North American Grid Modernization Will Hurt Wood Utility Pole Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Feb 25

Updated

21 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

15.3%

7D

-2.1%

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1Y

15.3%

7D

-2.1%

You can edit this narrative until Nov 22 11:10 PM. Then, changes will post as Updates.

Author's Valuation

CA$93.5610.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 21 Nov 25

Fair value Increased 4.39%

SJ: Infrastructure Spending And Execution Risks Will Drive Performance Going Forward

Analysts have raised their fair value estimate for Stella-Jones from C$89.63 to C$93.56. They cite a shift towards higher profit margins and anticipated multi-year infrastructure growth as drivers of the increase.

Shared on 07 Nov 25

Fair value Increased 5.13%

SJ: Revenue Outlook And Industry Headwinds Will Shape Performance Ahead

The analyst consensus price target for Stella-Jones has increased by approximately C$4 to C$89.63. This reflects analysts' expectations for improved revenue growth and profitability metrics in the latest forecasts.

Shared on 01 May 25

Fair value Increased 1.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 0.34%

AnalystConsensusTarget has increased revenue growth from 4.3% to 4.8%.

AnalystConsensusTarget Fair Value

CA$93.56

10.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.74%

Paper and Forestry Products revenue growth rate

0.12%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.01%

Calculation

CA$369.94m

Earnings '28

x

16.56x

PE Ratio '28

=

CA$6.13b

Market Cap '28

CA$6.13b

Market Cap '28

/

52.58m

No. shares '28

=

CA$116.54

Share Price '28

CA$116.54 Share Price '28

Discounted to 2025 @ 8.00% p.a.

=

CA$92.52

Fair Value '25