Stella-Jones Inc. (SJ) fair value: what the stock is really worth
We calculate from audited financials what Stella-Jones Inc. is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
Compare price with fair valuebelow fair value = cheap, above = expensive
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Basic Materials · CA · Market cap C$3.8B (≈ $2.7B) · ISIN CA85853F1053
At a glance
SJStella-Jones Inc.SJ · TO
PriceC$68.20
Fair ValueC$92.56
Upside+35.7%
Quality63/100
A solid business, trading 26% below our fair value of C$92.56.
As of Aug 13, 2026, the fair value of Stella-Jones Inc. is C$92.56 per share against a price of C$68.20, so the fair value sits 36% above the price. A model estimate from reported figures, not an analyst target.
✓Healthy Growth (revenue 5y +6.5 %/yr)
!Thin margins · 8.7% net margin
✓Moderate debt · generates free cash flow
·1.86% dividend yield
✓Ranks above peers (10/15)
!Moderate moat 50/100
!Evidence only low, so the estimate is less certain
!Weak on future: 12 out of 100
Evidence: LowRange C$61.00 to C$150.01
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 27 days ago
Fair value updated Aug 13, 2026, revised from C$96.01 to C$92.56 (−3.6%) since Jul 12, 2026. Share price −11.0% over the past month.
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What matters now
The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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$61.00 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 Aug 13, 2026.
How to read this chart
60‑month range C$29.39 – C$99.40 · fair‑value band C$61.00 – C$150.01 · the C$68.20 price screens below the C$92.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Stella-Jones Inc. (SJ) currently trades at C$68.20, while our model-based Fair Value estimate is C$92.56, implying the stock looks roughly 26.3% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Basic Materials sector. Bull case: the DCF Models group reads highest at a median of C$128.77 per share, and 20 of the 26 models we run sit above the C$68.20 price. Bear case: the Dividend Discount group reads lowest at C$18.85, and 6 of the 26 models stay below the price. Evidence for this calculation is low.
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 Aug 13, 2026
Scenario range: C$61.00 (bear) to C$150.01 (bull), the price of C$68.20 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. The share trades about 32% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −53% fair-value upside, at 36%, SJ screens cheaper than that median.
Fair Value models
Based on fiscal year 2025 figures (about 8 months old). Earnings retained since then (C$2.95 per share) are deliberately not added.
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
ModelBear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence
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Key figures & financial health
P/E ratio12.4
P/S ratio1.19P/E × margin
EPS (TTM)C$5.52price ÷ EPS = P/E 12.4
Dividend yield1.9%payout 23.0%
Net margin9.7%FY2025
Return on equity14.8%TTM
More key figures
Profitability
Return on assets (EBIT)12.3%avg 5y
Operating margin11.6%TTM
Growth
Revenue (TTM)C$3.5BTTM
Revenue growth (YoY)+2.3%3y avg +4.4%
EPS growth (YoY)−34.2%
Balance sheet & cash flow
Free cash flowC$454MFY2025
Net debtC$1.8BFY2025 · ≈ 4.0 yrs of FCF
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Overall quality63/100
Of which business quality 63
· Market factors (momentum, volatility) 38
Profitability51
Margins and returns on capital today
Quality Growth43
Are margins and returns improving?
Cashflow69
Earnings quality: real cash, not paper profit
Fin. Strength58
Balance sheet, leverage, solvency risk
Investment66
Disciplined investing over empire-building
Low Volatility88
Calm price path (market factor)
Momentum21
Price trend over the last 3–12 months (market factor)
52W Momentum9
Distance to the 52-week high (market factor)
Net Issuance99
Buybacks instead of dilution
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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.
Growth Quality 77/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
C$3.5B
Latest YoY
+0.7%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.4%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.5%
Avg. revenue growth/yr (32Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.1%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+16.2%
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+14.3%
Dividend yield1.9%
Trend ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 14.3% vs 10Y 11.5%, steady
Operating margin (EBIT) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.12.1% (2020) → 14.1% (2025) · rising
Revenue+6.2%/yr
FY21C$2.8B
FY22C$3.1B
FY23C$3.3B
FY24C$3.5B
FY25C$3.5B
Net income+10.4%/yr
FY21C$227M
FY22C$241M
FY23C$326M
FY24C$319M
FY25C$337M
Character of growth · EPS growth decomposed (2014-2025)+13.0 % p.a.
Revenue per share+11.7 %
of which total revenue +9.2 % · buybacks/dilution +2.3 %
EBIT margin+1.2 %
Tax rate+0.7 %
Residual (interest, one-offs)−0.7 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Growth and dividend
Dividend yield (TTM)1.9% · Below median
Valuation Multiples vs Lumber & Wood Production median · lower = cheaper
P/E (TTM)12.4× · Cheapest 25%
What the price implies (reverse DCF)
The inverse question: what free-cash-flow growth must Stella-Jones Inc. deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.
Implied FCF growth, 10 years-2.9 % per year
Achieved revenue growth, 5 years+6.5 % p.a.
Sector median revenue growth+2.4 %
FCF yield on price12.02 %
Discount rate (WACC) in the models8.3 %
The price demands less growth than the company recently delivered: even a weaker business would justify the price. Ranking of the largest stocks →
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.
This stockSector peers
VALUE81· sector 7
FUTURE12· sector 0
PAST59· sector 2
HEALTH68· sector 92
DIVIDEND37· sector 46
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
None of the checked exposures detected
Similar stocks
10 more Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
Is Stella-Jones Inc. (SJ) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of C$92.56 versus a price of C$68.20, about +36% upside (undervalued).
What is the fair value of SJ?
Our model-based fair value for Stella-Jones Inc. is C$92.56 (as of Aug 13, 2026), built from audited fundamentals. The current price: C$68.20.
What is the quality score of SJ?
Stella-Jones Inc. has a Quality Score of 63/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Stella-Jones Inc. (SJ)?
Our model-based price target is the fair value of C$92.56 (as of Aug 13, 2026) from 26 valuation models. Cautious scenario C$61.00, optimistic scenario C$150.01. It is a calculation from audited fundamentals, not an analyst target.
What is the Stella-Jones Inc. stock forecast for 2026?
Our models put fair value at C$92.56, about +36% upside versus a price of C$68.20 (undervalued). Cautious scenario C$61.00, optimistic scenario C$150.01. The calculation is refreshed regularly with new filings.
What is the revenue of Stella-Jones Inc. (SJ)?
Stella-Jones Inc. reported trailing-twelve-month revenue of about C$3.5B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SJ?
The net profit margin of Stella-Jones Inc. is about 8.7%, meaning it keeps roughly 8.7% of revenue as net income. Based on the latest reported figures.
Does Stella-Jones Inc. pay a dividend?
Stella-Jones Inc. currently shows a dividend yield of about 1.86% relative to its recent price (as of Aug 13, 2026).
What growth is priced into Stella-Jones Inc. (SJ)?
For today's price to be fair in a discounted-cash-flow model, Stella-Jones Inc. would have to grow free cash flow by -2.9 % per year for ten years (discount rate 8.3 %, then 2 % perpetual growth). Over the last 5 years revenue grew +6.5 % per year. As of Aug 13, 2026.
What discount rate (WACC) does the fair value of SJ use?
Our models discount Stella-Jones Inc. at 8.3 %: a base by market capitalisation (mid), damped by beta 0.30, country premium for Canada. The same rate applies in all 26 models.
What is the intrinsic value of Stella-Jones Inc. (SJ)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Stella-Jones Inc. it is C$92.56 per share (as of Aug 13, 2026), against a price of C$68.20. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is Stella-Jones Inc. stock overvalued or undervalued in 2026?
As of Aug 13, 2026, SJ trades below its calculated fair value: price C$68.20, fair value C$92.56, a gap of about +36% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SJ?
No. The price is what the market pays today (C$68.20); the fair value is what the company's own numbers justify (C$92.56). For Stella-Jones Inc. the two are C$24.36 per share apart. That gap is exactly why we show both numbers side by side.
How much is Stella-Jones Inc. worth?
The market values Stella-Jones Inc. at about C$3.8B (market capitalisation, as of Aug 13, 2026). Per share that is C$68.20; our models calculate a fair value of C$92.56 per share.
What do the bullish and bearish scenarios say about SJ?
Our models span a range for Stella-Jones Inc.: cautious scenario C$61.00, base C$92.56, optimistic C$150.01 per share (as of Aug 13, 2026, price C$68.20). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of SJ?
Stella-Jones Inc. trades at a price-to-earnings ratio of 12.4 (as of Aug 13, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of C$92.56 is built from several models across several years.
How far is SJ from its 52-week high?
Stella-Jones Inc. trades at C$68.20, about 32% below its 52-week high of C$100.51 (as of Aug 13, 2026). Distance from the high says nothing about value: that is what the fair value of C$92.56 is for.
Which stocks are comparable to Stella-Jones Inc.?
From the same area (Basic Materials) we also value Simpson Manufacturing Co, West Fraser Timber Co, UFP Industries, Inc, Boise Cascade Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Stella-Jones Inc. stock attractive at the current price?
The data as of Aug 13, 2026: price C$68.20, calculated fair value C$92.56 (+36%), Quality Score 63/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SJ calculated?
We run Stella-Jones Inc. through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of C$92.56, with the spread shown as a cautious and an optimistic scenario.
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