Tearsheet

SiteOne Landscape Supply (SITE)

Market Price (12/4/2025): $131.74 | Market Cap: $5.9 Bil
Sector: Industrials | Industry: Trading Companies & Distributors

SiteOne Landscape Supply (SITE)

Market Price (12/4/2025): $131.74
Market Cap: $5.9 Bil
Sector: Industrials
Industry: Trading Companies & Distributors

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Low stock price volatility Vol 12M is 37%	Weak multi-year price returns 2Y Excs Rtn is -54%, 3Y Excs Rtn is -60%
1	Megatrend and thematic drivers Megatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Green Building Materials, Show more.

0	Low stock price volatility Vol 12M is 37%
1	Megatrend and thematic drivers Megatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Green Building Materials, Show more.
2	Weak multi-year price returns 2Y Excs Rtn is -54%, 3Y Excs Rtn is -60%

Valuation, Metrics & Events

	12/4/25	2024	2023	2022	2021
Share Price CYE	$131.74	$131.77	$162.50	$117.32	$242.28
Market Cap CYE ($ Bil)	5.9	6.0	7.3	5.3	10.8
Total Debt ($ Bil)	1.0	1.0	0.9	0.7	0.6
Total Cash ($ Bil)	0.1	0.1	0.1	0.0	0.1
Enterprise Value ($ Bil)	6.8	7.0	8.2	6.0	11.4
Valuation Ratios
P/S TTM	1.2	1.3	1.7	1.3	3.1
P/EBIT TTM	26.0	31.0	29.3	15.9	34.4
P/E TTM	40.8	48.2	42.3	21.5	45.3
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4	1.1	1.6
P/EBIT TTM (Sector)	12.9	11.8	11.5	9.2	12.3
P/E TTM (Sector)	17.6	16.5	15.4	12.2	16.4

	12/4/25	2024	2023
Share Price CYE	$131.74	$131.77	$162.50
Market Cap CYE ($ Bil)	5.9	6.0	7.3
Total Debt ($ Bil)	1.0	1.0	0.9
Total Cash ($ Bil)	0.1	0.1	0.1
Enterprise Value ($ Bil)	6.8	7.0	8.2
Valuation Ratios
P/S TTM	1.2	1.3	1.7
P/EBIT TTM	26.0	31.0	29.3
P/E TTM	40.8	48.2	42.3
Sector Ratios
P/S TTM (Sector)	1.6	1.5	1.4
P/EBIT TTM (Sector)	12.9	11.8	11.5
P/E TTM (Sector)	17.6	16.5	15.4

	SITE	S&P 500
REVENUE GROWTH	POOR
Rev LTM ($ Bil)	4.7
Rev Chg Q	4.1%	7.1%
Rev Chg LTM	4.0%	6.1%
Rev Chg 3Y Avg	5.9%	5.5%
PROFITABILITY	VERY POOR
Op Inc LTM ($ Bil)	0.2
CFO LTM ($ Bil)	0.3
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	4.7%	18.8%
CFO/Rev LTM	5.5%	20.5%
Net Inc Mgn	3.0%	13.1%
VALUATION	HIGH
P/S	1.2	3.2
P/CFO	22.2	15.8
P/FCF	27.7	20.5
P/E	40.8	23.5
STABILITY	GOOD
Debt/Equity	0.17	0.20
Cash/Assets	0.03	0.07

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Metric	Value	Date	Source
Number of Branches	over 680	9282025	Link
Organic Daily Sales Growth	3%	10292025	Link
Acquisitions Year-to-Date	6	10292025	Link
Total Number of Acquisitions	67	10012025	Link
Digital Sales Growth	140%	5052025	Link
Number of Employees	8760	12312024	Link
Customer Loyalty Program Enrollment	approximately 52,000	12292024	Link
Number of SKUs	approximately 160,000	11122024	Link

Upcoming
2/11/2026	Earnings Release	Rev: - EPS: -

SITE Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

AI Generated Analysis | Feedback

Here are five key points that could explain a significant downward movement, such as -6.5%, for SiteOne Landscape Supply (SITE) during the approximate time period from August 31, 2025, to December 4, 2025: 1. Analyst Downgrades and Lowered Price Targets. During this period, several analyst firms adjusted their outlook on SiteOne Landscape Supply, contributing to potential negative sentiment. Notably, William Blair downgraded the stock from "Buy" to "Hold" on October 15, 2025. Goldman Sachs also lowered its price target for SITE from $158 to $138 while maintaining a "Hold" rating on October 13, 2025. Additionally, Barclays maintained a "Sell" rating and reduced its price target from $106 to $120 on October 30, 2025.

2. Lingering Concerns Over Soft End Markets and Economic Headwinds. SiteOne's second-quarter 2025 earnings report, released on July 30, 2025, indicated ongoing soft demand in the new residential construction and repair and upgrade end markets, with expectations for these conditions to persist. Broader market outlooks for Q4 2025 also highlighted weakening economic fundamentals, which could create a challenging environment for industries tied to construction and landscaping, thereby putting pressure on SiteOne's stock.

3. CFO Transition Uncertainty. The announcement on August 27, 2025, regarding the planned retirement of Chief Financial Officer John Guthrie, even with the simultaneous appointment of Eric Elema as his successor, could have introduced a degree of short-term investor uncertainty. Changes in key leadership positions can sometimes lead to speculative selling as investors assess the impact of the transition.

4. High Valuation Metrics. As of early December 2025, SiteOne Landscape Supply exhibited relatively high valuation metrics, including a P/E ratio of 43.16 and a PEG ratio of 2.18. A PEG ratio above 1 can sometimes suggest that a stock is overvalued relative to its earnings growth prospects, potentially making it more susceptible to downward price corrections.

5. Negative Momentum from Previous Performance. The stock's performance over the preceding 12 months, which saw a decline of 8.41% as of November 21, 2025, could have contributed to a broader pessimistic investor sentiment. A sustained negative trend can make a stock more vulnerable to further declines or slower recovery, even amidst some positive company-specific news.

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Stock Movement Drivers

Fundamental Drivers

The -6.2% change in SITE stock from 9/3/2025 to 12/3/2025 was primarily driven by a -16.2% change in the company's P/E Multiple.

	9032025	12032025	Change
Stock Price ($)	142.87	133.97	-6.23%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	4622.90	4672.30	1.07%
Net Income Margin (%)	2.69%	2.98%	10.63%
P/E Multiple	51.47	43.15	-16.17%
Shares Outstanding (Mil)	44.82	44.80	0.03%
Cumulative Contribution			-6.23%

LTM = Last Twelve Months as of date shown

Market Drivers

9/3/2025 to 12/3/2025

	Return	Correlation
SITE	-6.2%
Market (SPY)	6.2%	23.2%
Sector (XLI)	2.9%	47.4%

Fundamental Drivers

The 11.7% change in SITE stock from 6/4/2025 to 12/3/2025 was primarily driven by a 17.8% change in the company's Net Income Margin (%).

	6042025	12032025	Change
Stock Price ($)	119.97	133.97	11.67%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	4575.20	4672.30	2.12%
Net Income Margin (%)	2.53%	2.98%	17.83%
P/E Multiple	46.79	43.15	-7.78%
Shares Outstanding (Mil)	45.08	44.80	0.62%
Cumulative Contribution			11.67%

LTM = Last Twelve Months as of date shown

Market Drivers

6/4/2025 to 12/3/2025

	Return	Correlation
SITE	11.7%
Market (SPY)	15.1%	30.2%
Sector (XLI)	7.6%	45.0%

Fundamental Drivers

The -11.3% change in SITE stock from 12/3/2024 to 12/3/2025 was primarily driven by a -10.4% change in the company's P/E Multiple.

	12032024	12032025	Change
Stock Price ($)	151.07	133.97	-11.32%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	4492.50	4672.30	4.00%
Net Income Margin (%)	3.16%	2.98%	-5.75%
P/E Multiple	48.15	43.15	-10.39%
Shares Outstanding (Mil)	45.23	44.80	0.94%
Cumulative Contribution			-11.33%

LTM = Last Twelve Months as of date shown

Market Drivers

12/3/2024 to 12/3/2025

	Return	Correlation
SITE	-11.3%
Market (SPY)	14.3%	54.2%
Sector (XLI)	9.8%	60.1%

Fundamental Drivers

The 6.2% change in SITE stock from 12/4/2022 to 12/3/2025 was primarily driven by a 107.7% change in the company's P/E Multiple.

	12042022	12032025	Change
Stock Price ($)	126.10	133.97	6.24%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	3929.70	4672.30	18.90%
Net Income Margin (%)	6.97%	2.98%	-57.27%
P/E Multiple	20.77	43.15	107.73%
Shares Outstanding (Mil)	45.10	44.80	0.66%
Cumulative Contribution			6.24%

LTM = Last Twelve Months as of date shown

Market Drivers

12/4/2023 to 12/3/2025

	Return	Correlation
SITE	-6.4%
Market (SPY)	53.2%	48.7%
Sector (XLI)	45.4%	60.0%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
SITE Return	75%	53%	-52%	39%	-19%	1%	47%
Peers Return	12%	27%	-14%	22%	10%	10%	79%
S&P 500 Return	16%	27%	-19%	24%	23%	16%	112%
Monthly Win Rates [3]
SITE Win Rate	67%	67%	25%	58%	42%	60%
Peers Win Rate	48%	59%	50%	55%	50%	50%
S&P 500 Win Rate	58%	75%	42%	67%	75%	70%
Max Drawdowns [4]
SITE Max Drawdown	-37%	-4%	-58%	0%	-29%	-20%
Peers Max Drawdown	-49%	-4%	-36%	-17%	-22%	-22%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: BG, CPRI, DOLE, BV, URI. 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 12/3/2025 (YTD)

How Low Can It Go

Unique Key	Event	SITE	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-60.0%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	149.8%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	Not Fully Recovered days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-51.2%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	104.9%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	116 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-49.7%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	98.9%	24.7%
2018 CorrectionTime to Breakeven	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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About SiteOne Landscape Supply (SITE)

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.

AI Generated Analysis | Feedback

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.

AI Generated Analysis | Feedback

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.

AI Generated Analysis | Feedback

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AI Generated Analysis | Feedback

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.

AI Generated Analysis | Feedback

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.

Better Bets than SiteOne Landscape Supply (SITE)

	SITE	Better Performance than SITE
Metric	Value	INDUSTRY: Trading Companies & Distributors
Rev Chg LTM	4.0%	QXO (8117.4%), FTAI (51.4%), FAST (6.9%), URI (6.7%), WCC (5.3%)
Rev Chg 3Y Avg	5.9%	QXO (2715.8%), FTAI (66.9%), URI (13.2%), CNM (8.2%), REZI (6.1%)
Op Mgn LTM	4.7%	FTAI (31.1%), URI (25.1%), FAST (20.2%), WSO (9.9%), FERG (8.7%)
CFO/Rev LTM	5.5%	URI (31.2%), UHAL (27.1%), FAST (15.1%), WSO (7.4%), FERG (6.2%)
FCF/Rev LTM	4.4%	FAST (12.1%), AIT (9.8%), CNM (7.3%), WSO (7.0%), FERG (5.2%)
Total Yield	2.4%	WSO (6.4%), URI (4.9%), FERG (4.3%), FAST (3.9%), FTAI (3.6%)
P/S	1.2	WCC (0.4), DNOW (0.7), REZI (0.9), DXPE (1.0), HRI (1.0)
P/Op Inc	26.4	WCC (8.5), URI (15.3), FERG (16.0), WSO (20.9), FTAI (23.5)

	SITE	Better Performance than SITE
Metric	Value	SECTOR: Industrials
Rev Chg LTM	4.0%	UBER (18.2%), GE (17.7%), BA (10.2%), GEV (9.4%), RTX (8.8%)
Rev Chg 3Y Avg	5.9%	UBER (19.6%), GE (15.7%), BA (10.1%), ETN (9.7%), RTX (9.4%)
Op Mgn LTM	4.7%	UNP (40.6%), GE (20.5%), CAT (18.2%), RTX (10.3%), UBER (9.2%)
CFO/Rev LTM	5.5%	UBER (18.1%), CAT (18.0%), GE (17.2%), RTX (9.3%), GEV (9.1%)
FCF/Rev LTM	4.4%	UBER (17.5%), GE (14.7%), CAT (12.3%), GEV (6.6%), RTX (5.5%)
Total Yield	2.4%	UBER (8.1%), UNP (7.3%), CAT (6.7%), RTX (4.5%), GE (2.5%)
P/S	1.2	UAL (0.5), DAL (0.6), FDX (0.6), UPS (0.8), CHRW (1.0)
P/Op Inc	26.4	UNP (14.0), CAT (15.8), DE (15.9), HON (17.4), RTX (25.5)

	SITE	Better Performance than SITE
Metric	Value	ALL OTHER SECTORS
Rev Chg LTM	4.0%	NVDA (71.6%), MSFT (15.6%), GOOGL (13.4%), AMZN (10.9%), AAPL (6.0%)
Rev Chg 3Y Avg	5.9%	NVDA (92.0%), AVGO (24.0%), MSFT (13.2%), AMZN (11.3%), GOOGL (11.0%)
Op Mgn LTM	4.7%	NVDA (58.1%), MSFT (46.3%), GOOGL (32.2%), AAPL (31.9%), AMZN (11.4%)
CFO/Rev LTM	5.5%	MSFT (50.0%), NVDA (46.6%), GOOGL (39.3%), AAPL (26.6%), AMZN (18.1%)
FCF/Rev LTM	4.4%	NVDA (43.6%), AVGO (41.6%), MSFT (26.6%), AAPL (23.5%), GOOGL (19.1%)
Total Yield	2.4%	GOOGL (4.6%), META (3.5%), MSFT (3.4%), AMZN (3.0%), AAPL (3.0%)
P/S	1.2	CVS (0.2), MCK (0.2), UNH (0.7), CMCSA (0.9), WMT (1.1)
P/Op Inc	26.4	XOM (12.4), V (16.6), JNJ (18.5), META (22.6), GOOGL (23.7)

		Best Bets In Industrials Sector
	SITE
What You Pay
P/E	41.5
P/EBIT	26.4
What You Get
Rev Chg Q	4.1%
Rev Chg LTM	4.0%
Rev Chg 3Y Avg	5.9%
FCF/Rev 3Y Avg	5.2%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 16%, alpha of 4.2%, and sharpe of 0.76

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	SiteOne Landscape Supply Earnings Notes
2	Would You Still Hold SiteOne Landscape Supply Stock If It Fell 30%?	Return
3	SiteOne Landscape Supply vs Apple: Which Is A Better Investment?	Counter-Intuitive Comparisons
4	SiteOne Landscape Supply vs RTX: Which Is A Better Investment?	Counter-Intuitive Comparisons
5	SiteOne Landscape Supply vs United Rentals: Which Is A Better Investment?	Counter-Intuitive Comparisons
6	How Does SiteOne Landscape Supply Stock Stack Up Against Its Peers?	Peer Comparison
7	Better Bet Than SITE Stock: Pay Less Than SiteOne Landscape Supply To Get More From GOOGL, META
8	Better Bet Than SITE Stock: Pay Less Than SiteOne Landscape Supply To Get More From RTX, TT
9	Better Bet Than SITE Stock: Pay Less Than SiteOne Landscape Supply To Get More From MGRC
10	Why SiteOne Landscape Supply Stock Moved: SITE Stock Has Lost 44% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)

	Title
0	ARTICLES

Trade Ideas

Select past ideas related to SITE. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	7.3%	7.3%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	2.3%	2.3%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	4.8%	4.8%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	1.6%	1.6%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	2.2%	2.2%	0.0%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	7.3%	7.3%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	2.3%	2.3%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	4.8%	4.8%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	1.6%	1.6%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	2.2%	2.2%	0.0%

Recent Active Movers

1 Day Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
MPLT	MapLight Therapeutics	0.7	31.3%
AEVA	Aeva Technologies	0.8	25.7%	188.2%
DC	Dakota Gold	0.6	19.7%	150.9%
SERV	Serve Robotics	0.7	18.2%	-12.6%
ACDC	ProFrac	0.7	17.6%	-45.0%
HY	Hyster Yale	0.6	15.6%	-29.9%
AEO	American Eagle Outfitters	4.1	15.1%	49.7%
BEAM	Beam Therapeutics	2.7	14.4%	7.8%
GOSS	Gossamer Bio	0.8	14.4%	278.1%
FTRE	Fortrea	1.3	14.4%	-21.8%

1 Day Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
PSTG	Pure Storage	22.6	-27.3%	12.1%
GTLB	GitLab	6.3	-12.8%	-32.9%
CTEV	Claritev	0.7	-11.3%
FBYD	Falcons Beyond Global	0.7	-11.2%	131.2%
ACHC	Acadia Healthcare	1.3	-10.9%	-63.0%
ULS	UL Solutions	16.0	-10.7%	60.4%
HPK	HighPeak Energy	0.7	-10.6%	-59.8%
OS	OneStream	3.5	-10.4%	-35.0%
ARE	Alexandria Real Estate Equities	8.2	-10.1%	-47.9%
THO	Thor Industries	5.3	-9.5%	6.6%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
HPP	Hudson Pacific Properties	6.3	641.5%	-34.3%
TLRY	Tilray Brands	7.5	618.1%	-46.9%
TMC	TMC The Metals	2.8	42.2%	589.3%
VERA	Vera Therapeutics	2.6	40.2%	-2.4%
ARWR	Arrowhead Pharmaceuticals	9.0	39.1%	246.1%
TE	T1 Energy	0.7	37.4%
MPLT	MapLight Therapeutics	0.7	32.1%
AEVA	Aeva Technologies	0.8	31.1%	188.2%
AMKR	Amkor Technology	10.9	30.2%	73.4%
DC	Dakota Gold	0.6	30.2%	150.9%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
JANX	Janux Therapeutics	1.1	-50.7%	-68.0%
VTYX	Ventyx Biosciences	0.6	-25.0%	258.0%
CTEV	Claritev	0.7	-23.5%
AMBA	Ambarella	3.0	-22.9%	-3.6%
FULC	Fulcrum Therapeutics	0.6	-21.5%	92.8%
PD	PagerDuty	1.1	-20.5%	-33.9%
NTNX	Nutanix	12.7	-19.3%	-22.4%
CNK	Cinemark	2.6	-18.0%	-25.2%
PSTG	Pure Storage	22.6	-17.2%	12.1%
ZS	Zscaler	38.1	-15.9%	35.1%

1 Month Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
OLMA	Olema Pharmaceuticals	2.3	223.6%	367.4%
COGT	Cogent Biosciences	5.4	152.6%	402.1%
CDTX	Cidara Therapeutics	5.9	115.1%	722.1%
IRWD	Ironwood Pharmaceuticals	0.6	100.5%	-15.8%
TERN	Terns Pharmaceuticals	2.5	95.9%	396.2%
FRGE	Forge Global	0.6	90.3%	217.8%
SGML	Sigma Lithium	1.1	87.3%	-10.6%
INSP	Inspire Medical Systems	4.0	82.8%	-27.3%
NPCE	NeuroPace	0.6	77.2%	48.9%
ALMS	Alumis	0.6	71.9%	-0.3%

1 Month Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
UP	Wheels Up Experience	0.4	-52.7%	-62.4%
CCOI	Cogent Communications	0.9	-51.9%	-72.9%
SMR	NuScale Power	3.0	-50.7%	12.3%
FRMI	Fermi	10.3	-47.5%
AMSC	American Superconductor	1.4	-47.2%	30.1%
TLRY	Tilray Brands	7.5	-46.1%	-46.9%
BTDR	Bitdeer Technologies	2.4	-44.8%	-41.8%
EXOD	Exodus Movement	0.4	-43.1%	-53.3%
STUB	Stubhub	3.5	-39.8%
METC	Ramaco Resources	1.0	-39.4%	66.9%

Recent Active Movers

1 Day Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
MPLT	MapLight Therapeutics	0.7	31.3%
AEVA	Aeva Technologies	0.8	25.7%	188.2%
DC	Dakota Gold	0.6	19.7%	150.9%
SERV	Serve Robotics	0.7	18.2%	-12.6%
ACDC	ProFrac	0.7	17.6%	-45.0%
HY	Hyster Yale	0.6	15.6%	-29.9%
AEO	American Eagle Outfitters	4.1	15.1%	49.7%
BEAM	Beam Therapeutics	2.7	14.4%	7.8%
GOSS	Gossamer Bio	0.8	14.4%	278.1%
FTRE	Fortrea	1.3	14.4%	-21.8%

1 Day Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
PSTG	Pure Storage	22.6	-27.3%	12.1%
GTLB	GitLab	6.3	-12.8%	-32.9%
CTEV	Claritev	0.7	-11.3%
FBYD	Falcons Beyond Global	0.7	-11.2%	131.2%
ACHC	Acadia Healthcare	1.3	-10.9%	-63.0%
ULS	UL Solutions	16.0	-10.7%	60.4%
HPK	HighPeak Energy	0.7	-10.6%	-59.8%
OS	OneStream	3.5	-10.4%	-35.0%
ARE	Alexandria Real Estate Equities	8.2	-10.1%	-47.9%
THO	Thor Industries	5.3	-9.5%	6.6%

1 Week Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
HPP	Hudson Pacific Properties	6.3	641.5%	-34.3%
TLRY	Tilray Brands	7.5	618.1%	-46.9%
TMC	TMC The Metals	2.8	42.2%	589.3%
VERA	Vera Therapeutics	2.6	40.2%	-2.4%
ARWR	Arrowhead Pharmaceuticals	9.0	39.1%	246.1%
TE	T1 Energy	0.7	37.4%
MPLT	MapLight Therapeutics	0.7	32.1%
AEVA	Aeva Technologies	0.8	31.1%	188.2%
AMKR	Amkor Technology	10.9	30.2%	73.4%
DC	Dakota Gold	0.6	30.2%	150.9%

1 Week Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
JANX	Janux Therapeutics	1.1	-50.7%	-68.0%
VTYX	Ventyx Biosciences	0.6	-25.0%	258.0%
CTEV	Claritev	0.7	-23.5%
AMBA	Ambarella	3.0	-22.9%	-3.6%
FULC	Fulcrum Therapeutics	0.6	-21.5%	92.8%
PD	PagerDuty	1.1	-20.5%	-33.9%
NTNX	Nutanix	12.7	-19.3%	-22.4%
CNK	Cinemark	2.6	-18.0%	-25.2%
PSTG	Pure Storage	22.6	-17.2%	12.1%
ZS	Zscaler	38.1	-15.9%	35.1%

Peer Comparisons for SiteOne Landscape Supply

Peers to compare with:

Financials

	SITE	BG	CPRI	DOLE	BV	URI	Median
Name	SiteOne .	Bunge Gl.	Capri	Dole	BrightVi.	United R.
Mkt Price	133.97	95.29	27.38	14.73	12.78	813.66	61.34
Mkt Cap	6.0	18.8	3.3	1.4	1.2	52.2	4.6
Rev LTM	4,672	60,109	3,949	8,758	2,699	15,986	6,715
Op Inc LTM	218	1,552	81	242	132	4,009	230
FCF LTM	205	-1,124	-30	78	33	450	55
FCF 3Y Avg	230	101	260	141	73	446	186
CFO LTM	255	550	88	197	261	4,982	258
CFO 3Y Avg	274	1,396	421	234	195	4,812	347

Growth & Margins

	SITE	BG	CPRI	DOLE	BV	URI	Median
Name	SiteOne .	Bunge Gl.	Capri	Dole	BrightVi.	United R.
Rev Chg LTM	4.0%	10.3%	-9.8%	4.8%	-3.0%	6.7%	4.4%
Rev Chg 3Y Avg	5.9%	-3.2%	-12.3%	4.4%	-0.3%	13.2%	2.0%
Rev Chg Q	4.1%	71.6%	-2.5%	14.3%	-4.1%	5.9%	5.0%
QoQ Delta Rev Chg LTM	1.1%	18.2%	-0.6%	3.6%	-1.1%	1.5%	1.3%
Op Mgn LTM	4.7%	2.6%	2.1%	2.8%	4.9%	25.1%	3.7%
Op Mgn 3Y Avg	5.1%	3.5%	5.5%	2.7%	4.0%	26.5%	4.6%
QoQ Delta Op Mgn LTM	0.3%	-0.4%	-0.1%	0.0%	0.4%	-0.4%	-0.0%
CFO/Rev LTM	5.5%	0.9%	2.2%	2.2%	9.7%	31.2%	3.9%
CFO/Rev 3Y Avg	6.2%	2.4%	8.8%	2.8%	7.1%	32.2%	6.6%
FCF/Rev LTM	4.4%	-1.9%	-0.8%	0.9%	1.2%	2.8%	1.1%
FCF/Rev 3Y Avg	5.2%	0.2%	5.3%	1.7%	2.6%	2.9%	2.8%

Valuation

	SITE	BG	CPRI	DOLE	BV	URI	Median
Name	SiteOne .	Bunge Gl.	Capri	Dole	BrightVi.	United R.
Mkt Cap	6.0	18.8	3.3	1.4	1.2	52.2	4.6
P/S	1.2	0.3	0.6	0.2	0.6	3.8	0.6
P/EBIT	26.4	7.0	29.5	5.3	12.0	15.0	13.5
P/E	41.5	12.1	-2.0	55.2	29.4	24.2	26.8
P/CFO	22.6	29.1	27.1	6.8	6.1	12.3	17.5
Total Yield	2.4%	9.4%	-48.9%	2.4%	3.4%	4.9%	2.9%
Dividend Yield	0.0%	1.2%	0.0%	0.6%	0.0%	0.7%	0.3%
FCF Yield 3Y Avg	3.5%	1.0%	4.5%	11.3%	6.9%	0.9%	4.0%
D/E	0.2	1.1	1.2	1.1	0.5	0.2	0.8
Net D/E	0.1	0.9	1.2	0.9	0.5	0.2	0.7

Returns

	SITE	BG	CPRI	DOLE	BV	URI	Median
Name	SiteOne .	Bunge Gl.	Capri	Dole	BrightVi.	United R.
1M Rtn	7.4%	2.1%	32.1%	15.8%	4.5%	-4.9%	6.0%
3M Rtn	-6.2%	18.2%	29.6%	0.6%	-10.6%	-13.7%	-2.8%
6M Rtn	11.7%	29.8%	60.3%	8.0%	-18.7%	17.3%	14.5%
12M Rtn	-11.3%	11.7%	19.8%	-0.1%	-26.3%	-5.5%	-2.8%
3Y Rtn	6.2%	9.8%	-53.7%	52.6%	88.8%	135.6%	31.2%
1M Excs Rtn	7.4%	2.1%	32.2%	15.8%	4.5%	-4.9%	6.0%
3M Excs Rtn	-14.5%	13.0%	20.5%	5.3%	-16.8%	-20.8%	-4.6%
6M Excs Rtn	-3.1%	15.1%	45.6%	-6.7%	-33.4%	2.6%	-0.2%
12M Excs Rtn	-26.1%	-3.7%	3.4%	-13.5%	-38.8%	-18.8%	-16.1%
3Y Excs Rtn	-60.3%	-71.1%	-122.2%	-16.8%	10.8%	68.9%	-38.5%

Comparison Analyses

	Title
0	How Does SiteOne Landscape Supply Stock Stack Up Against Its Peers?
1	DCI or SITE - With 19% Return Forecast, SITE Probably Deserves Your Money
2	With 21% Gains On The Table, WWD May Outshine SITE
3	SITE or CR - With 38% Return Forecast, CR Probably Deserves Your Money
4	SiteOne Landscape Supply vs. ITT New: With Return Forecast Of -8.9%, ITT New Is A Better Bet
5	SiteOne Landscape Supply vs. Federal Signal: With Return Forecast Of 49%, SiteOne Landscape Supply Is A Better Bet
6	SiteOne Landscape Supply vs. Barnes Group: With Return Forecast Of 55%, Barnes Group Is A Better Bet
7	SiteOne Landscape Supply vs. Align Technology: With Return Forecast Of 65%, Align Technology Is A Better Bet
8	SiteOne Landscape Supply vs. Fortinet: With Return Forecast Of 29%, SiteOne Landscape Supply Is A Better Bet
9	SiteOne Landscape Supply vs. Cadence Design Systems: With Return Forecast Of 29%, SiteOne Landscape Supply Is A Better Bet

Financials

Annual
Quarterly

$ Mil \| FY: 12/29	LTM	2024	2023	2022	2021	2020	2019
Period End	9/28/2025	12/29/2024	12/31/2023	1/1/2023	1/2/2022	1/3/2021	12/29/2019
Filing Date	10/29/2025	2/20/2025	2/22/2024	2/23/2023	2/24/2022	3/3/2021	2/26/2020
Key Financials
Total Revenue	4,672	4,541	4,301	4,014	3,476	2,704	2,358
EBITDA	360	331	378	437	397	247	184
Operating Income	218	192	250	333	314	180	125
Net Income	139	124	173	245	238	121	78
EPS	3.11	2.73	3.84	5.45	5.35	2.83	1.89
Growth Rates
Total Revenue Growth	4.0%	5.6%	7.1%	15.5%	28.5%	14.7%	11.6%
EBITDA Growth	1.9%	-12.4%	-13.5%	10.1%	60.6%	33.9%	15.5%
Operating Income Growth	1.3%	-23.2%	-24.9%	6.2%	74.5%	44.0%	16.4%
Net Income Growth	-2.0%	-28.7%	-29.3%	2.9%	96.5%	56.1%	5.1%
Margins
EBITDA Margin	7.7%	7.3%	8.8%	10.9%	11.4%	9.1%	7.8%
Operating Income Margin	4.7%	4.2%	5.8%	8.3%	9.0%	6.6%	5.3%
Net Income Margin	3.0%	2.7%	4.0%	6.1%	6.9%	4.5%	3.3%
Cash & Debt
Total Cash	107	107	82	29	54	55	19
Total Debt	956	951	861	740	607	568	783
Net Debt / (Cash)	849	844	779	710	553	513	764
Cash Flows
Net Cash from Operations	255	283	298	217	211	229	131
Free Cash from Operations	205	239	262	176	174	204	109
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	88	51	12	24	-0	-0	-0

$ Mil \| FY: 12/29	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	9/28/2025	6/29/2025	3/30/2025	12/29/2024	9/29/2024	6/30/2024	3/31/2024	12/31/2023	10/1/2023	7/2/2023	4/2/2023	1/1/2023
Filing Date	10/29/2025	7/30/2025	4/30/2025	2/20/2025	10/30/2024	7/31/2024	5/1/2024	2/22/2024	11/1/2023	8/2/2023	5/3/2023	2/23/2023
Key Financials Quarterly
Total Revenue	1,258	1,462	939	1,013	1,209	1,414	905	965	1,145	1,354	837	890
Ebitda	121	223	6	11	106	204	11	33	112	202	30	32
Operating Income	85	187	-30	-25	70	170	-22	-2	81	171	-0	0
Net Income	59	129	-27	-22	44	120	-19	-3	57	124	-4	-1
EPS	1.32	2.88	-0.61	-0.48	0.98	2.66	-0.43	-0.08	1.27	2.75	-0.10	-0.02
Key Financials TTM
Total Revenue TTM	4,672	4,623	4,575	4,541	4,492	4,429	4,369	4,301	4,226	4,184	4,047	4,014
Ebitda TTM	360	345	327	331	353	360	358	378	377	394	404	437
Operating Income TTM	218	203	185	192	215	227	228	250	252	273	292	333
Net Income TTM	139	124	116	124	142	155	159	173	176	192	209	245
Growth Rates Quarterly
Total Revenue Growth	4.1%	3.4%	3.8%	5.0%	5.6%	4.4%	8.0%	8.4%	3.9%	11.3%	4.0%	10.5%
EBITDA Growth	14.0%	9.1%	-44.3%	-67.3%	-6.0%	0.9%	-65.2%	3.5%	-12.9%	-5.1%	-51.5%	-45.1%
Operating Income Growth	21.9%	10.5%	-32.3%	-1210.5%	-13.9%	-1.0%	-7333.3%	-	-20.2%	-9.9%	-100.7%	-100.0%
Net Income Growth	33.1%	7.3%	-41.5%	-538.2%	-22.5%	-3.1%	-328.9%	-277.8%	-21.8%	-11.9%	-113.9%	-103.3%
Margins Quarterly
EBITDA Margin	9.6%	15.2%	0.6%	1.1%	8.8%	14.4%	1.2%	3.4%	9.8%	14.9%	3.6%	3.6%
Operating Income Margin	6.8%	12.8%	-3.1%	-2.5%	5.8%	12.0%	-2.5%	-0.2%	7.1%	12.7%	-0.0%	0.0%
Net Income Margin	4.7%	8.8%	-2.9%	-2.1%	3.7%	8.5%	-2.1%	-0.4%	5.0%	9.2%	-0.5%	-0.1%
Cash & Debt
Total Cash	107	79	57	107	86	72	42	82	75	70	40	29
Total Debt	956	1,042	1,062	951	963	1,009	938	861	916	828	993	740
Net Debt / (Cash)	849	963	1,006	844	878	937	896	779	841	758	953	710
Cash Flows Quarterly
FCF from Operations	129	137	-130	119	116	147	-99	108	89	254	-153	105
Cash Flows TTM
FCF from Operations TTM	255	242	253	283	272	244	351	298	295	342	183	217
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	54	4	30	2	20	-0	11	-0	-0	1	24
Return on Invested Capital (ROIC) Quarterly
ROIC	22.6%	42.8%	-6.1%	-5.3%	15.0%	35.4%	-4.1%	-0.2%	17.9%	39.7%	-0.1%	0.0%
Return on Invested Capital (ROIC) TTM
ROIC TTM	14.1%	11.7%	9.7%	11.6%	12.1%	12.3%	12.5%	14.8%	14.1%	16.2%	15.2%	21.0%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Landscaping products	3,360	3,060	2,585	1,981	1,671
Agronomic and other products	942	955	891	724	687
Total	4,301	4,014	3,476	2,704	2,358

Price Behavior

Price Behavior

Market Price	$133.97
Market Cap ($ Bil)	6.0
First Trading Date	05/12/2016
Distance from 52W High	-12.5%
	50 Days	200 Days
DMA Price	$126.36	$126.83
DMA Trend	down	down
Distance from DMA	6.0%	5.6%
	3M	1YR
Volatility	33.6%	37.5%
Downside Capture	81.65	124.78
Upside Capture	28.75	96.47
Correlation (SPY)	23.1%	54.1%

SITE Betas & Captures as of 11/30/2025

	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

1Y 5Y 10Y

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	-12.4%	8.9%	15.3%	58.9%	4.6%	-5.8%	-3.1%
Annualized Volatility	37.3%	18.9%	19.7%	19.4%	15.9%	17.8%	35.7%
Sharpe Ratio	-0.29	0.32	0.60	2.26	0.09	-0.48	0.04
Correlation With Other Assets		60.1%	54.1%	-9.0%	9.5%	47.9%	24.0%

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	-0.2%	13.1%	15.0%	17.9%	11.9%	4.9%	37.1%
Annualized Volatility	40.3%	17.2%	17.1%	15.5%	18.9%	19.0%	49.1%
Sharpe Ratio	0.11	0.61	0.71	0.93	0.52	0.17	0.64
Correlation With Other Assets		63.0%	59.5%	5.8%	9.5%	54.8%	25.7%

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	18.4%	12.8%	14.5%	14.2%	5.6%	5.4%	76.3%
Annualized Volatility	41.8%	19.9%	18.0%	14.8%	17.7%	20.9%	55.9%
Sharpe Ratio	0.55	0.57	0.69	0.79	0.25	0.23	0.95
Correlation With Other Assets		58.5%	57.9%	5.4%	15.4%	50.9%	17.8%

Short Interest

Short Interest: As Of Date	11142025
Short Interest: Shares Quantity	2,350,854
Short Interest: % Change Since 10312025	-8.2%
Average Daily Volume	639,059
Days-to-Cover Short Interest	3.68
Basic Shares Quantity	44,802,833
Short % of Basic Shares	5.2%

Returns Analyses

	Title
0	Would You Still Hold SiteOne Landscape Supply Stock If It Fell 30%?
1	SiteOne Landscape Supply Stock Return Comparison
2	[10/16/2021] SiteOne Landscape Supply (SITE) Stock Price Forecast: AI Forecasts SITE Stock Price To Be Around $214 In A Month (Up 3.2%)
3	SiteOne Landscape Supply Total Shareholder Return (TSR): 75.0% in 2020 and 27.4% 3-yr returns (below peer average)

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

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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SiteOne Landscape Supply (SITE)

Market Price (12/4/2025): $131.74 | Market Cap: $5.9 BilSector: Industrials | Industry: Trading Companies & Distributors

SiteOne Landscape Supply (SITE)

Market Price (12/4/2025): $131.74Market Cap: $5.9 BilSector: IndustrialsIndustry: Trading Companies & Distributors

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SITE Stock

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Market Price (12/4/2025): $131.74 | Market Cap: $5.9 Bil
Sector: Industrials | Industry: Trading Companies & Distributors

Market Price (12/4/2025): $131.74
Market Cap: $5.9 Bil
Sector: Industrials
Industry: Trading Companies & Distributors