PCH
PotlatchDeltic Corporation
REIT - Specialty
Market Cap$3.23B
5Y Perf.+22.8%
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Stock Comparison
PCH vs RYN
Revenue, margins, valuation, and 5-year total return — side by side.
RYN
Rayonier Inc.
REIT - Specialty
Market Cap$3.28B
5Y Perf.-4.3%
PCH vs RYN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PCH | RYN |
|---|---|---|
| Industry | REIT - Specialty | REIT - Specialty |
| Market Cap | $3.23B | $3.28B |
| Revenue (TTM) | $1.12B | $678M |
| Net Income (TTM) | $64M | $386M |
| Gross Margin | 15.7% | 27.4% |
| Operating Margin | 8.0% | 5.5% |
| Forward P/E | 53.8x | 56.1x |
| Total Debt | $1.03B | $1.07B |
| Cash & Equiv. | $152M | $843M |
PCH vs RYN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PCH
RYN
| Stock | May 20 | Feb 26 | Return |
|---|---|---|---|
| PotlatchDeltic Corp… (PCH) | 100 | 122.8 | +22.8% |
| Rayonier Inc. (RYN) | 100 | 95.7 | -4.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PCH vs RYN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: RYN leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. PotlatchDeltic Corporation is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
PCH
PotlatchDeltic Corporation
The Real Estate Income Play
PCH is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 3.7%, EPS growth -63.6%, 3Y rev CAGR -7.4%
- 94.0% 10Y total return vs RYN's 39.8%
- 3.7% FFO/revenue growth vs RYN's -61.6%
Best for: growth exposure and long-term compounding
RYN
Rayonier Inc.
The Real Estate Income Play
RYN carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta 0.40, yield 8.7%
- Lower volatility, beta 0.40, Low D/E 47.7%, current ratio 3.11x
- Beta 0.40, yield 8.7%, current ratio 3.11x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PCH | 3.7% FFO/revenue growth vs RYN's -61.6% |
| Value | PCH | Lower P/E (53.8x vs 56.1x) |
| Quality / Margins | RYN | 57.0% margin vs PCH's 5.8% |
| Stability / Safety | RYN | Beta 0.40 vs PCH's 0.75, lower leverage |
| Dividends | RYN | 8.7% yield, 4-year raise streak, vs PCH's 4.3% |
| Momentum (1Y) | PCH | +15.9% vs RYN's +3.3% |
| Efficiency (ROA) | RYN | 12.9% ROA vs PCH's 2.0%, ROIC 2.4% vs 0.8% |
PCH vs RYN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
PCH vs RYN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLRYNLAGGINGPCH
PCHPotlatchDeltic Corpor…
1leads
RYNRayonier Inc.
4leads
6 Total Categories
CATEGORYLEADERvs PCHMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
RYN4/6
Valuation MetricsMultiples, price ratios, and targets
RYN4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
RYN7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
PCH6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
RYN2/2
Income & Cash Flow (Last 12 Months)
RYN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PCH is the larger business by revenue, generating $1.1B annually — 1.6x RYN's $678M. RYN is the more profitable business, keeping 57.0% of every revenue dollar as net income compared to PCH's 5.8%. On growth, RYN holds the edge at +2.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.1B | $678M |
| EBITDAEarnings before interest/tax | $195M | $125M |
| Net IncomeAfter-tax profit | $64M | $386M |
| Free Cash FlowCash after capex | $131M | $191M |
| Gross MarginGross profit ÷ Revenue | +15.7% | +27.4% |
| Operating MarginEBIT ÷ Revenue | +8.0% | +5.5% |
| Net MarginNet income ÷ Revenue | +5.8% | +57.0% |
| FCF MarginFCF ÷ Revenue | +11.8% | +28.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.1% | +2.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.9% | -124.2% |
RYN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
RYN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 48.2x trailing earnings, RYN trades at a 68% valuation discount to PCH's 149.0x P/E. On an enterprise value basis, RYN's 17.6x EV/EBITDA is more attractive than PCH's 140.5x.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| Market CapShares × price | $3.2B | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $4.1B | $3.5B |
| Trailing P/EPrice ÷ TTM EPS | 149.04x | 48.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 53.80x | 56.12x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.69x |
| EV / EBITDAEnterprise value multiple | 140.52x | 17.64x |
| Price / SalesMarket cap ÷ Revenue | 3.04x | 6.77x |
| Price / BookPrice ÷ Book value/share | 1.62x | 1.49x |
| Price / FCFMarket cap ÷ FCF | 47.88x | 15.86x |
RYN leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
RYN leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
RYN delivers a 12.6% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $3 for PCH. RYN carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to PCH's 0.51x. On the Piotroski fundamental quality scale (0–9), PCH scores 6/9 vs RYN's 5/9, reflecting solid financial health.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +3.3% | +12.6% |
| ROA (TTM)Return on assets | +2.0% | +12.9% |
| ROICReturn on invested capital | +0.8% | +2.4% |
| ROCEReturn on capital employed | +1.1% | +2.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.51x | 0.48x |
| Net DebtTotal debt minus cash | $883M | $230M |
| Cash & Equiv.Liquid assets | $152M | $843M |
| Total DebtShort + long-term debt | $1.0B | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 1.28x | 3.84x |
RYN leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
PCH leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PCH five years ago would be worth $9,037 today (with dividends reinvested), compared to $8,139 for RYN. Over the past 12 months, PCH leads with a +15.9% total return vs RYN's +3.3%. The 3-year compound annual growth rate (CAGR) favors PCH at 0.3% vs RYN's -2.3% — a key indicator of consistent wealth creation.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +5.1% | -0.7% |
| 1-Year ReturnPast 12 months | +15.9% | +3.3% |
| 3-Year ReturnCumulative with dividends | +1.0% | -6.8% |
| 5-Year ReturnCumulative with dividends | -9.6% | -18.6% |
| 10-Year ReturnCumulative with dividends | +94.0% | +39.8% |
| CAGR (3Y)Annualised 3-year return | +0.3% | -2.3% |
PCH leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — PCH and RYN each lead in 1 of 2 comparable metrics.
Risk & Volatility
RYN is the less volatile stock with a 0.40 beta — it tends to amplify market swings less than PCH's 0.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PCH currently trades 91.5% from its 52-week high vs RYN's 77.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.75x | 0.40x |
| 52-Week HighHighest price in past year | $45.61 | $27.34 |
| 52-Week LowLowest price in past year | $37.05 | $19.49 |
| % of 52W HighCurrent price vs 52-week peak | +91.5% | +77.5% |
| RSI (14)Momentum oscillator 0–100 | 46.0 | 43.0 |
| Avg Volume (50D)Average daily shares traded | 0 | 2.6M |
Evenly matched — PCH and RYN each lead in 1 of 2 comparable metrics.
Analyst Outlook
RYN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PCH as "Hold" and RYN as "Hold". Consensus price targets imply 31.0% upside for RYN (target: $28) vs 22.2% for PCH (target: $51). For income investors, RYN offers the higher dividend yield at 8.69% vs PCH's 4.30%.
| Metric | PCHPotlatchDeltic Co… | RYNRayonier Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $51.00 | $27.75 |
| # AnalystsCovering analysts | 13 | 27 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +8.7% |
| Dividend StreakConsecutive years of raises | 1 | 4 |
| Dividend / ShareAnnual DPS | $1.79 | $1.84 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.1% | +2.2% |
RYN leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
RYN leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). PCH leads in 1 (Total Returns). 1 tied.
Best OverallRayonier Inc. (RYN)Leads 4 of 6 categories
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PCH vs RYN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PCH or RYN a better buy right now?
For growth investors, PotlatchDeltic Corporation (PCH) is the stronger pick with 3.
7% revenue growth year-over-year, versus -61. 6% for Rayonier Inc. (RYN). Rayonier Inc. (RYN) offers the better valuation at 48. 2x trailing P/E (56. 1x forward), making it the more compelling value choice. Analysts rate PotlatchDeltic Corporation (PCH) a "Hold" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PCH or RYN?
On trailing P/E, Rayonier Inc.
(RYN) is the cheapest at 48. 2x versus PotlatchDeltic Corporation at 149. 0x. On forward P/E, PotlatchDeltic Corporation is actually cheaper at 53. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — PCH or RYN?
Over the past 5 years, PotlatchDeltic Corporation (PCH) delivered a total return of -9.
6%, compared to -18. 6% for Rayonier Inc. (RYN). Over 10 years, the gap is even starker: PCH returned +94. 0% versus RYN's +39. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PCH or RYN?
By beta (market sensitivity over 5 years), Rayonier Inc.
(RYN) is the lower-risk stock at 0. 40β versus PotlatchDeltic Corporation's 0. 75β — meaning PCH is approximately 88% more volatile than RYN relative to the S&P 500. On balance sheet safety, Rayonier Inc. (RYN) carries a lower debt/equity ratio of 48% versus 51% for PotlatchDeltic Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — PCH or RYN?
By revenue growth (latest reported year), PotlatchDeltic Corporation (PCH) is pulling ahead at 3.
7% versus -61. 6% for Rayonier Inc. (RYN). On earnings-per-share growth, the picture is similar: PotlatchDeltic Corporation grew EPS -63. 6% year-over-year, compared to -81. 6% for Rayonier Inc.. Over a 3-year CAGR, PCH leads at -7. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PCH or RYN?
Rayonier Inc.
(RYN) is the more profitable company, earning 97. 9% net margin versus 2. 1% for PotlatchDeltic Corporation — meaning it keeps 97. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RYN leads at 17. 2% versus 3. 1% for PCH. At the gross margin level — before operating expenses — RYN leads at 32. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PCH or RYN more undervalued right now?
On forward earnings alone, PotlatchDeltic Corporation (PCH) trades at 53.
8x forward P/E versus 56. 1x for Rayonier Inc. — 2. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RYN: 31. 0% to $27. 75.
08Which pays a better dividend — PCH or RYN?
All stocks in this comparison pay dividends.
Rayonier Inc. (RYN) offers the highest yield at 8. 7%, versus 4. 3% for PotlatchDeltic Corporation (PCH).
09Is PCH or RYN better for a retirement portfolio?
For long-horizon retirement investors, Rayonier Inc.
(RYN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 40), 8. 7% yield). Both have compounded well over 10 years (RYN: +39. 8%, PCH: +94. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PCH and RYN?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(PCH: 23.1% · RYN: 233.8%)Net Margin>
%
(PCH: 5.8% · RYN: 57.0%)P/E Ratio<
x
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