Switch to:

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 0.18
PCH's Cash to Debt is ranked higher than
81% of the 582 Companies
in the Global REIT - Industrial industry.

( Industry Median: 0.06 vs. PCH: 0.18 )
PCH' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.36
Current: 0.18

0.01
0.36
Equity to Asset 0.30
PCH's Equity to Asset is ranked higher than
52% of the 590 Companies
in the Global REIT - Industrial industry.

( Industry Median: 0.49 vs. PCH: 0.30 )
PCH' s 10-Year Equity to Asset Range
Min: 0.19   Max: 0.44
Current: 0.3

0.19
0.44
Interest Coverage 4.65
PCH's Interest Coverage is ranked higher than
84% of the 509 Companies
in the Global REIT - Industrial industry.

( Industry Median: 2.37 vs. PCH: 4.65 )
PCH' s 10-Year Interest Coverage Range
Min: 0.1   Max: 4.65
Current: 4.65

0.1
4.65
F-Score: 8
Z-Score: 3.08
M-Score: -2.33
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 : 8/10

vs
industry
vs
history
Operating margin (%) 18.87
PCH's Operating margin (%) is ranked higher than
55% of the 611 Companies
in the Global REIT - Industrial industry.

( Industry Median: 40.09 vs. PCH: 18.87 )
PCH' s 10-Year Operating margin (%) Range
Min: -1.36   Max: 18.87
Current: 18.87

-1.36
18.87
Net-margin (%) 12.38
PCH's Net-margin (%) is ranked higher than
59% of the 612 Companies
in the Global REIT - Industrial industry.

( Industry Median: 33.75 vs. PCH: 12.38 )
PCH' s 10-Year Net-margin (%) Range
Min: -21.19   Max: 20
Current: 12.38

-21.19
20
ROE (%) 34.57
PCH's ROE (%) is ranked higher than
99% of the 598 Companies
in the Global REIT - Industrial industry.

( Industry Median: 6.45 vs. PCH: 34.57 )
PCH' s 10-Year ROE (%) Range
Min: -54.41   Max: 40.4
Current: 34.57

-54.41
40.4
ROA (%) 10.37
PCH's ROA (%) is ranked higher than
97% of the 602 Companies
in the Global REIT - Industrial industry.

( Industry Median: 3.17 vs. PCH: 10.37 )
PCH' s 10-Year ROA (%) Range
Min: -14.43   Max: 17.01
Current: 10.37

-14.43
17.01
ROC (Joel Greenblatt) (%) 20.00
PCH's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 500 Companies
in the Global REIT - Industrial industry.

( Industry Median: 5.42 vs. PCH: 20.00 )
PCH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -0.82   Max: 103.87
Current: 20

-0.82
103.87
Revenue Growth (%) 1.50
PCH's Revenue Growth (%) is ranked higher than
74% of the 501 Companies
in the Global REIT - Industrial industry.

( Industry Median: 0.80 vs. PCH: 1.50 )
PCH' s 10-Year Revenue Growth (%) Range
Min: -40.1   Max: 11.6
Current: 1.5

-40.1
11.6
EBITDA Growth (%) 8.70
PCH's EBITDA Growth (%) is ranked higher than
80% of the 449 Companies
in the Global REIT - Industrial industry.

( Industry Median: 2.30 vs. PCH: 8.70 )
PCH' s 10-Year EBITDA Growth (%) Range
Min: -33.7   Max: 25.7
Current: 8.7

-33.7
25.7
EPS Growth (%) 20.00
PCH's EPS Growth (%) is ranked higher than
88% of the 357 Companies
in the Global REIT - Industrial industry.

( Industry Median: -0.50 vs. PCH: 20.00 )
PCH' s 10-Year EPS Growth (%) Range
Min: -71.2   Max: 46.1
Current: 20

-71.2
46.1
» PCH's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

PCH Guru Trades in Q1 2013

Jim Simons 265,553 sh (+121.85%)
Ken Fisher 199,490 sh (+18.27%)
Manning & Napier Advisors, Inc 38,220 sh (+4%)
Mason Hawkins Sold Out
Steven Cohen Sold Out
» More
Q2 2013

PCH Guru Trades in Q2 2013

Steven Cohen 12,153 sh (New)
Jim Simons 641,353 sh (+141.52%)
Ken Fisher 320,665 sh (+60.74%)
Manning & Napier Advisors, Inc Sold Out
» More
Q3 2013

PCH Guru Trades in Q3 2013

Joel Greenblatt 5,536 sh (New)
Manning & Napier Advisors, Inc 45,190 sh (New)
Jim Simons 708,253 sh (+10.43%)
Steven Cohen Sold Out
Ken Fisher 319,490 sh (-0.37%)
» More
Q4 2013

PCH Guru Trades in Q4 2013

Ken Fisher 357,390 sh (+11.86%)
Manning & Napier Advisors, Inc 45,620 sh (+0.95%)
Joel Greenblatt Sold Out
Jim Simons 629,553 sh (-11.11%)
» More
» Details

Insider Trades

Latest Guru Trades with PCH

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-12-31 Sold Out 0.01%$38.17 - $43.62 $ 37.64-7%0
Joel Greenblatt 2013-09-30 New Buy0.01%$38 - $44.26 $ 37.64-8%5536
Mason Hawkins 2013-03-31 Sold Out 0.23%$39.149 - $45.86 $ 37.64-14%0
Mason Hawkins 2012-12-31 Reduce -51.59%0.24%$37.51 - $39.07 $ 37.64-2%1365200
Ray Dalio 2012-03-31 Sold Out 0.02%$30.07 - $34.42 $ 37.6427%0
Ray Dalio 2011-12-31 Reduce -83.06%0.08%$29.44 - $34.74 $ 37.6418%35570
Joel Greenblatt 2011-12-31 Sold Out 0.06%$29.44 - $34.74 $ 37.6418%0
Joel Greenblatt 2011-06-30 New Buy0.05%$33.06 - $40.55 $ 37.642%10235
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Potlatch Corp.

Cohen, Royce, Pabrai – Trade Basic Materials
Third and fourth quarter activity shows Steven Cohen, Chuck Royce, Manning & Napier Advisors and Mohnish Pabrai getting back to basics, with significant trading in small cap basic materials companies dealing in minerals, metals, chemicals, wood and paper products. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 21.90
PCH's P/E(ttm) is ranked higher than
61% of the 535 Companies
in the Global REIT - Industrial industry.

( Industry Median: 19.50 vs. PCH: 21.90 )
PCH' s 10-Year P/E(ttm) Range
Min: 3.38   Max: 103.17
Current: 21.9

3.38
103.17
P/B 7.40
PCH's P/B is ranked lower than
83% of the 555 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.22 vs. PCH: 7.40 )
PCH' s 10-Year P/B Range
Min: 1.26   Max: 14.38
Current: 7.4

1.26
14.38
P/S 2.69
PCH's P/S is ranked higher than
90% of the 613 Companies
in the Global REIT - Industrial industry.

( Industry Median: 6.77 vs. PCH: 2.69 )
PCH' s 10-Year P/S Range
Min: 0.51   Max: 11.84
Current: 2.69

0.51
11.84
PFCF 19.20
PCH's PFCF is ranked higher than
52% of the 363 Companies
in the Global REIT - Industrial industry.

( Industry Median: 16.00 vs. PCH: 19.20 )
PCH' s 10-Year PFCF Range
Min: 1.24   Max: 467.33
Current: 19.2

1.24
467.33
EV-to-EBIT 16.90
PCH's EV-to-EBIT is ranked higher than
80% of the 599 Companies
in the Global REIT - Industrial industry.

( Industry Median: 27.39 vs. PCH: 16.90 )
PCH' s 10-Year EV-to-EBIT Range
Min: 5.9   Max: 123.5
Current: 16.9

5.9
123.5
PEG 9.30
PCH's PEG is ranked lower than
63% of the 256 Companies
in the Global REIT - Industrial industry.

( Industry Median: 2.40 vs. PCH: 9.30 )
PCH' s 10-Year PEG Range
Min: 0.37   Max: 41.59
Current: 9.3

0.37
41.59
Shiller P/E 26.80
PCH's Shiller P/E is ranked higher than
62% of the 298 Companies
in the Global REIT - Industrial industry.

( Industry Median: 29.70 vs. PCH: 26.80 )
PCH' s 10-Year Shiller P/E Range
Min: 5.18   Max: 4273.3
Current: 26.8

5.18
4273.3

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.51
PCH's Dividend Yield is ranked lower than
73% of the 611 Companies
in the Global REIT - Industrial industry.

( Industry Median: 4.81 vs. PCH: 3.51 )
PCH' s 10-Year Dividend Yield Range
Min: 1.25   Max: 10.97
Current: 3.51

1.25
10.97
Dividend Payout 0.74
PCH's Dividend Payout is ranked higher than
73% of the 502 Companies
in the Global REIT - Industrial industry.

( Industry Median: 0.96 vs. PCH: 0.74 )
PCH' s 10-Year Dividend Payout Range
Min: 0.07   Max: 2.04
Current: 0.74

0.07
2.04
Dividend growth (3y) -14.40
PCH's Dividend growth (3y) is ranked higher than
50% of the 359 Companies
in the Global REIT - Industrial industry.

( Industry Median: 4.30 vs. PCH: -14.40 )
PCH' s 10-Year Dividend growth (3y) Range
Min: -29.9   Max: 52.3
Current: -14.4

-29.9
52.3
Yield on cost (5-Year) 1.71
PCH's Yield on cost (5-Year) is ranked lower than
90% of the 613 Companies
in the Global REIT - Industrial industry.

( Industry Median: 5.30 vs. PCH: 1.71 )
PCH' s 10-Year Yield on cost (5-Year) Range
Min: 0.61   Max: 5.37
Current: 1.71

0.61
5.37
Share Buyback Rate -0.40
PCH's Share Buyback Rate is ranked higher than
90% of the 478 Companies
in the Global REIT - Industrial industry.

( Industry Median: -7.20 vs. PCH: -0.40 )
PCH' s 10-Year Share Buyback Rate Range
Min: 8.6   Max: -10.9
Current: -0.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 7.50
PCH's Price/Tangible Book is ranked lower than
80% of the 548 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.30 vs. PCH: 7.50 )
PCH' s 10-Year Price/Tangible Book Range
Min: 0.96   Max: 11.41
Current: 7.5

0.96
11.41
Price/DCF (Projected) 1.60
PCH's Price/DCF (Projected) is ranked higher than
63% of the 313 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.60 vs. PCH: 1.60 )
PCH' s 10-Year Price/DCF (Projected) Range
Min: 0.58   Max: 3.08
Current: 1.6

0.58
3.08
Price/Median PS Value 1.10
PCH's Price/Median PS Value is ranked higher than
59% of the 562 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.10 vs. PCH: 1.10 )
PCH' s 10-Year Price/Median PS Value Range
Min: 0.21   Max: 1.5
Current: 1.1

0.21
1.5
Price/Graham Number 2.70
PCH's Price/Graham Number is ranked lower than
66% of the 515 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.00 vs. PCH: 2.70 )
PCH' s 10-Year Price/Graham Number Range
Min: 0.63   Max: 4.34
Current: 2.7

0.63
4.34
Earnings Yield (Greenblatt) 5.90
PCH's Earnings Yield (Greenblatt) is ranked higher than
83% of the 593 Companies
in the Global REIT - Industrial industry.

( Industry Median: 3.70 vs. PCH: 5.90 )
PCH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.8   Max: 16.8
Current: 5.9

0.8
16.8
Forward Rate of Return (Yacktman) 7.67
PCH's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 450 Companies
in the Global REIT - Industrial industry.

( Industry Median: 1.39 vs. PCH: 7.67 )
PCH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -24.6   Max: 46.3
Current: 7.67

-24.6
46.3

Business Description

Industry: REITs » REIT - Industrial
Compare:EGP, PSA, EXR, CUBE, FR » details
Potlatch Corp. was incorporated in September 2005. The Company is a real estate investment trust. The Company, through its wholly owned taxable subsidiary, Potlatch TRS, operates real estate sales and development business and six wood products manufacturing facilities that produce lumber, plywood and particleboard. Its businesses are organized into three reportable operating segments: Resource; Real Estate; and Wood Products. Resource segment manages its timberlands to optimize revenue producing opportunities while at the same time adhering to the strict stewardship standards. Management activities include planting and harvesting trees and building and maintaining roads, as well as deriving ancillary revenues from hunting and recreation leases, biomass production, mineral rights and various leasing opportunities. The Company also explores other potential sources of revenue such as carbon sequestration. Resource segment manages approximately 1.6 million acres of timberlands that the Company owns in two regions of the United States: the Northern region, consisting of Idaho, Minnesota and Wisconsin timberlands; and the Southern region, consisting of Arkansas timberlands. The activities of Real Estate segment consist mainly of the sale of selected non-core timberland real estate. The segment also plays an active role in negotiations for all timberland acquisitions, and engages in real estate subdivision and development activities through Potlatch TRS. The Company's Wood Products segment manufactures and markets lumber, plywood and particleboard at six mills located in Arkansas, Idaho, Michigan and Minnesota. The Resource segment sells a portion of its logs at market prices to its wood products manufacturing facilities. The segment also sells sawlogs and pulpwood to a variety of forest products companies located near its timberlands. The markets for its timber and wood products are highly competitive, and companies compete with the Company, which have greater financial resources. The Company is subject to extensive federal and state environmental regulation of its wood products manufacturing facilities and timberlands, particularly with respect to air emissions, wastewater discharges, solid and hazardous waste management, site remediation, forestry operations, and threatened and endangered species.

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide