Stella-Jones Inc.

OTCPK:STLJ.F Stock Report

Market Cap: US$2.9b

Stella-Jones Valuation

Is STLJ.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of STLJ.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: STLJ.F ($50.51) is trading above our estimate of fair value ($42.46)

Significantly Below Fair Value: STLJ.F is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for STLJ.F?

Key metric: As STLJ.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for STLJ.F. This is calculated by dividing STLJ.F's market cap by their current earnings.
What is STLJ.F's PE Ratio?
PE Ratio12.4x
EarningsCA$323.00m
Market CapCA$4.01b

Price to Earnings Ratio vs Peers

How does STLJ.F's PE Ratio compare to its peers?

The above table shows the PE ratio for STLJ.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22x
LPX Louisiana-Pacific
19.6x3.4%US$8.2b
SLVM Sylvamo
13.9x4.7%US$3.7b
HWKN Hawkins
34.1x6.1%US$2.8b
IOSP Innospec
20.4x6.9%US$2.9b
STLJ.F Stella-Jones
12.4x-1.8%US$4.0b

Price-To-Earnings vs Peers: STLJ.F is good value based on its Price-To-Earnings Ratio (12.4x) compared to the peer average (22x).

Price to Earnings Ratio vs Industry

How does STLJ.F's PE Ratio compare vs other companies in the Global Forestry Industry?

9 CompaniesPrice / EarningsEstimated GrowthMarket Cap
STLJ.F 12.4xIndustry Avg. 16.0xNo. of Companies32PE01632486480+
9 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: STLJ.F is good value based on its Price-To-Earnings Ratio (12.4x) compared to the Global Forestry industry average (16x).

Price to Earnings Ratio vs Fair Ratio

What is STLJ.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

STLJ.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio12.4x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate STLJ.F's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst STLJ.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$50.51
US$63.58
+25.9%
5.2%US$68.54US$58.44n/a8
Nov ’25US$60.24
US$74.73
+24.1%
7.2%US$86.96US$68.84n/a8
Oct ’25US$66.27
US$74.65
+12.6%
7.7%US$87.40US$68.46n/a8
Sep ’25US$68.42
US$74.65
+9.1%
7.7%US$87.40US$68.46n/a8
Aug ’25US$67.63
US$71.96
+6.4%
8.9%US$87.67US$64.29n/a8
Jul ’25US$65.50
US$68.11
+4.0%
4.9%US$71.66US$62.88n/a7
Jun ’25n/a
US$68.11
0%
4.9%US$71.66US$62.88n/a7
May ’25US$58.60
US$66.43
+13.4%
3.9%US$69.46US$62.88n/a7
Apr ’25US$58.30
US$66.91
+14.8%
4.2%US$70.07US$62.69n/a7
Mar ’25US$53.89
US$66.91
+24.2%
4.2%US$70.07US$62.69n/a7
Feb ’25US$59.24
US$67.96
+14.7%
4.0%US$71.59US$64.13n/a7
Jan ’25US$58.03
US$65.96
+13.7%
5.1%US$69.58US$60.16n/a6
Dec ’24US$57.84
US$65.96
+14.0%
5.1%US$69.58US$60.16n/a6
Nov ’24US$52.74
US$58.31
+10.6%
4.2%US$60.62US$54.05US$60.246
Oct ’24US$47.91
US$57.58
+20.2%
5.4%US$61.40US$53.26US$66.276
Sep ’24US$48.25
US$58.06
+20.3%
5.4%US$61.65US$53.48US$68.426
Aug ’24US$50.32
US$55.59
+10.5%
5.4%US$59.89US$52.31US$67.636
Jul ’24US$50.83
US$54.43
+7.1%
6.9%US$60.07US$48.67US$65.507
Jun ’24US$43.87
US$51.95
+18.4%
5.9%US$58.03US$47.01n/a7
May ’24US$38.96
US$45.13
+15.8%
6.7%US$51.33US$41.21US$58.607
Apr ’24US$36.46
US$45.13
+23.8%
6.7%US$51.33US$41.21US$58.307
Mar ’24US$34.00
US$42.13
+23.9%
6.3%US$46.92US$38.73US$53.897
Feb ’24US$36.28
US$42.13
+16.1%
6.3%US$46.92US$38.73US$59.247
Jan ’24n/a
US$40.17
0%
7.1%US$46.13US$37.35US$58.037
Dec ’23US$36.16
US$40.49
+12.0%
7.0%US$47.23US$38.24US$57.847
Nov ’23US$30.80
US$35.61
+15.6%
11.6%US$44.20US$30.44US$52.747

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

Discover undervalued companies

Ecora Resources

UK£163.3m

Operates as a natural resource royalty and streaming company in Australia, North and South America, Europe, and internationally.

ECRA.F

UK£0.81

7D

-1.1%

1Y

-28.7%

Chemtrade Logistics Income Fund

CA$1.4b

Offers industrial chemicals and services in Canada, the United States, and South America.

CGIF.F

CA$8.16

7D

-0.5%

1Y

25.2%

CMOC Group

HK$156.5b

Engages in the mining, beneficiation, smelting, and refining of base and rare metals.

CMCL.F

HK$0.70

7D

-9.4%

1Y

27.9%