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PotlatchDeltic CorporationNasdaqGS:PCH Aktierapport

Marknadsvärde US$3.2b
Aktiekurs
US$41.73
US$46.63
10.5% undervärderad intrinsisk rabatt
1Y-4.2%
7D-2.0%
1D
Portföljens värde
Utsikt

PotlatchDeltic Corporation

NasdaqGS:PCH Aktierapport

Börsvärde: US$3.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

PotlatchDeltic (PCH) Aktievy

PotlatchDeltic Corporation (Nasdaq: PCH) är en ledande Real Estate Investment Trust (REIT) med ägande av 2,1 miljoner hektar skogsmark i Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi och South Carolina. Mer information

PCH fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt3/6
Tidigare resultat4/6
Finansiell hälsa2/6
Utdelningar5/6

PCH Community Fair Values

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PotlatchDeltic Corporation Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för PotlatchDeltic
Historiska aktiekurser
Aktuell aktiekursUS$41.73
52 veckors högstaUS$48.12
52 veckors lägstaUS$36.82
Beta1.08
1 månads förändring5.06%
3 månaders förändring5.78%
1 års förändring-4.22%
3 års förändring-13.28%
5 års förändring-19.08%
Förändring sedan börsintroduktionen329.38%

Senaste nyheter och uppdateringar

Uppdatering av berättelse Feb 02

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.
Uppdatering av berättelse Jan 19

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).
Uppdatering av berättelse Jan 04

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.
Uppdatering av berättelse Dec 14

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

Uppdatering av berättelse Feb 02

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.
Uppdatering av berättelse Jan 19

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).
Uppdatering av berättelse Jan 04

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.
Uppdatering av berättelse Dec 14

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.
Uppdatering av berättelse Nov 28

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.
Uppdatering av berättelse Nov 14

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.
Seeking Alpha Nov 04

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 Alpha
Seeking Alpha Mar 09

PotlatchDeltic: 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 Alpha
Seeking Alpha Dec 01

PotlatchDeltic: 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 Alpha
Seeking Alpha Sep 06

PotlatchDeltic'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
User avatar
Ny berättelse Sep 04

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.
Seeking Alpha Jul 07

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 Alpha
Seeking Alpha Apr 19

PotlatchDeltic: 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 Alpha

Aktieägarnas avkastning

PCHUS Specialized REITsUS Marknad
7D-2.0%2.6%1.1%
1Y-4.2%4.6%28.7%

Avkastning vs industri: PCH översteg US Specialized REITs branschen som gav 4.6 % under det senaste året.

Avkastning vs Marknaden: PCH presterade sämre än US marknaden som gav 28.7 % under det senaste året.

Prisvolatilitet

Is PCH's price volatile compared to industry and market?
PCH volatility
PCH Average Weekly Movement4.0%
Specialized REITs Industry Average Movement3.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: PCH har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: PCH s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19031,383Eric Cremerswww.potlatchdeltic.com

PotlatchDeltic Corporation (Nasdaq: PCH) är en ledande Real Estate Investment Trust (REIT) som äger 2,1 miljoner hektar skogsmark i Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi och South Carolina. Genom sitt skattepliktiga REIT-dotterbolag driver företaget också sex sågverk, ett plywoodverk för industriell användning, en verksamhet för utveckling av bostäder och kommersiella fastigheter samt ett program för försäljning av skogsmark på landsbygden. PotlatchDeltic, som är ledande inom hållbart skogsbruk, är engagerat i företagsansvar.

PotlatchDeltic Corporation Sammanfattning av grunderna

Hur förhåller sig PotlatchDeltic:s resultat och omsättning till dess börsvärde?
PCH grundläggande statistik
BörsvärdeUS$3.23b
Vinst(TTM)US$64.25m
Intäkter(TTM)US$1.12b
50.3x
P/E-förhållande
2.9x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
PCH resultaträkning (TTM)
IntäkterUS$1.12b
Kostnad för intäkterUS$940.35m
BruttovinstUS$175.22m
Övriga kostnaderUS$110.98m
IntäkterUS$64.25m

Senast redovisade vinst

Sep 30, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.83
Bruttomarginal15.71%
Nettovinstmarginal5.76%
Skuld/egenkapitalförhållande54.3%

Hur har PCH utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

4.3%
Aktuell utdelningsavkastning
70%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/02/03 23:34
Aktiekurs vid dagens slut2026/01/30 00:00
Intäkter2025/09/30
Årlig intjäning2024/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

PotlatchDeltic Corporation bevakas av 9 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Anthony PettinariCitigroup Inc
Kurt YingerD.A. Davidson & Co.
Po WeiJefferies LLC