Stella-Jones Inc.

TSX:SJ Rapport sur les actions

Capitalisation boursière : CA$4.5b

Stella-Jones Gestion

Gestion contrôle des critères 2/4

Le PDG Stella-Jones est Eric Vachon, nommé en Oct2019, a un mandat de 6.58 ans. La rémunération annuelle totale est CA$ 5.58M, composée du salaire de 16.3% et des bonus 83.7%, y compris les actions et options de la société. détient directement 0.009% des actions de la société, d'une valeur de CA$ 411.52K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.1 ans et 6.4 ans.

Informations clés

Eric Vachon

Directeur général

CA$5.6m

Rémunération totale

Pourcentage du salaire du PDG16.27%
Durée du mandat du directeur général6.6yrs
Propriété du PDG0.009%
Durée moyenne d'occupation des postes de direction1.1yrs
Durée moyenne du mandat des membres du conseil d'administration6.4yrs

Mises à jour récentes de la gestion

Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why

Apr 30
Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why

Recent updates

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.

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.

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.

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.

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.

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.

Is Stella-Jones (TSE:SJ) A Risky Investment?

Jan 30
Is Stella-Jones (TSE:SJ) A Risky Investment?

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.

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.

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.

An Intrinsic Calculation For Stella-Jones Inc. (TSE:SJ) Suggests It's 32% Undervalued

Dec 10
An Intrinsic Calculation For Stella-Jones Inc. (TSE:SJ) Suggests It's 32% Undervalued

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.

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.

Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results

Nov 07
Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results

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.

Stella-Jones Inc.'s (TSE:SJ) Low P/E No Reason For Excitement

Oct 07
Stella-Jones Inc.'s (TSE:SJ) Low P/E No Reason For Excitement

Stella-Jones (TSE:SJ) Has A Somewhat Strained Balance Sheet

Sep 08
Stella-Jones (TSE:SJ) Has A Somewhat Strained Balance Sheet

Stella-Jones (TSE:SJ) Might Have The Makings Of A Multi-Bagger

Aug 05
Stella-Jones (TSE:SJ) Might Have The Makings Of A Multi-Bagger

Benign Growth For Stella-Jones Inc. (TSE:SJ) Underpins Its Share Price

Jul 02
Benign Growth For Stella-Jones Inc. (TSE:SJ) Underpins Its Share Price

We Think Stella-Jones (TSE:SJ) Is Taking Some Risk With Its Debt

May 31
We Think Stella-Jones (TSE:SJ) Is Taking Some Risk With Its Debt

Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why

Apr 30
Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why

Stella-Jones (TSE:SJ) Is Paying Out A Larger Dividend Than Last Year

Mar 05
Stella-Jones (TSE:SJ) Is Paying Out A Larger Dividend Than Last Year

Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Mar 02
Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates

We Like These Underlying Return On Capital Trends At Stella-Jones (TSE:SJ)

Feb 18
We Like These Underlying Return On Capital Trends At Stella-Jones (TSE:SJ)
User avatar

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.

Estimating The Intrinsic Value Of Stella-Jones Inc. (TSE:SJ)

Feb 03
Estimating The Intrinsic Value Of Stella-Jones Inc. (TSE:SJ)

If EPS Growth Is Important To You, Stella-Jones (TSE:SJ) Presents An Opportunity

Jan 18
If EPS Growth Is Important To You, Stella-Jones (TSE:SJ) Presents An Opportunity

Stella-Jones Inc.'s (TSE:SJ) 25% Dip In Price Shows Sentiment Is Matching Earnings

Nov 15
Stella-Jones Inc.'s (TSE:SJ) 25% Dip In Price Shows Sentiment Is Matching Earnings

Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts

Nov 09
Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts

Returns At Stella-Jones (TSE:SJ) Are On The Way Up

Nov 06
Returns At Stella-Jones (TSE:SJ) Are On The Way Up

A Look At The Fair Value Of Stella-Jones Inc. (TSE:SJ)

Oct 07
A Look At The Fair Value Of Stella-Jones Inc. (TSE:SJ)

Investor Optimism Abounds Stella-Jones Inc. (TSE:SJ) But Growth Is Lacking

Aug 23
Investor Optimism Abounds Stella-Jones Inc. (TSE:SJ) But Growth Is Lacking

Stella-Jones (TSE:SJ) Is Looking To Continue Growing Its Returns On Capital

Aug 04
Stella-Jones (TSE:SJ) Is Looking To Continue Growing Its Returns On Capital

Stella-Jones Inc. (TSE:SJ) Shares Could Be 48% Below Their Intrinsic Value Estimate

Jun 28
Stella-Jones Inc. (TSE:SJ) Shares Could Be 48% Below Their Intrinsic Value Estimate

Stella-Jones Inc.'s (TSE:SJ) Business Is Trailing The Market But Its Shares Aren't

May 21
Stella-Jones Inc.'s (TSE:SJ) Business Is Trailing The Market But Its Shares Aren't

Analyse de la rémunération des PDG

Comment la rémunération de Eric Vachon a-t-elle évolué par rapport aux bénéfices de Stella-Jones?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025CA$6mCA$908k

CA$337m

Sep 30 2025n/an/a

CA$339m

Jun 30 2025n/an/a

CA$331m

Mar 31 2025n/an/a

CA$335m

Dec 31 2024CA$6mCA$850k

CA$319m

Sep 30 2024n/an/a

CA$323m

Jun 30 2024n/an/a

CA$353m

Mar 31 2024n/an/a

CA$343m

Dec 31 2023CA$7mCA$850k

CA$326m

Sep 30 2023n/an/a

CA$306m

Jun 30 2023n/an/a

CA$261m

Mar 31 2023n/an/a

CA$255m

Dec 31 2022CA$3mCA$740k

CA$241m

Sep 30 2022n/an/a

CA$227m

Jun 30 2022n/an/a

CA$196m

Mar 31 2022n/an/a

CA$217m

Dec 31 2021CA$3mCA$703k

CA$227m

Sep 30 2021n/an/a

CA$239m

Jun 30 2021n/an/a

CA$284m

Mar 31 2021n/an/a

CA$238m

Dec 31 2020CA$3mCA$600k

CA$210m

Sep 30 2020n/an/a

CA$204m

Jun 30 2020n/an/a

CA$179m

Mar 31 2020n/an/a

CA$162m

Dec 31 2019CA$863kCA$400k

CA$163m

Rémunération vs marché: La rémunération totale de Eric ($USD 4.11M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Canadian ($USD 2.85M ).

Rémunération et revenus: La rémunération de Eric a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Eric Vachon (57 yo)

6.6yrs
Titularisation
CA$5,582,855
Compensation

Mr. Eric Vachon, CPA, CA, has been President, Chief Executive Officer and Director at Stella-Jones Inc., since October 11, 2019 and served as Interim Chief Financial Officer until January 13, 2020. He had...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Eric Vachon
CEO, President & Director6.6yrsCA$5.58m0.0092%
CA$ 411.5k
Silvana Travaglini
Senior VP & CFO6.3yrsCA$1.74m0.012%
CA$ 552.4k
James Kenner
Senior VP & Chief Legal Officerless than a yearCA$1.65m0.0067%
CA$ 301.9k
Kevin Comerford
Senior Vice-President of UtilityPoles & US ResidentialLumber Sales for Stella-Jones Corpno dataCA$2.07m0.012%
CA$ 556.4k
Wesley Bourland
Senior VP & COO of Stella-Jones Corporationless than a yearCA$2.02mpas de données
David Galison
Vice President of Investor Relations1.3yrspas de donnéespas de données
Stephanie Corrente
Director of Corporate Communicationsno datapas de donnéespas de données
Marco Albanesi
Vice-President of Corporate Development & Treasuryno datapas de données0.0011%
CA$ 51.0k
Emilie Filiatrault
VP & Head of Human Resourcesless than a yearpas de donnéespas de données
Rhiannah Carver
Senior Director of Project Management & Sustainabilityno datapas de donnéespas de données
Sylvain Couture
Executive Officerno datapas de données0.011%
CA$ 476.8k
Jeremy Meyer
Vice President of Utility Pole Sales at Stella-Jones Corporationno datapas de données0.0042%
CA$ 187.9k
1.1yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de SJ n'est pas considérée comme expérimentée (ancienneté moyenne 1.1 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Eric Vachon
CEO, President & Director6.6yrsCA$5.58m0.0092%
CA$ 411.5k
Robert Coallier
Independent Corporate Director6.3yrsCA$183.15k0.014%
CA$ 645.5k
Katherine Lehman
Independent Chairperson of the Board9.6yrsCA$295.00k0.014%
CA$ 615.0k
Douglas Muzyka
Independent Corporate Director6.4yrsCA$187.50kpas de données
Renee Laflamme
Independent Directorless than a yearCA$19.00k0.0018%
CA$ 81.9k
Anne Giardini
Independent Director5.3yrsCA$187.50k0.0044%
CA$ 196.8k
Karen Laflamme
Independent Corporate Director7.4yrsCA$195.00k0.017%
CA$ 738.0k
Sean Donnelly
Independent Directorless than a yearCA$19.00kpas de données
Simon Pelletier
Independent Director14yrsCA$175.00k0.015%
CA$ 655.7k
Michelle Banik
Independent Director2.3yrsCA$175.00k0.00087%
CA$ 38.9k
6.4yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SJ sont considérés comme expérimentés (ancienneté moyenne 6.4 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 17:14
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Jim ByrneAcumen Capital Finance Partners Limited
Stephen AtkinsonBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets