Stella-Jones Inc.

TSX:SJ Rapport sur les actions

Capitalisation boursière : CA$4.5b

Stella-Jones Résultats passés

Passé contrôle des critères 4/6

Stella-Jones a connu une croissance annuelle moyenne de ses bénéfices de 10.2%, tandis que le secteur Forestry a vu ses bénéfices augmenter de en baisse à 10.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 6.6% par an. Le rendement des capitaux propres de Stella-Jones est 16.5% et ses marges nettes sont de 9.7%.

Informations clés

10.17%

Taux de croissance des bénéfices

14.35%

Taux de croissance du BPA

Forestry Croissance de l'industrie30.54%
Taux de croissance des recettes6.55%
Rendement des fonds propres16.53%
Marge nette9.65%
Prochaine mise à jour des résultats06 May 2026

Mises à jour récentes des performances passées

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)
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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

Ventilation des recettes et des dépenses

Comment Stella-Jones gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

TSX:SJ Recettes, dépenses et bénéfices (CAD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 253,4923372130
30 Sep 253,4953392060
30 Jun 253,4523312080
31 Mar 253,4673352090
31 Dec 243,4693192060
30 Sep 243,4273232000
30 Jun 243,4613531950
31 Mar 243,3843431870
31 Dec 233,3193261810
30 Sep 233,2963061810
30 Jun 233,1892611740
31 Mar 233,1242551650
31 Dec 223,0652411570
30 Sep 222,9452271450
30 Jun 222,7821961340
31 Mar 222,7782171300
31 Dec 212,7502271270
30 Sep 212,7382391270
30 Jun 212,8012841290
31 Mar 212,6662381240
31 Dec 202,5512101250
30 Sep 202,4632041210
30 Jun 202,3521791190
31 Mar 202,2511621190
31 Dec 192,1891631160
30 Sep 192,1771561160
30 Jun 192,1761471150
31 Mar 192,1711441150
31 Dec 182,1241381120
30 Sep 182,0681681080
30 Jun 181,956164990
31 Mar 181,888165960
31 Dec 171,886168940
30 Sep 171,851135870
30 Jun 171,845139910
31 Mar 171,814145910
31 Dec 161,838154920
30 Sep 161,854168940
30 Jun 161,775162940
31 Mar 161,640146890
31 Dec 151,559141840
30 Sep 151,492131830
30 Jun 151,416122750

Des revenus de qualité: SJ a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SJ sont plus élevées que l'année dernière SJ. (9.7%) sont plus élevées que l'année dernière (9.2%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de SJ ont augmenté de 10.2% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de SJ au cours de l'année écoulée ( 5.6% ) est inférieure à sa moyenne sur 5 ans ( 10.2% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SJ au cours de l'année écoulée ( 5.6% ) a dépassé celle du secteur Forestry -7.2%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de SJ ( 16.5% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

Découvrir des entreprises performantes dans le passé

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 14:50
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