SiteOne Landscape Supply (SITE) AI Stock Analysis

• Market Cap: $5.88B
• Dividend Yield: N/A
• Average Volume (3M): 489.56K
• Price to Earnings (P/E): 52.0
• Beta (1Y): 1.24
• Revenue Growth: 4.73%
• EPS Growth: -27.46%
• Country: US
• Employees: 7,840
• Sector: Industrials
• Sector Strength: 94
• Industry: Industrial - Distribution
• EPS (TTM): -0.24
• Shares Outstanding: 44,809,547
• 10 Day Avg. Volume: 543,555
• 30 Day Avg. Volume: 489,560
• PEG Ratio: -7.25
• Price to Book (P/B): 3.56
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 27.13
• Enterprise Value/Market Cap: 1.10
• Enterprise Value/Revenue: 0.36
• Enterprise Value/Gross Profit: 4.04
• Enterprise Value/Ebitda: 4.70
• 1Y Price Target: $132.83
• Price Target Upside: 0.05% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 7

• Rating: 66 Neutral
• Price Target: $133.00 ▲(0.18%Upside)

SiteOne Landscape Supply's overall stock score of 66 reflects a company with solid revenue growth and a stable financial position, offset by high valuation and operational challenges. While the earnings call was positive on growth and acquisitions, margin pressures and uncertain M&A outlook pose risks.

Positive Factors

Management Outlook

Management’s tone was more upbeat than expected on demand trends, and PVC deflation sounded better.

Margin Expansion

SiteOne is expected to expand margins even in a soft macro environment due to fixing underperforming branches, right-sizing headcount, improved Pioneer margins, and charging for freight more consistently.

Market Share

Maintenance volumes impressed, and it is believed SiteOne is taking market share.

Negative Factors

Demand Environment

The demand environment was characterized as 'sluggish', but contractors are still 'plenty busy.'

Demand Expectations

SiteOne is anticipated to miss second-quarter expectations and cut guidance on softer demand.

Economic Conditions

Landscape demand was softer than expected largely due to rainy weather and economic uncertainty.

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 comprise controllers, valves, sprinkler heads, and irrigation pipes; fertilizer, grass seed, and ice melt products; control products, such as herbicides, fungicides, rodenticides, and other pesticides; landscape accessories that include mulches, soil amendments, drainage pipes, tools, and sods; nursery goods, which consist of deciduous and evergreen shrubs, ornamental, shade, evergreen trees, field grown and container-grown nursery stock, roses, perennials, annuals, bulbs, and plant species; hardscapes, such as pavers, natural stones, blocks, and other durable materials; and outdoor lighting products that include lighting fixtures, LED lamps, wires, transformers, and accessories. It also offers consultative services consisting of assistance with irrigation network design, commercial project planning, generation of sales leads, business operations, product support services, and a series of technical and business management seminars; and distributes branded products of third parties. The company offers its products under the LESCO, SiteOne Green Tech, and Pro-Trade brand names. It markets its products primarily to residential and commercial landscape professionals who specialize in the design, installation, and maintenance of lawns, gardens, golf courses, and other outdoor spaces through branch network and direct distribution. As of January 2, 2022, the company had approximately 590 branches in 45 U.S. States and six Canadian provinces. SiteOne Landscape Supply, Inc. was incorporated in 2013 and is headquartered in Roswell, Georgia.

How the Company Makes Money

SiteOne Landscape Supply generates revenue primarily through the sale of landscape and irrigation products to professional contractors and landscape service providers. The company's revenue streams are driven by its broad product portfolio, which encompasses consumables and equipment used in landscaping projects. SiteOne operates through a network of branches that ensure product availability and offer value-added services such as design consultation, technical support, and training. Seasonal demand, particularly during peak landscaping periods, influences the company's sales. Additionally, strategic partnerships with suppliers and manufacturers allow SiteOne to maintain a competitive edge with a wide array of quality products. The company's growth strategy includes expanding its product offerings, enhancing customer service, and acquiring complementary businesses to increase market share and drive sales growth.

SiteOne Landscape Supply Financial Statement Overview

Summary

SiteOne Landscape Supply demonstrates strong revenue growth and a stable financial position. Profitability margins suggest room for operational improvements, but leverage is well managed, and cash flow generation remains solid.

Income Statement

SiteOne Landscape Supply shows a strong revenue growth trajectory with a consistent increase in total revenue from previous years. The gross profit margin is healthy at approximately 35%, indicative of good cost management and pricing strategies. However, net profit margins have slightly decreased over time, suggesting that operating expenses have been rising or there is pressure on pricing. The EBIT and EBITDA margins are satisfactory, but there is room for improvement in operational efficiency.

Balance Sheet

The company's balance sheet reflects a stable financial position with a moderate debt-to-equity ratio, indicating balanced leverage. The equity ratio is reasonable, showing that a good portion of the assets is financed by equity. Return on equity (ROE) has seen slight fluctuations, suggesting that there is potential to enhance income generation relative to shareholder equity. Overall, the company maintains a balanced financial structure with manageable debt levels.

Cash Flow

SiteOne's cash flow performance is stable, with a healthy operating cash flow to net income ratio, indicating strong cash generation from operations. However, the free cash flow growth rate has been inconsistent, pointing to variations in capital expenditure or operational cash flow generation. The free cash flow to net income ratio is positive, highlighting the company's ability to convert net income into free cash flow, though improvements in managing capital expenditures could further enhance cash flow performance.

Breakdown	Dec 2024	Dec 2023	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	4.54B	4.30B	4.01B	3.48B	2.70B
Gross Profit	1.56B	1.49B	1.42B	1.21B	901.30M
EBITDA	339.40M	378.00M	436.90M	396.70M	247.00M
Net Income	123.60M	173.40M	245.40M	238.40M	121.30M
Balance Sheet
Total Assets	3.07B	2.83B	2.53B	2.12B	1.70B
Cash, Cash Equivalents and Short-Term Investments	107.10M	82.50M	29.10M	53.70M	55.20M
Total Debt	951.30M	861.40M	739.50M	606.90M	568.00M
Total Liabilities	1.48B	1.34B	1.23B	1.06B	900.70M
Stockholders Equity	1.57B	1.49B	1.30B	1.06B	795.00M
Cash Flow
Free Cash Flow	238.60M	261.50M	175.50M	173.80M	203.60M
Operating Cash Flow	283.40M	297.50M	217.20M	210.80M	229.40M
Investing Cash Flow	-177.10M	-226.00M	-284.40M	-182.00M	-184.20M
Financing Cash Flow	-80.90M	-18.30M	43.40M	-30.40M	-9.10M

SiteOne Landscape Supply Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 132.76
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: 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 132.76 is above the 20-day moving average (MA) of 126.51, above the 50-day MA of 122.82, and above the 200-day MA of 131.19, indicating a bullish trend. The MACD of 1.77 indicates Negative momentum. The RSI at 60.60 is Neutral, neither overbought nor oversold. The STOCH value of 80.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SITE.

SiteOne Landscape Supply Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WSO	77 Outperform	$19.64B	37.40	18.91%	2.33%	3.92%	1.09%
CNM	75 Outperform	$12.85B	30.21	25.11%	―	10.80%	0.98%
MSM	74 Outperform	$4.85B	24.71	14.34%	3.91%	-4.11%	-31.26%
AIT	73 Outperform	$10.21B	26.78	22.23%	0.62%	0.50%	4.48%
POOL	70 Outperform	$12.27B	29.23	30.09%	1.49%	-1.71%	-8.68%
Sector *	67 Neutral	£2.85B	10.42	4.69%	215.06%	2.73%	-20.56%
SITE	66 Neutral	$5.88B	52.04	7.64%	―	4.73%	-27.46%

SiteOne Landscape Supply Corporate Events

SiteOne Landscape Supply Updates Board Structure and By-Laws

On May 14, 2025, SiteOne Landscape Supply held its Annual Meeting of Stockholders, where stockholders approved an amendment to declassify the board of directors. The company filed the amendment on May 16, 2025, and also updated its by-laws to reflect these changes, including procedural updates for stockholder meetings and director nominations. Additionally, stockholders elected three directors, approved Deloitte & Touche LLP as the accounting firm for 2025, and supported executive compensation plans.

The most recent analyst rating on (SITE) stock is a Sell with a $129.00 price target. To see the full list of analyst forecasts on SiteOne Landscape Supply stock, see the SITE Stock Forecast page.