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65.95 (1y: +20%)
Market Cap 846.58 M P/E(ttm) 52.80
Enterprise Value 908.17 M P/B 3.60
DEL- NYSE (USA)
Deltic Timber Corporation
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$65.95
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry		 vs
history
Cash to Debt 0.089
DEL's Cash to Debt is ranked lower than
82% of the 235 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.54 vs. DEL: 0.089 )
DEL' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.16
Current: 0.09
0.01
0.16
Equity to Asset 0.657
DEL's Equity to Asset is ranked higher than
72% of the 228 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.52 vs. DEL: 0.657 )
DEL' s 10-Year Equity to Asset Range
Min: 0.53   Max: 0.75
Current: 0.66
0.53
0.75
Interest Coverage 4.2
DEL's Interest Coverage is ranked lower than
62% of the 153 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 7.20 vs. DEL: 4.2 )
DEL' s 10-Year Interest Coverage Range
Min: 2   Max: 7
Current: 4.2
2
7
F-Score: 7
Z-Score: 4.99
M-Score: -2.45
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 12.20
DEL's Operating margin (%) is ranked higher than
80% of the 164 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 6.00 vs. DEL: 12.20 )
DEL' s 10-Year Operating margin (%) Range
Min: 5.2   Max: 22.6
Current: 12.2
5.2
22.6
Net-margin (%) 6.6
DEL's Net-margin (%) is ranked higher than
65% of the 166 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 4.20 vs. DEL: 6.6 )
DEL' s 10-Year Net-margin (%) Range
Min: -13.1   Max: 12.4
Current: 6.6
-13.1
12.4
ROE (%) 4
DEL's ROE (%) is ranked lower than
62% of the 167 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 5.90 vs. DEL: 4 )
DEL' s 10-Year ROE (%) Range
Min: -8.4   Max: 7.3
Current: 4
-8.4
7.3
ROA (%) 2.6
DEL's ROA (%) is ranked lower than
58% of the 166 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 3.30 vs. DEL: 2.6 )
DEL' s 10-Year ROA (%) Range
Min: -4.4   Max: 4.6
Current: 2.6
-4.4
4.6
ROC (Joel Greenblatt) (%) 6.40
DEL's ROC (Joel Greenblatt) (%) is ranked lower than
68% of the 160 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 10.30 vs. DEL: 6.40 )
DEL' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 2.2   Max: 58.9
Current: 6.4
2.2
58.9
Revenue Growth (%) 5.5
DEL's Revenue Growth (%) is ranked lower than
61% of the 111 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 6.50 vs. DEL: 5.5 )
DEL' s 10-Year Revenue Growth (%) Range
Min: -7.6   Max: 11.9
Current: 5.5
-7.6
11.9
EBITDA Growth (%) 10.4
DEL's EBITDA Growth (%) is ranked lower than
72% of the 60 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 15.50 vs. DEL: 10.4 )
DEL' s 10-Year EBITDA Growth (%) Range
Min: -13.4   Max: 10.4
Current: 10.4
-13.4
10.4
EPS Growth (%) 24.9
DEL's EPS Growth (%) is ranked higher than
58% of the 62 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 18.50 vs. DEL: 24.9 )
DEL' s 10-Year EPS Growth (%) Range
Min: -26   Max: 24.9
Current: 24.9
-26
24.9
» DEL's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

DEL Guru Trades in Q2 2012

NWQ Managers 377,872 sh (+43.83%)
Jim Simons 12,362 sh (+23.62%)
Jean-Marie Eveillard 1,639,143 sh (+0.79%)
Chuck Royce 172,000 sh (unchged)
John Keeley 720,971 sh (-3.69%)
» More
Q3 2012

DEL Guru Trades in Q3 2012

Jean-Marie Eveillard 1,648,643 sh (+0.58%)
Chuck Royce 172,000 sh (unchged)
Jim Simons Sold Out
NWQ Managers 376,602 sh (-0.34%)
John Keeley 702,226 sh (-2.6%)
» More
Q4 2012

DEL Guru Trades in Q4 2012

Chuck Royce 172,000 sh (unchged)
NWQ Managers 376,545 sh (-0.02%)
John Keeley 679,836 sh (-3.19%)
Jean-Marie Eveillard 1,408,714 sh (-14.55%)
» More
Q1 2013

DEL Guru Trades in Q1 2013

NWQ Managers 398,408 sh (+5.81%)
Chuck Royce 172,000 sh (unchged)
John Keeley 673,050 sh (-1%)
Jean-Marie Eveillard 1,110,325 sh (-21.18%)
» More
» Details

Insider Trades

Latest Guru Trades with DEL

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Jean-Marie Eveillard 2013-03-31 Reduce -21.18%0.07%$68.72 - $73.23 $ 65.95-7%1110325
Mario Gabelli 2011-06-30 Sold Out $49.8 - $72.19 $ 65.9510%0
Mario Gabelli 2011-03-31 New Buy$56.34 - $64.72 $ 65.959%3400
Mario Gabelli 2010-12-31 Sold Out $42.75 - $61.02 $ 65.9527%0
Mario Gabelli 2010-09-30 New Buy$38.78 - $47.78 $ 65.9552%6900
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 52.80
DEL's P/E(ttm) is ranked lower than
85% of the 170 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 15.70 vs. DEL: 52.80 )
DEL' s 10-Year P/E(ttm) Range
Min: 11.89   Max: 335.59
Current: 52.8
11.89
335.59
P/B 3.60
DEL's P/B is ranked lower than
92% of the 235 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.80 vs. DEL: 3.60 )
DEL' s 10-Year P/B Range
Min: 0.99   Max: 3.98
Current: 3.6
0.99
3.98
P/S 5.47
DEL's P/S is ranked lower than
90% of the 241 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.56 vs. DEL: 5.47 )
DEL' s 10-Year P/S Range
Min: 1.14   Max: 7.35
Current: 5.47
1.14
7.35
PFCF 412.20
DEL's PFCF is ranked lower than
99% of the 151 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 12.34 vs. DEL: 412.20 )
DEL' s 10-Year PFCF Range
Min: 11.74   Max: 1611
Current: 412.2
11.74
1611
EV-to-EBIT 34.5
DEL's EV-to-EBIT is ranked lower than
84% of the 161 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 13.30 vs. DEL: 34.5 )
DEL' s 10-Year EV-to-EBIT Range
Min: 12.8   Max: 258.1
Current: 34.5
12.8
258.1
PEG 10
DEL's PEG is ranked lower than
87% of the 68 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 1.50 vs. DEL: 10 )
DEL' s 10-Year PEG Range
Min: 4.85   Max: 29.75
Current: 10
4.85
29.75
Shiller P/E 108.3
DEL's Shiller P/E is ranked lower than
100% of the Companies
in the Global Lumber & Wood Production industry.

( Industry Median: vs. DEL: 108.3 )
DEL' s 10-Year Shiller P/E Range
Min: 33.47   Max: 123.3
Current: 108.3
33.47
123.3

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 0.49
DEL's Dividend Yield is ranked lower than
99% of the 126 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 2.44 vs. DEL: 0.49 )
DEL' s 10-Year Dividend Yield Range
Min: 0.41   Max: 1.49
Current: 0.49
0.41
1.49
Dividend Payout 0.2573
DEL's Dividend Payout is ranked higher than
75% of the 83 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.40 vs. DEL: 0.2573 )
DEL' s 10-Year Dividend Payout Range
Min: 0.23   Max: 1.42
Current: 0.26
0.23
1.42
Yield on cost (5-Year) 0.50
DEL's Yield on cost (5-Year) is ranked lower than
96% of the 126 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 2.50 vs. DEL: 0.50 )
DEL' s 10-Year Yield on cost (5-Year) Range
Min: 0.41   Max: 1.49
Current: 0.5
0.41
1.49
Share Buyback Rate -0.3
DEL's Share Buyback Rate is ranked lower than
2702700% of the 37 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.70 vs. DEL: -0.3 )
DEL' s 10-Year Share Buyback Rate Range
Min: 1.2   Max: -1
Current: -0.3

Valuation & Return

vs
industry		 vs
history
Price/Tangible Book 3.6
DEL's Price/Tangible Book is ranked lower than
88% of the 226 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.90 vs. DEL: 3.6 )
DEL' s 10-Year Price/Tangible Book Range
Min: 1.4   Max: 3.8
Current: 3.6
1.4
3.8
Price/DCF (Projected) 4.2
DEL's Price/DCF (Projected) is ranked lower than
91% of the 78 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 1.10 vs. DEL: 4.2 )
DEL' s 10-Year Price/DCF (Projected) Range
Min: 2.2   Max: 6.1
Current: 4.2
2.2
6.1
Price/Median PS Value 1.4
DEL's Price/Median PS Value is ranked lower than
78% of the 226 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 1.00 vs. DEL: 1.4 )
DEL' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 1.7
Current: 1.4
0.7
1.7
Price/Peter Lynch Fair Value 8.8
DEL's Price/Peter Lynch Fair Value is ranked lower than
100% of the 26 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.70 vs. DEL: 8.8 )
DEL' s 10-Year Price/Peter Lynch Fair Value Range
Min: 6   Max: 10.9
Current: 8.8
6
10.9
Price/Graham Number 3.8
DEL's Price/Graham Number is ranked lower than
91% of the 163 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 0.90 vs. DEL: 3.8 )
DEL' s 10-Year Price/Graham Number Range
Min: 2   Max: 6.5
Current: 3.8
2
6.5
Earnings Yield (Greenblatt) 2.90
DEL's Earnings Yield (Greenblatt) is ranked lower than
82% of the 170 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 7.30 vs. DEL: 2.90 )
DEL' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 7.8
Current: 2.9
0.4
7.8
Forward Rate of Return (Yacktman) 6.08
DEL's Forward Rate of Return (Yacktman) is ranked lower than
71% of the 66 Companies
in the Global Lumber & Wood Production industry.

( Industry Median: 11.82 vs. DEL: 6.08 )
DEL' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -49.2   Max: 8.5
Current: 6.08
-49.2
8.5

Business Description

Deltic Timber Corporation was incorporated in Delaware. The Company is a natural resources company, which is engaged in the growing and harvesting of timber and the manufacture and marketing of lumber. The Company owns approximately 445,100 acres of timberland, mainly in Arkansas and north Louisiana, stocked mainly with Southern Pine, known in the industry as a type of "softwood." The Company's sawmill operations are located at Ola in central Arkansas and at Waldo in south Arkansas. In addition to its timber and lumber operations, the Company is engaged in real estate development in central Arkansas. The Company is organized into four segments: Woodlands, which manages all aspects of the Company's timberlands including harvesting and sale of timber, timberland sales and acquisitions, oil and gas mineral revenue, and hunting land leases; Mills, which consists of Deltic's two sawmills that manufacture a number of softwood lumber products; Real Estate, which includes the Company's three active real estate developments and a related country club operation; and Corporate, which consists of executive management, accounting, information systems, human resources, purchasing, treasury, income tax, and legal staff functions that provide support services to the operating business units. The Company's main products are timber, timberland, softwood lumber products, residual wood products, hunting land leases, oil and gas lease rentals and royalties, and real estate. The Company competes in the domestic timber market with numerous private industrial and non-industrial land and timber owners. The Company is subject to extensive and changing federal, state, and local environmental laws and regulations relating to the protection of human health and the environment, including laws relating to air and water quality, greenhouse gas emissions, the use of herbicides on timberlands, regulation of "wetlands", and the protection of endangered species.
Company Website
SEC Reports
Industry: Lumber & Wood Production
Compare:PCL, WY, RYN, WFTBF, LPX
Traded in other countries:DTC.Germany
» More Articles for DEL

Headlines

Articles On GuruFocus.com
Deltic Timber Corp. Reports Operating Results (10-K) Mar 04 2011 
Deltic Timber Corp. (DEL) VP, CFO & Treasurer Kenneth Dewayne Mann sells 1,157 Shares Mar 01 2011 
Deltic Timber Corp. Reports Operating Results (10-Q) Nov 05 2010 
Deltic Timber Corp. Reports Operating Results (10-Q) Aug 03 2010 
Deltic Timber Corp. Reports Operating Results (10-Q) May 06 2010 
Deltic Timber Corp. Reports Operating Results (10-Q) Nov 05 2009 
Deltic Timber Corp. Reports Operating Results (10-Q) Aug 06 2009 
Deltic Timber Corp. Reports Operating Results (10-Q) May 07 2009 
Timber! Look Who’s Loading up on Lumber Oct 18 2008 

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