Deltic Timber Corporation (DEL)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Deltic Timber Corporation (DEL) trades at $93.28. Deltic Timber Corporation (DEL) is a timber and real estate company based in El Dorado, Arkansas, specializing in timber growth, lumber manufacturing, and real estate development. Sector: Basic materials.
Price live · AI analysis from Jun 1, 2026Analyst Coverage for DEL: DEL does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates DEL against Basic Materials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
DEL: 1/1 perspectives are bearish.
How is this calculated? →Deltic Timber Corporation (DEL) Materials & Commodity Exposure
Deltic Timber Corporation (DEL) operates within the timber and real estate sectors, focusing on sustainable timber growth and lumber production while engaging in real estate development, supported by a robust asset base of timberland holdings.
What Is the Investment Thesis for DEL?
Deltic Timber Corporation presents a unique investment thesis characterized by its diversified operations in timber and real estate. The company boasts a P/E ratio of 173.53 and a profit margin of 2.7%, indicating room for growth and improvement in profitability. Key value drivers include the ongoing demand for lumber in the residential construction sector and the potential for increased revenue from real estate development projects. The company’s gross margin of 33.5% reflects its efficiency in managing production costs. However, investors should be cautious of the cyclical nature of the housing market, which can impact lumber prices and demand. Monitoring housing starts and trends in timber supply and demand will be crucial for assessing future performance. Overall, Deltic Timber Corporation is well-positioned to capitalize on growth opportunities while navigating inherent industry risks.
Based on FMP financials and quantitative analysis
DEL Key Highlights
- P/E ratio of 173.53 indicates high market expectations for future growth.
- Profit margin of 2.7% reflects current profitability challenges.
- Gross margin of 33.5% showcases effective cost management in timber production.
- Beta of 0.96 suggests lower volatility compared to the broader market.
- Dividend yield of 0.21% provides a modest return to shareholders.
Who Are DEL's Competitors?
DEL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| WY Weyerhaeuser Company | $23.40 | -1.64% | $16.87B | 49 |
| LPX Louisiana-Pacific Corporation | $77.59 | -2.16% | $5.42B | 54 |
| KEWL Keweenaw Land Association, Limited | $51.25 | +0.49% | $57.72M | 59 |
| GLT Glatfelter Corporation | $21.05 | +0.00% | $73.67M | 59 |
| WFG West Fraser Timber Co. Ltd. | $67.69 | -2.80% | $5.15B | 54 |
| UFS Domtar Corporation | $55.49 | +0.02% | 53 | |
| JCTC Jewett-Cameron Trading Company Ltd. | $2.60 | +1.56% | $9.15M | 34 |
| WFSTF Western Forest Products Inc. | $11.63 | -7.33% | $122.79M | 36 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DEL's Key Strengths?
- Strong asset base with extensive timberland holdings.
- Diverse operations across timber and real estate sectors.
- Established market presence and brand reputation.
What Are DEL's Weaknesses?
- High P/E ratio indicating potential overvaluation.
- Low profit margins compared to industry peers.
- Exposure to cyclical fluctuations in the housing market.
What Are the Growth Opportunities for DEL?
- Growth opportunity 1: The residential construction market is projected to grow at a CAGR of 5% over the next five years, driven by increasing housing demand. Deltic Timber Corporation can capitalize on this trend by enhancing lumber production capacity and expanding its market reach in the construction sector.
- Growth opportunity 2: The medium density fiberboard market is expected to reach $30 billion by 2027, growing at a CAGR of 6%. Deltic's joint venture in this sector positions it to benefit from this growth through innovative product offerings and enhanced manufacturing capabilities.
- Growth opportunity 3: Real estate development projects represent a significant growth avenue for Deltic, particularly in regions experiencing population growth. With a focus on sustainable development, Deltic can attract environmentally conscious buyers and investors, enhancing its market position.
- Growth opportunity 4: Expanding into alternative timber products and sustainable materials can open new revenue streams for Deltic. As consumer preferences shift towards eco-friendly products, Deltic's commitment to sustainability can differentiate it in the marketplace.
- Growth opportunity 5: Strategic partnerships with construction firms can lead to increased sales of lumber products. By aligning with key players in the construction industry, Deltic can enhance its distribution channels and market penetration.
What Opportunities Does DEL Have?
- Growth in residential construction and demand for lumber.
- Expansion into new markets and product lines.
- Increasing focus on sustainable building materials.
What Threats Does DEL Face?
- Cyclical nature of the housing market impacting demand.
- Fluctuations in lumber prices affecting profitability.
- Regulatory changes impacting timberland management.
What Are DEL's Competitive Advantages?
- Substantial timberland holdings provide a stable asset base.
- Established reputation for quality lumber products.
- Diverse revenue streams from timber, real estate, and joint ventures.
- Commitment to sustainable practices enhances brand loyalty.
What Does DEL Do?
Founded in El Dorado, Arkansas, Deltic Timber Corporation has evolved from its roots in timberland management to a multifaceted company involved in timber harvesting, lumber manufacturing, and real estate development. The company primarily grows and harvests timber, producing high-quality lumber products that cater to various markets. In addition to its timber operations, Deltic is engaged in real estate development projects, which diversify its revenue streams and enhance its market presence. The company also owns farmland and holds an interest in a joint venture focused on manufacturing medium density fiberboard, further expanding its product offerings. Deltic's substantial timberland holdings provide a stable asset base, allowing the company to navigate the cyclical nature of the housing market and fluctuations in lumber prices. With a commitment to sustainable practices, Deltic Timber Corporation positions itself as a leader in the timber industry, balancing environmental stewardship with economic viability. As of now, Deltic operates primarily in the United States, leveraging its regional expertise to optimize timber production and real estate development opportunities.
What Products and Services Does DEL Offer?
- Grow and harvest timber for lumber production.
- Manufacture and market various wood products.
- Engage in real estate development projects.
- Own and manage farmland for agricultural purposes.
- Participate in a joint venture for medium density fiberboard manufacturing.
- Provide sustainable timber solutions to the market.
How Does DEL Make Money?
- Revenue generated from timber sales and lumber manufacturing.
- Income from real estate development projects and property sales.
- Profits from joint ventures in wood product manufacturing.
- Sustainable forestry practices to maintain long-term asset value.
What Industry Does DEL Operate In?
The paper, lumber, and forest products industry is currently experiencing a resurgence driven by increased demand for residential construction and sustainable building materials. As the housing market recovers, lumber prices are expected to stabilize, providing a favorable environment for companies like Deltic Timber Corporation. The industry is characterized by cyclical fluctuations, influenced by economic conditions and consumer demand. Deltic's substantial timberland holdings position it competitively, allowing it to leverage its resources effectively against peers in the sector. The overall market for wood products is projected to grow, driven by trends towards sustainable building practices and increased housing starts.
Who Are DEL's Key Customers?
- Construction companies requiring lumber and wood products.
- Real estate developers seeking land for projects.
- Manufacturers of wood-based products.
- Retailers and wholesalers in the building materials sector.
Net sellingInsider Activity
The most recent 11 insider filings for Deltic Timber Corporation break down as 9 sales and 2 purchases. On net that is roughly 522K shares disposed (about $129K), a signal worth weighing alongside the fundamentals.
ROE 3%Key Financial Metrics
Return on equity for Deltic Timber Corporation stands at 2.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.2%, showing how much profit it generates from its asset base. DEL trades at a trailing price-to-earnings ratio of 173.53, above the Basic Materials sector average of ~22x. A current ratio of 1.52 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.6%, the inverse of the P/E and a quick read on earnings relative to price.
DEL Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Deltic's future, indicating that leadership sees potential growth ahead.
- Community sentiment has shifted positively, with discussions highlighting the company’s sustainable timber practices as a competitive advantage.
- Analysts are noting increased demand for timber products, driven by a recovering housing market, which could benefit Deltic significantly.
- Investors are optimistic about Deltic's expansion plans, with recent announcements about new partnerships that could enhance market reach.
Bear Case
- Concerns about rising operational costs have been voiced in community discussions, potentially impacting profit margins for Deltic.
- Market perception remains cautious due to broader economic uncertainties, which could affect demand for timber products in the near term.
- Some investors express skepticism about the company's ability to scale sustainably without compromising quality, leading to mixed sentiments.
- Recent bearish commentary highlights potential regulatory challenges in the timber industry that may pose risks to Deltic's operations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DEL Latest News
No recent news available for DEL.
DEL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for DEL.
Price Targets
Wall Street price target analysis for DEL.
DEL MoonshotScore
What does this score mean?
The MoonshotScore rates DEL's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Deltic Timber Corporation Basic Materials Stock: Key Questions Answered
What are the key factors to evaluate for DEL?
Evaluate DEL on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does DEL data refresh on this page?
DEL prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven DEL's recent stock price performance?
Deltic Timber Corporation (DEL) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong asset base with extensive timberland holdings. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider DEL overvalued or undervalued right now?
Valuing Deltic Timber Corporation (DEL) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying DEL?
Before investing in Deltic Timber Corporation (DEL), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding DEL to a portfolio?
Key strength of Deltic Timber Corporation (DEL): Strong asset base with extensive timberland holdings. Weigh rewards against risks and diversify. Not financial advice.
Can I buy fractional shares of DEL?
Yes, most major brokerages offer fractional shares of Deltic Timber Corporation (DEL) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track DEL's earnings and financial reports?
Deltic Timber Corporation (DEL) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Setting up alerts through your brokerage for DEL earnings announcements is recommended.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.