Obermatt

Stella-Jones

TOR:SJ · CA85853F1053
Paper & Forest ProductsLarge

360

28
EV / EBIT34
Price / Owner Earnings45
Owner Earnings Yield70
Dividend Yield85
Price/Sales49
EV / Gross Profit18
Price/Book56
Return on Capital70
Cash Return on Capital67
Return on Equity78
EBIT Margin70
Gross Profitability36
Cash Conversion52
Accruals36
Owner Earnings Margin67
Sales growth43
Profit Growth67
Long-Term EPS Growth22
Owner Earnings Growth53
Reinvestment29
Price momentum50
Debt load35
Refinancing89
Debt Payback52
Liquidity64
Analyst ratings23
Opinion Changes50
Price Target Upside44
Market mood86
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Stella-Jones clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryCanada
IndustryPaper & Forest Products
SizeLarge
TypePublic Company
ExchangeTSX
Founded1992
Employees646
ISINCA85853F1053
Last UpdateApr 2, 2026
Themes
ForestryInfrastructureManufacturing

Description

Stella-Jones Inc. is a leading North American producer of pressure-treated wood products. It supplies the continent’s major electrical utilities and telecommunication companies with wood utility poles and North America’s Class 1, short line, and com…

Analysis

Middle-of-the-road

Stella-Jones Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is fair. You pay 15.5× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is tepid and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
87
2023202420252026

All-time high

98

Jan 2024

All-time low

61

Mar 2026

Average rank

84

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
49
59
52
55
Price/Earnings
46
83
67
64
Price/Book
56
44
40
80
Dividend Yield
85
70
56
73
Value (overall)
75
78
49
81

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →