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Stella-Jones Inc.

Stella-Jones Inc.

SJ.TO
Stella-Jones Inc.CA flagToronto Stock Exchange
79.51
CAD
-0.55
- -
4.34BMarket Cap
Stella-Jones Inc.
SJ.TO
(Toronto Stock Exchange)

Recent

price

79.51

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
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
61.78
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
5.92
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
6.44
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
1.16
Dividend per Share
4.71
5.21
7.38
8.11
9.33
11.05
12.88
14.85
16.3
17.22
19.21
21.06
22.57
26.19
29.89
33.76
32.52
Book Value per Share
2.34
2.65
3.73
4.69
5.62
7.63
8.55
10.31
12.28
12.91
14.53
14.6
16.56
19.12
24.2
24.61
25.56
Tangible Book Value per Share
61
64
64
69
69
69
69
69
69
69
67
65
61
58
56
55
56
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
3,452
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
13.93
Operating Margin (%)
10
9
11
16
21
23
32
36
38
71
76
74
89
109
130
145
136
Depreciation Expense
34
56
73
93
104
141
154
168
138
163
210
227
241
326
319
337
331
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
22.84
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
9.59
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
1,843
Working Capital
115
179
343
370
439
609
687
450
504
687
701
810
1,066
1,456
1,638
1,542
1,539
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
1,981
Total Equity
10.93
13.03
11.72
11.42
10.88
11.27
10.09
11.23
9.02
9.51
11.02
10.94
10.62
12.72
11.2
10.05
10.4
Return on Invested Capital (%)
10.84
12.79
11.68
11.36
11.24
12.17
11.04
12.04
9.69
10.19
11.58
11.4
11.2
13.43
11.87
11.28
11.61
Return on Capital (%)
14.7
18.02
18.1
17.94
17.33
20.13
18.6
17.48
12.74
14.08
16.95
17.05
17.5
22.45
19.91
18.96
19.16
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Dec'24
Mar'25
Jun'25
ST Debt
65
71
77
LT Borrowings
1,379
1,474
1,307
LT Finance Leases
259
252
232
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
56
56
55
Market Capitalization
4,016
3,831
4,385

Working Capital

FRC

•

in mil. unless spec.
Dec'24
Mar'25
Jun'25
Total Current Assets
2,139
2,312
2,154
Cash, Cash Equivalents & STI
50
81
65
Accounts Receivable, Net
246
378
408
Inventories
1,759
1,798
1,613
Total Current Liabilities
286
308
311
Payables & Accruals
180
211
195
ST Debt
65
71
77
Deferred Revenue
17
- -
- -

Growth Rates

FRC

•

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

FRC

•

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
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

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
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

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
- -
- -
- -
- -
- -
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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.