Stella-Jones（97S）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97S 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1/6過去の実績2/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より11.7%で取引されている 収益は年間6.66%増加すると予測されています 1.76%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が20.2%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見る97S Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€46.601.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue CA$4.4bEarnings CA$381.1mAdvancedSet Fair ValueView all narrativesStella-Jones Inc. 競合他社AlzChem GroupSymbol: XTRA:ACTMarket cap: €1.9bDelignitSymbol: XTRA:DLXMarket cap: €27.0mSalzgitterSymbol: XTRA:SZGMarket cap: €3.3bFuchsSymbol: XTRA:FPE3Market cap: €4.7b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$46.6052週高値CA$62.0052週安値CA$43.20ベータ0.281ヶ月の変化-7.72%3ヶ月変化-18.96%1年変化-4.51%3年間の変化14.78%5年間の変化47.47%IPOからの変化168.28%最新ニュースDeclared Dividend • May 20First quarter dividend of CA$0.34 announcedShareholders will receive a dividend of CA$0.34. Ex-date: 2nd June 2026 Payment date: 19th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08Stella-Jones Inc. announces Quarterly dividend, payable on June 19, 2026Stella-Jones Inc. announced Quarterly dividend of CAD 0.3400 per share payable on June 19, 2026, ex-date on June 02, 2026 and record date on June 02, 2026.お知らせ • Apr 08Stella-Jones Inc. to Report Q1, 2026 Results on May 06, 2026Stella-Jones Inc. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Feb 26Stella-Jones Inc. Declares A Quarterly Dividend on Common Share, Payable on April 24, 2026Stella-Jones Inc. announced that on February 25, 2026, the Board of Directors declared a quarterly dividend of $0.34 per common share payable on April 24, 2026 to shareholders of record at the close of business on April 2, 2026. This dividend is designated to be an eligible dividend.お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 06, 2026Stella-Jones Inc., Annual General Meeting, May 06, 2026. Location: quebec, montreal Canadaお知らせ • Nov 06Stella-Jones Inc. announces Quarterly dividend, payable on December 19, 2025Stella-Jones Inc. announced Quarterly dividend of CAD 0.3100 per share payable on December 19, 2025, ex-date on December 01, 2025 and record date on December 01, 2025.最新情報をもっと見るRecent updatesDeclared Dividend • May 20First quarter dividend of CA$0.34 announcedShareholders will receive a dividend of CA$0.34. Ex-date: 2nd June 2026 Payment date: 19th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08Stella-Jones Inc. announces Quarterly dividend, payable on June 19, 2026Stella-Jones Inc. announced Quarterly dividend of CAD 0.3400 per share payable on June 19, 2026, ex-date on June 02, 2026 and record date on June 02, 2026.お知らせ • Apr 08Stella-Jones Inc. to Report Q1, 2026 Results on May 06, 2026Stella-Jones Inc. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Feb 26Stella-Jones Inc. Declares A Quarterly Dividend on Common Share, Payable on April 24, 2026Stella-Jones Inc. announced that on February 25, 2026, the Board of Directors declared a quarterly dividend of $0.34 per common share payable on April 24, 2026 to shareholders of record at the close of business on April 2, 2026. This dividend is designated to be an eligible dividend.お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 06, 2026Stella-Jones Inc., Annual General Meeting, May 06, 2026. Location: quebec, montreal Canadaお知らせ • Nov 06Stella-Jones Inc. announces Quarterly dividend, payable on December 19, 2025Stella-Jones Inc. announced Quarterly dividend of CAD 0.3100 per share payable on December 19, 2025, ex-date on December 01, 2025 and record date on December 01, 2025.お知らせ • Oct 21Stella-Jones Announces Appointments to Board of Directors, Effective October 20, 2025Stella-Jones Inc. announced the appointments of Ms. Renée Laflamme and Mr. Sean Donnelly to its Board of Directors. Ms. Laflamme is an accomplished executive with over 25 years of experience in the financial services and insurance sectors. She currently serves as Executive Vice President of Individual Insurance, Savings & Retirement at iA Financial Group, where she is responsible for the growth strategy and overseeing all operations including distribution, underwriting, product development, marketing and administration. She has a strong track record of introducing change and innovation to create value, including leading major digital transformation projects and implementing artificial intelligence to streamline underwriting processes. She also serves on the boards of several organizations, including MILA, a Quebec-based collaborative artificial intelligence research institute. Ms. Laflamme holds a bachelor’s degree in accounting from Université Laval and she is a Fellow Chartered Professional Accountant and Chartered Financial Analyst. Mr. Donnelly is a seasoned executive with extensive experience in innovation, technology, and manufacturing, acquired particularly during his tenure from 2014 to 2021 as President and Chief Executive Officer of ArcelorMittal Dofasco. He has a proven track record of leading and growing organizations, fostering a culture of continuous improvement and strategic expansion. With a career of driving technological advancements and operational excellence, his leadership is marked by a strong commitment to environment, health and safety and sustainability, ensuring business alignment with responsible and ethical practices. Mr. Donnelly serves on several boards, including the board of Alectra Utilities Corporation, a municipally-owned electricity utility and distributor, where he has been a board member since 2019. Mr. Donnelly holds a bachelor’s degree in metallurgical engineering from McMaster University. Ms. Laflamme and Mr. Donnelly’s appointments are effective October 20, 2025, and bring the total number of Board members to ten.お知らせ • Oct 08Stella-Jones Inc. to Report Q3, 2025 Results on Nov 05, 2025Stella-Jones Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025お知らせ • Aug 07+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend on Common Share, Payable on September 25, 2025On August 6, 2025, Stella-Jones Inc. Board of Directors declared a quarterly dividend of $0.31 per common share payable on September 25, 2025 to shareholders of record at the close of business on September 2, 2025. This dividend is designated to be an eligible dividend.お知らせ • Jul 10Stella-Jones Inc. to Report Q2, 2025 Results on Aug 07, 2025Stella-Jones Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025お知らせ • May 07+ 1 more updateStella-Jones Inc. (TSX:SJ) agreed to acquire Locweld Inc. from Cyr family for CAD 65 million.Stella-Jones Inc. (TSX:SJ) agreed to acquire Locweld Inc. from Cyr family for CAD 65 million on May 7, 2025. A cash consideration of CAD 58 million will be paid by Stella-Jones Inc. Stella-Jones Inc. will pay an earnout/contingent payment of CAD 7 million cash. As part of consideration, CAD 65 million is paid towards common equity of Locweld Inc. The transaction will be financed through senior debt of CAD 58 million. For the period ending September 30, 2024, Locweld Inc. reported total revenue of CAD 55 million. The expected completion of the transaction is May 7, 2025. Stella-Jones also intends to invest in a capital expenditure program of approximately $15 million to increase Locweld’s current output and optimize operational efficiencies. Michael Cyr, Chief Executive Officer of Locweld, will be moving on from his role, and key members of management will remain within the organization to support the business.お知らせ • Apr 10Stella-Jones Inc. Appoints Wesley Bourland as Senior Vice-President and Chief Operating Officer, Effective April 14, 2025Stella-Jones Inc. announced the appointment of Wesley Bourland as Senior Vice-President and Chief Operating Officer, effective April 14, 2025. Mr. Bourland joins Stella-Jones with a wealth of experience as a senior operations professional. He served most recently (2024–2025) as Chief Operating Officer for a leading supplier of hardwood lumber in North America, Europe and Asia, where he was responsible for 30 manufacturing and warehousing facilities across the U.S., including sawmills, concentration yards, and distribution facilities, and served as its Vice President of Operations from 2021 to 2024.Prior to this, in his 13-year tenure at a manufacturer of steel structures, Mr. Bourland held several leadership roles including Senior Vice-President & General Manager (2018–2021), and Senior Vice President of Operations, Quality and Engineering (2015–2018). Earlier in his career, he completed his military service as the Operations Officer aboard a United States Navy ship, where he developed foundational leadership skills and a mission-driven approach to operations that continue to inform his professional ethos. A trained Mechanical Engineer with a Bachelor of Science from the University of Texas at Austin, Mr. Bourland will leverage his expertise in manufacturing, strategic planning and process optimization to steer the Company’s operations and deliver further alignment in key areas of the business, such as Procurement, Environment, Health and Safety, and Engineering and Innovation.お知らせ • Apr 09Stella-Jones Inc. to Report Q1, 2025 Results on May 07, 2025Stella-Jones Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025お知らせ • Feb 27Stella-Jones Inc. Declares Quarterly Dividend on Common Share, Payable on April 18, 2025Stella-Jones Inc. announced on February 26, 2025, the board of directors declared a quarterly dividend of $0.31 per common share payable on April 18, 2025 to shareholders of record at the close of business on April 1, 2025. This dividend is designated to be an eligible dividend.お知らせ • Feb 18Stella-Jones Inc., Annual General Meeting, May 07, 2025Stella-Jones Inc., Annual General Meeting, May 07, 2025. Location: quebec, montreal Canadaお知らせ • Jan 30Stella-Jones Inc. to Report Q4, 2024 Results on Feb 27, 2025Stella-Jones Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €46.60, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.79 per share.Declared Dividend • Nov 12Third quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 2nd December 2024 Payment date: 20th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.8% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. Minor Risk High level of debt (70% net debt to equity).Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: CA$1.42 (vs CA$1.91 in 3Q 2023)Third quarter 2024 results: EPS: CA$1.42 (down from CA$1.91 in 3Q 2023). Revenue: CA$915.0m (down 3.6% from 3Q 2023). Net income: CA$80.0m (down 27% from 3Q 2023). Profit margin: 8.7% (down from 12% in 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future.お知らせ • Nov 06Stella-Jones Inc. Declares Quarterly Dividend, Payable on December 20, 2024On November 5, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on December 20, 2024 to shareholders of record at the close of business on December 2, 2024. This dividend is designated to be an eligible dividend.お知らせ • Oct 09Stella-Jones Inc. to Report Q3, 2024 Results on Nov 06, 2024Stella-Jones Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024Recent Insider Transactions • Sep 18Independent Director recently sold €308k worth of stockOn the 13th of September, James Manzi sold around 5k shares on-market at roughly €61.62 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €889k more than they bought in the last 12 months.Upcoming Dividend • Aug 28Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 16% and the cash payout ratio is 82%. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: CA$1.94 (vs CA$1.72 in 2Q 2023)Second quarter 2024 results: EPS: CA$1.94 (up from CA$1.72 in 2Q 2023). Revenue: CA$1.05b (up 7.9% from 2Q 2023). Net income: CA$110.0m (up 10.0% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 08Stella-Jones Inc. Declares Quarterly Dividend, Payable on September 23, 2024On August 6, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on September 23, 2024 to shareholders of record at the close of business on September 3, 2024. This dividend is designated to be an eligible dividend.New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€558k sold).お知らせ • Jul 11Stella-Jones Inc. to Report Q2, 2024 Results on Aug 07, 2024Stella-Jones Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024Recent Insider Transactions • Jun 20Independent Director recently sold €288k worth of stockOn the 18th of June, James Manzi sold around 5k shares on-market at roughly €57.67 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €943k more than they bought in the last 12 months.New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Upcoming Dividend • May 27Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 16% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).Board Change • May 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Director Michelle Banik was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • May 12First quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 3rd June 2024 Payment date: 21st June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (317% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.お知らせ • May 09Stella-Jones Inc. Declares Quarterly Dividend, Payable on June 21, 2024On May 7, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on June 21, 2024 to shareholders of record at the close of business on June 3, 2024. This dividend is designated to be an eligible dividend.Reported Earnings • May 09First quarter 2024 earnings released: EPS: CA$1.36 (vs CA$1.02 in 1Q 2023)First quarter 2024 results: EPS: CA$1.36 (up from CA$1.02 in 1Q 2023). Revenue: CA$775.0m (up 9.2% from 1Q 2023). Net income: CA$77.0m (up 28% from 1Q 2023). Profit margin: 9.9% (up from 8.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Stella-Jones Inc. to Report Q1, 2024 Results on May 08, 2024Stella-Jones Inc. announced that they will report Q1, 2024 results on May 08, 2024Upcoming Dividend • Mar 21Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).Declared Dividend • Mar 06Fourth quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: CA$5.62 (vs CA$3.93 in FY 2022)Full year 2023 results: EPS: CA$5.62 (up from CA$3.93 in FY 2022). Revenue: CA$3.32b (up 8.3% from FY 2022). Net income: CA$326.0m (up 35% from FY 2022). Profit margin: 9.8% (up from 7.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 01Stella-Jones Inc. Declares Quarterly Dividend, Payable on April 19, 2024Stella-Jones Inc. Board of Directors declared a quarterly dividend of $0.28 per common share payable on April 19, 2024 to shareholders of record at the close of business on April 1, 2024. This dividend is designated to be an eligible dividend.お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 08, 2024Stella-Jones Inc., Annual General Meeting, May 08, 2024.お知らせ • Jan 11Stella-Jones Inc. Announces the Appointment of Michelle Banik to Its Board of Directors, Effective January 15, 2024Stella-Jones Inc. announced the appointment of Ms. Michelle Banik to its Board of Directors. Ms. Banik is an accomplished Human Resources (HR) professional and brings particular expertise in performance management, talent optimization, HR innovation, succession planning and executive compensation to the Stella-Jones Board. She joins Stella-Jones after having held increasingly senior HR roles at OMERS between 2010 and 2019, culminating in her appointment to the position of Chief People Officer and Global Head of Human Resources, where she led a global team of HR professionals who were responsible for executing the OMERS People and Culture Strategy across OMERS’ Investment and Corporate teams. Prior to her tenure at OMERS, Ms. Banik also served as a senior executive in HR at TMX Group, where she was Director of Human Resources. Ms. Banik has served on both corporate and not for profit Boards. Current service includes Empire Company Limited, (2021-present), Western University Board of Governors (2021 - present), National Board of Directors BGC Canada, formerly Boys & Girls Clubs of Canada (2017-present), and Western University, School for Advanced Studies in Arts & Humanities (2016- present). In addition to a Bachelor of Arts from Western University and a Certified Human Resources Executive designation, Ms. Banik holds a Chartered Director designation from the DeGroote School of Business, and a Certificate in Diversity & Inclusion from Cornell University. In 2023, Ms. Banik was honoured as the inaugural recipient of the Alumni Award of Achievement for Western University’s Faculty of Arts & Humanities. Ms. Banik’s appointment is effective January 15, 2024, and brings the total number of Board members to eleven.Recent Insider Transactions • Dec 13Independent Director recently sold €271k worth of stockOn the 8th of December, James Manzi sold around 5k shares on-market at roughly €54.24 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €634k more than they bought in the last 12 months.Upcoming Dividend • Nov 24Upcoming dividend of CA$0.23 per share at 1.2% yieldEligible shareholders must have bought the stock before 01 December 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.2%).お知らせ • Nov 09+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend, Payable on December 21, 2023On November 6, 2023, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.23 per common share payable on December 21, 2023 to shareholders of record at the close of business on December 4, 2023. This dividend is designated to be an eligible dividend.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: CA$1.91 (vs CA$1.07 in 3Q 2022)Third quarter 2023 results: EPS: CA$1.91 (up from CA$1.07 in 3Q 2022). Revenue: CA$949.0m (up 13% from 3Q 2022). Net income: CA$110.0m (up 69% from 3Q 2022). Profit margin: 12% (up from 7.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 25Upcoming dividend of CA$0.23 per share at 1.4% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €332k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€332k sold).New Risk • Aug 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.お知らせ • Aug 10+ 3 more updatesStella-Jones Inc. (TSX:SJ) acquired Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. for CAD 64 million.Stella-Jones Inc. (TSX:SJ) acquired Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. for CAD 64 million on July 14, 2023. Stella-Jones Inc. (TSX:SJ) completed the acquisition of Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. on July 14, 2023.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CA$1.72 (vs CA$1.51 in 2Q 2022)Second quarter 2023 results: EPS: CA$1.72 (up from CA$1.51 in 2Q 2022). Revenue: CA$972.0m (up 7.2% from 2Q 2022). Net income: CA$100.0m (up 6.4% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.Upcoming Dividend • May 26Upcoming dividend of CA$0.23 per share at 1.5% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).お知らせ • May 26Stella-Jones Inc. Provides Sales Guidance for the Fiscal Year 2022–2024 and 2023–2025Stella-Jones Inc. provided sales guidance for the fiscal year 2022–2024 and 2023–2025. For the fiscal year 2022–2024, the company expected sales of $2,700 million to $3,000 million.For the fiscal year 2023–2025, the company expected sales of greater than $3,600 million.お知らせ • May 11Stella-Jones Inc. Declares Quarterly Dividend, Payable on June 23, 2023Stella-Jones Inc. On May 9, 2023, the Board of Directors declared a quarterly dividend of $0.23 per common share payable on June 23, 2023 to shareholders of record at the close of business on June 5, 2023. This dividend is designated to be an eligible dividend.Reported Earnings • May 10First quarter 2023 earnings released: EPS: CA$1.03 (vs CA$0.73 in 1Q 2022)First quarter 2023 results: EPS: CA$1.03 (up from CA$0.73 in 1Q 2022). Revenue: CA$710.0m (up 9.1% from 1Q 2022). Net income: CA$60.0m (up 30% from 1Q 2022). Profit margin: 8.5% (up from 7.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 9.3%. The fair value is estimated to be €44.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.Upcoming Dividend • Mar 24Upcoming dividend of CA$0.23 per share at 1.8% yieldEligible shareholders must have bought the stock before 31 March 2023. Payment date: 21 April 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).Buying Opportunity • Mar 14Now 21% undervaluedOver the last 90 days, the stock is up 5.2%. The fair value is estimated to be €45.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 3.3% per annum over the same time period.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: CA$3.93 (vs CA$3.49 in FY 2021)Full year 2022 results: EPS: CA$3.93 (up from CA$3.49 in FY 2021). Revenue: CA$3.07b (up 12% from FY 2021). Net income: CA$241.0m (up 6.2% from FY 2021). Profit margin: 7.9% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09Stella-Jones Inc., Annual General Meeting, May 10, 2023Stella-Jones Inc., Annual General Meeting, May 10, 2023, at 10:00 US Eastern Standard Time.Buying Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock is up 6.6%. The fair value is estimated to be €40.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 2.9% per annum over the same time period.Upcoming Dividend • Nov 23Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 16 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sara O'Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: CA$1.07 (vs CA$0.53 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.07 (up from CA$0.53 in 3Q 2021). Revenue: CA$842.0m (up 24% from 3Q 2021). Net income: CA$65.0m (up 91% from 3Q 2021). Profit margin: 7.7% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 16Stella-Jones Inc. (TSX:SJ) entered into a definitive agreement to acquire Substantially all of the Assets of Texas Electric Cooperatives, Inc. for $28 million.Stella-Jones Inc. (TSX:SJ) entered into a definitive agreement to acquire Substantially all of the Assets of Texas Electric Cooperatives, Inc. for $28 million on September 15, 2022. The transaction is scheduled to close prior to the end of 2022 and is subject to customary closing conditions. Stella-Jones intends to finance the transaction with its existing credit facilities.Upcoming Dividend • Aug 26Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.6%).Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: CA$1.51 (vs CA$1.76 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.51 (down from CA$1.76 in 2Q 2021). Revenue: CA$907.0m (flat on 2Q 2021). Net income: CA$94.0m (down 18% from 2Q 2021). Profit margin: 10% (down from 13% in 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Stella-Jones Inc. Declares Quarterly Dividend, Payable on September 23, 2022On August 9, 2022 the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.20 per common share payable on September 23, 2022 to shareholders of record at the close of business on September 6, 2022. This dividend is designated to be an eligible dividend.Upcoming Dividend • May 24Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 22 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.2%).Reported Earnings • May 12First quarter 2022 earnings released: EPS: CA$0.73 (vs CA$0.85 in 1Q 2021)First quarter 2022 results: EPS: CA$0.73 (down from CA$0.85 in 1Q 2021). Revenue: CA$651.0m (up 4.5% from 1Q 2021). Net income: CA$46.0m (down 18% from 1Q 2021). Profit margin: 7.1% (down from 9.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 12+ 1 more updateStella-Jones Inc. Approves the Election of Sara O’Brien as DirectorStella-Jones Inc. approved the election of Sara O’Brien as director, at its AGM held on May 11, 2022.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anne Giardini was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$3.49. Revenue: CA$2.75b (up 7.8% from FY 2020). Net income: CA$227.0m (up 8.1% from FY 2020). Profit margin: 8.3% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is expected to shrink by 2.1% compared to a 3.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 18Stella-Jones Inc., Annual General Meeting, May 11, 2022Stella-Jones Inc., Annual General Meeting, May 11, 2022.Upcoming Dividend • Nov 23Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 17 December 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS CA$0.52 (vs CA$1.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$679.0m (down 8.5% from 3Q 2020). Net income: CA$34.0m (down 57% from 3Q 2020). Profit margin: 5.0% (down from 11% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 24Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 17 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.6%).お知らせ • Aug 05Stella-Jones Inc. Provides Sales Guidance for the Year 2021Stella-Jones Inc. provided sales guidance for the year 2021. For the year, the company reported is projecting sales growth in the low-to-high teens for 2021 compared to 2020, down from the projected increase of 15% to low 20% previously disclosed. This updated guidance anticipates a reduction of approximately $130 million in sales from the depreciation of the value of the U.S. dollar relative to the Canadian dollar to CAD 1.25 per U.S. dollar.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS CA$1.76 (vs CA$1.02 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$903.0m (up 18% from 2Q 2020). Net income: CA$115.0m (up 67% from 2Q 2020). Profit margin: 13% (up from 9.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 16Corporate Independent Director recently bought €47k worth of stockOn the 9th of June, Karen Laflamme bought around 2k shares on-market at roughly €31.53 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €161k more in shares than they bought in the last 12 months.Upcoming Dividend • May 24Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 22 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).Reported Earnings • May 06First quarter 2021 earnings released: EPS CA$0.85 (vs CA$0.41 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$623.0m (up 23% from 1Q 2020). Net income: CA$56.0m (up 100% from 1Q 2020). Profit margin: 9.0% (up from 5.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 04+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend, Payable on June 26, 2020On May 2, 2021, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.18 per common share payable on June 22, 2021 to shareholders of record at the close of business on June 1, 2021. This dividend is designated to be an eligible dividend.Upcoming Dividend • Mar 25Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 24 April 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 2.8%, compared to a 1.2% growth forecast for the Forestry industry in Germany.Reported Earnings • Mar 12Full year 2020 earnings released: EPS CA$3.12 (vs CA$2.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CA$2.55b (up 18% from FY 2019). Net income: CA$210.0m (up 29% from FY 2019). Profit margin: 8.2% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.お知らせ • Mar 12Stella-Jones Inc. Declares A Quarterly Dividend, Payable on April 24, 2021The Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.18 per share, representing an increase of 20% over the previous quarterly dividend, on the outstanding common shares of the company, payable on April 24, 2021 to shareholders of record at the close of business on April 5, 2021. This dividend is designated to be an eligible dividend.Is New 90 Day High Low • Mar 04New 90-day high: €31.40The company is up 12% from its price of €28.00 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.54 per share.お知らせ • Feb 13Stella-Jones Inc., Annual General Meeting, May 03, 2021Stella-Jones Inc., Annual General Meeting, May 03, 2021.お知らせ • Feb 06Stella-Jones Inc. to Report Q4, 2021 Results on Mar 09, 2022Stella-Jones Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022株主還元97SDE ForestryDE 市場7D5.0%0.7%0.7%1Y-4.5%-7.8%2.0%株主還元を見る業界別リターン: 97S過去 1 年間で-7.8 % の収益を上げたGerman Forestry業界を上回りました。リターン対市場: 97Sは、過去 1 年間で2 % のリターンを上げたGerman市場を下回りました。価格変動Is 97S's price volatile compared to industry and market?97S volatility97S Average Weekly Movement4.6%Forestry Industry Average Movement4.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 97S 、 German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: 97Sの 週次ボラティリティ ( 5% ) 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。もっと見る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。97S 基礎統計学時価総額€2.62b収益（TTM）€188.97m売上高(TTM)€2.18b13.9xPER（株価収益率1.2xP/Sレシオ97S は割高か？公正価値と評価分析を参照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97S 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%97S 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1.8%現在の配当利回り23%配当性向97S 配当は確実ですか？97S 配当履歴とベンチマークを見る97S 、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2 days配当支払日までの日数19 days97S 配当は確実ですか？97S 配当履歴とベンチマークを見るView Valuation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2026/05/31 05:16終値2026/05/29 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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 LimitedStephen AtkinsonBMO Capital Markets Equity ResearchHamir PatelCIBC Capital Markets12 その他のアナリストを表示
Declared Dividend • May 20First quarter dividend of CA$0.34 announcedShareholders will receive a dividend of CA$0.34. Ex-date: 2nd June 2026 Payment date: 19th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08Stella-Jones Inc. announces Quarterly dividend, payable on June 19, 2026Stella-Jones Inc. announced Quarterly dividend of CAD 0.3400 per share payable on June 19, 2026, ex-date on June 02, 2026 and record date on June 02, 2026.
お知らせ • Apr 08Stella-Jones Inc. to Report Q1, 2026 Results on May 06, 2026Stella-Jones Inc. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Feb 26Stella-Jones Inc. Declares A Quarterly Dividend on Common Share, Payable on April 24, 2026Stella-Jones Inc. announced that on February 25, 2026, the Board of Directors declared a quarterly dividend of $0.34 per common share payable on April 24, 2026 to shareholders of record at the close of business on April 2, 2026. This dividend is designated to be an eligible dividend.
お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 06, 2026Stella-Jones Inc., Annual General Meeting, May 06, 2026. Location: quebec, montreal Canada
お知らせ • Nov 06Stella-Jones Inc. announces Quarterly dividend, payable on December 19, 2025Stella-Jones Inc. announced Quarterly dividend of CAD 0.3100 per share payable on December 19, 2025, ex-date on December 01, 2025 and record date on December 01, 2025.
Declared Dividend • May 20First quarter dividend of CA$0.34 announcedShareholders will receive a dividend of CA$0.34. Ex-date: 2nd June 2026 Payment date: 19th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08Stella-Jones Inc. announces Quarterly dividend, payable on June 19, 2026Stella-Jones Inc. announced Quarterly dividend of CAD 0.3400 per share payable on June 19, 2026, ex-date on June 02, 2026 and record date on June 02, 2026.
お知らせ • Apr 08Stella-Jones Inc. to Report Q1, 2026 Results on May 06, 2026Stella-Jones Inc. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Feb 26Stella-Jones Inc. Declares A Quarterly Dividend on Common Share, Payable on April 24, 2026Stella-Jones Inc. announced that on February 25, 2026, the Board of Directors declared a quarterly dividend of $0.34 per common share payable on April 24, 2026 to shareholders of record at the close of business on April 2, 2026. This dividend is designated to be an eligible dividend.
お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 06, 2026Stella-Jones Inc., Annual General Meeting, May 06, 2026. Location: quebec, montreal Canada
お知らせ • Nov 06Stella-Jones Inc. announces Quarterly dividend, payable on December 19, 2025Stella-Jones Inc. announced Quarterly dividend of CAD 0.3100 per share payable on December 19, 2025, ex-date on December 01, 2025 and record date on December 01, 2025.
お知らせ • Oct 21Stella-Jones Announces Appointments to Board of Directors, Effective October 20, 2025Stella-Jones Inc. announced the appointments of Ms. Renée Laflamme and Mr. Sean Donnelly to its Board of Directors. Ms. Laflamme is an accomplished executive with over 25 years of experience in the financial services and insurance sectors. She currently serves as Executive Vice President of Individual Insurance, Savings & Retirement at iA Financial Group, where she is responsible for the growth strategy and overseeing all operations including distribution, underwriting, product development, marketing and administration. She has a strong track record of introducing change and innovation to create value, including leading major digital transformation projects and implementing artificial intelligence to streamline underwriting processes. She also serves on the boards of several organizations, including MILA, a Quebec-based collaborative artificial intelligence research institute. Ms. Laflamme holds a bachelor’s degree in accounting from Université Laval and she is a Fellow Chartered Professional Accountant and Chartered Financial Analyst. Mr. Donnelly is a seasoned executive with extensive experience in innovation, technology, and manufacturing, acquired particularly during his tenure from 2014 to 2021 as President and Chief Executive Officer of ArcelorMittal Dofasco. He has a proven track record of leading and growing organizations, fostering a culture of continuous improvement and strategic expansion. With a career of driving technological advancements and operational excellence, his leadership is marked by a strong commitment to environment, health and safety and sustainability, ensuring business alignment with responsible and ethical practices. Mr. Donnelly serves on several boards, including the board of Alectra Utilities Corporation, a municipally-owned electricity utility and distributor, where he has been a board member since 2019. Mr. Donnelly holds a bachelor’s degree in metallurgical engineering from McMaster University. Ms. Laflamme and Mr. Donnelly’s appointments are effective October 20, 2025, and bring the total number of Board members to ten.
お知らせ • Oct 08Stella-Jones Inc. to Report Q3, 2025 Results on Nov 05, 2025Stella-Jones Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
お知らせ • Aug 07+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend on Common Share, Payable on September 25, 2025On August 6, 2025, Stella-Jones Inc. Board of Directors declared a quarterly dividend of $0.31 per common share payable on September 25, 2025 to shareholders of record at the close of business on September 2, 2025. This dividend is designated to be an eligible dividend.
お知らせ • Jul 10Stella-Jones Inc. to Report Q2, 2025 Results on Aug 07, 2025Stella-Jones Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025
お知らせ • May 07+ 1 more updateStella-Jones Inc. (TSX:SJ) agreed to acquire Locweld Inc. from Cyr family for CAD 65 million.Stella-Jones Inc. (TSX:SJ) agreed to acquire Locweld Inc. from Cyr family for CAD 65 million on May 7, 2025. A cash consideration of CAD 58 million will be paid by Stella-Jones Inc. Stella-Jones Inc. will pay an earnout/contingent payment of CAD 7 million cash. As part of consideration, CAD 65 million is paid towards common equity of Locweld Inc. The transaction will be financed through senior debt of CAD 58 million. For the period ending September 30, 2024, Locweld Inc. reported total revenue of CAD 55 million. The expected completion of the transaction is May 7, 2025. Stella-Jones also intends to invest in a capital expenditure program of approximately $15 million to increase Locweld’s current output and optimize operational efficiencies. Michael Cyr, Chief Executive Officer of Locweld, will be moving on from his role, and key members of management will remain within the organization to support the business.
お知らせ • Apr 10Stella-Jones Inc. Appoints Wesley Bourland as Senior Vice-President and Chief Operating Officer, Effective April 14, 2025Stella-Jones Inc. announced the appointment of Wesley Bourland as Senior Vice-President and Chief Operating Officer, effective April 14, 2025. Mr. Bourland joins Stella-Jones with a wealth of experience as a senior operations professional. He served most recently (2024–2025) as Chief Operating Officer for a leading supplier of hardwood lumber in North America, Europe and Asia, where he was responsible for 30 manufacturing and warehousing facilities across the U.S., including sawmills, concentration yards, and distribution facilities, and served as its Vice President of Operations from 2021 to 2024.Prior to this, in his 13-year tenure at a manufacturer of steel structures, Mr. Bourland held several leadership roles including Senior Vice-President & General Manager (2018–2021), and Senior Vice President of Operations, Quality and Engineering (2015–2018). Earlier in his career, he completed his military service as the Operations Officer aboard a United States Navy ship, where he developed foundational leadership skills and a mission-driven approach to operations that continue to inform his professional ethos. A trained Mechanical Engineer with a Bachelor of Science from the University of Texas at Austin, Mr. Bourland will leverage his expertise in manufacturing, strategic planning and process optimization to steer the Company’s operations and deliver further alignment in key areas of the business, such as Procurement, Environment, Health and Safety, and Engineering and Innovation.
お知らせ • Apr 09Stella-Jones Inc. to Report Q1, 2025 Results on May 07, 2025Stella-Jones Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
お知らせ • Feb 27Stella-Jones Inc. Declares Quarterly Dividend on Common Share, Payable on April 18, 2025Stella-Jones Inc. announced on February 26, 2025, the board of directors declared a quarterly dividend of $0.31 per common share payable on April 18, 2025 to shareholders of record at the close of business on April 1, 2025. This dividend is designated to be an eligible dividend.
お知らせ • Feb 18Stella-Jones Inc., Annual General Meeting, May 07, 2025Stella-Jones Inc., Annual General Meeting, May 07, 2025. Location: quebec, montreal Canada
お知らせ • Jan 30Stella-Jones Inc. to Report Q4, 2024 Results on Feb 27, 2025Stella-Jones Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €46.60, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.79 per share.
Declared Dividend • Nov 12Third quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 2nd December 2024 Payment date: 20th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.8% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. Minor Risk High level of debt (70% net debt to equity).
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: CA$1.42 (vs CA$1.91 in 3Q 2023)Third quarter 2024 results: EPS: CA$1.42 (down from CA$1.91 in 3Q 2023). Revenue: CA$915.0m (down 3.6% from 3Q 2023). Net income: CA$80.0m (down 27% from 3Q 2023). Profit margin: 8.7% (down from 12% in 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future.
お知らせ • Nov 06Stella-Jones Inc. Declares Quarterly Dividend, Payable on December 20, 2024On November 5, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on December 20, 2024 to shareholders of record at the close of business on December 2, 2024. This dividend is designated to be an eligible dividend.
お知らせ • Oct 09Stella-Jones Inc. to Report Q3, 2024 Results on Nov 06, 2024Stella-Jones Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024
Recent Insider Transactions • Sep 18Independent Director recently sold €308k worth of stockOn the 13th of September, James Manzi sold around 5k shares on-market at roughly €61.62 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €889k more than they bought in the last 12 months.
Upcoming Dividend • Aug 28Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 16% and the cash payout ratio is 82%. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: CA$1.94 (vs CA$1.72 in 2Q 2023)Second quarter 2024 results: EPS: CA$1.94 (up from CA$1.72 in 2Q 2023). Revenue: CA$1.05b (up 7.9% from 2Q 2023). Net income: CA$110.0m (up 10.0% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 08Stella-Jones Inc. Declares Quarterly Dividend, Payable on September 23, 2024On August 6, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on September 23, 2024 to shareholders of record at the close of business on September 3, 2024. This dividend is designated to be an eligible dividend.
New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€558k sold).
お知らせ • Jul 11Stella-Jones Inc. to Report Q2, 2024 Results on Aug 07, 2024Stella-Jones Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024
Recent Insider Transactions • Jun 20Independent Director recently sold €288k worth of stockOn the 18th of June, James Manzi sold around 5k shares on-market at roughly €57.67 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €943k more than they bought in the last 12 months.
New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Upcoming Dividend • May 27Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 16% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).
Board Change • May 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Director Michelle Banik was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • May 12First quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 3rd June 2024 Payment date: 21st June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (317% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.
お知らせ • May 09Stella-Jones Inc. Declares Quarterly Dividend, Payable on June 21, 2024On May 7, 2024, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.28 per common share payable on June 21, 2024 to shareholders of record at the close of business on June 3, 2024. This dividend is designated to be an eligible dividend.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: CA$1.36 (vs CA$1.02 in 1Q 2023)First quarter 2024 results: EPS: CA$1.36 (up from CA$1.02 in 1Q 2023). Revenue: CA$775.0m (up 9.2% from 1Q 2023). Net income: CA$77.0m (up 28% from 1Q 2023). Profit margin: 9.9% (up from 8.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Stella-Jones Inc. to Report Q1, 2024 Results on May 08, 2024Stella-Jones Inc. announced that they will report Q1, 2024 results on May 08, 2024
Upcoming Dividend • Mar 21Upcoming dividend of CA$0.28 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).
Declared Dividend • Mar 06Fourth quarter dividend of CA$0.28 announcedShareholders will receive a dividend of CA$0.28. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: CA$5.62 (vs CA$3.93 in FY 2022)Full year 2023 results: EPS: CA$5.62 (up from CA$3.93 in FY 2022). Revenue: CA$3.32b (up 8.3% from FY 2022). Net income: CA$326.0m (up 35% from FY 2022). Profit margin: 9.8% (up from 7.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 01Stella-Jones Inc. Declares Quarterly Dividend, Payable on April 19, 2024Stella-Jones Inc. Board of Directors declared a quarterly dividend of $0.28 per common share payable on April 19, 2024 to shareholders of record at the close of business on April 1, 2024. This dividend is designated to be an eligible dividend.
お知らせ • Feb 17Stella-Jones Inc., Annual General Meeting, May 08, 2024Stella-Jones Inc., Annual General Meeting, May 08, 2024.
お知らせ • Jan 11Stella-Jones Inc. Announces the Appointment of Michelle Banik to Its Board of Directors, Effective January 15, 2024Stella-Jones Inc. announced the appointment of Ms. Michelle Banik to its Board of Directors. Ms. Banik is an accomplished Human Resources (HR) professional and brings particular expertise in performance management, talent optimization, HR innovation, succession planning and executive compensation to the Stella-Jones Board. She joins Stella-Jones after having held increasingly senior HR roles at OMERS between 2010 and 2019, culminating in her appointment to the position of Chief People Officer and Global Head of Human Resources, where she led a global team of HR professionals who were responsible for executing the OMERS People and Culture Strategy across OMERS’ Investment and Corporate teams. Prior to her tenure at OMERS, Ms. Banik also served as a senior executive in HR at TMX Group, where she was Director of Human Resources. Ms. Banik has served on both corporate and not for profit Boards. Current service includes Empire Company Limited, (2021-present), Western University Board of Governors (2021 - present), National Board of Directors BGC Canada, formerly Boys & Girls Clubs of Canada (2017-present), and Western University, School for Advanced Studies in Arts & Humanities (2016- present). In addition to a Bachelor of Arts from Western University and a Certified Human Resources Executive designation, Ms. Banik holds a Chartered Director designation from the DeGroote School of Business, and a Certificate in Diversity & Inclusion from Cornell University. In 2023, Ms. Banik was honoured as the inaugural recipient of the Alumni Award of Achievement for Western University’s Faculty of Arts & Humanities. Ms. Banik’s appointment is effective January 15, 2024, and brings the total number of Board members to eleven.
Recent Insider Transactions • Dec 13Independent Director recently sold €271k worth of stockOn the 8th of December, James Manzi sold around 5k shares on-market at roughly €54.24 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €634k more than they bought in the last 12 months.
Upcoming Dividend • Nov 24Upcoming dividend of CA$0.23 per share at 1.2% yieldEligible shareholders must have bought the stock before 01 December 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.2%).
お知らせ • Nov 09+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend, Payable on December 21, 2023On November 6, 2023, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.23 per common share payable on December 21, 2023 to shareholders of record at the close of business on December 4, 2023. This dividend is designated to be an eligible dividend.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: CA$1.91 (vs CA$1.07 in 3Q 2022)Third quarter 2023 results: EPS: CA$1.91 (up from CA$1.07 in 3Q 2022). Revenue: CA$949.0m (up 13% from 3Q 2022). Net income: CA$110.0m (up 69% from 3Q 2022). Profit margin: 12% (up from 7.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 25Upcoming dividend of CA$0.23 per share at 1.4% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.8%).
New Risk • Aug 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €332k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€332k sold).
New Risk • Aug 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
お知らせ • Aug 10+ 3 more updatesStella-Jones Inc. (TSX:SJ) acquired Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. for CAD 64 million.Stella-Jones Inc. (TSX:SJ) acquired Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. for CAD 64 million on July 14, 2023. Stella-Jones Inc. (TSX:SJ) completed the acquisition of Substantially All of the Assets of the Wood Utility Pole Manufacturing Business of Baldwin Pole And Piling Company, Inc. on July 14, 2023.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CA$1.72 (vs CA$1.51 in 2Q 2022)Second quarter 2023 results: EPS: CA$1.72 (up from CA$1.51 in 2Q 2022). Revenue: CA$972.0m (up 7.2% from 2Q 2022). Net income: CA$100.0m (up 6.4% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
Upcoming Dividend • May 26Upcoming dividend of CA$0.23 per share at 1.5% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
お知らせ • May 26Stella-Jones Inc. Provides Sales Guidance for the Fiscal Year 2022–2024 and 2023–2025Stella-Jones Inc. provided sales guidance for the fiscal year 2022–2024 and 2023–2025. For the fiscal year 2022–2024, the company expected sales of $2,700 million to $3,000 million.For the fiscal year 2023–2025, the company expected sales of greater than $3,600 million.
お知らせ • May 11Stella-Jones Inc. Declares Quarterly Dividend, Payable on June 23, 2023Stella-Jones Inc. On May 9, 2023, the Board of Directors declared a quarterly dividend of $0.23 per common share payable on June 23, 2023 to shareholders of record at the close of business on June 5, 2023. This dividend is designated to be an eligible dividend.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: CA$1.03 (vs CA$0.73 in 1Q 2022)First quarter 2023 results: EPS: CA$1.03 (up from CA$0.73 in 1Q 2022). Revenue: CA$710.0m (up 9.1% from 1Q 2022). Net income: CA$60.0m (up 30% from 1Q 2022). Profit margin: 8.5% (up from 7.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 9.3%. The fair value is estimated to be €44.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.
Upcoming Dividend • Mar 24Upcoming dividend of CA$0.23 per share at 1.8% yieldEligible shareholders must have bought the stock before 31 March 2023. Payment date: 21 April 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).
Buying Opportunity • Mar 14Now 21% undervaluedOver the last 90 days, the stock is up 5.2%. The fair value is estimated to be €45.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 3.3% per annum over the same time period.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: CA$3.93 (vs CA$3.49 in FY 2021)Full year 2022 results: EPS: CA$3.93 (up from CA$3.49 in FY 2021). Revenue: CA$3.07b (up 12% from FY 2021). Net income: CA$241.0m (up 6.2% from FY 2021). Profit margin: 7.9% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09Stella-Jones Inc., Annual General Meeting, May 10, 2023Stella-Jones Inc., Annual General Meeting, May 10, 2023, at 10:00 US Eastern Standard Time.
Buying Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock is up 6.6%. The fair value is estimated to be €40.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 2.9% per annum over the same time period.
Upcoming Dividend • Nov 23Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 16 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sara O'Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: CA$1.07 (vs CA$0.53 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.07 (up from CA$0.53 in 3Q 2021). Revenue: CA$842.0m (up 24% from 3Q 2021). Net income: CA$65.0m (up 91% from 3Q 2021). Profit margin: 7.7% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 16Stella-Jones Inc. (TSX:SJ) entered into a definitive agreement to acquire Substantially all of the Assets of Texas Electric Cooperatives, Inc. for $28 million.Stella-Jones Inc. (TSX:SJ) entered into a definitive agreement to acquire Substantially all of the Assets of Texas Electric Cooperatives, Inc. for $28 million on September 15, 2022. The transaction is scheduled to close prior to the end of 2022 and is subject to customary closing conditions. Stella-Jones intends to finance the transaction with its existing credit facilities.
Upcoming Dividend • Aug 26Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.6%).
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: CA$1.51 (vs CA$1.76 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.51 (down from CA$1.76 in 2Q 2021). Revenue: CA$907.0m (flat on 2Q 2021). Net income: CA$94.0m (down 18% from 2Q 2021). Profit margin: 10% (down from 13% in 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Stella-Jones Inc. Declares Quarterly Dividend, Payable on September 23, 2022On August 9, 2022 the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.20 per common share payable on September 23, 2022 to shareholders of record at the close of business on September 6, 2022. This dividend is designated to be an eligible dividend.
Upcoming Dividend • May 24Upcoming dividend of CA$0.20 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 22 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.2%).
Reported Earnings • May 12First quarter 2022 earnings released: EPS: CA$0.73 (vs CA$0.85 in 1Q 2021)First quarter 2022 results: EPS: CA$0.73 (down from CA$0.85 in 1Q 2021). Revenue: CA$651.0m (up 4.5% from 1Q 2021). Net income: CA$46.0m (down 18% from 1Q 2021). Profit margin: 7.1% (down from 9.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 12+ 1 more updateStella-Jones Inc. Approves the Election of Sara O’Brien as DirectorStella-Jones Inc. approved the election of Sara O’Brien as director, at its AGM held on May 11, 2022.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anne Giardini was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$3.49. Revenue: CA$2.75b (up 7.8% from FY 2020). Net income: CA$227.0m (up 8.1% from FY 2020). Profit margin: 8.3% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is expected to shrink by 2.1% compared to a 3.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 18Stella-Jones Inc., Annual General Meeting, May 11, 2022Stella-Jones Inc., Annual General Meeting, May 11, 2022.
Upcoming Dividend • Nov 23Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 17 December 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS CA$0.52 (vs CA$1.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$679.0m (down 8.5% from 3Q 2020). Net income: CA$34.0m (down 57% from 3Q 2020). Profit margin: 5.0% (down from 11% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 24Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 17 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.6%).
お知らせ • Aug 05Stella-Jones Inc. Provides Sales Guidance for the Year 2021Stella-Jones Inc. provided sales guidance for the year 2021. For the year, the company reported is projecting sales growth in the low-to-high teens for 2021 compared to 2020, down from the projected increase of 15% to low 20% previously disclosed. This updated guidance anticipates a reduction of approximately $130 million in sales from the depreciation of the value of the U.S. dollar relative to the Canadian dollar to CAD 1.25 per U.S. dollar.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS CA$1.76 (vs CA$1.02 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$903.0m (up 18% from 2Q 2020). Net income: CA$115.0m (up 67% from 2Q 2020). Profit margin: 13% (up from 9.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 16Corporate Independent Director recently bought €47k worth of stockOn the 9th of June, Karen Laflamme bought around 2k shares on-market at roughly €31.53 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €161k more in shares than they bought in the last 12 months.
Upcoming Dividend • May 24Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 22 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
Reported Earnings • May 06First quarter 2021 earnings released: EPS CA$0.85 (vs CA$0.41 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$623.0m (up 23% from 1Q 2020). Net income: CA$56.0m (up 100% from 1Q 2020). Profit margin: 9.0% (up from 5.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 04+ 1 more updateStella-Jones Inc. Declares Quarterly Dividend, Payable on June 26, 2020On May 2, 2021, the Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.18 per common share payable on June 22, 2021 to shareholders of record at the close of business on June 1, 2021. This dividend is designated to be an eligible dividend.
Upcoming Dividend • Mar 25Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 24 April 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).
Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 2.8%, compared to a 1.2% growth forecast for the Forestry industry in Germany.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS CA$3.12 (vs CA$2.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CA$2.55b (up 18% from FY 2019). Net income: CA$210.0m (up 29% from FY 2019). Profit margin: 8.2% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Mar 12Stella-Jones Inc. Declares A Quarterly Dividend, Payable on April 24, 2021The Board of Directors of Stella-Jones Inc. declared a quarterly dividend of $0.18 per share, representing an increase of 20% over the previous quarterly dividend, on the outstanding common shares of the company, payable on April 24, 2021 to shareholders of record at the close of business on April 5, 2021. This dividend is designated to be an eligible dividend.
Is New 90 Day High Low • Mar 04New 90-day high: €31.40The company is up 12% from its price of €28.00 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.54 per share.
お知らせ • Feb 13Stella-Jones Inc., Annual General Meeting, May 03, 2021Stella-Jones Inc., Annual General Meeting, May 03, 2021.
お知らせ • Feb 06Stella-Jones Inc. to Report Q4, 2021 Results on Mar 09, 2022Stella-Jones Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022
