SiteOne Landscape Supply, Inc. (SITE) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

SiteOne Landscape Supply, Inc. (SITE) Industrial Operations Profile

SiteOne Landscape Supply is a leading distributor of landscape supplies across the US and Canada, offering 135,000 SKUs to landscape professionals. With a robust branch network and focus on consultative services, SiteOne caters to the design, installation, and maintenance of outdoor spaces, positioning itself as a key player in the industrial distribution sector.

What Is the Investment Thesis for SITE?

SiteOne Landscape Supply presents a notable research candidate due to its strong market position and growth potential within the landscape supply industry. With a market capitalization of $4.11B and a P/E ratio of 25.90, the company demonstrates financial stability. A gross margin of 34.9% and a free cash flow of $0.21 billion highlight efficient operations. Key growth catalysts include strategic acquisitions to expand market presence and increased demand for landscape services. Potential risks include economic downturns affecting construction and landscaping activities and competition from other distributors. Investors should monitor these factors to assess SiteOne's long-term performance.

Based on FMP financials and quantitative analysis

SITE Key Highlights

Market Cap of $4.11B indicates a strong market valuation.

• P/E Ratio of 25.90 suggests a reasonable valuation compared to earnings.
• Gross Margin of 34.9% reflects efficient cost management and pricing strategies.
• Free Cash Flow of $0.21B demonstrates the company's ability to generate cash.
• Operates approximately 590 branches across 45 U.S. states and six Canadian provinces, providing extensive market coverage.

Who Are SITE's Competitors?

SITE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are SITE's Key Strengths?

Extensive branch network across the US and Canada.

• Wide range of product offerings (approximately 135,000 SKUs).
• Strong brand recognition under LESCO, SiteOne Green Tech, and Pro-Trade brands.
• Consultative services provide added value to customers.

What Are SITE's Weaknesses?

Dependence on the housing market and construction activity.

• Vulnerability to economic downturns.
• Potential for weather-related disruptions to supply chain.
• Exposure to fluctuations in raw material costs.

What Could Drive SITE Stock Higher?

Strategic acquisitions to expand market presence and product offerings.

• Expansion of consultative services to drive customer loyalty.
• Focus on sustainable products to attract environmentally conscious customers.
• Potential for increased infrastructure spending to boost demand for landscape services.

What Are the Key Risks for SITE?

Inconsistent delivery — missed Wall Street EPS estimates in 6 of the last 8 reported quarters.

• Economic downturns affecting construction and landscaping activities.
• Competition from other national and regional distributors.
• Weather-related disruptions to supply chain.
• Fluctuations in raw material costs.
• Changes in environmental regulations.

What Are the Growth Opportunities for SITE?

• Growth opportunity 1: Strategic Acquisitions: SiteOne can pursue strategic acquisitions to expand its geographic footprint and product offerings. The landscape supply market is fragmented, presenting opportunities to acquire smaller regional distributors. By integrating these acquisitions, SiteOne can increase its market share and achieve economies of scale. This strategy can contribute to revenue growth and enhance profitability, with potential for expansion into new regions within the next 2-3 years.
• Growth opportunity 2: Expansion of Consultative Services: SiteOne can further develop its consultative services to provide added value to its customers. By offering expertise in irrigation design, project planning, and business operations, the company can strengthen customer relationships and drive sales. This initiative can differentiate SiteOne from competitors and attract new customers seeking comprehensive solutions. The market for landscape consulting services is estimated at $5 billion annually.
• Growth opportunity 3: Focus on Sustainable Products: With increasing environmental awareness, SiteOne can capitalize on the growing demand for sustainable landscaping products. By expanding its offerings of eco-friendly fertilizers, water-efficient irrigation systems, and recycled materials, the company can attract environmentally conscious customers and enhance its brand image. The market for sustainable landscaping products is projected to reach $10 billion by 2028.
• Growth opportunity 4: Enhanced E-Commerce Platform: Investing in a robust e-commerce platform can significantly expand SiteOne's reach and improve customer convenience. An online platform allows customers to easily browse products, place orders, and access technical information. This digital strategy can attract new customers, particularly those in remote areas or those who prefer online shopping. The e-commerce market for industrial supplies is growing rapidly, with projections reaching $200 billion by 2027.
• Growth opportunity 5: Penetration into New Geographic Markets: SiteOne has the opportunity to expand its presence into underserved geographic markets. By opening new branches or acquiring existing distributors in these areas, the company can tap into new customer bases and increase its overall market share. Market research can identify regions with high growth potential and limited competition. This geographic expansion strategy can contribute to long-term revenue growth and diversification.

What Are SITE's Competitive Advantages?

• Extensive branch network provides a wide geographic reach.
• Broad product portfolio caters to diverse customer needs.
• Strong relationships with landscape professionals.
• Value-added services differentiate SiteOne from competitors.

What Does SITE Do?

SiteOne Landscape Supply, Inc., established in 2013 and headquartered in Roswell, Georgia, has rapidly grown into a prominent wholesale distributor of landscape supplies in the United States and Canada. The company's extensive product portfolio encompasses approximately 135,000 stock keeping units (SKUs), catering to the diverse needs of landscape professionals. These products include irrigation supplies such as controllers, valves, and sprinkler heads; fertilizers, grass seeds, and ice melt products; control products like herbicides and pesticides; landscape accessories including mulches and soil amendments; nursery goods featuring a wide variety of trees, shrubs, and plants; hardscapes such as pavers and stones; and outdoor lighting solutions. Beyond product distribution, SiteOne offers consultative services, assisting clients with irrigation network design, project planning, and business operations. The company operates through a network of approximately 590 branches across 45 U.S. states and six Canadian provinces, marketing its products under the LESCO, SiteOne Green Tech, and Pro-Trade brands. SiteOne primarily serves residential and commercial landscape professionals specializing in the design, installation, and maintenance of lawns, gardens, golf courses, and other outdoor spaces. Its distribution model combines a branch network with direct distribution to ensure comprehensive market coverage.

What Products and Services Does SITE Offer?

• Wholesale distribution of irrigation supplies.
• Distribution of fertilizer, grass seed, and ice melt products.
• Distribution of control products, such as herbicides and pesticides.
• Distribution of landscape accessories, including mulches and soil amendments.
• Distribution of nursery goods, such as trees and shrubs.
• Distribution of hardscapes, such as pavers and stones.
• Distribution of outdoor lighting products.
• Offers consultative services for irrigation design and project planning.

How Does SITE Make Money?

• Procures landscape supplies from various manufacturers.
• Distributes products through a network of branches and direct distribution.
• Provides value-added services such as consultative support and technical seminars.
• Generates revenue through the sale of landscape supplies and related services.

What Industry Does SITE Operate In?

SiteOne Landscape Supply operates within the industrial distribution sector, specifically focusing on landscape supplies. The industry is influenced by construction activity, housing market trends, and environmental concerns. The landscape services market is experiencing steady growth, driven by increasing demand for outdoor living spaces and sustainable landscaping practices. SiteOne competes with other distributors such as KEX: Kirby Corporation and GTES: Gates Industrial Corporation plc, as well as smaller regional players. The company's extensive product range and consultative services provide a competitive edge.

Who Are SITE's Key Customers?

• Residential landscape professionals.
• Commercial landscape professionals.
• Golf course maintenance professionals.
• Other outdoor space maintenance professionals.

SiteOne Landscape Supply, Inc. Financial Trajectory

SiteOne Landscape Supply, Inc. (SITE) reported $1.53B in revenue for Q2 FY2026, reflecting 62.8% growth compared to the prior quarter. The company recorded net income of $139.3M, with diluted EPS of $3.13. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Industrials. Across the four most recent quarters, SITE averaged $0.91 in diluted EPS.

Company Profile

SiteOne Landscape Supply, Inc. operates in the Industrial - Distribution industry within the Industrials sector. It is headquartered in Roswell, US. The company is led by CEO Doug Black. SITE has traded publicly since 2016.

How SiteOne Landscape Supply, Inc. Is Valued

SiteOne Landscape Supply, Inc. carries a market capitalization of $4.11B, placing it in the mid-cap category. Analyst price targets span from $100.00 to $160.00, with a consensus of $129.00. At the current price of $94.17, that implies approximately 37% upside potential. Relative to its peer group, SITE's quantitative score of 74/100 is roughly in line with the peer average of 65/100.

Return on equity for SiteOne Landscape Supply, Inc. stands at 9.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.6%, showing how much profit it generates from its asset base. SITE trades at a trailing price-to-earnings ratio of 25.90, roughly in line with the Industrials sector average of ~28.00x. Its free cash flow yield is 6.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.30 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.8%, the inverse of the P/E and a quick read on earnings relative to price.

SiteOne Landscape Supply, Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 3.83 places it in the safe zone, indicating low near-term bankruptcy risk.

SiteOne Landscape Supply, Inc. has missed Wall Street's EPS estimate in 6 of its last 8 reported quarters — a mixed record worth weighing. Reported results have landed about 15.7% below estimates on average.

Over the past six months, SiteOne Landscape Supply, Inc. insiders filed 24 SEC Form 4 transactions — 8 sales and 16 purchases. On net that is roughly 22K shares acquired (about $1.4M) — insiders putting money in tends to read as conviction.

SITE Financials

SITE Latest News

SITE Analyst Consensus

SITE MoonshotScore

SiteOne Landscape Supply, Inc. Industrials Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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