Professional
Added to YB: 2024-07-29
Pitch date: 2024-06-30
PCH [bullish]
PotlatchDeltic Corporation
+13.44%
current return
Author Info
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Company Info
PotlatchDeltic Corporation (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.
Market Cap
$3.2B
Pitch Price
$36.79
Price Target
N/A
Dividend
4.31%
EV/EBITDA
21.15
P/E
50.91
EV/Sales
3.77
Sector
Specialized REITs
Category
value
Show full summary:
Longleaf Partners Small-Cap Fund Portfolio Holding: PotlatchDeltic Corporation
PCH: Timberland/mill co. undervalued due to housing market focus. Mills at break-even (20% of value). Long-term value from high-quality timberlands (80%). Solar developers paying 5-10x per acre vs. previous value. Strong mgmt, buybacks at discount to NAV. Solid dividend. Depressed log prices offer opportunity in growing timberland value.
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