SiteOne Landscape Supply (SITE) AI Stock Analysis

• Market Cap: $5.78B
• Dividend Yield: N/A
• Average Volume (3M): 599.15K
• Price to Earnings (P/E): 42.0
• Beta (1Y): 1.14
• Revenue Growth: 4.00%
• EPS Growth: -0.75%
• Country: US
• Employees: 7,840
• Sector: Industrials
• Sector Strength: 72
• Industry: Industrial - Distribution
• EPS (TTM): 1.46
• Shares Outstanding: 44,536,510
• 10 Day Avg. Volume: 730,002
• 30 Day Avg. Volume: 599,155
• PEG Ratio: -1.66
• Price to Book (P/B): 3.78
• Price to Sales (P/S): 1.31
• P/FCF Ratio: 24.90
• Enterprise Value/Market Cap: 1.16
• Enterprise Value/Revenue: 1.83
• Enterprise Value/Gross Profit: 5.23
• Enterprise Value/Ebitda: 19.65
• 1Y Price Target: $151.20
• Price Target Upside: 21.23% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 7

• Rating: 71 Outperform
• Price Target: $144.00 ▲(15.46% Upside)

SiteOne Landscape Supply's overall score reflects its strong financial performance and positive earnings call outlook, tempered by valuation concerns and technical indicators suggesting a neutral trend. The company's strategic focus on growth and acquisitions supports its potential for future success, despite current market challenges.

Positive Factors

Market Share Gains

Increasing market share indicates a strong competitive position and ability to capture demand, supporting long-term growth prospects.

Acquisitions and Expansion

Strategic acquisitions enhance product offerings and market reach, positioning SiteOne for sustained growth and competitive advantage.

Digital Sales Growth

Robust digital sales growth reflects strong adaptation to e-commerce trends, improving customer engagement and operational efficiency.

Negative Factors

End Market Softness

Weak demand in key markets like residential construction can limit revenue growth, affecting overall business performance in the medium term.

Branch Closures

Branch closures may reduce operational footprint and impact local market presence, potentially affecting customer service and sales.

Profit Margin Pressure

Declining profit margins suggest rising costs or pricing pressures, which could challenge profitability and financial health over time.

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 generates revenue primarily through the sale of landscape supplies to professional contractors. Its revenue model is based on wholesale distribution, where it purchases products from manufacturers and sells them at a markup to its customers. Key revenue streams include sales of hardscape materials, irrigation products, and nursery items. Additionally, the company benefits from seasonal demand fluctuations, particularly in spring and summer. SiteOne also engages in strategic partnerships with manufacturers to secure exclusive distribution rights and favorable pricing, enhancing its competitive edge and contributing to its overall earnings.

SiteOne Landscape Supply Financial Statement Overview

Summary

SiteOne Landscape Supply demonstrates a strong financial position with consistent revenue growth and effective debt management. However, profitability margins have faced some pressure recently, which could impact future performance.

Income Statement

SiteOne Landscape Supply shows a solid performance in its income statement with a consistent revenue growth trajectory, evidenced by a TTM revenue growth rate of 1.37% and a previous annual growth rate of 5.57%. The gross profit margin remains stable around 34.5%, indicating effective cost management. However, the net profit margin has slightly decreased in the TTM period to 2.98% from 4.03% in 2023, suggesting some pressure on profitability. The EBIT and EBITDA margins have also seen a decline in the TTM period, which could indicate increased operational costs or pricing pressures.

Balance Sheet

The balance sheet reflects strong financial stability with a significant reduction in the debt-to-equity ratio to 0.055 in the TTM period from 0.605 in 2024, highlighting effective debt management. The return on equity (ROE) has improved to 8.62% in the TTM period, indicating efficient use of equity to generate profits. The equity ratio remains robust, suggesting a strong capital structure with a high proportion of equity financing.

Cash Flow

Cash flow analysis shows a positive trend with a 15.43% growth in free cash flow in the TTM period, recovering from a decline in the previous year. The operating cash flow to net income ratio is at 0.36, which is lower than previous years, indicating potential challenges in converting net income to cash. The free cash flow to net income ratio remains strong at 0.81, reflecting good cash generation relative to net income.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2019	Dec 2018	Dec 2017
Income Statement
Total Revenue	3.66B	4.54B	4.30B	2.36B	2.11B	1.86B
Gross Profit	1.28B	1.56B	1.49B	773.20M	678.10M	595.50M
EBITDA	340.10M	331.30M	378.00M	184.40M	159.60M	140.90M
Net Income	160.80M	123.60M	173.40M	77.70M	73.90M	54.60M
Balance Sheet
Total Assets	3.27B	3.07B	2.83B	1.44B	1.17B	910.70M
Cash, Cash Equivalents and Short-Term Investments	106.90M	107.10M	82.50M	19.00M	17.30M	16.70M
Total Debt	955.60M	951.30M	861.40M	782.70M	572.90M	475.30M
Total Liabilities	1.54B	1.48B	1.34B	1.05B	866.70M	697.90M
Stockholders Equity	1.70B	1.57B	1.49B	393.20M	301.80M	212.80M
Cash Flow
Free Cash Flow	96.50M	238.60M	261.50M	109.40M	58.20M	300.00K
Operating Cash Flow	135.70M	283.40M	297.50M	130.80M	78.10M	16.30M
Investing Cash Flow	-53.40M	-177.10M	-226.00M	-91.90M	-164.10M	-98.60M
Financing Cash Flow	-83.20M	-80.90M	-18.30M	-37.30M	86.80M	82.50M

SiteOne Landscape Supply Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 124.72
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SITE, the sentiment is Negative. The current price of 124.72 is above the 20-day moving average (MA) of 123.27, below the 50-day MA of 131.99, and below the 200-day MA of 128.09, indicating a neutral trend. The MACD of -0.59 indicates Negative momentum. The RSI at 47.02 is Neutral, neither overbought nor oversold. The STOCH value of 47.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SITE.

SiteOne Landscape Supply Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WCC	―	$12.71B	20.50	13.06%	0.68%	5.28%	1.97%
AIT	―	$9.56B	24.36	22.10%	0.68%	4.03%	5.93%
SITE	―	$5.78B	42.03	8.37%	―	4.00%	-0.75%
FAST	―	$47.12B	38.48	32.74%	2.13%	6.92%	5.98%
MSM	―	$4.73B	23.78	14.34%	4.01%	-1.35%	-22.24%
Sector *	―	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
DSGR	―	$1.26B	―	-1.68%	―	14.46%	-588.82%

SiteOne Landscape Supply Corporate Events

SiteOne Landscape Supply Reports Strong Q3 Performance

SiteOne Landscape Supply, Inc. is a leading wholesale distributor of landscape supplies, including irrigation, hardscapes, and nursery goods, primarily serving the green industry professionals across the United States and Canada. In its latest earnings report for the quarter ending September 28, 2025, SiteOne Landscape Supply reported a notable increase in net sales and net income, reflecting a strong performance in its core business operations. The company achieved net sales of $1,258.2 million, up from $1,208.8 million in the same quarter last year, and a net income of $60.6 million, an increase from $44.6 million. The growth in sales and profitability was driven by increased demand for landscaping products and effective cost management strategies. SiteOne also continued its strategic expansion through acquisitions, enhancing its market presence with the addition of several new locations. Looking ahead, SiteOne Landscape Supply remains focused on leveraging its extensive branch network and product offerings to drive growth and deliver value to its stakeholders, despite potential challenges from market fluctuations and economic conditions.

SiteOne Landscape’s Earnings Call Highlights Growth Amid Challenges

SiteOne Landscape’s recent earnings call conveyed a generally positive sentiment, highlighting strong financial performance and strategic growth initiatives. Despite facing challenges in end markets and the necessity for branch closures, the company has effectively positioned itself for future growth through its digital and acquisition strategies.

SiteOne Announces CFO Transition Plan

On August 27, 2025, SiteOne Landscape Supply announced the planned retirement of John Guthrie, its Executive Vice President and Chief Financial Officer, effective at the end of 2025. Eric Elema, currently Vice President, Finance and Corporate Controller, will succeed him as Executive Vice President and Chief Financial Officer starting January 1, 2026. Guthrie will continue as a senior advisor to ensure a smooth transition. Elema, who joined SiteOne in 2016, has been instrumental in building the company’s finance team and processes, and his appointment is expected to support SiteOne’s continued growth and performance.

The most recent analyst rating on (SITE) stock is a Buy with a $157.00 price target. To see the full list of analyst forecasts on SiteOne Landscape Supply stock, see the SITE Stock Forecast page.

SiteOne Landscape’s Strategic Growth Amid Market Challenges

SiteOne Landscape Navigates Challenges with Strategic Growth and Market Share Gains

SiteOne Landscape Reports Steady Growth Amid Market Challenges

SiteOne Landscape Supply, Inc. is a leading wholesale distributor of landscape supplies in the United States and Canada, catering primarily to residential and commercial landscape professionals. In its second quarter of 2025, SiteOne reported a 3% increase in net sales to $1,461.6 million and an 8% rise in adjusted EBITDA to $226.7 million, despite facing softer market conditions. The company also improved its gross margin and achieved better SG&A leverage, contributing to a 7% increase in net income to $129.0 million. Key strategic moves included the acquisition of Green Trade Nursery and share repurchases totaling $54.3 million. Looking ahead, SiteOne anticipates continued market challenges but remains optimistic about leveraging positive price inflation and strategic initiatives to drive growth. The company plans to continue its acquisition strategy and expects to expand its adjusted EBITDA margin for the full year 2025.