short-term challenges are mitigated by cost reductions, modernization efforts, and strong liquidity, positioning PotlatchDeltic well for the anticipated 2025 upcycle. Real estate development and climate initiatives, including solar leasing options, provide revenue stability and offset weak lumber prices, supporting a 4.2% dividend yield. Despite high debt, PotlatchDeltic's strong liquidity and strategic share repurchases enhance shareholder value, with capex expected to normalize in 2025, freeing up capital. Read the full article on Seeking Alpha
Modernization And Critical Ventures To Propel Growth Amid Market Uncertainties
Strategic modernization and expansion at the Waldo sawmill, alongside lucrative real estate transactions, significantly bolster operational efficiency and EBITDA margins.PotlatchDeltic: Inflation Hedge Being Given Away For Cheap (Rating Upgrade)
Summary On our previous article on PotlatchDeltic we had upgraded the stock to a hold from a sell. Fundamentally, things have gotten worse and leverage ratios are beginning to look bad. We tell you why we are upgrading this to a Buy. Read the full article on Seeking AlphaPotlatchDeltic: Asset Rich, Cash Flow Poor
Summary We had a Sell rating on PotlatchDeltic Corporation in our last coverage. It has underperformed comparable REITs and the Vanguard REIT Index ETF since then. Dividends for PotlatchDeltic are not covered by cash flows and won't be covered in the next few years as per current estimates. We go over why we are still upgrading this to a hold from a sell. Read the full article on Seeking AlphaRentabilidad de los accionistas
| PCH | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | -2.0% | 0.8% | -0.3% |
| 1Y | -4.2% | 3.8% | 26.7% |
Rentabilidad vs. Industria: PCH superó a la industria US Specialized REITs, que obtuvo un rendimiento del 3.8% el año pasado.
Rentabilidad vs. Mercado: PCH obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.7% el año pasado.
Volatilidad de los precios
| PCH volatility | |
|---|---|
| PCH Average Weekly Movement | 4.0% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: PCH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de PCH (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1903 | 1,383 | Eric Cremers | www.potlatchdeltic.com |
PotlatchDeltic Corporation (Nasdaq: PCH) es un importante fondo de inversión inmobiliaria (REIT) que posee 2,1 millones de acres de bosques en Alabama, Arkansas, Georgia, Idaho, Luisiana, Mississippi y Carolina del Sur. A través de su filial fiscal REIT, la empresa también explota seis aserraderos, una fábrica de contrachapado industrial, un negocio de desarrollo inmobiliario residencial y comercial y un programa de venta de terrenos madereros rurales. PotlatchDeltic, líder en gestión forestal sostenible, está comprometida con la responsabilidad corporativa.
Resumen de fundamentos de PotlatchDeltic Corporation
| Estadísticas fundamentales de PCH | |
|---|---|
| Capitalización bursátil | US$3.23b |
| Beneficios(TTM) | US$64.25m |
| Ingresos (TTM) | US$1.12b |
¿Está PCH sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de PCH | |
|---|---|
| Ingresos | US$1.12b |
| Coste de los ingresos | US$940.35m |
| Beneficio bruto | US$175.22m |
| Otros gastos | US$110.98m |
| Beneficios | US$64.25m |
Últimos beneficios comunicados
Sep 30, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.83 |
| Margen bruto | 15.71% |
| Margen de beneficio neto | 5.76% |
| Ratio deuda/patrimonio | 54.3% |
¿Cómo se ha desempeñado PCH a largo plazo?
Ver rendimiento histórico y comparativaDividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/02/03 23:31 |
| Precio de las acciones al final del día | 2026/01/30 00:00 |
| Beneficios | 2025/09/30 |
| Ingresos anuales | 2024/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
PotlatchDeltic Corporation está cubierta por 9 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Anthony Pettinari | Citigroup Inc |
| Kurt Yinger | D.A. Davidson & Co. |
| Po Wei | Jefferies LLC |