Stella-Jones Inc.

TSX:SJ 주식 리포트

시가총액: CA$3.9b

Stella-Jones 과거 순이익 실적

과거 기준 점검 2/6

Stella-Jones은 연평균 9%의 비율로 수입이 증가해 온 반면, Forestry 산업은 수입이 14.7% 감소했습니다. 매출은 연평균 6.1%의 비율로 증가했습니다. Stella-Jones의 자기자본이익률은 14.5%이고 순이익률은 8.7%입니다.

핵심 정보

9.00%

순이익 성장률

12.98%

주당순이익(EPS) 성장률

Forestry 산업 성장률30.54%
매출 성장률6.05%
자기자본이익률14.48%
순이익률8.66%
다음 순이익 업데이트06 Aug 2026

최근 과거 실적 업데이트

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...
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새로운 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...

매출 및 비용 세부 내역

Stella-Jones가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

TSX:SJ 매출, 비용 및 순이익 (CAD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 263,5103042250
31 Dec 253,4923372130
30 Sep 253,4953392060
30 Jun 253,4523312080
31 Mar 253,4673352090
31 Dec 243,4693192060
30 Sep 243,4273232000
30 Jun 243,4613531950
31 Mar 243,3843431870
31 Dec 233,3193261810
30 Sep 233,2963061810
30 Jun 233,1892611740
31 Mar 233,1242551650
31 Dec 223,0652411570
30 Sep 222,9452271450
30 Jun 222,7821961340
31 Mar 222,7782171300
31 Dec 212,7502271270
30 Sep 212,7382391270
30 Jun 212,8012841290
31 Mar 212,6662381240
31 Dec 202,5512101250
30 Sep 202,4632041210
30 Jun 202,3521791190
31 Mar 202,2511621190
31 Dec 192,1891631160
30 Sep 192,1771561160
30 Jun 192,1761471150
31 Mar 192,1711441150
31 Dec 182,1241381120
30 Sep 182,0681681080
30 Jun 181,956164990
31 Mar 181,888165960
31 Dec 171,886168940
30 Sep 171,851135870
30 Jun 171,845139910
31 Mar 171,814145910
31 Dec 161,838154920
30 Sep 161,854168940
30 Jun 161,775162940
31 Mar 161,640146890
31 Dec 151,559141840
30 Sep 151,492131830
30 Jun 151,416122750

양질의 수익: SJ는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: SJ의 현재 순 이익률 (8.7%)은 지난해 (9.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SJ의 수익은 지난 5년 동안 연평균 9% 증가했습니다.

성장 가속화: SJ은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: SJ은 지난 1년 동안 수익이 감소(-9.3%)하여 Forestry 업계 평균(-4.9%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SJ의 자본 수익률(14.5%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 11:20
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Stella-Jones Inc.는 15명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jim ByrneAcumen Capital Finance Partners Limited
Stephen AtkinsonBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets