Stella-Jones Inc.

TSX:SJ Stok Raporu

Piyasa değeri: CA$4.0b

Stella-Jones Yönetim

Yönetim kriter kontrolleri 3/4

Stella-Jones CEO'su Eric Vachon, Oct2019 tarihinde atandı, in görev süresi 6.58 yıldır. in toplam yıllık tazminatı CA$ 5.58M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.3% maaş ve 83.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.009% ine doğrudan sahiptir ve bu hisseler CA$ 365.45K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.1 yıl ve 6.4 yıldır.

Anahtar bilgiler

Eric Vachon

İcra Kurulu Başkanı

CA$5.6m

Toplam tazminat

CEO maaş yüzdesi16.27%
CEO görev süresi6.6yrs
CEO sahipliği0.009%
Yönetim ortalama görev süresi1.1yrs
Yönetim Kurulu ortalama görev süresi6.4yrs

Son yönetim güncellemeleri

Analiz Makalesi 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...

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Eric Vachon'un ücretlendirmesi Stella-Jones'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

CA$304m

Dec 31 2025CA$6mCA$908k

CA$337m

Sep 30 2025n/an/a

CA$339m

Jun 30 2025n/an/a

CA$331m

Mar 31 2025n/an/a

CA$335m

Dec 31 2024CA$6mCA$850k

CA$319m

Sep 30 2024n/an/a

CA$323m

Jun 30 2024n/an/a

CA$353m

Mar 31 2024n/an/a

CA$343m

Dec 31 2023CA$7mCA$850k

CA$326m

Sep 30 2023n/an/a

CA$306m

Jun 30 2023n/an/a

CA$261m

Mar 31 2023n/an/a

CA$255m

Dec 31 2022CA$3mCA$740k

CA$241m

Sep 30 2022n/an/a

CA$227m

Jun 30 2022n/an/a

CA$196m

Mar 31 2022n/an/a

CA$217m

Dec 31 2021CA$3mCA$703k

CA$227m

Sep 30 2021n/an/a

CA$239m

Jun 30 2021n/an/a

CA$284m

Mar 31 2021n/an/a

CA$238m

Dec 31 2020CA$3mCA$600k

CA$210m

Sep 30 2020n/an/a

CA$204m

Jun 30 2020n/an/a

CA$179m

Mar 31 2020n/an/a

CA$162m

Dec 31 2019CA$863kCA$400k

CA$163m

Tazminat ve Piyasa: Eric 'ın toplam tazminatı ($USD 4.04M ) Canadian pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 3.19M ).

Tazminat ve Kazançlar: Eric 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Eric Vachon (57 yo)

6.6yrs
Görev süresi
CA$5,582,855
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Eric Vachon
CEO, President & Director6.6yrsCA$5.58m0.0092%
CA$ 365.4k
Silvana Travaglini
Senior VP & CFO6.3yrsCA$1.74m0.012%
CA$ 490.6k
James Kenner
Senior VP & Chief Legal Officerless than a yearCA$1.65m0.0093%
CA$ 369.0k
Kevin Comerford
Senior Vice-President of UtilityPoles & US ResidentialLumber Sales for Stella-Jones Corpno dataCA$2.07m0.015%
CA$ 605.4k
Wesley Bourland
Senior VP & COO of Stella-Jones Corporationless than a yearCA$2.02mVeri yok
David Galison
Vice President of Investor Relations1.3yrsVeri yokVeri yok
Stephanie Corrente
Director of Corporate Communicationsno dataVeri yokVeri yok
Marco Albanesi
Vice-President of Corporate Development & Treasuryno dataVeri yok0.0015%
CA$ 60.0k
Emilie Filiatrault
VP & Head of Human Resourcesless than a yearVeri yokVeri yok
Rhiannah Carver
Senior Director of Project Management & Sustainabilityno dataVeri yokVeri yok
Sylvain Couture
Executive Officerno dataVeri yok0.011%
CA$ 423.4k
Jeremy Meyer
Vice President of Utility Pole Sales at Stella-Jones Corporationno dataVeri yok0.0042%
CA$ 166.8k
1.1yrs
Ortalama Görev Süresi

Deneyimli Yönetim: SJ 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.1 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Eric Vachon
CEO, President & Director6.6yrsCA$5.58m0.0092%
CA$ 365.4k
Robert Coallier
Independent Corporate Director6.3yrsCA$183.15k0.014%
CA$ 573.2k
Katherine Lehman
Independent Chairperson of the Board9.6yrsCA$295.00k0.014%
CA$ 546.2k
Douglas Muzyka
Independent Corporate Director6.4yrsCA$187.50kVeri yok
Renee Laflamme
Independent Directorless than a yearCA$19.00k0.0018%
CA$ 72.7k
Anne Giardini
Independent Director5.3yrsCA$187.50k0.0062%
CA$ 247.5k
Karen Laflamme
Independent Corporate Director7.4yrsCA$195.00k0.017%
CA$ 655.4k
Sean Donnelly
Independent Directorless than a yearCA$19.00kVeri yok
Simon Pelletier
Independent Director14yrsCA$175.00k0.015%
CA$ 582.3k
Michelle Banik
Independent Director2.3yrsCA$175.00k0.00087%
CA$ 34.6k
6.4yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SJ 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 03:51
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Stella-Jones Inc. 15 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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