This company has been acquired
AZEK Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de AZEK de 17.2% y 6.8% por año respectivamente. Se prevé que el BPA crezca en un 17.3% al año. Se espera que la rentabilidad financiera sea de 16.8% en 3 años.
Información clave
17.2%
Tasa de crecimiento de los beneficios
17.30%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Building | 20.7% |
| Tasa de crecimiento de los ingresos | 6.8% |
| Rentabilidad financiera futura | 16.82% |
| Cobertura de analistas | Good |
| Última actualización | 01 Jul 2025 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
James Hardie Industries Is Drastically Overpaying For The AZEK Company
Summary James Hardie Industries plc will acquire The AZEK Company Inc. in a cash and stock deal valued at $8.75 billion, causing AZEK shares to rise and James Hardie shares to fall. The deal offers AZEK shareholders 26% ownership of the combined firm and cash compensation, effectively making AZEK a discounted entry into James Hardie. Despite potential synergies and market expansion, the hefty valuation of AZEK and additional debt burden make James Hardie Industries a "hold" rather than a "buy." While AZEK appears overvalued, buying its shares now equates to purchasing James Hardie at a discount, justifying a "hold" rating for both companies. Read the full article on Seeking AlphaThe AZEK Company: Growth Beyond 5%-7%
Summary I assign a Buy rating on The AZEK Company stock due to expected higher revenue growth driven by R&R market recovery, pricing strategy, and M&A opportunities. AZEK's focus on alternative materials and wood conversion positions it well for future growth, with significant potential in the Residential segment. Despite recent margin turbulence, I anticipate AZEK will achieve its margin expansion targets by FY 2026, supported by recycling efforts and new product ramp-ups. The favorable Reward/Risk ratio of 1.71 and a target price of $61.88 for FY 2025 justify the investment, with a projected annualized return of 32.56%. Read the full article on Seeking AlphaThe AZEK Company: Growth In Residential Segment And Margin Expansion Make Stock Attractive
Summary AZEK is expected to benefit from growth in the Residential segment, with volume leverage, enhanced recycling, and productivity initiatives driving margin expansion. AZEK's Residential segment achieved 12% Y-o-Y growth, driven by strong performance in Deck, Rail, and Accessories. The company reported a net profit margin of 10.6% and an adjusted EBITDA margin of 26.3%, driven by productivity and cost-reduction initiatives. Trading at a discount to its 5-year average P/E ratio, AZEK looks attractive with increasing revenue and margin expansion. Read the full article on Seeking Alpha
Innovative Product Launches And Decisive Expansions Set To Boost Market Dominance And Shareholder Value
AZEK's focus on new product launches and expansion into the Canadian market through partnerships aims to boost market penetration and revenue growth.The AZEK Company: Remodelling Activity Gaining Momentum
Summary AZEK has reported strong performance with substantial growth and profitability this quarter. Its expansions in Canada, new product innovations, and the stabilization of remodeling activity are expected to drive further growth in FY25 and beyond. Despite some market-driven softness in the quarter, management has reaffirmed its second half of FY24 outlook and raised its bottom-end full-year FY24 outlook. Read the full article on Seeking AlphaThe AZEK Company: 3 Concerns To Monitor
Summary The AZEK Company Inc. stock has risen 80% since October, and the company is now focused on faster growing markets. The company manufactures and supplies building products primarily in the decking, railing, trim, and siding sectors. Analysts are optimistic about the company's prospects, but insider selling has picked up recently, and the stock has a high P/E valuation. Which way does The AZEK Company stock move from here? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaAZEK: An Unsustainable Reinvestment Rate Via Acquisitions Hid The Performance Problems
Summary AZEK has achieved double-digit revenue and profit growth over the past 5 years, but returns are low. The company's growth has been driven by acquisitions rather than organic growth, and at an unsustainable reinvestment rate. There is no margin of safety in the company's valuation. It is not an investment opportunity despite being a cash cow. Read the full article on Seeking AlphaThe AZEK Company: Continue To Stay Long As The Business Has Performed Very Well
Summary AZEK has performed well, with strong growth in residential sales and a significant increase in EBITDA margins. Near-term growth may be delayed due to macroeconomic conditions, but the company is well-positioned for future growth. I remain buy rated. Read the full article on Seeking AlphaThe AZEK Company: Has A Strong Momentum
Summary AZEK recently announced strong Q4 FY23 and FY23 results, with net sales rising by 27.6% in Q4 FY23 compared to the previous year. The company's focus on high-margin businesses, such as outdoor living markets, could be beneficial for its future growth. Technical analysis suggests that the stock price of AZEK might soon start a new upward rally, indicating a potential uptrend. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 9/30/2027 | 1,800 | 229 | 292 | 396 | 4 |
| 9/30/2026 | 1,667 | 201 | 245 | 332 | 13 |
| 9/30/2025 | 1,542 | 167 | 207 | 307 | 13 |
| 3/31/2025 | 1,520 | 151 | 208 | 316 | N/A |
| 12/31/2024 | 1,486 | 146 | 173 | 254 | N/A |
| 9/30/2024 | 1,441 | 153 | 147 | 224 | N/A |
| 6/30/2024 | 1,482 | 164 | 202 | 291 | N/A |
| 3/31/2024 | 1,435 | 149 | 189 | 267 | N/A |
| 12/31/2023 | 1,395 | 117 | 264 | 340 | N/A |
| 9/30/2023 | 1,370 | 62 | 274 | 363 | N/A |
| 6/30/2023 | 1,286 | 10 | 189 | 276 | N/A |
| 3/31/2023 | 1,294 | 3 | 132 | 238 | N/A |
| 12/31/2022 | 1,312 | 21 | 5 | 143 | N/A |
| 9/30/2022 | 1,356 | 67 | -67 | 106 | N/A |
| 6/30/2022 | 1,397 | 119 | -45 | 153 | N/A |
| 3/31/2022 | 1,330 | 113 | -84 | 132 | N/A |
| 12/31/2021 | 1,226 | 100 | -57 | 157 | N/A |
| 9/30/2021 | 1,179 | 89 | 33 | 207 | N/A |
| 6/30/2021 | 1,097 | -10 | 50 | 207 | N/A |
| 3/31/2021 | 993 | -84 | 49 | 174 | N/A |
| 12/31/2020 | 945 | -102 | 72 | 175 | N/A |
| 9/30/2020 | 899 | -122 | 3 | 98 | N/A |
| 6/30/2020 | 851 | -59 | 15 | 86 | N/A |
| 3/31/2020 | 848 | -5 | 3 | 75 | N/A |
| 12/31/2019 | 823 | -11 | 20 | 89 | N/A |
| 9/30/2019 | 794 | -20 | 32 | 95 | N/A |
| 9/30/2018 | 682 | 7 | N/A | 67 | N/A |
| 9/30/2017 | 633 | -67 | N/A | 57 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17.2% al año) de AZEK es superior a la tasa de ahorro (2.9%).
Beneficios vs. Mercado: Se prevé que los beneficios (17.2% al año) de AZEK crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de AZEK crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.8% al año) de AZEK crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.8% al año) de AZEK crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de AZEK sea baja dentro de 3 años (16.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2025/07/02 18:09 |
| Precio de las acciones al final del día | 2025/06/30 00:00 |
| Beneficios | 2025/03/31 |
| Ingresos anuales | 2024/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
The AZEK Company Inc. está cubierta por 7 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Reuben Garner | Benchmark Company |
| Anthony Pettinari | Citigroup Inc |
| Joseph Ahlersmeyer | Deutsche Bank |