Stella-Jones (SJ) Aperçu de l'action
Stella-Jones Inc. et ses filiales fabriquent et vendent des produits industriels en bois traité sous pression au Canada et aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
SJ Community Fair Values
Create NarrativeSee what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Stella-Jones Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | CA$71.96 |
| Plus haut sur 52 semaines | CA$101.31 |
| Plus bas sur 52 semaines | CA$69.94 |
| Bêta | 0.28 |
| Variation sur 1 mois | -13.62% |
| Variation sur 3 mois | -25.51% |
| Variation sur 1 an | -4.16% |
| Variation sur 3 ans | 21.80% |
| Variation sur 5 ans | 54.16% |
| Évolution depuis l'introduction en bourse | 6,024.26% |
Nouvelles et mises à jour récentes
Article d’analyse • May 08
Stella-Jones Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results look...
Mise à jour du récit • May 04
SJ: Capital Returns And Mixed Ratings Will Shape Future Share Performance
The updated analyst price target for Stella-Jones edges slightly lower to CA$99.00, with analysts pointing to modest tweaks in fair value, discount rate, and assumed future P/E as they recalibrate their views following recent mixed target changes and a downgrade. Analyst Commentary Recent research on Stella-Jones reflects a mix of optimism around execution and earnings power alongside some emerging caution on valuation and risk-reward at current levels.Recent updates
Article d’analyse • May 08
Stella-Jones Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results look...Mise à jour du récit • May 04
SJ: Capital Returns And Mixed Ratings Will Shape Future Share Performance
The updated analyst price target for Stella-Jones edges slightly lower to CA$99.00, with analysts pointing to modest tweaks in fair value, discount rate, and assumed future P/E as they recalibrate their views following recent mixed target changes and a downgrade. Analyst Commentary Recent research on Stella-Jones reflects a mix of optimism around execution and earnings power alongside some emerging caution on valuation and risk-reward at current levels.Mise à jour du récit • Apr 20
SJ: Higher Discount Rate And Capital Returns Will Shape Future Share Performance
Analysts have trimmed their fair value estimate for Stella-Jones to CA$99.89 from CA$101.44, as a slightly higher discount rate and more moderate revenue growth and profit margin assumptions temper the impact of recent price target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research on Stella-Jones reflects a mix of optimism on execution and caution on valuation and future growth assumptions.Mise à jour du récit • Apr 05
SJ: Higher Price Assumptions And Capital Returns Will Shape Future Share Performance
Narrative Update on Stella-Jones Analysts have nudged their outlook higher on Stella-Jones, with recent Street research pointing to price targets of CA$95, CA$99, and CA$102. These are supported by updated assumptions around discount rate, revenue growth, profit margin, and future P/E, which keep fair value estimates broadly in line with prior levels.Mise à jour du récit • Mar 21
SJ: Higher P/E Assumptions And Dividend Policy Will Support Future Upside Potential
Analysts have nudged their outlook on Stella-Jones higher, with recent Street research showing price targets moving to CA$95, CA$99, and CA$102. These changes reflect incremental adjustments to assumptions such as the discount rate and forward P/E, while keeping fair value estimates broadly steady.Mise à jour du récit • Mar 07
SJ: Recent Dividend And P/E Assumptions Will Shape A Steadily Fair Profile
The analyst price target for Stella-Jones has been lifted by about CA$4 to roughly CA$101, as analysts factor in adjustments to discount rates, revenue growth, profit margins and future P/E assumptions that are broadly consistent with recent target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research reflects a cluster of modest price target lifts for Stella-Jones, with targets now cited around the mid to high CA$90s and just above CA$100.Mise à jour du récit • Feb 20
SJ: Utility Modernization And Acquisitions Will Shape A Steadily Fairly Valued Profile
Analysts have nudged their price target on Stella Jones slightly higher to about CA$97 from roughly CA$96, reflecting modest tweaks to fair value estimates, a slightly lower discount rate, and a marginally higher assumed future P/E multiple. Valuation Changes Fair Value: CA$96.06 adjusted to CA$97.17, a small move higher reflecting modest model changes.Mise à jour du récit • Feb 06
SJ: Utility Modernization And Acquisitions Will Shape Future Fairly Valued Profile
Analysts have modestly lifted their fair value estimate for Stella-Jones to about C$96 from roughly C$95. They point to expectations that the company can build on its role as a diversified platform supporting utility infrastructure modernization and a potential acquisitive phase in transmission and distribution spending.Article d’analyse • Jan 30
Is Stella-Jones (TSE:SJ) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Jan 23
SJ: Utility Modernization Platform And Acquisitions Will Shape Fairly Valued Shares
Our fair value estimate for Stella-Jones nudged from C$95.00 to about C$94.94 as analysts balance a new C$100 Outperform initiation, which highlights long term infrastructure and acquisition potential, with a C$89 price target trim from another firm that remains Neutral on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see room for a re-rating as Stella-Jones is described as moving from a mature wood products consolidator into a broader platform tied to utility infrastructure modernization, which they link directly to their C$100 price target.Mise à jour du récit • Jan 09
SJ: Utility Modernization And Acquisitions Will Test Fairly Valued Shares
Narrative update on Stella-Jones The analyst price target for Stella-Jones has shifted modestly around the C$88 to C$100 range, as analysts point to a potential re rating opportunity tied to the company’s role in utility infrastructure modernization and an expected acquisitive phase, while others have trimmed targets and moved to more neutral stances. Analyst Commentary Recent research on Stella-Jones shows a mix of optimism around its role in utility infrastructure and more cautious views that focus on valuation and near term execution risk.Mise à jour du récit • Dec 20
SJ: Utility Infrastructure Modernization Acquisitions And Buybacks Will Drive Future Upside
Analysts have nudged their fair value estimate for Stella-Jones higher, lifting the price target to about $95 from roughly $93.56. This reflects slightly stronger long term revenue growth expectations and a modestly higher earnings multiple, as the company is viewed as entering an acquisitive, infrastructure driven expansion phase.Article d’analyse • Dec 10
An Intrinsic Calculation For Stella-Jones Inc. (TSE:SJ) Suggests It's 32% Undervalued
Key Insights The projected fair value for Stella-Jones is CA$123 based on 2 Stage Free Cash Flow to Equity Current...Mise à jour du récit • Dec 06
SJ: Utility Infrastructure Modernization And Acquisitions Will Shape Performance From Here
Analysts have modestly lifted their price target on Stella-Jones, pointing to a C$100 upside case. This view is anchored in expectations for an acquisitive growth phase and a long runway in utility infrastructure modernization, despite only slight tweaks to growth, discount rate, and margin assumptions.Mise à jour du récit • Nov 21
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.Article d’analyse • Nov 07
Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results
It's been a good week for Stella-Jones Inc. ( TSE:SJ ) shareholders, because the company has just released its latest...Mise à jour du récit • Nov 07
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.Article d’analyse • Oct 07
Stella-Jones Inc.'s (TSE:SJ) Low P/E No Reason For Excitement
When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider...Article d’analyse • Sep 08
Stella-Jones (TSE:SJ) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Aug 05
Stella-Jones (TSE:SJ) Might Have The Makings Of A Multi-Bagger
TSX:SJ 1 Year Share Price vs Fair Value Explore Stella-Jones's Fair Values from the Community and select yours Did you...Article d’analyse • Jul 02
Benign Growth For Stella-Jones Inc. (TSE:SJ) Underpins Its Share Price
When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...Article d’analyse • May 31
We Think Stella-Jones (TSE:SJ) Is Taking Some Risk With Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Apr 30
Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why
Key Insights Stella-Jones will host its Annual General Meeting on 7th of May CEO Eric Vachon's total compensation...Article d’analyse • Mar 05
Stella-Jones (TSE:SJ) Is Paying Out A Larger Dividend Than Last Year
Stella-Jones Inc. ( TSE:SJ ) will increase its dividend from last year's comparable payment on the 18th of April to...Article d’analyse • Mar 02
Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Last week saw the newest yearly earnings release from Stella-Jones Inc. ( TSE:SJ ), an important milestone in the...Article d’analyse • Feb 18
We Like These Underlying Return On Capital Trends At Stella-Jones (TSE:SJ)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Nouveau récit • Feb 07
Acquisitions And Utility Pole Demand Will Strengthen Future Performance
Strategic acquisitions and sustained demand for utility poles are expected to drive higher sales and profitability for Stella-Jones.Article d’analyse • Feb 03
Estimating The Intrinsic Value Of Stella-Jones Inc. (TSE:SJ)
Key Insights Stella-Jones' estimated fair value is CA$67.21 based on 2 Stage Free Cash Flow to Equity With CA$70.13...Article d’analyse • Jan 18
If EPS Growth Is Important To You, Stella-Jones (TSE:SJ) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Nov 15
Stella-Jones Inc.'s (TSE:SJ) 25% Dip In Price Shows Sentiment Is Matching Earnings
The Stella-Jones Inc. ( TSE:SJ ) share price has fared very poorly over the last month, falling by a substantial 25...Article d’analyse • Nov 09
Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results showed...Article d’analyse • Nov 06
Returns At Stella-Jones (TSE:SJ) Are On The Way Up
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Article d’analyse • Oct 07
A Look At The Fair Value Of Stella-Jones Inc. (TSE:SJ)
Key Insights Stella-Jones' estimated fair value is CA$105 based on 2 Stage Free Cash Flow to Equity With CA$91.33 share...Article d’analyse • Aug 23
Investor Optimism Abounds Stella-Jones Inc. (TSE:SJ) But Growth Is Lacking
It's not a stretch to say that Stella-Jones Inc.'s ( TSE:SJ ) price-to-earnings (or "P/E") ratio of 14.2x right now...Article d’analyse • Aug 04
Stella-Jones (TSE:SJ) Is Looking To Continue Growing Its Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • Jun 28
Stella-Jones Inc. (TSE:SJ) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights Stella-Jones' estimated fair value is CA$173 based on 2 Stage Free Cash Flow to Equity Stella-Jones is...Rendement pour les actionnaires
| SJ | CA Forestry | CA Marché | |
|---|---|---|---|
| 7D | -2.9% | -1.0% | -0.2% |
| 1Y | -4.2% | -12.8% | 32.6% |
Rendement vs Industrie: SJ a dépassé le secteur Canadian Forestry qui a rapporté -15.7 % au cours de l'année écoulée.
Rendement vs marché: SJ a sous-performé le marché Canadian qui a rapporté 31.1 % au cours de l'année écoulée.
Volatilité des prix
| SJ volatility | |
|---|---|
| SJ Average Weekly Movement | 4.3% |
| Forestry Industry Average Movement | 4.9% |
| Market Average Movement | 10.3% |
| 10% most volatile stocks in CA Market | 18.1% |
| 10% least volatile stocks in CA Market | 3.9% |
Cours de l'action stable: SJ n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Canadian.
Volatilité au fil du temps: La volatilité hebdomadaire de SJ ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1992 | 3,200 | Eric Vachon | www.stella-jones.com |
Stella-Jones Inc. et ses filiales fabriquent et vendent des produits industriels en bois traité sous pression au Canada et aux États-Unis. Elle exerce ses activités dans deux secteurs : le bois traité sous pression et les grumes et le bois d'œuvre. L'entreprise propose des traverses et du bois de construction pour les chemins de fer commerciaux et d'intérêt local, ainsi que des poteaux électriques en bois pour les compagnies d'électricité.
Stella-Jones Inc. Résumé des fondamentaux
| SJ statistiques fondamentales | |
|---|---|
| Capitalisation boursière | CA$3.94b |
| Bénéfices(TTM) | CA$304.00m |
| Recettes(TTM) | CA$3.51b |
12.9x
Ratio P/E1.1x
Ratio P/SLe site SJ est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SJ compte de résultat (TTM) | |
|---|---|
| Recettes | CA$3.51b |
| Coût des recettes | CA$2.82b |
| Marge brute | CA$692.00m |
| Autres dépenses | CA$388.00m |
| Les revenus | CA$304.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 06, 2026
| Résultat par action (EPS) | 5.57 |
| Marge brute | 19.72% |
| Marge bénéficiaire nette | 8.66% |
| Ratio dettes/capitaux propres | 66.3% |
Quelles ont été les performances à long terme de SJ?
Voir les performances historiques et les comparaisonsDividendes
1.9%
Rendement actuel des dividendes23%
Ratio de distributionLe site SJ verse-t-il des dividendes fiables ?
Voir SJ l'historique des dividendes et les indices de référence| Stella-Jones dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 02 2026 |
| Date de paiement du dividende | Jun 19 2026 |
| Jours jusqu'au dividende Ex | 12 days |
| Jours jusqu'à la date de paiement du dividende | 29 days |
Le site SJ verse-t-il des dividendes fiables ?
Voir SJ l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 00:48 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Stella-Jones Inc. est couverte par 15 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jim Byrne | Acumen Capital Finance Partners Limited |
| Stephen Atkinson | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |