SiteOne Landscape Supply, Inc. (SITE) AI Stock Analysis

NYSE: SITEAI research summary: business, growth, valuation, analysts, bull and bear case.

SITE AI stock analysis summary

AI Research

SiteOne Landscape Supply, Inc. (NYSE: SITE) is a wholesale distributor of landscape supplies operating across the United States and Canada. In FY2025, the company delivered revenue of $4.70B and net income of $151.8M, supported by a 5-year revenue CAGR of 11.7%. The stock closed at $94.84 on October 16, 2026, down 21.5% over the past year.

Market cap
$4.20B
Revenue (TTM)
$4.77B
P/E
26.0x
fwd 19.3x
1Y return
-21.5%
S&P 500 16.8%
Avg. target
$122.17
28.8% vs last close

Bull case

  • SiteOne generates consistent cash flow, generating $246.8M of free cash flow on $300.5M of operating cash flow in FY2025.
  • The company maintains a conservative balance sheet with net debt of just $18.2M and a low debt-to-equity ratio of 0.06 as of June 30, 2026.
  • Consensus analyst targets project a 28.8% upside from the current price, with a mean price target of $122.17 compared to the last close of $94.84.

Bear case

  • Revenue growth has slowed significantly from 28.5% in FY2021 to 3.6% in FY2025.
  • Net margin contracted from 6.9% in FY2021 to 3.2% in FY2025, with EPS dropping from $5.53 to $3.93 over the same period.
  • The stock has lagged broader benchmarks significantly, falling 54.2% over the past five years while the S&P 500 advanced 83.0%.

What SiteOne Landscape Supply does

SiteOne Landscape Supply, Inc., based in Roswell, Georgia, is a wholesale distributor of landscape supplies across the United States and Canada. Founded in 2013, the company offers approximately 135,000 stock keeping units to landscape professionals. Its catalog includes irrigation components, fertilizers, grass seed, ice melt, mulches, soil amendments, drainage pipes, tools, sods, nursery goods, hardscaping materials, and outdoor lighting fixtures. SiteOne also provides consultative services such as irrigation network design, commercial project planning, lead generation, and technical seminars. Alongside proprietary brands like LESCO, SiteOne Green Tech, and Pro-Trade, it distributes products from third-party suppliers.

Growth and profitability

SiteOne expanded annual revenue from $3.48B in FY2021 to $4.70B in FY2025, delivering an 11.7% 5-year revenue CAGR through FY2025. Annual sales growth moderated from 28.5% in FY2021 to 3.6% in FY2025. Gross margin held relatively steady across this span, finishing at 34.8% in FY2025 compared to 34.9% in FY2021. Operating margin was 5.1% in FY2025, down from 9.0% in FY2021, while net margin stood at 3.2%. Net income reached $151.8M in FY2025 with diluted EPS of $3.93. Over the trailing twelve months ended June 30, 2026, revenue totaled $4.77B with quarterly revenue growing 4.7% and quarterly earnings increasing 9.8% year-over-year.

SITE income statement →

Balance sheet and cash flow

As of June 30, 2026, SiteOne held $87.4M in cash and short-term investments against total debt of $105.6M, resulting in net debt of $18.2M. The company maintains a current ratio of 2.30 and a debt-to-equity ratio of 0.06 against $1.69B in shareholders' equity. In FY2025, operating cash flow reached $300.5M and free cash flow was $246.8M. Cash deployment in FY2025 included $53.7M in capital expenditures and $98.3M dedicated to share buybacks, contributing to a 5-year share count change of -3.0%.

SITE balance sheet →

Valuation and performance

SiteOne trades at a trailing P/E of 26.0x and a forward P/E of 19.3x, compared to medians of 24.8x and 17.2x for US-listed Industrials peers. Its price-to-sales multiple of 0.9x sits below the peer median of 1.5x, while EV/EBITDA is 13.1x versus the peer median of 13.9x. The company's enterprise value is $5.13B against a market cap of $4.20B. SITE shares have dropped 21.5% over the past year and 54.2% over five years, lagging the S&P 500 (SPY) gains of 16.8% and 83.0% over the respective periods.

SITE key metrics →

What analysts expect

Wall Street coverage includes 6 Strong Buy, 1 Buy, and 6 Hold recommendations, with no Sell or Strong Sell ratings. The mean price target of $122.17 represents a 28.8% upside from the last close of $94.84. For the fiscal year ending December 31, 2026, consensus expectations project revenue of $4.89B and EPS of $4.16, representing 4.8% EPS growth. SiteOne has beaten EPS estimates in 2 of the last 4 quarters, with its next earnings announcement scheduled for October 28, 2026.

SITE forecast and price target →

Key risks and what to watch

  • Quarterly revenue growth of 4.7% trails the US-listed Industrials peer median of 9.1%.
  • Short interest is elevated, with short percent of float standing at 10.0%.
  • Earnings visibility is mixed, with the company beating consensus EPS estimates in only 2 of the last 4 quarters.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SITE AI stock analysis

This page is an AI-written research summary of SiteOne Landscape Supply, Inc. (SITE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SITE income statement, SITE balance sheet, SITE key metrics, SITE analyst forecast, SITE chart. See the SITE stock overview for the latest quote and news.

SITE AI stock analysis FAQ

Does SiteOne Landscape Supply pay a dividend?

No, SiteOne Landscape Supply does not currently pay a dividend. Capital allocation has focused on operations, capital expenditures ($53.7M in FY2025), and share buybacks ($98.3M in FY2025).

What are analysts forecasting for SiteOne's earnings?

For the fiscal year ending December 31, 2026, analysts estimate EPS of $4.16 on revenue of $4.89B. In the following fiscal year, 8 analysts expect EPS to reach $4.98 on revenue of $5.07B.

How does SiteOne's valuation compare to industry peers?

SiteOne trades at a forward P/E of 19.3x, above the US-listed Industrials peer median of 17.2x. However, its price-to-sales ratio of 0.9x and EV/EBITDA of 13.1x sit lower than peer medians of 1.5x and 13.9x, respectively.

When is SiteOne's next earnings report?

SiteOne is scheduled to report its next financial results on October 28, 2026.

More Industrials AI stock analysis