Stella-Jones Inc.

TSX:SJ Aktierapport

Börsvärde: CA$3.9b

Stella-Jones Framtida tillväxt

Future kriterier kontrolleras 2/6

Stella-Jones förväntas öka intäkter och intäkter med 6.7% respektive 4.6% per år. EPS förväntas tillväxt med 10% per år. Avkastningen på eget kapital förväntas bli 15.7% om 3 år.

Viktig information

6.7%

Tillväxttakt i vinsten

9.99%

Tillväxttakt för EPS

Forestry vinsttillväxt49.5%
Intäkternas tillväxttakt4.6%
Framtida avkastning på eget kapital15.67%
Bevakning av analytiker

Good

Senast uppdaterad11 May 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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

Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Prognoser för vinst- och omsättningstillväxt

TSX:SJ - Analytikernas framtida uppskattningar och tidigare finansiella data (CAD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20284,0193683254403
12/31/20273,7863362734239
12/31/20263,6393182844269
3/31/20263,510304517620N/A
12/31/20253,492337445557N/A
9/30/20253,495339389513N/A
6/30/20253,452331360501N/A
3/31/20253,467335314454N/A
12/31/20243,469319265408N/A
9/30/20243,427323133283N/A
6/30/20243,46135371227N/A
3/31/20243,38434320177N/A
12/31/20233,319326-55107N/A
9/30/20233,296306-5495N/A
6/30/20233,18926130158N/A
3/31/20233,124255147259N/A
12/31/20223,065241151255N/A
9/30/20222,945227196279N/A
6/30/20222,782196237311N/A
3/31/20222,778217186256N/A
12/31/20212,750227189251N/A
9/30/20212,738239166234N/A
6/30/20212,80128489157N/A
3/31/20212,66623867130N/A
12/31/20202,551210123178N/A
9/30/20202,463204169218N/A
6/30/20202,352179145194N/A
3/31/20202,251162773N/A
12/31/20192,189163N/A90N/A
9/30/20192,177156N/A112N/A
6/30/20192,176147N/A79N/A
3/31/20192,171144N/A117N/A
12/31/20182,124138N/A128N/A
9/30/20182,068168N/A113N/A
6/30/20181,956164N/A197N/A
3/31/20181,888165N/A229N/A
12/31/20171,886168N/A301N/A
9/30/20171,851135N/A282N/A
6/30/20171,845139N/A235N/A
3/31/20171,814145N/A173N/A
12/31/20161,838154N/A182N/A
9/30/20161,854168N/A152N/A
6/30/20161,775162N/A80N/A
3/31/20161,640146N/A48N/A
12/31/20151,559141N/A7N/A
9/30/20151,492131N/A49N/A
6/30/20151,416122N/A48N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: SJ s prognostiserade vinsttillväxt ( 6.7% per år) är över sparkvoten ( 3% ).

Resultat vs marknad: SJ s intäkter ( 6.7% per år) förväntas växa långsammare än marknaden för Canadian ( 10.7% per år).

Höga tillväxtresultat: SJ s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: SJ s intäkter ( 4.6% per år) förväntas växa snabbare än Canadian marknaden ( 4.5% per år).

Hög tillväxtintäkter: SJ s intäkter ( 4.6% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: SJ s avkastning på eget kapital förväntas bli låg om 3 år ( 15.7 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 03:31
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Stella-Jones Inc. bevakas av 15 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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