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Side-by-side financial comparison of POTLATCHDELTIC CORP (PCH) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.

Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $314.2M, roughly 1.2× POTLATCHDELTIC CORP). POTLATCHDELTIC CORP runs the higher net margin — 8.2% vs -5.0%, a 13.3% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 11.2%). POTLATCHDELTIC CORP produced more free cash flow last quarter ($50.1M vs $3.5M). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% CAGR vs 11.1%).

PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.

Soho House is an international private members’ club with a focus on the media, arts and fashion industries.

PCH vs SHCO — Head-to-Head

Bigger by revenue
SHCO
SHCO
1.2× larger
SHCO
$370.8M
$314.2M
PCH
Growing faster (revenue YoY)
PCH
PCH
+11.9% gap
PCH
23.1%
11.2%
SHCO
Higher net margin
PCH
PCH
13.3% more per $
PCH
8.2%
-5.0%
SHCO
More free cash flow
PCH
PCH
$46.6M more FCF
PCH
$50.1M
$3.5M
SHCO
Faster 2-yr revenue CAGR
SHCO
SHCO
Annualised
SHCO
13.5%
11.1%
PCH

Income Statement — Q3 FY2025 vs Q3 FY2025

Metric
PCH
PCH
SHCO
SHCO
Revenue
$314.2M
$370.8M
Net Profit
$25.9M
$-18.7M
Gross Margin
18.2%
Operating Margin
11.2%
-1.6%
Net Margin
8.2%
-5.0%
Revenue YoY
23.1%
11.2%
Net Profit YoY
682.5%
-10790.3%
EPS (diluted)
$0.33
$-0.10

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
PCH
PCH
SHCO
SHCO
Q3 25
$314.2M
$370.8M
Q2 25
$275.0M
$329.8M
Q1 25
$268.3M
$282.9M
Q4 24
$258.1M
$305.6M
Q3 24
$255.1M
$333.4M
Q2 24
$320.7M
$302.9M
Q1 24
$228.1M
$261.9M
Q4 23
$254.5M
$287.6M
Net Profit
PCH
PCH
SHCO
SHCO
Q3 25
$25.9M
$-18.7M
Q2 25
$7.4M
$24.9M
Q1 25
$25.8M
$8.2M
Q4 24
$5.2M
$-91.7M
Q3 24
$3.3M
$175.0K
Q2 24
$13.7M
$-29.9M
Q1 24
$-305.0K
$-41.6M
Q4 23
$-140.0K
$-62.6M
Gross Margin
PCH
PCH
SHCO
SHCO
Q3 25
18.2%
Q2 25
13.0%
Q1 25
17.8%
Q4 24
13.4%
Q3 24
10.8%
Q2 24
11.9%
Q1 24
7.0%
Q4 23
8.1%
Operating Margin
PCH
PCH
SHCO
SHCO
Q3 25
11.2%
-1.6%
Q2 25
5.0%
18.1%
Q1 25
10.3%
12.3%
Q4 24
5.2%
-23.1%
Q3 24
2.8%
11.4%
Q2 24
5.4%
-4.3%
Q1 24
-2.1%
-9.3%
Q4 23
0.0%
-10.0%
Net Margin
PCH
PCH
SHCO
SHCO
Q3 25
8.2%
-5.0%
Q2 25
2.7%
7.5%
Q1 25
9.6%
2.9%
Q4 24
2.0%
-30.0%
Q3 24
1.3%
0.1%
Q2 24
4.3%
-9.9%
Q1 24
-0.1%
-15.9%
Q4 23
-0.1%
-21.8%
EPS (diluted)
PCH
PCH
SHCO
SHCO
Q3 25
$0.33
$-0.10
Q2 25
$0.09
$0.13
Q1 25
$0.33
$0.04
Q4 24
$0.07
$-0.48
Q3 24
$0.04
$0.00
Q2 24
$0.17
$-0.15
Q1 24
$0.00
$-0.21
Q4 23
$0.00
$-0.33

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PCH
PCH
SHCO
SHCO
Cash + ST InvestmentsLiquidity on hand
$88.8M
$142.5M
Total DebtLower is stronger
$735.8M
Stockholders' EquityBook value
$1.9B
$-351.6M
Total Assets
$3.2B
$2.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PCH
PCH
SHCO
SHCO
Q3 25
$88.8M
$142.5M
Q2 25
$95.3M
$150.3M
Q1 25
$147.5M
$150.1M
Q4 24
$151.6M
$152.7M
Q3 24
$161.1M
$142.8M
Q2 24
$199.7M
$148.5M
Q1 24
$180.2M
$139.8M
Q4 23
$230.1M
$159.2M
Total Debt
PCH
PCH
SHCO
SHCO
Q3 25
$735.8M
Q2 25
$729.8M
Q1 25
$705.1M
Q4 24
$1.0B
$691.5M
Q3 24
$694.8M
Q2 24
$682.1M
Q1 24
$671.7M
Q4 23
$1.0B
$664.9M
Stockholders' Equity
PCH
PCH
SHCO
SHCO
Q3 25
$1.9B
$-351.6M
Q2 25
$1.9B
$-348.6M
Q1 25
$2.0B
$-340.1M
Q4 24
$2.0B
$-335.1M
Q3 24
$2.1B
$-279.4M
Q2 24
$2.1B
$-231.7M
Q1 24
$2.2B
$-193.0M
Q4 23
$2.2B
$-174.9M
Total Assets
PCH
PCH
SHCO
SHCO
Q3 25
$3.2B
$2.7B
Q2 25
$3.2B
$2.6B
Q1 25
$3.3B
$2.5B
Q4 24
$3.3B
$2.4B
Q3 24
$3.3B
$2.6B
Q2 24
$3.4B
$2.6B
Q1 24
$3.4B
$2.5B
Q4 23
$3.4B
$2.5B
Debt / Equity
PCH
PCH
SHCO
SHCO
Q3 25
Q2 25
Q1 25
Q4 24
0.51×
Q3 24
Q2 24
Q1 24
Q4 23
0.48×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PCH
PCH
SHCO
SHCO
Operating Cash FlowLast quarter
$65.7M
$34.9M
Free Cash FlowOCF − Capex
$50.1M
$3.5M
FCF MarginFCF / Revenue
15.9%
0.9%
Capex IntensityCapex / Revenue
4.9%
8.5%
Cash ConversionOCF / Net Profit
2.54×
TTM Free Cash FlowTrailing 4 quarters
$132.4M
$41.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PCH
PCH
SHCO
SHCO
Q3 25
$65.7M
$34.9M
Q2 25
$41.0M
$41.0M
Q1 25
$49.1M
$22.8M
Q4 24
$45.4M
$26.9M
Q3 24
$26.5M
$20.6M
Q2 24
$100.6M
$36.0M
Q1 24
$16.0M
$6.2M
Q4 23
$41.8M
$18.3M
Free Cash Flow
PCH
PCH
SHCO
SHCO
Q3 25
$50.1M
$3.5M
Q2 25
$30.6M
$12.4M
Q1 25
$26.3M
$7.5M
Q4 24
$25.4M
$18.5M
Q3 24
$-8.2M
$10.3M
Q2 24
$72.4M
$10.2M
Q1 24
$2.0M
$-13.5M
Q4 23
$2.0M
FCF Margin
PCH
PCH
SHCO
SHCO
Q3 25
15.9%
0.9%
Q2 25
11.1%
3.8%
Q1 25
9.8%
2.7%
Q4 24
9.9%
6.1%
Q3 24
-3.2%
3.1%
Q2 24
22.6%
3.4%
Q1 24
0.9%
-5.2%
Q4 23
0.7%
Capex Intensity
PCH
PCH
SHCO
SHCO
Q3 25
4.9%
8.5%
Q2 25
3.8%
8.7%
Q1 25
8.5%
5.4%
Q4 24
7.7%
2.7%
Q3 24
13.6%
3.1%
Q2 24
8.8%
8.5%
Q1 24
6.1%
7.5%
Q4 23
5.7%
Cash Conversion
PCH
PCH
SHCO
SHCO
Q3 25
2.54×
Q2 25
5.58×
1.65×
Q1 25
1.90×
2.79×
Q4 24
8.74×
Q3 24
7.99×
117.70×
Q2 24
7.35×
Q1 24
Q4 23

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

PCH
PCH

Lumber$131.8M42%
Timberlands$52.5M17%
Rural Real Estate$51.3M16%
Residuals And Panels$34.0M11%
Pulpwood$16.7M5%
Development Real Estate$14.6M5%
Other$8.1M3%
Other Products$5.2M2%

SHCO
SHCO

Membership$122.7M33%
Other$122.0M33%
Membership Revenue$58.5M16%
Other Revenue$28.5M8%
Equity Method Investment Nonconsolidated Investee Or Group Of Investees$24.8M7%
Elimination Of Equity Accounted Revenue$13.4M4%
Related Party$2.0M1%
Soho House$1.0M0%

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