Stella-Jones 향후 성장
Future 기준 점검 1/6
Stella-Jones (는) 각각 연간 6.7% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.7% 로 예상됩니다.
핵심 정보
6.7%
이익 성장률
10.16%
EPS 성장률
| Forestry 이익 성장 | 52.8% |
| 매출 성장률 | 4.7% |
| 향후 자기자본이익률 | 15.67% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
분석 기사 • May 08
Stella-Jones Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results look...분석 기사 • Nov 07
Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results
It's been a good week for Stella-Jones Inc. ( TSE:SJ ) shareholders, because the company has just released its latest...분석 기사 • Mar 02
Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Last week saw the newest yearly earnings release from Stella-Jones Inc. ( TSE:SJ ), an important milestone in the...분석 기사 • Nov 09
Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results showed...Recent updates
분석 기사 • May 08
Stella-Jones Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results look...
내러티브 업데이트 • May 04
SJ: Capital Returns And Mixed Ratings Will Shape Future Share Performance
The updated analyst price target for Stella-Jones edges slightly lower to CA$99.00, with analysts pointing to modest tweaks in fair value, discount rate, and assumed future P/E as they recalibrate their views following recent mixed target changes and a downgrade. Analyst Commentary Recent research on Stella-Jones reflects a mix of optimism around execution and earnings power alongside some emerging caution on valuation and risk-reward at current levels.내러티브 업데이트 • Apr 20
SJ: Higher Discount Rate And Capital Returns Will Shape Future Share Performance
Analysts have trimmed their fair value estimate for Stella-Jones to CA$99.89 from CA$101.44, as a slightly higher discount rate and more moderate revenue growth and profit margin assumptions temper the impact of recent price target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research on Stella-Jones reflects a mix of optimism on execution and caution on valuation and future growth assumptions.내러티브 업데이트 • Apr 05
SJ: Higher Price Assumptions And Capital Returns Will Shape Future Share Performance
Narrative Update on Stella-Jones Analysts have nudged their outlook higher on Stella-Jones, with recent Street research pointing to price targets of CA$95, CA$99, and CA$102. These are supported by updated assumptions around discount rate, revenue growth, profit margin, and future P/E, which keep fair value estimates broadly in line with prior levels.내러티브 업데이트 • Mar 21
SJ: Higher P/E Assumptions And Dividend Policy Will Support Future Upside Potential
Analysts have nudged their outlook on Stella-Jones higher, with recent Street research showing price targets moving to CA$95, CA$99, and CA$102. These changes reflect incremental adjustments to assumptions such as the discount rate and forward P/E, while keeping fair value estimates broadly steady.내러티브 업데이트 • Mar 07
SJ: Recent Dividend And P/E Assumptions Will Shape A Steadily Fair Profile
The analyst price target for Stella-Jones has been lifted by about CA$4 to roughly CA$101, as analysts factor in adjustments to discount rates, revenue growth, profit margins and future P/E assumptions that are broadly consistent with recent target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research reflects a cluster of modest price target lifts for Stella-Jones, with targets now cited around the mid to high CA$90s and just above CA$100.내러티브 업데이트 • Feb 20
SJ: Utility Modernization And Acquisitions Will Shape A Steadily Fairly Valued Profile
Analysts have nudged their price target on Stella Jones slightly higher to about CA$97 from roughly CA$96, reflecting modest tweaks to fair value estimates, a slightly lower discount rate, and a marginally higher assumed future P/E multiple. Valuation Changes Fair Value: CA$96.06 adjusted to CA$97.17, a small move higher reflecting modest model changes.내러티브 업데이트 • Feb 06
SJ: Utility Modernization And Acquisitions Will Shape Future Fairly Valued Profile
Analysts have modestly lifted their fair value estimate for Stella-Jones to about C$96 from roughly C$95. They point to expectations that the company can build on its role as a diversified platform supporting utility infrastructure modernization and a potential acquisitive phase in transmission and distribution spending.분석 기사 • Jan 30
Is Stella-Jones (TSE:SJ) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Jan 23
SJ: Utility Modernization Platform And Acquisitions Will Shape Fairly Valued Shares
Our fair value estimate for Stella-Jones nudged from C$95.00 to about C$94.94 as analysts balance a new C$100 Outperform initiation, which highlights long term infrastructure and acquisition potential, with a C$89 price target trim from another firm that remains Neutral on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see room for a re-rating as Stella-Jones is described as moving from a mature wood products consolidator into a broader platform tied to utility infrastructure modernization, which they link directly to their C$100 price target.내러티브 업데이트 • Jan 09
SJ: Utility Modernization And Acquisitions Will Test Fairly Valued Shares
Narrative update on Stella-Jones The analyst price target for Stella-Jones has shifted modestly around the C$88 to C$100 range, as analysts point to a potential re rating opportunity tied to the company’s role in utility infrastructure modernization and an expected acquisitive phase, while others have trimmed targets and moved to more neutral stances. Analyst Commentary Recent research on Stella-Jones shows a mix of optimism around its role in utility infrastructure and more cautious views that focus on valuation and near term execution risk.내러티브 업데이트 • Dec 20
SJ: Utility Infrastructure Modernization Acquisitions And Buybacks Will Drive Future Upside
Analysts have nudged their fair value estimate for Stella-Jones higher, lifting the price target to about $95 from roughly $93.56. This reflects slightly stronger long term revenue growth expectations and a modestly higher earnings multiple, as the company is viewed as entering an acquisitive, infrastructure driven expansion phase.분석 기사 • Dec 10
An Intrinsic Calculation For Stella-Jones Inc. (TSE:SJ) Suggests It's 32% Undervalued
Key Insights The projected fair value for Stella-Jones is CA$123 based on 2 Stage Free Cash Flow to Equity Current...내러티브 업데이트 • Dec 06
SJ: Utility Infrastructure Modernization And Acquisitions Will Shape Performance From Here
Analysts have modestly lifted their price target on Stella-Jones, pointing to a C$100 upside case. This view is anchored in expectations for an acquisitive growth phase and a long runway in utility infrastructure modernization, despite only slight tweaks to growth, discount rate, and margin assumptions.내러티브 업데이트 • Nov 21
SJ: Infrastructure Spending And Execution Risks Will Drive Performance Going Forward
Analysts have raised their fair value estimate for Stella-Jones from C$89.63 to C$93.56. They cite a shift towards higher profit margins and anticipated multi-year infrastructure growth as drivers of the increase.분석 기사 • Nov 07
Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results
It's been a good week for Stella-Jones Inc. ( TSE:SJ ) shareholders, because the company has just released its latest...내러티브 업데이트 • Nov 07
SJ: Revenue Outlook And Industry Headwinds Will Shape Performance Ahead
The analyst consensus price target for Stella-Jones has increased by approximately C$4 to C$89.63. This reflects analysts' expectations for improved revenue growth and profitability metrics in the latest forecasts.분석 기사 • Oct 07
Stella-Jones Inc.'s (TSE:SJ) Low P/E No Reason For Excitement
When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider...분석 기사 • Sep 08
Stella-Jones (TSE:SJ) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Aug 05
Stella-Jones (TSE:SJ) Might Have The Makings Of A Multi-Bagger
TSX:SJ 1 Year Share Price vs Fair Value Explore Stella-Jones's Fair Values from the Community and select yours Did you...분석 기사 • Jul 02
Benign Growth For Stella-Jones Inc. (TSE:SJ) Underpins Its Share Price
When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...분석 기사 • May 31
We Think Stella-Jones (TSE:SJ) Is Taking Some Risk With Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 30
Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why
Key Insights Stella-Jones will host its Annual General Meeting on 7th of May CEO Eric Vachon's total compensation...분석 기사 • Mar 05
Stella-Jones (TSE:SJ) Is Paying Out A Larger Dividend Than Last Year
Stella-Jones Inc. ( TSE:SJ ) will increase its dividend from last year's comparable payment on the 18th of April to...분석 기사 • Mar 02
Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Last week saw the newest yearly earnings release from Stella-Jones Inc. ( TSE:SJ ), an important milestone in the...분석 기사 • Feb 18
We Like These Underlying Return On Capital Trends At Stella-Jones (TSE:SJ)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
새 내러티브 • Feb 07
Acquisitions And Utility Pole Demand Will Strengthen Future Performance
Strategic acquisitions and sustained demand for utility poles are expected to drive higher sales and profitability for Stella-Jones.분석 기사 • Feb 03
Estimating The Intrinsic Value Of Stella-Jones Inc. (TSE:SJ)
Key Insights Stella-Jones' estimated fair value is CA$67.21 based on 2 Stage Free Cash Flow to Equity With CA$70.13...분석 기사 • Jan 18
If EPS Growth Is Important To You, Stella-Jones (TSE:SJ) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Nov 15
Stella-Jones Inc.'s (TSE:SJ) 25% Dip In Price Shows Sentiment Is Matching Earnings
The Stella-Jones Inc. ( TSE:SJ ) share price has fared very poorly over the last month, falling by a substantial 25...분석 기사 • Nov 09
Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts
Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results showed...분석 기사 • Nov 06
Returns At Stella-Jones (TSE:SJ) Are On The Way Up
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...분석 기사 • Oct 07
A Look At The Fair Value Of Stella-Jones Inc. (TSE:SJ)
Key Insights Stella-Jones' estimated fair value is CA$105 based on 2 Stage Free Cash Flow to Equity With CA$91.33 share...분석 기사 • Aug 23
Investor Optimism Abounds Stella-Jones Inc. (TSE:SJ) But Growth Is Lacking
It's not a stretch to say that Stella-Jones Inc.'s ( TSE:SJ ) price-to-earnings (or "P/E") ratio of 14.2x right now...분석 기사 • Aug 04
Stella-Jones (TSE:SJ) Is Looking To Continue Growing Its Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Jun 28
Stella-Jones Inc. (TSE:SJ) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights Stella-Jones' estimated fair value is CA$173 based on 2 Stage Free Cash Flow to Equity Stella-Jones is...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 4,019 | 368 | 325 | 440 | 3 |
| 12/31/2027 | 3,794 | 336 | 273 | 425 | 8 |
| 12/31/2026 | 3,652 | 318 | 284 | 426 | 8 |
| 3/31/2026 | 3,510 | 304 | 517 | 620 | N/A |
| 12/31/2025 | 3,492 | 337 | 445 | 557 | N/A |
| 9/30/2025 | 3,495 | 339 | 389 | 513 | N/A |
| 6/30/2025 | 3,452 | 331 | 360 | 501 | N/A |
| 3/31/2025 | 3,467 | 335 | 314 | 454 | N/A |
| 12/31/2024 | 3,469 | 319 | 265 | 408 | N/A |
| 9/30/2024 | 3,427 | 323 | 133 | 283 | N/A |
| 6/30/2024 | 3,461 | 353 | 71 | 227 | N/A |
| 3/31/2024 | 3,384 | 343 | 20 | 177 | N/A |
| 12/31/2023 | 3,319 | 326 | -55 | 107 | N/A |
| 9/30/2023 | 3,296 | 306 | -54 | 95 | N/A |
| 6/30/2023 | 3,189 | 261 | 30 | 158 | N/A |
| 3/31/2023 | 3,124 | 255 | 147 | 259 | N/A |
| 12/31/2022 | 3,065 | 241 | 151 | 255 | N/A |
| 9/30/2022 | 2,945 | 227 | 196 | 279 | N/A |
| 6/30/2022 | 2,782 | 196 | 237 | 311 | N/A |
| 3/31/2022 | 2,778 | 217 | 186 | 256 | N/A |
| 12/31/2021 | 2,750 | 227 | 189 | 251 | N/A |
| 9/30/2021 | 2,738 | 239 | 166 | 234 | N/A |
| 6/30/2021 | 2,801 | 284 | 89 | 157 | N/A |
| 3/31/2021 | 2,666 | 238 | 67 | 130 | N/A |
| 12/31/2020 | 2,551 | 210 | 123 | 178 | N/A |
| 9/30/2020 | 2,463 | 204 | 169 | 218 | N/A |
| 6/30/2020 | 2,352 | 179 | 145 | 194 | N/A |
| 3/31/2020 | 2,251 | 162 | 7 | 73 | N/A |
| 12/31/2019 | 2,189 | 163 | N/A | 90 | N/A |
| 9/30/2019 | 2,177 | 156 | N/A | 112 | N/A |
| 6/30/2019 | 2,176 | 147 | N/A | 79 | N/A |
| 3/31/2019 | 2,171 | 144 | N/A | 117 | N/A |
| 12/31/2018 | 2,124 | 138 | N/A | 128 | N/A |
| 9/30/2018 | 2,068 | 168 | N/A | 113 | N/A |
| 6/30/2018 | 1,956 | 164 | N/A | 197 | N/A |
| 3/31/2018 | 1,888 | 165 | N/A | 229 | N/A |
| 12/31/2017 | 1,886 | 168 | N/A | 301 | N/A |
| 9/30/2017 | 1,851 | 135 | N/A | 282 | N/A |
| 6/30/2017 | 1,845 | 139 | N/A | 235 | N/A |
| 3/31/2017 | 1,814 | 145 | N/A | 173 | N/A |
| 12/31/2016 | 1,838 | 154 | N/A | 182 | N/A |
| 9/30/2016 | 1,854 | 168 | N/A | 152 | N/A |
| 6/30/2016 | 1,775 | 162 | N/A | 80 | N/A |
| 3/31/2016 | 1,640 | 146 | N/A | 48 | N/A |
| 12/31/2015 | 1,559 | 141 | N/A | 7 | N/A |
| 9/30/2015 | 1,492 | 131 | N/A | 49 | N/A |
| 6/30/2015 | 1,416 | 122 | N/A | 48 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SJ 의 연간 예상 수익 증가율(6.7%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: SJ 의 연간 수익(6.7%)이 Canadian 시장(11%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: SJ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: SJ 의 수익(연간 4.7%)이 Canadian 시장(연간 4.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SJ 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SJ의 자본 수익률은 3년 후 15.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 10:50 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Stella-Jones Inc.는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jim Byrne | Acumen Capital Finance Partners Limited |
| Stephen Atkinson | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |