SJ Share Price Performance
CA$80.12
1.30 (1.65%)
13.8% undervalued intrinsic discount
CA$93.00
Fair Value
Price CA$80.12
AnalystConsensusTarget CA$93.00
Fair ValueCA$93.00
Share Pricen/a
Narrative Update • Jun 02
Stella-Jones Inc. Stock Price
- 1 Narratives written by author
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- 40 Fair Values set on narratives written by author
SJ Community Narratives
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Fair Value
·Fair Value CA$93 13.8% undervalued intrinsic discount
North American Grid Modernization Will Hurt Wood Utility Pole Demand
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North American Grid Modernization Will Hurt Wood Utility Pole Demand
Stella-Jones’ wood utility pole business could face a quiet but lasting squeeze as power companies modernize the grid and increasingly choose steel or other materials, while some big customers buy less or bring work in-house. The company is pushing into steel structures and leaning on long-term infrastructure needs, but the real question is whether those moves can offset the slow fade in its core products.Read more
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CA$93
13.8% undervalued intrinsic discount
Fair Value
Revenue
4.64% p.a.
Profit Margin
9.12%
Future PE
16.56x
Price in 2029
CA$115.58
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SJ: Recalibrated Expectations And Capital Discipline Will Support Future Share Performance
Fair Value: CA$93 13.8% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
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Snowflake Analysis
Stella-Jones Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
- 5.57
- 19.72%
- 8.66%
- 66.3%
About SJ
- Founded
- 1992
- Employees
- 3200
- CEO
- WebsiteView website
Stella-Jones Inc., together with its subsidiaries, manufactures and sells industrial pressure-treated wood products in Canada and the United States. It operates through two segments, Pressure-Treated Wood; and Logs and Lumber. The company offers wood utility poles, railway ties, residential lumber; and industrial products, such as timbers for railway bridges, crossings and construction, marine and foundation pilings, and coal tar-based products. It also sells logs, as well as excess lumber to local home-building markets. In addition, the company offers treated wood poles and crossarms, steel lattice towers, and steel transmission poles to electrical utilities companies; treated wood railway ties and timber for short line and commercial railroad operators; and manufactures and distributes treated residential lumber and accessories to retailers for outdoor applications. Stella-Jones Inc. was incorporated in 1992 and is headquartered in Saint-Laurent, Canada.
