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Real Estate - REIT - Specialty - NASDAQ - US
$ 39.14
-3.07 %
$ 3.08 B
Market Cap
139.79
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PCH stock under the worst case scenario is HIDDEN Compared to the current market price of 39.1 USD, PotlatchDeltic Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PCH stock under the base case scenario is HIDDEN Compared to the current market price of 39.1 USD, PotlatchDeltic Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PCH stock under the best case scenario is HIDDEN Compared to the current market price of 39.1 USD, PotlatchDeltic Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PCH

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$47.0$47.0$46.0$46.0$45.0$45.0$44.0$44.0$43.0$43.0$42.0$42.0$41.0$41.0$40.0$40.0$39.0$39.0$38.0$38.0$37.0$37.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.06 B REVENUE
3.71%
33.2 M OPERATING INCOME
-30.64%
21.9 M NET INCOME
0.00%
188 M OPERATING CASH FLOW
18.45%
-92.1 M INVESTING CASH FLOW
3.40%
-182 M FINANCING CASH FLOW
-6.21%
258 M REVENUE
1.18%
13.3 M OPERATING INCOME
85.92%
5.19 M NET INCOME
56.97%
45.4 M OPERATING CASH FLOW
71.66%
-9.98 M INVESTING CASH FLOW
61.22%
-44.8 M FINANCING CASH FLOW
-12.27%
Balance Sheet PotlatchDeltic Corporation
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Current Assets 299 M
Cash & Short-Term Investments 152 M
Receivables 23.4 M
Other Current Assets 124 M
Non-Current Assets 3.01 B
Long-Term Investments 0
PP&E 409 M
Other Non-Current Assets 2.6 B
4.58 %3.76 %12.37 %78.58 %Total Assets$3.3b
Current Liabilities 200 M
Accounts Payable 17 M
Short-Term Debt 99.6 M
Other Current Liabilities 83.7 M
Non-Current Liabilities 1.07 B
Long-Term Debt 970 M
Other Non-Current Liabilities 97.4 M
7.85 %6.60 %76.52 %7.68 %Total Liabilities$1.3b
EFFICIENCY
Earnings Waterfall PotlatchDeltic Corporation
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Revenue 1.06 B
Cost Of Revenue 946 M
Gross Profit 116 M
Operating Expenses 83.2 M
Operating Income 33.2 M
Other Expenses 11.3 M
Net Income 21.9 M
1b1b1b1b800m800m600m600m400m400m200m200m001b(946m)116m(83m)33m(11m)22mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
10.96% GROSS MARGIN
10.96%
3.13% OPERATING MARGIN
3.13%
2.06% NET MARGIN
2.06%
1.07% ROE
1.07%
0.66% ROA
0.66%
2.77% ROIC
2.77%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis PotlatchDeltic Corporation
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450m450m400m400m350m350m300m300m250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 21.9 M
Depreciation & Amortization 0
Capital Expenditures -121 M
Stock-Based Compensation 0
Change in Working Capital 0
Others 188 M
Free Cash Flow 67.5 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets PotlatchDeltic Corporation
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Wall Street analysts predict an average 1-year price target for PCH of $47.6 , with forecasts ranging from a low of $42 to a high of $54 .
PCH Lowest Price Target Wall Street Target
42 USD 7.31%
PCH Average Price Target Wall Street Target
47.6 USD 21.61%
PCH Highest Price Target Wall Street Target
54 USD 37.97%
Price
Max Price Target
Min Price Target
Average Price Target
5454525250504848464644444242404038383636May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.45 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
6.0006.0005.0005.0004.0004.0003.0003.0002.0002.0001.0001.0000.0000.0000.3750.3750.3750.40.40.40.410.440.450.450.450.3750.3750.3750.40.40.40.410.440.450.450.3750.3750.3750.43.540.40.40.410.440.450.450.3751.500.3751.500.41.530.41.600.44.740.411.610.441.6645.290.451.790.952.300.451.350.450.452015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership PotlatchDeltic Corporation
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Sold
0-3 MONTHS
1.37 M USD 8
3-6 MONTHS
0 USD 0
6-9 MONTHS
177 K USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Best Income Stocks to Buy for April 7th CALM, AVA and PCH made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 7, 2025. zacks.com - 1 week ago
PotlatchDeltic Scheduled to Release First Quarter 2025 Earnings on April 28, 2025 SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) will release first quarter earnings on Monday, April 28, after the market closes. The company will hold a live conference call and webcast on Tuesday, April 29 at 9:00 a.m. Pacific Time (12:00 p.m. Eastern Time) to discuss the results. Investors may access the webcast at www.potlatchdeltic.com by clicking on the Investors link or by conference call at 1-888-510-2008 for U.S./Canada and 1-646-960-0306 for international cal. businesswire.com - 2 weeks ago
Hard Assets, Hard Cash: 2 Rock-Solid 4% Yielders You'll Love The economy is uncertain, with headlines driving sentiment. Weak outlooks and inflation fears may lead to job losses and reduced spending, worsening challenges. I'm focusing on low-risk dividend stocks to guard against volatility. While cyclical stocks look tempting, safer investments with strong dividends are better bets in uncertain times. Here, I highlight two dividend stocks yielding over 4%. One is well-known, the other more unconventional. Both offer strong opportunities in today's market. seekingalpha.com - 2 weeks ago
Real Estate Joint Ventures: Rarely Equal Partners Joint ventures in real estate often have unequal terms, requiring careful scrutiny to ensure fair share and avoid potential pitfalls for REITs. Key JV terms include capital contribution ratios, sharing arrangements, preferred return, decision-making control, fee streams, and property contributions. Historical examples show REITs like CatchMark Timber Trust and Hersha Hospitality facing unfavorable JV terms, emphasizing the need for investor vigilance. seekingalpha.com - 1 month ago
Appia Announces Exceptional Overlimit Total Rare Earth Oxide (TREO) Results From Its Diamond Drilling Program at PCH Project in Goias, Brazil Drilling Confirms the Carbonatitic Breccia High Grade Zone Mineralization Toronto, Ontario--(Newsfile Corp. - March 10, 2025) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FSE: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia") is excited to announce the geochemical overlimit assay results of its diamond drilling program on the high grade carbonatitic breccia located on the PCH project in the State of Goias, Brazil. The three drillholes (see Map 1) intercepted substantial Total Rare Earth Oxide (TREO), Niobium Oxide (Nb2O5) and Phosphate Oxide (P2O5) from the brecciated carbonatite intrusion identified in the Southwest Extension Zone of Target IV. newsfilecorp.com - 1 month ago
PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point 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. seekingalpha.com - 1 month ago
PotlatchDeltic Executives to Present at Upcoming Investor Conferences SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) announced today Eric J. Cremers, president and chief executive officer, and Wayne Wasechek, vice president and chief financial officer, will provide a company overview to investors at three upcoming Investor Conferences. The company overviews are scheduled as follows: the 2025 BofA Global Agriculture and Materials Conference on February 27 at 1:15 PM Eastern Time, the 46th Annual Raymond James Institutional Investors Conf. businesswire.com - 2 months ago
PotlatchDeltic Board Declares Distribution on Common Stock SPOKANE, Wash.--(BUSINESS WIRE)--The board of directors of PotlatchDeltic Corporation (Nasdaq: PCH) declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable March 31, 2025 to stockholders of record on March 7, 2025. About PotlatchDeltic PotlatchDeltic (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.1 million acres of timberlands in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi, and South Caroli. businesswire.com - 2 months ago
PotlatchDeltic Executes Lithium/Bromine Lease Agreement in Arkansas SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (the “Company”) (Nasdaq: PCH) today announced that it has entered into a mineral lease agreement (the “Lease”) with TETRA Brine Leaseco LLC. (“TETRA”). The Company has granted TETRA exclusive rights to conduct brine exploration and production on approximately 900 surface acres in Lafayette County, Arkansas, within a higher-grade area in the Smackover Formation rich in lithium reserves. The lease anticipates an initial five-year term fo. businesswire.com - 2 months ago
Appia Announces Excellent Desorption Results From Its Four New Ionic Adsorption Clay Targets at the PCH Project in Goias, Brazil Toronto, Ontario--(Newsfile Corp. - February 4, 2025) - Appia Rare Earths & Uranium Corp. (CSE: API) (OTCQB: APAAF) (FWB: A0I0) (MUN: A0I0) (BER: A0I0) (the "Company" or "Appia")  announces updated results from the Ionic Adsorption Clay (IAC) rare earth elements (REE) targets Maia, Electra, Taygeta and Merope at the PCH project (Map 1). (See August 20th, 2024 Press Release - Click Here) A total of 1,173 samples from 163 Auger drillholes were tested and confirm the presence of extensive IAC style REE mineralization and results show excellent desorption/recovery of the critical Magnet Rare Earth Oxides (MREO). newsfilecorp.com - 2 months ago
Ophir Channel Sample Results Confirm High Grade Cesium Mineralization at HW3 Pegmatite at the Pilipas Property, James Bay, Quebec Highlights Well-mineralized channel intervals at the HW3 Pegmatite 1.4 m at 6.00% Cs 2 O including 0.5 m at 12.40% Cs 2 O (PCH24-001) 5.0 m at 1.46% Cs 2 O, including 3.0 m at 2.29% Cs 2 O and 1.0 m at 5.30% Cs 2 O (PCH24-002) 4.0 m at 1.81% Cs 2 O, including 2.0 m at 2.30% Cs 2 O (PCH24-003) Area of known cesium mineralization of the HW3 Pegmatite expanded, with defined zone of enrichment in the northern portion of the outcrop HW3 Pegmatite remains open in multiple directions Pollucite mineralization confirmed by Quantitative XRD analysis 4.24% Cs 2 O from additional outcrop grab sample Vancouver, British Columbia--(Newsfile Corp. - February 3, 2025) - Ophir Metals Corp. (TSXV: OPHR) (OTCQB: OPHRF) (FSE: 80M) ("Ophir" or the "Company") is pleased to announce the success of its channel sampling program with the confirmation of high-grade Cesium at its HW3 Lithium-Cesium Pegmatite on the Pilipas Lithium Property (the "Property" or "Project"), located in the Eeyou Istchee James Bay, Quebec. Pilipas is located proximal to existing hydroelectric power that flanks the Property to the east, an all-season road that bisects the western side of the Property and is situated in highly prospective greenstone terrain. newsfilecorp.com - 2 months ago
PotlatchDeltic Corporation (PCH) Q4 2024 Earnings Call Transcript PotlatchDeltic Corporation (NASDAQ:PCH ) Q4 2024 Earnings Conference Call January 28, 2025 12:00 PM ET Company Participants Wayne Wasechek - Vice President and CFO Eric Cremers - President and CEO Conference Call Participants George Staphos - Bank of America Ketan Mamtora - BMO Nico Piccini - Truist Securities Gregory Andreopoulos - Citi Mark Weintraub - Seaport Research Partners Matthew McKellar - RBC Capital Markets Kurt Yinger - D.A. Davidson Operator Good morning. seekingalpha.com - 2 months ago
8. Profile Summary

PotlatchDeltic Corporation PCH

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COUNTRY US
INDUSTRY REIT - Specialty
MARKET CAP $ 3.08 B
Dividend Yield 0.00%
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.
Contact 601 West First Avenue, Spokane, WA, 99201 https://www.potlatchdeltic.com
IPO Date March 17, 1980
Employees 1383
Officers Mr. Glen F. Smith Chief Accounting Officer Ms. Anna E. Torma Vice President of Public Affairs & Chief ESG Officer Mr. Wayne Wasechek Vice President & Chief Financial Officer Mr. Eric J. Cremers President, Chief Executive Officer & Director Ms. Michele L. Tyler Vice President, General Counsel & Corporate Secretary Mr. Robert L. Schwartz Vice President of Human Resources