Stelco Holdings Inc.

TSX:STLC Stock Report

Market Cap: CA$3.7b

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Stelco Holdings Management

Management criteria checks 2/4

Stelco Holdings' CEO is Alan Kestenbaum, appointed in Feb 2020, has a tenure of 4.75 years. total yearly compensation is CA$35.31M, comprised of 12% salary and 88% bonuses, including company stock and options. directly owns 15.92% of the company’s shares, worth CA$590.71M. The average tenure of the management team and the board of directors is 7.2 years and 5.4 years respectively.

Key information

Alan Kestenbaum

Chief executive officer

CA$35.3m

Total compensation

CEO salary percentage11.98%
CEO tenure4.8yrs
CEO ownership15.9%
Management average tenure7.2yrs
Board average tenure5.4yrs

Recent management updates

Recent updates

Analysis Article • Jul 13

Estimating The Intrinsic Value Of Stelco Holdings Inc. (TSE:STLC)

Key Insights The projected fair value for Stelco Holdings is CA$42.54 based on 2 Stage Free Cash Flow to Equity Current...
Analysis Article • May 11

Stelco Holdings Inc. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next

As you might know, Stelco Holdings Inc. ( TSE:STLC ) last week released its latest quarterly, and things did not turn...
Analysis Article • May 10

Here's Why Stelco Holdings (TSE:STLC) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Apr 15

Returns On Capital At Stelco Holdings (TSE:STLC) Paint A Concerning Picture

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analysis Article • Mar 26

An Intrinsic Calculation For Stelco Holdings Inc. (TSE:STLC) Suggests It's 25% Undervalued

Key Insights The projected fair value for Stelco Holdings is CA$57.27 based on 2 Stage Free Cash Flow to Equity Current...
Analysis Article • Mar 11

Investors Aren't Buying Stelco Holdings Inc.'s (TSE:STLC) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.8x Stelco Holdings Inc. ( TSE:STLC ) is a stock worth...
Analysis Article • Dec 17

The Returns On Capital At Stelco Holdings (TSE:STLC) Don't Inspire Confidence

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Analysis Article • Dec 02

These 4 Measures Indicate That Stelco Holdings (TSE:STLC) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Nov 12

Stelco Holdings (TSE:STLC) Has Announced A Dividend Of CA$3.42

The board of Stelco Holdings Inc. ( TSE:STLC ) has announced that it will pay a dividend of CA$3.42 per share on the...
Analysis Article • Oct 27

Stelco Holdings Inc. (TSE:STLC) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stelco Holdings fair value estimate is CA$60.45 Current share...
Analysis Article • Jul 31

Stelco Holdings (TSE:STLC) Knows How To Allocate Capital Effectively

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analysis Article • Jun 21

We Think Stelco Holdings (TSE:STLC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analysis Article • May 20

Calculating The Intrinsic Value Of Stelco Holdings Inc. (TSE:STLC)

Key Insights The projected fair value for Stelco Holdings is CA$41.36 based on 2 Stage Free Cash Flow to Equity With...
Analysis Article • Apr 19

Stelco Holdings (TSE:STLC) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

CEO Compensation Analysis

How has Alan Kestenbaum's remuneration changed compared to Stelco Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

CA$173m

Mar 31 2024n/an/a

CA$223m

Dec 31 2023CA$35mCA$4m

CA$149m

Sep 30 2023n/an/a

CA$197m

Jun 30 2023n/an/a

CA$287m

Mar 31 2023n/an/a

CA$724m

Dec 31 2022CA$12mCA$4m

CA$997m

Sep 30 2022n/an/a

CA$1b

Jun 30 2022n/an/a

CA$2b

Mar 31 2022n/an/a

CA$2b

Dec 31 2021CA$13mCA$4m

CA$2b

Sep 30 2021n/an/a

CA$1b

Jun 30 2021n/an/a

CA$347m

Mar 31 2021n/an/a

-CA$16m

Dec 31 2020CA$6mCA$4m

-CA$159m

Sep 30 2020n/an/a

-CA$136m

Jun 30 2020n/an/a

-CA$48m

Mar 31 2020n/an/a

-CA$47m

Dec 31 2019CA$3mCA$3m

CA$20m

Sep 30 2019n/an/a

CA$154m

Jun 30 2019n/an/a

CA$279m

Mar 31 2019n/an/a

CA$267m

Dec 31 2018CA$3mCA$3m

CA$253m

Sep 30 2018n/an/a

CA$2b

Jun 30 2018n/an/a

CA$2b

Mar 31 2018n/an/a

CA$4b

Dec 31 2017CA$3mCA$1m

CA$5b

Compensation vs Market: Alan's total compensation ($USD25.30M) is above average for companies of similar size in the Canadian market ($USD3.27M).

Compensation vs Earnings: Alan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Alan Kestenbaum (62 yo)

4.8yrs
Tenure
CA$35,314,289
Compensation

Mr. Alan Kestenbaum serves as Founder, Executive Chairman & Chief Executive Officer of Bedrock Industries Group LLC. Mr. Kestenbaum founded Bedrock Industries Group LLC in June 2015 in partnership with Lin...

Leadership Team

NamePositionTenureCompensationOwnership
Alan Kestenbaum
CEO & Executive Chairman4.8yrsCA$35.31m15.92%
CA$ 590.7m
Paul Scherzer
Chief Financial Officer4.7yrsCA$9.07m0.018%
CA$ 681.4k
Sujit Sanyal
Chief Operating Officer7.2yrsCA$9.64mno data
Paul Simon
General Counsel & Corporate Secretary7.3yrsCA$5.49m0.0054%
CA$ 200.3k
Greg Anderson
Vice President of Salesno dataCA$4.38mno data
William Aziz
Chief Restructuring Officer10.2yrsno datano data
Trevor Harris
Vice President of Corporate Affairsno datano datano data
7.2yrs
Average Tenure
62yo
Average Age

Experienced Management: STLC's management team is seasoned and experienced (7.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Alan Kestenbaum
CEO & Executive Chairman7.2yrsCA$35.31m15.92%
CA$ 590.7m
Elizabeth DelBianco
Independent Directorless than a yearno data0.0043%
CA$ 161.0k
Michael Dees
Independent Director7.2yrsno datano data
Daryl C. Wilson
Independent Director3.4yrsCA$250.00k0.0046%
CA$ 170.3k
Michael Mueller
Independent Director5.4yrsCA$300.00kno data
Indira Samarasekera
Independent Director6.5yrsCA$280.00k0.0038%
CA$ 141.3k
Monty Baker
Independent Director4.3yrsCA$280.00kno data
Heather Ross
Independent Lead Director5.4yrsCA$350.00kno data
5.4yrs
Average Tenure
64.5yo
Average Age

Experienced Board: STLC's board of directors are considered experienced (5.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/01 15:48
End of Day Share Price 2024/11/01 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stelco Holdings Inc. is covered by 7 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David OcampoATB Cormark Historical (Cormark Securities)
Seth RosenfeldBNP Paribas
Humberto MeirelesGoldman Sachs