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Stella-Jones Inc.TSX:SJ 株式レポート

時価総額 CA$3.9b
株価
CA$71.96
CA$99
27.3% 割安 内在価値ディスカウント
1Y-4.2%
7D-2.9%
ポートフォリオ価値
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Stella-Jones Inc.

TSX:SJ 株式レポート

時価総額:CA$3.9b

Stella-Jones(SJ)株式概要

ステラ-ジョーンズ社はその子会社とともに、カナダと米国で工業用加圧処理木材製品を製造・販売している。 詳細

SJ ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長2/6
過去の実績2/6
財務の健全性4/6
配当金5/6

SJ Community Fair Values

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See what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.

Stella-Jones Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Stella-Jones
過去の株価
現在の株価CA$71.96
52週高値CA$101.31
52週安値CA$69.94
ベータ0.28
1ヶ月の変化-13.62%
3ヶ月変化-25.51%
1年変化-4.16%
3年間の変化21.80%
5年間の変化54.16%
IPOからの変化6,024.26%

最新ニュース

分析記事 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...
ナラティブの更新 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

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

SJCA ForestryCA 市場
7D-2.9%-1.0%-0.2%
1Y-4.2%-12.8%32.6%

業界別リターン: SJ過去 1 年間で-12.8 % の収益を上げたCanadian Forestry業界を上回りました。

リターン対市場: SJは、過去 1 年間で32.6 % のリターンを上げたCanadian市場を下回りました。

価格変動

Is SJ's price volatile compared to industry and market?
SJ volatility
SJ Average Weekly Movement4.3%
Forestry Industry Average Movement4.9%
Market Average Movement10.3%
10% most volatile stocks in CA Market18.1%
10% least volatile stocks in CA Market3.9%

安定した株価: SJ 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SJの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19923,200Eric Vachonwww.stella-jones.com

ステラ-ジョーンズ社は、子会社とともにカナダと米国で工業用加圧処理木材製品の製造・販売を行っている。加圧処理木材と丸太・製材の2つのセグメントで事業を展開している。同社は、短距離鉄道および商業鉄道事業者向けに鉄道用結束バンドと木材を、電気事業者向けに木製電柱を提供している。また、屋外用途の住宅用製材品や付属品を小売業者向けに提供しているほか、鉄道橋や踏切、建設用の木材、海洋用杭、基礎杭、コールタール系製品などの工業用製品も提供している。さらに、地元の住宅建築市場向けの木材販売も行っている。ステラ-ジョーンズ社は1992年に設立され、カナダのサン・ローランに本社を置いている。

Stella-Jones Inc. 基礎のまとめ

Stella-Jones の収益と売上を時価総額と比較するとどうか。
SJ 基礎統計学
時価総額CA$3.94b
収益(TTM)CA$304.00m
売上高(TTM)CA$3.51b
12.9x
PER(株価収益率
1.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SJ 損益計算書(TTM)
収益CA$3.51b
売上原価CA$2.82b
売上総利益CA$692.00m
その他の費用CA$388.00m
収益CA$304.00m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 06, 2026

一株当たり利益(EPS)5.57
グロス・マージン19.72%
純利益率8.66%
有利子負債/自己資本比率66.3%

SJ の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.9%
現在の配当利回り
23%
配当性向

SJ 配当は確実ですか?

SJ 配当履歴とベンチマークを見る
SJ 、いつまでに購入すれば配当金を受け取れますか?
Stella-Jones 配当日
配当落ち日Jun 02 2026
配当支払日Jun 19 2026
配当落ちまでの日数12 days
配当支払日までの日数29 days

SJ 配当は確実ですか?

SJ 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 04:42
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Stella-Jones Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Jim ByrneAcumen Capital Finance Partners Limited
Stephen AtkinsonBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets