SiteOne Landscape Supply (SITE)
NYSE:SITE
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SiteOne Landscape Supply
(NYSE:SITE)
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Rating:63Neutral
Price Target:
$152.00
▲(5.30% Upside)
Action:ReiteratedDate:04/29/26
The score is driven mainly by mixed financial performance (slowing growth and margin/ROE compression despite positive cash generation) and only moderate technical strength. Earnings-call guidance is a supportive offset via expected margin expansion and EBITDA growth, while valuation metrics are unfavorable due to the negative P/E and no dividend yield provided.
Positive Factors
Acquisition-driven Scale
A long track record of bolt-on acquisitions has meaningfully expanded branch footprint, customer relationships and category breadth. This scale supports purchasing leverage, distribution efficiency and cross-selling, creating durable advantages in sourcing and local market access that aid margin and growth over time.
Negative Factors
Slowing Revenue & Margin Compression
Top-line deceleration and sustained margin erosion reduce return on invested capital and constrain earnings power. If moderating volumes and compressed profitability persist, reinvestment capacity and the ability to fund M&A or margin-restoring initiatives may be impaired, slowing medium-term value creation.
Read all positive and negative factors
Positive Factors
Negative Factors
Acquisition-driven Scale
A long track record of bolt-on acquisitions has meaningfully expanded branch footprint, customer relationships and category breadth. This scale supports purchasing leverage, distribution efficiency and cross-selling, creating durable advantages in sourcing and local market access that aid margin and growth over time.
Read all positive factors
SiteOne Landscape Supply (SITE) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$6.33B
Dividend YieldN/A
Average Volume (3M)589.55K
Price to Earnings (P/E)―
Beta (1Y)1.08
Revenue Growth3.62%
EPS Growth24.15%
CountryUS
Employees7,840
SectorIndustrials
Sector Strength72
IndustryIndustrial - Distribution
Share Statistics
EPS (TTM)-0.23
Shares Outstanding44,313,007
10 Day Avg. Volume557,666
30 Day Avg. Volume589,555
Financial Highlights & Ratios
PEG Ratio1.55
Price to Book (P/B)3.43
Price to Sales (P/S)1.21
P/FCF Ratio23.09
Enterprise Value/Market Cap1.13
Enterprise Value/Revenue1.52
Enterprise Value/Gross Profit4.35
Enterprise Value/Ebitda21.82
Forecast
1Y Price Target
$163.29Price Target Upside13.12% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)4.47
Revenue Forecast (FY)$4.94B
SiteOne Landscape Supply Business Overview & Revenue Model
Company Description
SiteOne Landscape Supply, Inc. engages in the wholesale distribution of landscape supplies in the United States and Canada. The company provides a selection of approximately 135,000 stock keeping units, including irrigation supplies, which compris...
How the Company Makes Money
SiteOne makes money primarily by selling landscape and outdoor-living products to professional customers (e.g., landscape contractors and other trade customers) and related end markets, earning a gross margin on the spread between its purchase cos...
SiteOne Landscape Supply Key Performance Indicators (KPIs)
SiteOne Landscape Supply Earnings Call Summary
Earnings Call Date:Apr 29, 2026
(Q1-2026)
| Next Earnings Date:Aug 05, 2026
Earnings Call Sentiment Positive
The call portrayed a company that successfully navigated difficult near-term conditions: management delivered double-digit adjusted EBITDA growth, strong gross margin expansion, material private-label and digital momentum, continued M&A activity and maintained a conservative, well-funded balance sheet. However, Q1 volume weakness (weather and macro), increased SG&A as a percent of sales, commodity and freight cost pressures, and cautious commentary on end-market demand temper the outlook. Overall the positives (margin gains, EBITDA growth, operational progress, M&A pipeline and liquidity) outweigh the headwinds, though execution and macro stability remain important near-term risks.Positive Updates
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 14% year-over-year to $25.5 million in Q1; adjusted EBITDA margin expanded 30 basis points to 2.7%, demonstrating improved profitability despite flat sales.
Negative Updates
Decline in Organic Volume and Daily Sales
Organic sales volume declined 4% in the quarter, producing organic daily sales down 1% year-over-year; weather-driven late spring and macro weakness were cited as causes.
Read all updates
Q1-2026 Updates
Positive
Negative
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 14% year-over-year to $25.5 million in Q1; adjusted EBITDA margin expanded 30 basis points to 2.7%, demonstrating improved profitability despite flat sales.
Read all positive updates
Company Guidance
SiteOne’s 2026 guidance calls for pricing to be up 2–3% and flat sales volume (which, combined with that pricing, should drive low-single‑digit organic daily sales growth), with gross margin expected higher than 2025 (Q1 gross margin was 33.9%, +90 bps) and full‑year adjusted EBITDA targeted at $425–$455 million (range excludes unannounced acquisitions); note the extra 53rd week will reduce adj. EBITDA by $4–$5 million. Management expects end‑market mix to weigh on results (new residential ~20% of sales down for the year; new commercial ~14% flat; repair & upgrade ~30% down slightly; maintenance ~36% growing), and still expects adjusted EBITDA margin expansion vs. 2025 after operating leverage (Q1 adj. EBITDA was $25.5M, +14% YoY, 2.7% margin, +30 bps). Balance sheet guidance highlights net debt of $585M (net debt / TTM adj. EBITDA 1.4x within a 1–2x target), available liquidity of ~$502M (cash $84M + ABL capacity $418M) with the ABL maturity extended to April 2031, capex/run‑rate actions underway, and an effective tax rate for FY26 expected ~25–26% excluding discrete items; M&A remains active (2 Q1 deals ≈ $110M TTM sales; long‑term adj. EBITDA margin target ~13%).SiteOne Landscape Supply Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
72
Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.71B | 4.70B | 4.54B | 4.30B | 4.01B | 3.48B |
| Gross Profit | 1.64B | 1.64B | 1.56B | 1.49B | 1.42B | 1.21B |
| EBITDA | 327.37M | 318.80M | 331.30M | 378.00M | 436.90M | 396.70M |
| Net Income | 152.50M | 151.80M | 123.60M | 173.40M | 245.40M | 238.40M |
Balance Sheet | ||||||
| Total Assets | 3.46B | 3.22B | 3.07B | 2.83B | 2.53B | 2.12B |
| Cash, Cash Equivalents and Short-Term Investments | 84.00M | 190.60M | 107.10M | 82.50M | 29.10M | 53.70M |
| Total Debt | 102.30M | 980.00M | 951.30M | 861.40M | 739.50M | 606.90M |
| Total Liabilities | 1.81B | 1.54B | 1.48B | 1.34B | 1.23B | 1.06B |
| Stockholders Equity | 1.62B | 1.66B | 1.57B | 1.49B | 1.30B | 1.06B |
Cash Flow | ||||||
| Free Cash Flow | 246.10M | 246.80M | 238.60M | 261.50M | 175.50M | 173.80M |
| Operating Cash Flow | 308.00M | 300.50M | 283.40M | 297.50M | 217.20M | 210.80M |
| Investing Cash Flow | -164.00M | -83.40M | -177.10M | -226.00M | -284.40M | -182.00M |
| Financing Cash Flow | -117.30M | -134.60M | -80.90M | -18.30M | 43.40M | -30.40M |
SiteOne Landscape Supply Technical Analysis
Positive
144.35
Price Trends
139.07
Positive
137.27
Positive
134.46
Positive
Market Momentum
0.63
Negative
61.98
Neutral
82.17
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SITE, the sentiment is Positive. The current price of 144.35 is above the 20-day moving average (MA) of 133.81, above the 50-day MA of 139.07, and above the 200-day MA of 134.46, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 61.98 is Neutral, neither overbought nor oversold. The STOCH value of 82.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SITE.
SiteOne Landscape Supply Risk Analysis
SiteOne Landscape Supply disclosed 29 risk factors in its most recent earnings report. SiteOne Landscape Supply reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
1.
Prices for the products we purchase and the costs to operate our business are subject to significant volatility and external market variables beyond our control, and we may be unable to adjust our pricing or cost structure quickly enough to avoid the adverse effects on our financial performance. Q4, 2025
SiteOne Landscape Supply Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | $11.12B | 24.95 | 21.74% | 0.70% | 6.14% | 6.24% | |
76 Outperform | $51.98B | 39.20 | 33.25% | 2.10% | 10.94% | 12.68% | |
66 Neutral | $15.36B | 18.92 | 13.02% | 0.72% | 7.76% | -0.29% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | $6.33B | -156.81 | 9.28% | ― | 3.62% | 24.15% | |
62 Neutral | $5.82B | 31.30 | 15.00% | 3.96% | 2.16% | -2.18% | |
56 Neutral | $1.26B | 152.18 | 1.29% | ― | 9.75% | ― |
* Industrials Sector Average
SITE
SiteOne Landscape Supply
142.94
28.83
25.27%
AIT
Applied Industrial Technologies
301.24
60.65
25.21%
FAST
Fastenal Company
44.68
5.36
13.64%
DSGR
Distribution Solutions Group
27.21
0.90
3.42%
MSM
MSC Industrial
102.89
28.86
38.99%
WCC
Wesco International
306.43
146.08
91.10%
SiteOne Landscape Supply Corporate Events
Business Operations and StrategyExecutive/Board Changes
SiteOne Announces Leadership Transition in Strategy and Development
Positive
Mar 31, 2026
On March 31, 2026, SiteOne Landscape Supply announced that Executive Vice President of Strategy and Development Scott Salmon would retire that day, after helping lead more than 70 acquisitions since joining in 2019 and playing a key role in the co...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.