Stella-Jones Inkomsten in het verleden
Verleden criteriumcontroles 2/6
Stella-Jones heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 9%, terwijl de Forestry-industrie de winst zag dalen met 14.7% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 6.1%. Het rendement op eigen vermogen van Stella-Jones is 14.5%, en het heeft een nettomarge van 8.7%.
Belangrijke informatie
9.00%
Groei van de winst
12.98%
Groei van de winst per aandeel
| Forestry Groei van de industrie | 30.54% |
| Inkomstengroei | 6.05% |
| Rendement op eigen vermogen | 14.48% |
| Nettomarge | 8.66% |
| Volgende winstupdate | 06 Aug 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Stella-Jones geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 3,510 | 304 | 225 | 0 |
| 31 Dec 25 | 3,492 | 337 | 213 | 0 |
| 30 Sep 25 | 3,495 | 339 | 206 | 0 |
| 30 Jun 25 | 3,452 | 331 | 208 | 0 |
| 31 Mar 25 | 3,467 | 335 | 209 | 0 |
| 31 Dec 24 | 3,469 | 319 | 206 | 0 |
| 30 Sep 24 | 3,427 | 323 | 200 | 0 |
| 30 Jun 24 | 3,461 | 353 | 195 | 0 |
| 31 Mar 24 | 3,384 | 343 | 187 | 0 |
| 31 Dec 23 | 3,319 | 326 | 181 | 0 |
| 30 Sep 23 | 3,296 | 306 | 181 | 0 |
| 30 Jun 23 | 3,189 | 261 | 174 | 0 |
| 31 Mar 23 | 3,124 | 255 | 165 | 0 |
| 31 Dec 22 | 3,065 | 241 | 157 | 0 |
| 30 Sep 22 | 2,945 | 227 | 145 | 0 |
| 30 Jun 22 | 2,782 | 196 | 134 | 0 |
| 31 Mar 22 | 2,778 | 217 | 130 | 0 |
| 31 Dec 21 | 2,750 | 227 | 127 | 0 |
| 30 Sep 21 | 2,738 | 239 | 127 | 0 |
| 30 Jun 21 | 2,801 | 284 | 129 | 0 |
| 31 Mar 21 | 2,666 | 238 | 124 | 0 |
| 31 Dec 20 | 2,551 | 210 | 125 | 0 |
| 30 Sep 20 | 2,463 | 204 | 121 | 0 |
| 30 Jun 20 | 2,352 | 179 | 119 | 0 |
| 31 Mar 20 | 2,251 | 162 | 119 | 0 |
| 31 Dec 19 | 2,189 | 163 | 116 | 0 |
| 30 Sep 19 | 2,177 | 156 | 116 | 0 |
| 30 Jun 19 | 2,176 | 147 | 115 | 0 |
| 31 Mar 19 | 2,171 | 144 | 115 | 0 |
| 31 Dec 18 | 2,124 | 138 | 112 | 0 |
| 30 Sep 18 | 2,068 | 168 | 108 | 0 |
| 30 Jun 18 | 1,956 | 164 | 99 | 0 |
| 31 Mar 18 | 1,888 | 165 | 96 | 0 |
| 31 Dec 17 | 1,886 | 168 | 94 | 0 |
| 30 Sep 17 | 1,851 | 135 | 87 | 0 |
| 30 Jun 17 | 1,845 | 139 | 91 | 0 |
| 31 Mar 17 | 1,814 | 145 | 91 | 0 |
| 31 Dec 16 | 1,838 | 154 | 92 | 0 |
| 30 Sep 16 | 1,854 | 168 | 94 | 0 |
| 30 Jun 16 | 1,775 | 162 | 94 | 0 |
| 31 Mar 16 | 1,640 | 146 | 89 | 0 |
| 31 Dec 15 | 1,559 | 141 | 84 | 0 |
| 30 Sep 15 | 1,492 | 131 | 83 | 0 |
| 30 Jun 15 | 1,416 | 122 | 75 | 0 |
Kwaliteitswinsten: SJ heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (8.7%) SJ } zijn lager dan vorig jaar (9.7%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van SJ is de afgelopen 5 jaar met 9% per jaar gegroeid.
Versnelling van de groei: De winstgroei SJ is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: SJ had het afgelopen jaar een negatieve winstgroei ( -9.3% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Forestry ( -4.9% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 14.5% ) van SJ wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 15:46 |
| Aandelenkoers aan het einde van de dag | 2026/05/25 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Stella-Jones Inc. wordt gevolgd door 15 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jim Byrne | Acumen Capital Finance Partners Limited |
| Stephen Atkinson | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |