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. More Details
Outstanding track record and good value.
Share Price & News
How has PotlatchDeltic's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: PCH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: PCH's weekly volatility (4%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: PCH underperformed the US REITs industry which returned 30.2% over the past year.
Return vs Market: PCH underperformed the US Market which returned 35.9% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is PotlatchDeltic's share price compared to the market and industry in the last 5 years?
Simply Wall St News
6 days ago | Simply Wall StPotlatchDeltic Corporation (NASDAQ:PCH) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
4 weeks ago | Simply Wall StShareholders Of PotlatchDeltic (NASDAQ:PCH) Must Be Happy With Their 100% Return
1 month ago | Simply Wall StHere's What PotlatchDeltic Corporation's (NASDAQ:PCH) Shareholder Ownership Structure Looks Like
Is PotlatchDeltic undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: PCH ($51.94) is trading below our estimate of fair value ($245.48)
Significantly Below Fair Value: PCH is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: PCH is good value based on its PE Ratio (7x) compared to the US REITs industry average (46.7x).
PE vs Market: PCH is good value based on its PE Ratio (7x) compared to the US market (18.1x).
Price to Earnings Growth Ratio
PEG Ratio: PCH's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: PCH is overvalued based on its PB Ratio (2.2x) compared to the US REITs industry average (1.9x).
How is PotlatchDeltic forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: PCH's earnings are forecast to decline over the next 3 years (-62% per year).
Earnings vs Market: PCH's earnings are forecast to decline over the next 3 years (-62% per year).
High Growth Earnings: PCH's earnings are forecast to decline over the next 3 years.
Revenue vs Market: PCH's revenue is expected to decline over the next 3 years (-17.9% per year).
High Growth Revenue: PCH's revenue is forecast to decline over the next 3 years (-17.9% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if PCH's Return on Equity is forecast to be high in 3 years time
How has PotlatchDeltic performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: PCH has high quality earnings.
Growing Profit Margin: PCH's current net profit margins (34.4%) are higher than last year (2.2%).
Past Earnings Growth Analysis
Earnings Trend: PCH has become profitable over the past 5 years, growing earnings by 43% per year.
Accelerating Growth: PCH's earnings growth over the past year (2713.9%) exceeds its 5-year average (43% per year).
Earnings vs Industry: PCH earnings growth over the past year (2713.9%) exceeded the REITs industry -9.1%.
Return on Equity
High ROE: PCH's Return on Equity (31%) is considered high.
How is PotlatchDeltic's financial position?
Financial Position Analysis
Short Term Liabilities: PCH's short term assets ($666.3M) exceed its short term liabilities ($147.0M).
Long Term Liabilities: PCH's short term assets ($666.3M) do not cover its long term liabilities ($924.0M).
Debt to Equity History and Analysis
Debt Level: PCH's debt to equity ratio (45.9%) is considered high.
Reducing Debt: PCH's debt to equity ratio has reduced from 416.7% to 45.9% over the past 5 years.
Debt Coverage: PCH's debt is well covered by operating cash flow (79.5%).
Interest Coverage: PCH's interest payments on its debt are well covered by EBIT (22.2x coverage).
What is PotlatchDeltic current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: PCH's dividend (3.16%) is higher than the bottom 25% of dividend payers in the US market (1.31%).
High Dividend: PCH's dividend (3.16%) is low compared to the top 25% of dividend payers in the US market (3.55%).
Stability and Growth of Payments
Stable Dividend: PCH's dividend payments have been volatile in the past 10 years.
Growing Dividend: PCH's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (18.5%), PCH's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: PCH's dividends in 3 years are forecast to be covered by earnings (62.6% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Eric Cremers (57 yo)
Mr. Eric J. Cremers has been the President of PotlatchDeltic Corporation (formerly, Potlatch Corporation) since March 1, 2013.He has been its Chief Executive Officer since January 1, 2021. He served as its...
CEO Compensation Analysis
Compensation vs Market: Eric's total compensation ($USD2.97M) is below average for companies of similar size in the US market ($USD5.32M).
Compensation vs Earnings: Eric's compensation has been consistent with company performance over the past year.
Experienced Management: PCH's management team is considered experienced (2.6 years average tenure).
Experienced Board: PCH's board of directors are considered experienced (7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: PCH insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
PotlatchDeltic Corporation's company bio, employee growth, exchange listings and data sources
- Name: PotlatchDeltic Corporation
- Ticker: PCH
- Exchange: NasdaqGS
- Founded: 1903
- Industry: Specialized REITs
- Sector: Real Estate
- Market Cap: US$3.482b
- Shares outstanding: 67.04m
- Website: https://www.potlatchdeltic.com
Number of Employees
- PotlatchDeltic Corporation
- 601 West First Avenue
- Suite 1600
- United States
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 taxabl...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/08/01 22:11|
|End of Day Share Price||2021/07/30 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.