Stella-Jones Inc. (SJ.TO) Buy, Sell or Hold

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Stella-Jones Inc. (SJ.TO)

75.22

-2.15 (2.78%)

as of Aug 12, 2026, 8:00:00 pm Market Open.

206 watching

Investor Insights

Aug 12, 2026, 12:00 am

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

Stella-Jones Inc. (SJ-T) showcases a diverse portfolio including residential products, rail ties, and telephone poles, indicating its role as a significant player in its sector. However, recent performance trends suggest volatility, with previous highs surpassing $90 but not sustaining those levels due to various market pressures, possibly including tariffs. Analysts have observed that investor sentiment is closely tied to housing market activity, which implies that Stella-Jones's stock may experience fluctuations based on external economic conditions. Despite these challenges, the company's stable margins and robust long-term growth potential make it an attractive option for some investors, particularly those looking for compounders with a strong return on invested capital. Overall, while frustrations over past performance exist, there is a recognition of the company's competitive positioning and growth trajectory.

Consensus

Mixed

Valuation

Fair Value

Similar

IFP

COMMENT

Used to own it. In 2022, industries like this will likely get ahead of the market. Tech stocks will fare poorly in the face of rising rates vs. stocks and industries like SJ.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has been trading horizontally for the past 5-6 years. Dividends have climbed steadily. Sales are growing and it is profitable. Valuation is decent, though EPS growth is muted. If they demonstrate solid revenues and EPS growth in the next few years, it could perform well. Unlock Premium - Try 5i Free

STRONG BUY

Even though lumber is a quarter of their business, utility pole replacement is a large part of their business along with railway ties. If you normalize lumber prices, the stock is trading at an all time bargain at 13x earnings, with lots of free cash flow and the company is buying back shares. They could boost the dividend if they wanted to and are looking at acquisitions. One of the highest quality stocks trading at great value. He owns it and would it to put it away.

BUY

Decimated today, as it revised EBITDA down. Stock's so cheap and company's so profitable, it's a great time to buy. Huge surge in profits last year. High quality. Lots of room to grow the dividend. Back in acquisition mode. Long-term hold.

TOP PICK

They have a lumber business, pressure treated, in addition to utility poles. We are going to see massive build-outs in terms of ports and so on and this will benefit SJ-T. There will also be a need to increase the building of homes. (Analysts’ price target is $53.69)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock was upgraded to outperform this week by an analyst at Scotiabank. Price target by another analyst at TD was cut from $56 from $57. The stock has popped 10% following the upgrades. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A buy for investors with patience. Growth might slow next year, but the valuation is still interesting at 11x earnings. A well-run company with a decent history. Not very exciting. Insiders have been buyers. Keep an eye on debt levels. Unlock Premium - Try 5i Free

TOP PICK

Residential lumber exploded last year. Stock's come way down and has never been cheaper. Trading at 12x earnings for a great company with great cashflow. Significant room to bump up the dividend. Great time to buy a well managed, quality company. Yield is 1.62% (Analysts’ price target is $60.00)

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DON'T BUY

This is a growth by acquisition company that specializes in railway ties and has now expanded into utility poles. These are pretty mature markets. You want a combination of acquisitive growth and organic growth, so there are better opportunities elsewhere.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fundamentals remain strong and business is stable. Their focus is on railways and utility poles where they enjoy a strong market share. Lumber prices are off recent highs. Continues to have a good long term outlook on the stock. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Mar 27/19, Down 19%) They're part of a duopoly. It enjoys highly recurring revenues. SJ shouldn't be impacted by the virus, just in their lumber segment. Strong balance sheet. More acquisitions to come for them in the pole side. The stock hasn't been this cheap in a decade. Trades at 13x earnings and has room to grow its dividend. A slam dunk.

HOLD

A pretty boring company and will grow over time. They make good acquisitions and have set themselves up properly. They are not expensive but debt is a little too high. It will not disappoint you over the next 10 years but never excite you, either.

DON'T BUY

He sold his shares, tired of disappointing earnings. They ran into inventory and costing problems.

DON'T BUY

He owned it. SJ is coming back into range and had a decent quarter. He likes their fundamental business, but the replacement cycles can vary a lot. He'll wait a quarter or two.

BUY

He likes it. They have seen a bit of a downdraft due to lumber prices. The business itself is pretty consistent. They are guiding to higher revenues next year. He thinks they have turned a bit of a quarter here. He does not have too many concerns.

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Stella-Jones Inc. (SJ.TO)