Added to YB: 2026-09-23
Pitch date: 2026-07-10
SITE [bullish]
SiteOne Landscape Supply, Inc.
-13.44%
current return
Author Info
No bio for this author
Company Info
SiteOne Landscape Supply, Inc., together with its subsidiaries, engages in the wholesale distribution of landscape supplies in the United States and Canada.
Market Cap
$3.9B
Pitch Price
$109.04
Price Target
130.00 (+38%)
Dividend
N/A
EV/EBITDA
7.63
P/E
24.85
EV/Sales
1.05
Sector
Trading Companies and Distributors
Category
value
SiteOne Landscape Supply, Inc. - $SITE
SITE: SiteOne’s national landscape-supply platform trades at 11.5x forward EBITDA versus a 17.4x 10-year average, with a conservative DCF around $130 per share. The thesis depends on restarting its proven roll-up: acquisitions average 0.7x sales, with purchasing rebates providing most synergies. Risks are a persistent deal drought, prolonged housing weakness and price deflation; 2025 acquisition spending fell to $38M from a $152M five-year average.
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