Stella-Jones Inc.

Stella-Jones Inc.

42.60
EUR
-0.40
(-0.93%)
3.11EPS
15.88P/E
2.70BMarket Cap
Nov 04Next Earn
Stella-Jones Inc.
MUN:97S
(Munich Stock Exchange)

Recent

price

42.60

P/E

ratio

15.88

div

yld

2.32%

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
CAD
9.25
10.04
11.16
14.72
18.16
22.59
26.56
27.21
30.62
31.82
37.9
42.31
49.9
57.26
61.5
63.1
65.46
Revenue per Share
0.57
0.87
1.14
1.35
1.51
2.05
2.22
2.42
1.98
2.37
3.12
3.49
3.92
5.62
5.66
6.09
5.04
Basic EPS, GAAP
1.25
0.38
0.21
1.13
0.76
-0.47
1.62
3.58
1.04
0.32
1.83
2.88
2.39
-1
4.7
8.04
9.03
Free Cash Flow per Basic Share
0.1
0.12
0.16
0.2
0.28
0.32
0.4
0.44
0.48
0.55
0.59
0.72
0.8
0.91
1.12
1.23
1.6
Dividend per Share
4.4
5.2
6.83
8.33
10.04
13.21
14.81
16.09
18.5
19.09
20.74
22.71
26.34
29.05
34.77
37.28
40.01
Book Value per Share
2.23
2.65
3.49
4.69
5.61
7.62
8.54
10.31
12.29
13.16
14.78
14.88
17.2
19.48
24.45
24.9
27.45
Tangible Book Value per Share
61
64
64
69
69
69
69
69
69
69
67
65
61
58
56
55
55
Basic Weighted Avg Shares
561
640
717
1,011
1,249
1,559
1,838
1,886
2,124
2,189
2,551
2,750
3,065
3,319
3,469
3,492
3,594
Sales/Revenue/Turnover
10.82
13.91
15.23
13.86
12.46
14.11
12.69
11
9.71
11.06
12.11
11.85
11.71
15.03
14.5
13.97
12.85
Operating Margin (%)
10
9
11
16
21
23
32
36
38
71
76
74
89
109
130
145
152
Depreciation Expense
34
56
73
93
104
141
154
168
138
163
210
227
241
326
319
337
277
Net Income, GAAP
31.29
30.3
27.85
27.6
27.23
30.34
28.55
10.88
26.5
25.23
26.06
25.08
26.07
24.36
23.13
24.61
24.73
Effective Tax Rate (%)
6.14
8.7
10.18
9.15
8.31
9.07
8.37
8.9
6.48
7.45
8.23
8.25
7.86
9.82
9.2
9.65
7.71
Profit Margin (%)
189
273
445
517
615
854
928
779
909
1,010
1,101
1,146
1,324
1,563
1,853
1,746
1,745
Working Capital
115
179
343
370
439
609
687
450
504
687
701
810
1,066
1,456
1,638
1,542
1,440
LT Debt
280
332
469
572
692
914
1,026
1,116
1,281
1,288
1,373
1,448
1,557
1,652
1,941
2,039
2,183
Total Equity
10.93
12.88
11.75
11.3
10.88
11.27
10.09
11.23
9.02
9.51
11.02
10.94
10.62
12.72
11.2
10.62
8.46
Return on Invested Capital (%)
10.96
12.87
11.74
11.3
10.89
11.27
10.09
11.23
9.01
9.51
11.07
10.99
10.63
12.74
11.2
10.62
8.49
Return on Capital (%)
14.97
18.21
18.25
17.78
16.43
17.61
15.87
15.68
11.48
12.69
15.78
16.09
16.04
20.32
17.76
16.93
13.25
Return on Common Equity (%)

Capital Structure

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
100
207
206
LT Borrowings
1,302
1,250
1,207
LT Finance Leases
240
237
233
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
55
55
55
Market Capitalization
4,709
5,130
4,371

Working Capital

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
2,019
2,171
2,156
Cash, Cash Equivalents & STI
44
94
138
Accounts Receivable, Net
237
341
411
Inventories
1,653
1,686
1,552
Total Current Liabilities
273
438
411
Payables & Accruals
153
192
170
ST Debt
100
207
206
Deferred Revenue
- -
15
14

Growth Rates

CAD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
8.46%
8.33%
5.05%
Free Cash Flow
-60.19%
-119.56%
67.92%
Net Income, GAAP
10.02%
10.61%
5.64%
Sales/Revenue/Turnover
8.54%
6.54%
0.66%
Total Cash Common Dividend
12.08%
11.35%
7.94%

Quarterly Revenue

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
775
1,049
915
730
3,469
2025
773
1,034
- -
727
3,492
2026
791
1,042
- -
- -
- -

Quarterly Earnings Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.36
1.94
1.42
0.93
5.66
2025
1.67
1.91
- -
0.91
6.09
2026
1.1
1.12
- -
- -
- -

Quarterly Dividends Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
0.57
0.27
0.29
1.12
2025
- -
0.61
- -
0.31
1.23
2026
- -
0.68
- -
- -
- -
Business
Stella-Jones Inc. is a North American manufacturer specializing in industrial pressure-treated wood products, operating primarily in Canada and the United States. The company’s core products include railway ties and timbers for rail transportation; utility poles for electrical utilities and telecommunications; residential lumber for outdoor applications distributed to retailers; and industrial products such as maritime pilings, foundation pilings, railway bridge components, coal tar-based treatments, and other specialized wood products. Stella-Jones serves major railway operators, electrical transmission and telecommunications companies, and the residential and industrial markets across its geographic footprint. Founded in 1992 and headquartered in Saint-Laurent, Quebec, Stella-Jones operates over 40 wood-treating facilities across 16 U.S. states and 5 Canadian provinces, supported by an extensive distribution network. Recent strategic developments include the acquisition of Brooks Manufacturing Co. in early November 2025, a U.S.-based manufacturer of treated wood distribution crossarms and transmission framing components with annual sales of approximately US$84 million, strengthening Stella-Jones' position in the utility component sector. Earlier in 2025, Stella-Jones expanded its infrastructure capabilities by acquiring Locweld, a designer and producer of lattice transmission towers and steel poles, marking its entry into the nearly $5 billion steel transmission structure market. This move complements its existing wood utility poles business and enhances its product offering to electrical utilities. Stella-Jones continues to invest in operational efficiencies and sustainability, including solar power installations and renewable energy usage across its manufacturing sites. These initiatives align with its strategy of broadening infrastructure solutions while maintaining leadership in pressure-treated wood products. The company's business segments operate through Pressure-Treated Wood products and Logs and Lumber, with sales driven primarily by the utility, telecommunications, railway, residential retail, and industrial sectors. Stella-Jones has a reputation for reliability and supply security, sustaining partnerships with major North American railroads, telecommunication providers, and electrical utilities. Its management team, headed by CEO Éric Vachon since 2019, is focused on growth through acquisitions and operational excellence, positioning Stella-Jones as a leading supplier in the North American treated wood and infrastructure materials market.

Company News

  • Worldwide Responsible Global Alpha Paris-Aligned Fund Quarterly Portfolio Review

  • Why Does Stella-Jones Stock Keep Going Down?

  • Stella-Jones (OTCMKTS:STLJF) Hits New 12-Month Low – Time to Sell?

  • Stella-Jones Q2 Earnings Call Highlights

  • Stella-Jones Inc. (SJ:CA) Q1 2026 Earnings Call Transcript

  • Stella-Jones' First Quarter 2026 Results Conference Call and Annual Meeting of Shareholders

  • The Two Forces Reshaping Your Portfolio - February Dividend Income Report

  • Stella-Jones Inc. (SJ:CA) Q4 2025 Earnings Call Transcript

  • Stella-Jones to Participate in the 2026 Raymond James Institutional Investors Conference

  • Stella-Jones Announces Fourth Quarter And Full Year 2025 Results

  • Reminder: Stella-Jones Will Hold a Conference Call to Discuss its Fourth Quarter 2025 Financial Results

  • Stella-Jones Will Hold a Conference Call to Discuss its Fourth Quarter 2025 Financial Results

  • Stella-Jones Inc. (SJ:CA) Analyst/Investor Day Transcript

  • Stella-Jones Inc. (SJ:CA) Q3 2025 Earnings Call Transcript

  • Stella-Jones Announces Normal Course Issuer Bid

  • Stella-Jones: Solid Business Amid Short-Term Weakness, Long-Term Value Intact

  • Stella Jones Inc. (STLJF) Q2 2025 Earnings Call Transcript

  • Reminder - Stella-Jones Will Hold a Conference Call to Discuss Its Second Quarter Results

  • Stella-Jones Inc. (STLJF) Q1 2025 Earnings Call Transcript

  • Stella-Jones: On Track For A Solid 2025 (Rating Upgrade)