Professional
Added to YB: 2026-05-15
Pitch date: 2026-04-21
SJ.TO [bullish]
Stella-Jones Inc.
-10.75%
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 4.0B
Pitch Price
CAD 83.18
Price Target
N/A
Dividend
1.84%
EV/EBITDA
9.34
P/E
13.42
EV/Sales
1.61
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 manufacturer - 50% utility poles, 25% rail ties, 25% resi/other. Dominant share in consolidated mkts w/ secular tailwinds (aging grid upgrades). Strong capital allocation: disciplined M&A + aggressive buybacks. 13x P/E vs 10-20x historical range. Risks: metal substitution for poles, rail tie insourcing, demand cyclicality, CAD FX exposure.
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