Stella-Jones Förvaltning
Förvaltning kriterier kontrolleras 3/4
Stella-Jones VD är Eric Vachon, utsedd i Oct 2019, har en mandatperiod på 6.67 år. totala årliga ersättningen är CA$ 5.58M, bestående av 16.3% lön 83.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.009% av företagets aktier, värda CA$ 411.82K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.2 år respektive 6.5 år.
Viktig information
Eric Vachon
Verkställande direktör
CA$5.6m
Total ersättning
| VD-lön i procent | 16.27% |
| Anställning som VD | 6.7yrs |
| Ägande av VD | 0.009% |
| Ledningens genomsnittliga anställningstid | 1.2yrs |
| Styrelsens genomsnittliga mandatperiod | 6.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 17
SJ: Steel Expansion And Capital Discipline Will Support Future Share Performance
Stella-Jones comes into focus as analysts trim their CA$ price targets by up to CA$13, reflecting more cautious views outlined in recent research updates. Analyst Commentary Recent research on Stella-Jones highlights a mix of optimism about the company’s ability to execute and more cautious views reflected in lower CA$ price targets and at least one ratings downgrade.Uppdatering av berättelse • Jun 02
SJ: Recalibrated Expectations And Capital Discipline Will Support Future Share Performance
Stella-Jones’ updated analyst price target has been reset lower to CA$93. This reflects a series of recent cuts from multiple firms as analysts temper their fair value assumptions, revenue growth outlook, margin expectations, and future P/E inputs.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...
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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | CA$304m |
| Dec 31 2025 | CA$6m | CA$908k | CA$337m |
| Sep 30 2025 | n/a | n/a | CA$339m |
| Jun 30 2025 | n/a | n/a | CA$331m |
| Mar 31 2025 | n/a | n/a | CA$335m |
| Dec 31 2024 | CA$6m | CA$850k | CA$319m |
| Sep 30 2024 | n/a | n/a | CA$323m |
| Jun 30 2024 | n/a | n/a | CA$353m |
| Mar 31 2024 | n/a | n/a | CA$343m |
| Dec 31 2023 | CA$7m | CA$850k | CA$326m |
| Sep 30 2023 | n/a | n/a | CA$306m |
| Jun 30 2023 | n/a | n/a | CA$261m |
| Mar 31 2023 | n/a | n/a | CA$255m |
| Dec 31 2022 | CA$3m | CA$740k | CA$241m |
| Sep 30 2022 | n/a | n/a | CA$227m |
| Jun 30 2022 | n/a | n/a | CA$196m |
| Mar 31 2022 | n/a | n/a | CA$217m |
| Dec 31 2021 | CA$3m | CA$703k | CA$227m |
| Sep 30 2021 | n/a | n/a | CA$239m |
| Jun 30 2021 | n/a | n/a | CA$284m |
| Mar 31 2021 | n/a | n/a | CA$238m |
| Dec 31 2020 | CA$3m | CA$600k | CA$210m |
| Sep 30 2020 | n/a | n/a | CA$204m |
| Jun 30 2020 | n/a | n/a | CA$179m |
| Mar 31 2020 | n/a | n/a | CA$162m |
| Dec 31 2019 | CA$863k | CA$400k | CA$163m |
Ersättning vs marknad: Eric s total kompensation ($USD 3.93M ) är ungefär genomsnittet för företag av liknande storlek på Canadian marknaden ($USD 3.12M ).
Ersättning vs inkomst: Ersättningen från Eric har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Eric Vachon (58 yo)
6.7yrs
Anställning
CA$5,582,855
Kompensation
Mr. Eric Vachon, CPA, CA, has been President, Chief Executive Officer and Director at Stella-Jones Inc., since October 11, 2019 and served as Interim Chief Financial Officer until January 13, 2020. He had...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | 6.7yrs | CA$5.58m | 0.0092% CA$ 411.8k | |
| Senior VP & CFO | 6.4yrs | CA$1.74m | 0.012% CA$ 552.8k | |
| Senior VP & Chief Legal Officer | 1yr | CA$1.65m | 0.0093% CA$ 415.9k | |
| Senior Vice-President of UtilityPoles & US ResidentialLumber Sales for Stella-Jones Corp | no data | CA$2.07m | 0.015% CA$ 682.2k | |
| Senior VP & COO of Stella-Jones Corporation | 1yr | CA$2.02m | inga uppgifter | |
| Vice President of Investor Relations | 1.4yrs | inga uppgifter | inga uppgifter | |
| Director of Corporate Communications | no data | inga uppgifter | inga uppgifter | |
| Vice-President of Corporate Development & Treasury | no data | inga uppgifter | 0.0015% CA$ 67.6k | |
| VP & Head of Human Resources | less than a year | inga uppgifter | inga uppgifter | |
| Senior Director of Project Management & Sustainability | no data | inga uppgifter | inga uppgifter | |
| Executive Officer | no data | inga uppgifter | 0.011% CA$ 477.2k | |
| Vice President of Utility Pole Sales at Stella-Jones Corporation | no data | inga uppgifter | 0.0042% CA$ 188.0k |
1.2yrs
Genomsnittlig anställningstid
Erfaren ledning: SJ s ledningsgrupp anses inte vara erfaren ( 1.2 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | 6.7yrs | CA$5.58m | 0.0092% CA$ 411.8k | |
| Independent Corporate Director | 6.4yrs | CA$183.15k | 0.014% CA$ 645.9k | |
| Independent Chairperson of the Board | 9.7yrs | CA$295.00k | 0.014% CA$ 615.5k | |
| Independent Corporate Director | 6.5yrs | CA$187.50k | inga uppgifter | |
| Independent Director | less than a year | CA$19.00k | 0.0018% CA$ 81.9k | |
| Independent Director | 5.4yrs | CA$187.50k | 0.0062% CA$ 278.9k | |
| Independent Corporate Director | 7.5yrs | CA$195.00k | 0.017% CA$ 738.6k | |
| Independent Director | less than a year | CA$19.00k | inga uppgifter | |
| Independent Director | 14.1yrs | CA$175.00k | 0.015% CA$ 656.2k | |
| Independent Director | 2.4yrs | CA$175.00k | 0.00087% CA$ 38.9k |
6.5yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder
Erfaren styrelse: SJ s styrelse anses vara erfaren ( 6.5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/29 11:20 |
| Aktiekurs vid dagens slut | 2026/06/26 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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.
| Analytiker | Institution |
|---|---|
| Jim Byrne | Acumen Capital Finance Partners Limited |
| Stephen Atkinson | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |