SiteOne Landscape Supply (SITE)
Market Price (12/24/2025): $125.96 | Market Cap: $5.6 BilSector: Industrials | Industry: Trading Companies & Distributors
SiteOne Landscape Supply (SITE)
Market Price (12/24/2025): $125.96Market Cap: $5.6 BilSector: IndustrialsIndustry: Trading Companies & Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 37% | Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -72% | Key risksSITE key risks include [1] operational challenges and integration risks from its acquisition-reliant growth strategy amid an absence of strong organic revenue growth and [2] margin pressure from commodity price volatility in specific products. |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Green Building Materials, Show more. |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Green Building Materials, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -72% |
| Key risksSITE key risks include [1] operational challenges and integration risks from its acquisition-reliant growth strategy amid an absence of strong organic revenue growth and [2] margin pressure from commodity price volatility in specific products. |
Why The Stock Moved
Qualitative Assessment
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Here are five key points explaining why SiteOne Landscape Supply (SITE) stock moved by approximately -12% between August 31, 2025, and December 24, 2025, based on the most recent available information:1. Disappointing Q4 2024 Financial Results Reported in Early 2025. SiteOne Landscape Supply reported a net loss of $21.7 million for the fourth quarter of 2024, a significant increase from the $3.4 million loss in the prior-year period. This was primarily attributed to lower gross margins and higher selling, general, and administrative (SG&A) expenses. Adjusted EBITDA also decreased by 20% to $31.8 million, and the company delivered an earnings per share (EPS) of -$0.48, missing the consensus estimate of -$0.28 by a notable margin.
2. Increased SG&A Expenses and Contracted Margins. For the fourth quarter of 2024, SG&A as a percentage of net sales increased by 150 basis points to 36.0%, mainly due to the impact of acquisitions and costs associated with branch consolidations and closures. Concurrently, the gross margin decreased by 50 basis points to 33.3%, indicating a squeeze on profitability. For the full year 2024, the Adjusted EBITDA margin contracted by 120 basis points to 8.3%.
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Stock Movement Drivers
Fundamental Drivers
The -6.0% change in SITE stock from 9/23/2025 to 12/23/2025 was primarily driven by a -15.9% change in the company's P/E Multiple.| 9232025 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 134.01 | 126.03 | -5.95% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4622.90 | 4672.30 | 1.07% |
| Net Income Margin (%) | 2.69% | 2.98% | 10.63% |
| P/E Multiple | 48.28 | 40.59 | -15.92% |
| Shares Outstanding (Mil) | 44.82 | 44.80 | 0.03% |
| Cumulative Contribution | -5.95% |
Market Drivers
9/23/2025 to 12/23/2025| Return | Correlation | |
|---|---|---|
| SITE | -6.0% | |
| Market (SPY) | 3.7% | 30.1% |
| Sector (XLI) | 2.6% | 48.4% |
Fundamental Drivers
The 3.5% change in SITE stock from 6/24/2025 to 12/23/2025 was primarily driven by a 17.8% change in the company's Net Income Margin (%).| 6242025 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 121.82 | 126.03 | 3.46% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4575.20 | 4672.30 | 2.12% |
| Net Income Margin (%) | 2.53% | 2.98% | 17.83% |
| P/E Multiple | 47.51 | 40.59 | -14.56% |
| Shares Outstanding (Mil) | 45.08 | 44.80 | 0.62% |
| Cumulative Contribution | 3.45% |
Market Drivers
6/24/2025 to 12/23/2025| Return | Correlation | |
|---|---|---|
| SITE | 3.5% | |
| Market (SPY) | 13.7% | 28.5% |
| Sector (XLI) | 8.7% | 43.2% |
Fundamental Drivers
The -6.1% change in SITE stock from 12/23/2024 to 12/23/2025 was primarily driven by a -5.7% change in the company's Net Income Margin (%).| 12232024 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 134.25 | 126.03 | -6.12% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4492.50 | 4672.30 | 4.00% |
| Net Income Margin (%) | 3.16% | 2.98% | -5.75% |
| P/E Multiple | 42.79 | 40.59 | -5.14% |
| Shares Outstanding (Mil) | 45.23 | 44.80 | 0.94% |
| Cumulative Contribution | -6.13% |
Market Drivers
12/23/2024 to 12/23/2025| Return | Correlation | |
|---|---|---|
| SITE | -6.1% | |
| Market (SPY) | 16.7% | 54.1% |
| Sector (XLI) | 19.1% | 59.9% |
Fundamental Drivers
The 7.3% change in SITE stock from 12/24/2022 to 12/23/2025 was primarily driven by a 109.7% change in the company's P/E Multiple.| 12242022 | 12232025 | Change | |
|---|---|---|---|
| Stock Price ($) | 117.50 | 126.03 | 7.26% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3929.70 | 4672.30 | 18.90% |
| Net Income Margin (%) | 6.97% | 2.98% | -57.27% |
| P/E Multiple | 19.36 | 40.59 | 109.72% |
| Shares Outstanding (Mil) | 45.10 | 44.80 | 0.66% |
| Cumulative Contribution | 7.25% |
Market Drivers
12/24/2023 to 12/23/2025| Return | Correlation | |
|---|---|---|
| SITE | -23.2% | |
| Market (SPY) | 48.4% | 49.6% |
| Sector (XLI) | 42.3% | 60.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SITE Return | 75% | 53% | -52% | 39% | -19% | -3% | 41% |
| Peers Return | 51% | 19% | -24% | 14% | -6% | -10% | 31% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 114% |
Monthly Win Rates [3] | |||||||
| SITE Win Rate | 67% | 67% | 25% | 58% | 42% | 58% | |
| Peers Win Rate | 62% | 53% | 37% | 45% | 40% | 45% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| SITE Max Drawdown | -37% | -4% | -58% | 0% | -29% | -20% | |
| Peers Max Drawdown | -25% | -10% | -41% | -15% | -19% | -22% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: POOL, TTC, SMG, CENT, LNN. See SITE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/23/2025 (YTD)
How Low Can It Go
| Event | SITE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -60.0% | -25.4% |
| % Gain to Breakeven | 149.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -51.2% | -33.9% |
| % Gain to Breakeven | 104.9% | 51.3% |
| Time to Breakeven | 116 days | 148 days |
| 2018 Correction | ||
| % Loss | -49.7% | -19.8% |
| % Gain to Breakeven | 98.9% | 24.7% |
| Time to Breakeven | 348 days | 120 days |
Compare to BG, CPRI, DOLE, BV, URI
In The Past
SiteOne Landscape Supply's stock fell -60.0% during the 2022 Inflation Shock from a high on 11/24/2021. A -60.0% loss requires a 149.8% gain to breakeven.
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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.
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Here are 1-2 brief analogies for SiteOne Landscape Supply (SITE):
- Grainger for landscaping professionals.
- The Amazon for professional landscape supplies.
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- Irrigation Supplies: Provides a comprehensive range of products, including sprinkler heads, pipes, valves, and controllers, essential for efficient landscape watering systems.
- Hardscapes: Offers a wide selection of materials such as pavers, retaining wall blocks, natural stone, and aggregates for constructing patios, walkways, and other outdoor features.
- Fertilizers and Pest Control: Distributes various fertilizers, herbicides, insecticides, and fungicides to promote plant health, control weeds, and manage pests in landscapes.
- Landscape Lighting: Supplies a full line of outdoor lighting fixtures, transformers, and accessories designed to enhance the beauty and safety of commercial and residential properties.
- Power Equipment: Sells professional-grade landscape maintenance equipment, including mowers, trimmers, blowers, and chainsaws, from leading manufacturers.
- Nursery & Plant Material: Provides a diverse assortment of trees, shrubs, flowers, and groundcovers sourced for landscape installation and enhancement projects.
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SiteOne Landscape Supply (symbol: SITE) primarily sells to other companies within the professional landscape and green industry.
Due to the highly fragmented nature of its customer base, SiteOne does not have any single customer that accounts for 10% or more of its net sales, nor does it typically disclose individual customer names. Their customer base consists of tens of thousands of professional businesses, none of which represent a 'major customer' in terms of individual named entities with publicly disclosed symbols.
Instead, SiteOne serves various categories of professional customers. The major categories of these customer businesses include:
- Professional Landscape Contractors: These companies specialize in the design, installation, and maintenance of landscapes for both residential and commercial properties. They constitute the largest portion of SiteOne's customer base, relying on SiteOne for a wide range of products including irrigation supplies, hardscapes, nursery products, fertilizers, and outdoor lighting.
- Golf Course Superintendents and Operators: Businesses and professionals responsible for the maintenance and operation of golf courses, requiring specialized products for turf care, irrigation systems, and general course maintenance.
- Other Green Industry Professionals: This broad category includes nurseries, municipalities (for parks and public spaces), property management companies, and other businesses requiring landscape and outdoor living products for their operations.
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Doug Black, Chief Executive Officer
Mr. Black has served as SiteOne's Chief Executive Officer since April 2014. Prior to joining SiteOne, he was President and Chief Operating Officer of Oldcastle Inc. for 18 years, where he led the company's entry into building products distribution and held senior leadership roles, including Chief Operating Officer and Chief Executive Officer of Oldcastle Architectural Products, and Chief Operating Officer and Chief Executive Officer of Oldcastle Materials. His business career began at McKinsey & Company in 1992, focusing on strategy, sales force effectiveness, and plant improvement projects across various industries. Mr. Black also served as a U.S. Army Engineer Officer from 1986 to 1990, completing construction projects in the Southeastern U.S., Central America, and South America. He has also served as CEO for Bissett Equipment Corp. and previously as CEO for CRH Americas Materials, Inc. Oldcastle Architectural Products Group, a company he was previously involved with, was acquired by CRH Plc in 1997.
John Guthrie, Executive Vice President, Chief Financial Officer and Assistant Secretary
Mr. Guthrie joined SiteOne as head of finance shortly after its formation in 2001 and has been instrumental in the company's growth since its IPO in 2016. In addition to his financial leadership, he has also been responsible for Human Resources, Procurement, IT, and Region Management. Before SiteOne, Mr. Guthrie held various finance positions at Deere & Company and also worked in engineering and manufacturing at Commonwealth Edison and Turtle Wax. Mr. Guthrie is slated to retire at the end of 2025, with Eric Elema appointed to succeed him as Executive Vice President and Chief Financial Officer, effective January 1, 2026.
Scott Salmon, Executive Vice President of Strategy and Development
Mr. Salmon joined SiteOne as Executive Vice President of Strategy and Development in March 2019. Previously, he was President of the Lawn & Garden division of Oldcastle Inc. During his 17-year career at Oldcastle, Mr. Salmon held several senior leadership positions and oversaw all aspects of strategic planning and development.
Shannon Versaggi, Executive Vice President, Marketing, Category Management & Pricing
Ms. Versaggi has been Executive Vice President, Marketing, Category Management & Pricing at SiteOne since January 2023. Prior to this role, she was SiteOne's SVP and Chief Marketing Officer. Before joining SiteOne, Ms. Versaggi was Vice President, Integrated Marketing at Lowe's Companies, where she spent 16 years in various marketing leadership positions including VP, Media and Planning; Director of Media; Director of Marketing Strategy; and Product Marketing Director. She began her career in Finance as a Portfolio Specialist at SunTrust Banks.
Stephanie Hertzog, Division President (West regions)
Ms. Hertzog has served as Division President since June 2023, overseeing the West regions of SiteOne. Before joining SiteOne, she was Chief Executive Officer of the North American Energy and Resources Division at Sodexo, a global services and facilities management company. With over 20 years in the energy and industrial services industries, Ms. Hertzog has held leadership roles in operations, strategy and development, mergers and acquisitions, sales and marketing, and P&L management. Her early career also included time at McKinsey and Company.
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Here are the key risks to SiteOne Landscape Supply (symbol: SITE):
- Sensitivity to Macroeconomic Conditions: SiteOne Landscape Supply's business is highly susceptible to macroeconomic factors like interest rates, inflation, and consumer sentiment. This sensitivity can lead to market softness, particularly in residential construction and repair/remodel markets, which directly impacts demand and the company's organic growth prospects. For instance, the company experienced a net loss and increased Selling, General, and Administrative (SG&A) expenses in Q1 2025 due in part to this challenging economic environment.
- Commodity Price Volatility: The company faces risks associated with persistent price deflation in specific products, such as grass seed and PVC pipe, which can exert downward pressure on gross margins and overall profitability. Conversely, the inability to effectively pass on increased costs to customers during periods of rising commodity prices could also negatively affect SiteOne's operations and financial performance.
- Operational Challenges, Acquisition Integration, and Competition: SiteOne experiences operational challenges, including rising SG&A expenses, partly driven by its acquisition strategy, which has contributed to increased net losses. While acquisitions are a key part of its growth strategy, there are inherent risks in integrating newly acquired businesses. Furthermore, the company has shown an absence of strong organic revenue growth in recent periods, suggesting a reliance on acquisitions for expansion. Coupled with increasing competition, this can lead to shrinking returns on capital and impact the company's profitability.
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SiteOne Landscape Supply (symbol: SITE) operates primarily in the United States and Canada, serving landscape professionals with a comprehensive range of products and services. The addressable markets for their main product and service categories in the U.S. are as follows:
- Landscaping Products: The U.S. landscaping products market was valued at approximately USD 21.71 billion in 2024 and is projected to reach around USD 42.66 billion by 2034. Another estimate for landscaping products demand in the U.S. forecasts a rise to USD 14.7 billion by 2028.
- Lawn Care Market (Products and Services): The United States lawn care market size was valued at USD 293.26 billion in 2024 and is estimated to reach USD 487.1 billion by 2033. Separately, the U.S. lawn and garden products market is expected to reach USD 83 billion in 2025, rising to USD 102 billion by 2028.
- Hardscapes: Demand for hardscaping products in the U.S. was USD 4.4 billion in 2024 and is forecast to increase to USD 5.1 billion by 2028.
- Irrigation Supplies (including Smart Irrigation): The U.S. irrigation automation market generated USD 818.9 million in revenue in 2024 and is expected to reach USD 2,600.9 million by 2030. The United States smart irrigation market size reached USD 494.0 million in 2024 and is expected to reach USD 1,841.0 million by 2033.
- Outdoor Lighting: The U.S. outdoor lighting market generated USD 4,461.4 million in 2023 and is expected to reach USD 7,104.4 million by 2030.
- Nursery Goods: The market size of Nursery & Garden Stores in the U.S. is projected to be USD 50.1 billion in 2025.
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SiteOne Landscape Supply (NYSE: SITE) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives and potential market improvements. Key drivers include:
- Strategic Acquisitions: SiteOne consistently pursues acquisitions of smaller, high-margin businesses within the fragmented landscape supply industry. This strategy allows the company to expand its geographic footprint, consolidate market share, and integrate new capabilities and product lines. For instance, in the third quarter of 2025, SiteOne completed three acquisitions, contributing to six year-to-date acquisitions. Analysts also highlight ongoing acquisitions as a way for SiteOne to introduce higher-margin products and leverage operational synergies.
- Organic Growth Initiatives and Market Share Gains: The company focuses on various commercial and operational initiatives to achieve organic daily sales growth and gain market share. This includes leveraging an efficient sales force, expanding digital sales through siteone.com, and fostering growth in private label products and smaller customer segments. For example, in Q3 2025, organic daily sales increased by 3% due to sales initiatives and improved pricing.
- Price Realization: SiteOne aims to achieve positive price realization and strategic pricing, which contributes to both revenue growth and gross margin expansion. The company reported a 1% increase in pricing during the third quarter of 2025 and anticipates pricing to normalize to 1-3% in 2026.
- End-Market Recovery: While certain end markets, such as new residential construction and repair/upgrade, are currently experiencing softness, a future recovery in these cyclical sectors is expected to provide a tailwind for SiteOne's revenue growth. The maintenance market is projected to grow modestly.
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Share Repurchases
- SiteOne Landscape Supply completed the repurchase of 1,162,162 shares for $145.74 million under the buyback plan announced on November 2, 2022, as of September 28, 2025.
- Year-to-date in 2025, the company repurchased 656,095 shares for $77.7 million at an average price of $118 per share.
- In the second quarter of 2025, approximately 466,000 shares were repurchased for $54.3 million, representing the largest share repurchase quarter since the plan was initiated in October 2022.
Share Issuance
- In August 2020, SiteOne Landscape Supply announced the pricing of an underwritten public offering of 2,150,000 shares of common stock, with anticipated gross proceeds of $264 million. These proceeds were intended for general corporate purposes, including potential acquisitions, debt repayment, working capital, and capital expenditures.
Outbound Investments
- SiteOne Landscape Supply consistently pursues growth through acquisitions, having completed six acquisitions year-to-date in 2025.
- Notable acquisitions in 2025 include Grove Nursery, Nashville Nursery and Landscape Supply, Autumn Ridge Stone & Landscape Supply, and Red's Home & Garden, which expand the company's product lines and geographic reach.
- Acquisitions made in 2024 and 2025 collectively contributed approximately $41 million, or 3%, to net sales growth in the second quarter of 2025.
Capital Expenditures
- Capital expenditures in the second quarter of 2025 were approximately $14 million, with an increase reflecting a real estate investment at one of the company's branches.
- In the third quarter of 2025, capital expenditures amounted to $10.1 million.
- Net cash used for investing activities, which encompasses both capital expenditures and acquisitions, was $150 million in 2024.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to SITE. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 17.7% | 17.7% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.4% | 4.4% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 6.3% | 6.3% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.2% | 2.2% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 6.3% | 6.3% | -0.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for SiteOne Landscape Supply
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 98.07 |
| Mkt Cap | 4.5 |
| Rev LTM | 3,962 |
| Op Inc LTM | 336 |
| FCF LTM | 282 |
| FCF 3Y Avg | 362 |
| CFO LTM | 352 |
| CFO 3Y Avg | 441 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -1.1% |
| Rev Chg 3Y Avg | -2.9% |
| Rev Chg Q | 0.2% |
| QoQ Delta Rev Chg LTM | 0.0% |
| Op Mgn LTM | 11.0% |
| Op Mgn 3Y Avg | 9.7% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 10.8% |
| CFO/Rev 3Y Avg | 11.9% |
| FCF/Rev LTM | 8.7% |
| FCF/Rev 3Y Avg | 10.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.5 |
| P/S | 1.4 |
| P/EBIT | 13.9 |
| P/E | 22.0 |
| P/CFO | 10.6 |
| Total Yield | 7.0% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 5.6% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.1% |
| 3M Rtn | -5.3% |
| 6M Rtn | -7.7% |
| 12M Rtn | -7.7% |
| 3Y Rtn | -7.6% |
| 1M Excs Rtn | -2.5% |
| 3M Excs Rtn | -8.0% |
| 6M Excs Rtn | -20.8% |
| 12M Excs Rtn | -25.0% |
| 3Y Excs Rtn | -87.1% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $126.03 | |
| Market Cap ($ Bil) | 5.6 | |
| First Trading Date | 05/12/2016 | |
| Distance from 52W High | -17.6% | |
| 50 Days | 200 Days | |
| DMA Price | $127.24 | $126.67 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -1.0% | -0.5% |
| 3M | 1YR | |
| Volatility | 30.8% | 37.1% |
| Downside Capture | 115.61 | 119.21 |
| Upside Capture | 66.23 | 94.82 |
| Correlation (SPY) | 30.7% | 54.0% |
SITE Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.54 | 0.65 | 0.64 | 1.03 | 1.02 | 1.25 |
| Up Beta | 1.27 | 0.64 | 1.20 | 1.46 | 1.04 | 1.21 |
| Down Beta | 0.69 | 0.62 | 0.46 | 0.94 | 0.87 | 1.06 |
| Up Capture | 58% | 73% | 27% | 91% | 94% | 201% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 12 | 20 | 28 | 58 | 112 | 357 |
| Down Capture | 17% | 59% | 81% | 94% | 114% | 108% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 8 | 22 | 35 | 67 | 136 | 392 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of SITE With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| SITE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -6.9% | 20.4% | 18.8% | 72.9% | 9.0% | 3.7% | -11.4% |
| Annualized Volatility | 37.0% | 18.8% | 19.5% | 19.2% | 15.3% | 17.2% | 35.0% |
| Sharpe Ratio | -0.13 | 0.85 | 0.76 | 2.72 | 0.36 | 0.05 | -0.14 |
| Correlation With Other Assets | 60.0% | 54.1% | -10.9% | 10.0% | 46.7% | 22.7% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of SITE With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| SITE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -3.2% | 13.8% | 14.8% | 18.9% | 11.8% | 4.7% | 35.5% |
| Annualized Volatility | 40.3% | 17.2% | 17.1% | 15.5% | 18.7% | 18.9% | 48.9% |
| Sharpe Ratio | 0.04 | 0.64 | 0.70 | 0.98 | 0.51 | 0.16 | 0.62 |
| Correlation With Other Assets | 63.1% | 59.6% | 5.7% | 9.7% | 55.0% | 26.1% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of SITE With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| SITE | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 17.6% | 13.5% | 14.8% | 15.1% | 6.8% | 5.4% | 69.1% |
| Annualized Volatility | 41.7% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.53 | 0.60 | 0.71 | 0.85 | 0.31 | 0.23 | 0.90 |
| Correlation With Other Assets | 58.4% | 57.8% | 5.4% | 15.4% | 50.9% | 17.8% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | 7.2% | 2.0% | 10.0% |
| 7/30/2025 | 10.6% | 7.8% | 12.8% |
| 4/30/2025 | 0.6% | 3.4% | 2.9% |
| 2/12/2025 | 2.8% | 5.9% | -9.7% |
| 10/30/2024 | 3.7% | 3.3% | 7.0% |
| 7/31/2024 | 2.2% | -5.4% | -3.0% |
| 5/1/2024 | -8.5% | -0.5% | -3.1% |
| 2/14/2024 | 8.5% | 6.0% | 9.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 18 | 14 | 13 |
| # Negative | 6 | 10 | 11 |
| Median Positive | 4.8% | 4.6% | 8.6% |
| Median Negative | -5.2% | -5.9% | -5.7% |
| Max Positive | 11.9% | 13.1% | 22.5% |
| Max Negative | -10.5% | -14.8% | -40.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10292025 | 10-Q 9/28/2025 |
| 6302025 | 7302025 | 10-Q 6/29/2025 |
| 3312025 | 4302025 | 10-Q 3/30/2025 |
| 12312024 | 2202025 | 10-K 12/29/2024 |
| 9302024 | 10302024 | 10-Q 9/29/2024 |
| 6302024 | 7312024 | 10-Q 6/30/2024 |
| 3312024 | 5012024 | 10-Q 3/31/2024 |
| 12312023 | 2222024 | 10-K 12/31/2023 |
| 9302023 | 11012023 | 10-Q 10/1/2023 |
| 6302023 | 8022023 | 10-Q 7/2/2023 |
| 3312023 | 5032023 | 10-Q 4/2/2023 |
| 12312022 | 2232023 | 10-K 1/1/2023 |
| 9302022 | 11022022 | 10-Q 10/2/2022 |
| 6302022 | 8032022 | 10-Q 7/3/2022 |
| 3312022 | 5042022 | 10-Q 4/3/2022 |
| 12312021 | 2242022 | 10-K 1/2/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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