TSE:SJ

Stella-Jones Inc. (SJ.TO)

75.95
-0.75 (0.98%)
as of Jul 23, 2026, 8:00:00 pm Market Open.
205 watching
0
Investor Insights
star iconJul 23, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Stella-Jones Inc. (SJ-T) operates in the production of residential products, rail ties, and telephone poles. While some analysts highlight the company's stable margins and robust growth potential, they express concerns regarding external factors such as tariffs that could impact the stock negatively. Historically, the stock has reached highs above $90, but these breakouts have not been sustainable. Investors often react to housing market trends, leading to volatility in stock performance. Despite some skepticism, the company is recognized as a strong compounder with better returns on invested capital (ROIC) than other peers, suggesting that it has solid long-term prospects.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
IFP,10
SELL
Very thin trader that everybody get excited about, probably because they had no competition. Has broken its uptrend, which indicates the run is over and could trade sideways for quite a long time. Be very careful.
TOP PICK
Makes poles for utilities and ties for railroads. Has 70% of Canada's business and about 7%-8% of the US. Brilliantly run. Not many shares outstanding. Will possibly double the revenues in the next 2, 3 years.
BUY ON WEAKNESS
Make telephone poles and rare road ties. Strong customer base making them the dominant player. A boring old business that does its job very well. Good and consistent earnings growth. Would be a good buy on any pullbacks.
HOLD
Telephone poles. Considering another acquisition. Has no idea where it is going, but is holding most of his position.
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