Loading…
Largest wholesale distributor of landscaping supplies — irrigation, hardscapes, nursery stock, fertilizer — to professional landscapers in North America.
Largest wholesale distributor of landscaping supplies — irrigation, hardscapes, nursery stock, fertilizer — to professional landscapers in North America.
Buys landscape products from many manufacturers and resells them to professional contractors from a network of branches, keeping the markup; sales are seasonal, peaking in spring and summer. Growth has relied heavily on buying small local distributors and folding them into the network. It was built from John Deere's landscapes business.
Moat: narrow (scale, distribution). Largest branch network in a fragmented category gives buying power smaller distributors lack.
Headquarters: Roswell, Georgia · Founded: 2013 · Employees: 8,200
Size SiteOne Landscape Supply (SITE) is a United States Industrials company (Wholesale Distributors) with a market value of $4.86B, the 1202nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $112.71 on 6 Nov 2026.
Performance Over six months the shares fell 6.8%, against +3.5% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 2.9% over the last twelve months (peer median +7.5%); the operating margin is 5.0% (peer median 8.0%).
Valuation It trades at 24.4× forward earnings against a peer median of 17.6× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.2 points below its cost of capital (10.2% WACC).
Backlog Backlog (remaining performance obligations) was $27.4M at 27 Sep 2026, up 17% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Short interest Short interest is 9.7% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.81B | $4.70B | $4.54B | $4.30B | $4.01B |
| Revenue growth | — | +4% | +6% | +7% | — |
| Gross profit | $1.55B | $1.49B | $1.42B | $1.36B | $1.32B |
| EBITDA | $387M | $359M | $313M | $361M | $427M |
| Net income | $168M | $152M | $124M | $173M | $245M |
| Free cash flow | $249M | $247M | $243M | $265M | $190M |
| Capital expenditure | $81.0M | $55.1M | $44.8M | $36.0M | $41.7M |
| Total debt | $1.10B | $980M | $951M | $861M | $740M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| SiteOne Landscape Supply SITE | $4.86B | -7% | +3% | 5% | 24.4× | 18.4% |
| Central Garden & Pet CENT | $2.64B | +25% | -1% | 9% | 16.0× | -4.0% |
| Pool POOL | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SITE | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +28.5% | +0.2% | highest of 21 |
| 6-month return | -6.8% | +3.5% | 9th lowest of 21 |
| Distance from 52-week high | -33.1% | -17.8% | 7th lowest of 21 |
| Revenue growth (TTM) | +2.9% | +7.5% | 7th lowest of 21 |
| Operating margin | 5.0% | 8.0% | 6th lowest of 21 |
| Forward P/E | 24.4× | 17.6× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 18.4% | 8.9% | 3rd most demanding of 19 |
| Growth delivered (Del g) | +11.7% | +10.9% | 6th highest of 18 |
| Hurdle (Req g minus delivered) | +6.7 pp | -1.9 pp | 4th most demanding of 18 |
| ROIC minus cost of capital | -3.2 pp | +0.8 pp | 3rd lowest of 21 |
| EV / EBITDA | 15.2× | 12.4× | 3rd most expensive of 15 |
| Net debt / EBITDA | 2.6× | 1.4× | 4th most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SiteOne Landscape Supply SITE | United States | $4.86B | -7% | +3% | 5% | 24.4× | 18.4% | +11.7% |
| RS Group PLC RS1.L | United Kingdom | $4.85B | +33% | -1% | 8% | 18.6× | 15.1% | +7.5% |
| Groupe Dynamite GRGD.TO | Canada | $4.79B | -33% | +37% | 32% | 17.6× | 22.8% | n/a |
| Hdhms 443060.KS | South Korea | $5.28B | -39% | +20% | 16% | 23.0× | 3.0% | +14.5% |
| Rubis SCA RUI.PA | France | $4.10B | 0% | +11% | 7% | 10.3× | 3.1% | +10.9% |
| Gibson Energy GEI.TO | Canada | $3.87B | +13% | +26% | 3% | 19.5× | 6.4% | +16.7% |
| Wuchan Zhongda 600704.SS | China | $3.86B | 0% | +3% | 1% | 7.2× | -2.5% | +8.1% |
| Farsoon Technologies 688433.SS | China | $3.76B | -24% | +52% | 5% | 234.8× | n/a | n/a |
| MSC Industrial Direct MSM | United States | $6.33B | +9% | +6% | 9% | 20.1× | 9.0% | +4.3% |
| Royal Vopak VPK.AS | Netherlands | $6.51B | +14% | +1% | 29% | 15.5× | 8.8% | +1.8% |
| Imcd IMCD.AS | Netherlands | $6.80B | +7% | +3% | 8% | 18.2× | 10.9% | +11.5% |
| MonotaRO 3064.T | Japan | $7.04B | +22% | +19% | 14% | 29.6× | 9.7% | +16.2% |
| Macnica 3132.T | Japan | $3.23B | +8% | +35% | 4% | 11.8× | n/a | n/a |
| Reece REH.AX | Australia | $7.83B | +44% | +4% | 6% | 35.5× | 24.2% | +8.4% |
| Russel Metals RUS.TO | Canada | $2.98B | +36% | +18% | 5% | 14.4× | 8.7% | +11.5% |
| Nagase & 8012.T | Japan | $2.96B | -9% | +8% | 5% | 10.9× | 3.5% | +3.2% |
| Beijer Ref BEIJ-B.ST | Sweden | $8.09B | +27% | +4% | 10% | 28.0× | 14.0% | +21.4% |
| Finning International FTT.TO | Canada | $8.20B | -9% | 0% | 8% | 17.5× | 10.1% | +11.3% |
| Inchcape INCH.L | United Kingdom | $2.87B | -21% | +7% | 6% | 7.5× | -6.0% | +5.9% |
| Jiangsu Azure 002245.SZ | China | $2.82B | -21% | +27% | 12% | 14.6× | 11.8% | +13.8% |
| Marco Polo 001386.SZ | China | $2.80B | -15% | -12% | 21% | n/a | -7.2% | -5.5% |
SiteOne Landscape Supply reported $27.4M of remaining performance obligations at 27 Sep 2026, up 17% from a year earlier and up 20% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.