Stella-Jones (TSX:SJ) Tariff Resilience Score: 7/10 (As of Jul. 11, 2026)


TSX:SJ Stella-Jones Inc TSX:SJ
94 GF Score
Price C$78.93
GF Value C$85.18
Valuation Fairly Valued
! 3 Warning Signs
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What is Stella-Jones Tariff Resilience Score?

Stella-Jones TSX:SJ -0.55% 94 Tariff Resilience Score is 7 as of Jul. 11, 2026. GuruFocus rates TSX:SJ with a GF Score™ of 94/100 and a GF Value™ of C$85.18 (Fairly Valued). The stock has 3 warning signs investors should review. Among 297 Forest Products companies, Stella-Jones ranks better than 99.66% on this metric.

Stella-Jones has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

Stella-Jones has Stella-Jones has a diversified supply chain with significant operations in North America, reducing tariff exposure. Its primary markets align with manufacturing locations, minimizing import/export imbalances. Historical tariff impacts have been limited, and the company has strong pricing power to mitigate potential costs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Stella-Jones might have Highly Resilient.

Stella-Jones  (TSX:SJ) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Stella-Jones Tariff Resilience Score Related Terms

TSX:SJ vs SSD, UFPI, BCC: Tariff Resilience Score Comparison

For the Lumber & Wood Production subindustry, Stella-Jones's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Stella-Jones Tariff Resilience Score vs Forest Products Industry

For the Forest Products industry and Basic Materials sector, Stella-Jones's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Stella-Jones's Tariff Resilience Score falls into.


TSX:SJ
94GF Score
Stella-Jones Inc TSX:SJ
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
Stella-Jones (TSX:SJ) has a Tariff Resilience Score of 7 as of Jul. 11, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Stella-Jones ranks #1 out of 297 companies in the Forest Products industry, placing it in the top 0.3%.
Is Stella-Jones' Tariff Resilience Score too high?
Stella-Jones' current Tariff Resilience Score is 7. Based on the distribution chart, Stella-Jones ranks #1 out of 297 companies in the Forest Products industry, which is in the top quartile — a strong position relative to peers. Overall, Stella-Jones has a GF Score™ of 94/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Stella-Jones' Tariff Resilience Score compare to SSD and UFPI?
According to the Forest Products industry distribution chart, Stella-Jones ranks #1 out of 297 companies for Tariff Resilience Score. This places Stella-Jones in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Forest Products company?
A good Tariff Resilience Score depends on the Forest Products industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Stella-Jones's current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stella-Jones stock overvalued right now?
Based on GuruFocus' analysis, Stella-Jones (TSX:SJ) is currently considered Fairly Valued. The stock's GF Value™ is C$85.18, compared to a current price of C$78.93 — trading 7.3% below its estimated fair value. The current Tariff Resilience Score is 7. Stella-Jones' overall GF Score™ is 94/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Stella-Jones (TSX:SJ), the current Tariff Resilience Score is 7 as of Jul. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Stella-Jones (TSX:SJ) Overvalued in 2026?

Based on GuruFocus' analysis, Stella-Jones stock appears to be undervalued. The current stock price of C$78.93 is trading 7.3% below its estimated GF Value™ of C$85.18. GuruFocus considers Stella-Jones to be Fairly Valued.

Key valuation signals for TSX:SJ:

  • Tariff Resilience Score: 7
  • GF Value™: C$85.18 vs. price of C$78.93 (7.3% below fair value)
  • GF Score™: 94/100 with 3 warning signs

No single metric tells the full story. See the TSX:SJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Stella-Jones Business Description

Other Exchanges STLJF:USA97S:Germany
Address 3100 de la Cote-Vertu Boulevard, Suite 300, Saint-Laurent, QC, CAN, H4R 2J8
Stella-Jones Inc produces and sells lumber and wood products. The company operates in two segments: Pressure-treated wood, which includes utility poles, railway ties, residential lumber, and industrial products; and the Logs & Lumber segment comprises the sales of logs harvested in the course of the company's procurement process that is determined to be unsuitable for use as utility poles, it also includes the sale of excess lumber to local home-building markets. The vast majority of its revenue comes from the Pressure-treated wood segment. Its geographical segments are the United States and Canada, and the majority of its revenue is derived from the United States.
94GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

C$78.93
Price
C$85.18
GF Value