Stella-Jones Inc (SJ) Fair Value & Analysis
Basic Materials · CA · Market cap C$4.3B
Fair value as of: Jul 12, 2026
From 26 valuation models · updated 28 days ago
Share price −3.6% over the past month.
A solid business, screening 25% undervalued on our models.
What matters now
- Solid quality (63/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (C$72.01 to C$150.01) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range C$29.39 – C$99.40 · fair‑value band C$72.01 – C$150.01 · the C$76.66 price screens below the C$96.01 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Stella-Jones Inc (SJ) currently trades at C$76.66, while our model-based Fair Value estimate is C$96.01, implying the stock looks roughly 25.2% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Stella-Jones Inc generated revenue of C$3.5B at a net margin of 8.7%. Revenue grew 2.3% year over year. It earns a return on equity of 14.8%. Net debt stands at C$1.8B. Fundamentals as of Jul 12, 2026
Our scenario range runs from C$72.01 (bear case) to C$150.01 (bull case); at C$76.66, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 24% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -48% fair-value upside, at 25%, SJ screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (C$128.77) versus Dividend Discount (C$18.85). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 47
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Stella-Jones Inc., together with its subsidiaries, manufactures and sells industrial pressure-treated wood products in Canada and the United States. It operates through two segments, Pressure-Treated Wood; and Logs and Lumber.
Full company description
Stella-Jones Inc., together with its subsidiaries, manufactures and sells industrial pressure-treated wood products in Canada and the United States. It operates through two segments, Pressure-Treated Wood; and Logs and Lumber. The company offers wood utility poles, railway ties, residential lumber; and industrial products, such as timbers for railway bridges, crossings and construction, marine and foundation pilings, and coal tar-based products. It also sells logs, as well as excess lumber to local home-building markets. In addition, the company offers treated wood poles and crossarms, steel lattice towers, and steel transmission poles to electrical utilities companies; treated wood railway ties and timber for short line and commercial railroad operators; and manufactures and distributes treated residential lumber and accessories to retailers for outdoor applications. Stella-Jones Inc. was incorporated in 1992 and is headquartered in Saint-Laurent, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Stella-Jones Inc reported revenue of C$3.5B in FY2025 versus C$2.8B in FY2021, a compound +6.2%/yr. Reported net income was C$337M in FY2025, compounding +10.4%/yr from FY2021.
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Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Simpson Manufacturing Co SSD | $188.80 | $147.92 | -22% |
| West Fraser Timber Co WFG | C$98.54 | C$51.55 | -48% |
| UFP Industries, Inc UFPI | $85.93 | $108.78 | +27% |
| Boise Cascade Company BCC | $76.06 | $51.92 | -32% |
| Century Plyboards (India) Limited CENTURYPLY | ₹799.50 | ₹201.01 | -75% |
| DeHua TB New Decoration Material Co 002043 | ¥11.74 | ¥14.78 | +26% |
| Canfor Corporation CFP | C$14.17 | C$4.54 | -68% |
| Interfor Corporation IFP | C$13.45 | C$6.43 | -52% |
| Kangxin New Materials Co 600076 | ¥3.05 | ¥0.6700 | -78% |
| Yunnan Jinggu Forestry Co 600265 | ¥21.99 | ¥2.52 | -89% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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