Professional
Added to YB: 2026-04-23
Pitch date: 2026-04-21
SJ.TO [bullish]
Stella-Jones Inc.
-0.34%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Stella-Jones Inc., together with its subsidiaries, manufactures and sells industrial pressure-treated wood products in Canada and the United States.
Market Cap
CAD 4.5B
Pitch Price
CAD 83.18
Price Target
N/A
Dividend
1.63%
EV/EBITDA
10.00
P/E
13.68
EV/Sales
1.76
Sector
Paper and Forest Products
Category
value
Upslope Capital Management New Position: Stella-Jones Inc.
SJ.TO (new position): Leading N. American specialty wood infrastructure products: 50% utility poles, 25% rail ties, 25% resi/other; 70% US sales. Dominant share in consolidated markets w/ aging grid tailwinds. Disciplined M&A + aggressive buybacks, healthy balance sheet. 13x P/E vs 10-20x historical. Risks: metal pole substitution, rail tie insourcing, demand cyclicality, CAD FX exposure.
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