Stella-Jones Inc.

TSX:SJ 株式レポート

時価総額:CA$4.6b

Stella-Jones 配当と自社株買い

配当金 基準チェック /56

Stella-Jones配当を支払う会社であり、現在の利回りは1.66%で、収益によって十分にカバーされています。

主要情報

1.7%

配当利回り

2.0%

バイバック利回り

総株主利回り3.6%
将来の配当利回り1.8%
配当成長12.8%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向20%

最近の配当と自社株買いの更新

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

決済の安定と成長

配当データの取得

安定した配当: SJの1株当たり配当金は過去10年間安定しています。

増加する配当: SJの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Stella-Jones 配当利回り対市場
SJ 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (SJ)1.7%
市場下位25% (CA)1.6%
市場トップ25% (CA)5.4%
業界平均 (Forestry)2.3%
アナリスト予想 (SJ) (最長3年)1.8%

注目すべき配当: SJの配当金 ( 1.66% ) はCanadian市場の配当金支払者の下位 25% ( 1.63% ) よりも高くなっています。

高配当: SJの配当金 ( 1.66% ) はCanadian市場の配当金支払者の上位 25% ( 5.38% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: SJは低い 配当性向 ( 20.4% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: SJは低い 現金配当性向 ( 16.7% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/05/01 05:38
終値2026/05/01 00:00
収益2025/12/31
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