SiteOne Landscape Supply Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de SiteOne Landscape Supply de 17.5% y 5.3% por año respectivamente. Se prevé que el BPA crezca en un 18.8% al año. Se espera que la rentabilidad financiera sea de 12.4% en 3 años.
Información clave
17.5%
Tasa de crecimiento de los beneficios
18.81%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Trade Distributors | 13.9% |
| Tasa de crecimiento de los ingresos | 5.3% |
| Rentabilidad financiera futura | 12.36% |
| Cobertura de analistas | Good |
| Última actualización | 03 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 07
SITE: Execution Stabilization And Margin Initiatives Will Drive Future Outperformance
Analysts have trimmed the SiteOne Landscape Supply fair value estimate from $175.60 to about $160.73. This reflects updated views on discount rates, revenue growth, margins, and future P/E multiples based on the recent mix of target cuts and upgrades across the Street.
Actualización de narrativa • Apr 23
SITE: Recent Buybacks And Execution Risks Will Shape Pricing Tailwinds
Analysts have trimmed the SiteOne Landscape Supply fair value estimate from $150 to $140, reflecting fresh price target cuts and more cautious views in recent research, while still incorporating mixed target moves from firms that raised their expectations earlier in the period. Analyst Commentary Recent Street research on SiteOne Landscape Supply has been mixed, with several firms lifting their price targets earlier in the period while more recent commentary has turned more cautious.Actualización de narrativa • Apr 08
SITE: Pricing Tailwind And Margin Expansion Efforts Will Drive Future Outperformance
The analyst price target for SiteOne Landscape Supply has increased to $175.60 from $156.40, as analysts highlight a more supportive risk and reward profile into 2026, expectations that pricing will shift from a headwind to a tailwind, and potential for margin expansion alongside disciplined spending. Analyst Commentary Recent research points to a more balanced view on SiteOne Landscape Supply, with several firms adjusting price targets and one upgrading the stock rating, all framed around expectations for 2026 risk and reward, pricing trends, and margin potential.Actualización de narrativa • Mar 25
SITE: Pricing Tailwinds And Maintenance Demand May Offset Margin Execution Risks
Analysts have lifted the SiteOne Landscape Supply fair value estimate from $134.00 to $150.00, reflecting recent price target increases at several firms and expectations that pricing, maintenance driven resilience, and margin progress can support a higher future P/E assumption. Analyst Commentary Recent research has generally pointed to a more constructive stance on SiteOne Landscape Supply, with several firms adjusting price targets higher and one major upgrade framing the shares as having a more attractive setup into 2026.
Actualización de narrativa • Mar 09
SITE: Pricing And Maintenance Demand Tailwinds Will Support Higher Future Margins
Analysts have lifted their price targets on SiteOne Landscape Supply by $5, $10 and $35 in recent research, reflecting updated views on risk/reward, pricing tailwinds and margin potential, while our fair value estimate remains anchored at $200.00 with slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish analysts have been resetting their expectations for SiteOne around higher price targets and upgraded ratings, pointing to what they see as an improved balance between potential upside and risk.Actualización de narrativa • Feb 23
SITE: Pricing And Maintenance Demand Tailwinds Should Support Future Margin Expansion
The analyst fair value estimate for SiteOne Landscape Supply has increased to $200.00 from $184.93. Analysts cite recent price target increases from several firms, a slightly lower discount rate, and modestly higher margin expectations, even as projected revenue growth and future P/E assumptions are adjusted.Actualización de narrativa • Feb 09
SITE: Future Margin Setbacks And Softer Pricing May Pressure Risk Reward
Analysts have modestly reduced their price target for SiteOne Landscape Supply to $134.00, reflecting updated views on revenue growth, profit margins and a lower future P/E multiple, while highlighting what they see as improved risk/reward, support from maintenance sales and potential margin expansion. Analyst Commentary Recent research commentary on SiteOne Landscape Supply has focused on how the current share price lines up with expectations for revenue trends, margin progress and the valuation multiple investors are willing to pay.Actualización de narrativa • Jan 25
SITE: Pricing Tailwind And Resilient Maintenance Demand Should Support Future Margin Expansion
Narrative Update on SiteOne Landscape Supply The updated analyst price target for SiteOne Landscape Supply is essentially unchanged in value, with only a marginal adjustment implied by slightly revised assumptions around revenue growth, profit margins, discount rate and future P/E. Analysts highlight supportive factors such as resilient maintenance sales, pricing that has turned into a tailwind, and potential margin expansion following recent research updates.Actualización de narrativa • Jan 10
SITE: Resilient Maintenance Demand And Margin Expansion Should Support Shares After Devaluation
Narrative Update The analyst price target for SiteOne Landscape Supply is now unchanged in our fair value framework at US$184.99, while analysts point to an upgraded rating, resilient maintenance sales, solid gross margins and expectations for margin expansion as reasons to view the recent share price devaluation as a more attractive risk and reward setup. Analyst Commentary Recent Street research on SiteOne Landscape Supply has centered on rating upgrades and adjusted price targets, with bullish analysts pointing to a more attractive risk and reward profile after the recent share price move.Seeking Alpha • Dec 30
SiteOne Landscape Supply: A Great Company That Is Too Expensive For My Liking
Summary SiteOne Landscape Supply is the dominant player in a $25 billion landscape supply market, holding an 18% share and strong national presence. Revenue, profits, and cash flows are rising, with margin expansion driven by economies of scale and cost discipline despite softer end markets. Growth opportunities remain robust through both organic product line expansion and ongoing acquisitions, with 104 deals since 2014 and continued activity in 2025. Despite operational excellence, SITE trades at a premium to peers, justifying a "Hold" rating due to valuation concerns relative to sector comparables. Read the full article on Seeking AlphaActualización de narrativa • Dec 26
SITE: Pricing Strength And Solid Margins Will Support Shares Going Forward
Analysts have modestly raised their price target on SiteOne Landscape Supply, with fair value edging up to approximately $185 per share. This outlook is supported by stronger than expected pricing, resilient gross margins, and solid Q3 performance despite macro headwinds in residential and R&R markets.Actualización de narrativa • Dec 12
SITE: Multi Year Margin Expansion Initiatives Will Support Balanced Risk Reward Outlook
We are increasing our SiteOne Landscape Supply fair value estimate to $134 from $109.31, reflecting analysts' higher price targets following a Q3 earnings beat, better than expected pricing and gross margin resilience, and growing confidence in multi year growth and margin expansion initiatives. Analyst Commentary Recent Street research reflects a more constructive stance on SiteOne, with multiple firms lifting price targets and upgrading ratings following the latest earnings report.Artículo de análisis • Dec 05
Investors Met With Slowing Returns on Capital At SiteOne Landscape Supply (NYSE:SITE)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Actualización de narrativa • Nov 15
SITE: Ongoing Margin Expansion Initiatives Will Drive Future Outperformance
Analysts have raised their price target for SiteOne Landscape Supply, increasing it by $8 to a new target of $151. They cite resilient gross margins, market share gains, and ongoing margin expansion initiatives, despite headwinds in key markets.Actualización de narrativa • Oct 30
SITE: Digital Expansion And Acquisitions Will Drive Margin Gains Through 2026
Analysts have raised SiteOne Landscape Supply’s fair value estimate by $2.50 to $156.40, citing stronger than expected revenue growth and resilient gross margins despite ongoing macroeconomic headwinds. Analyst Commentary Recent Street research reflects a blend of optimism and caution regarding SiteOne Landscape Supply’s outlook.Artículo de análisis • Jul 22
What Is SiteOne Landscape Supply, Inc.'s (NYSE:SITE) Share Price Doing?
While SiteOne Landscape Supply, Inc. ( NYSE:SITE ) might not have the largest market cap around , it saw a double-digit...Artículo de análisis • Jul 02
SiteOne Landscape Supply (NYSE:SITE) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Artículo de análisis • Jun 10
Here's What's Concerning About SiteOne Landscape Supply's (NYSE:SITE) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Seeking Alpha • Apr 16
SiteOne Landscape: Uncertainty Creeps In Despite Acquisition Gains
Summary SITE's management is diversifying revenue and pursuing acquisitions to mitigate market weaknesses and economic uncertainties, expecting medium-term growth despite near-term challenges. The landscaping product market faces headwinds from high interest rates and economic uncertainty, but the maintenance end market remains strong and resilient. SITE's robust liquidity and lower leverage compared to peers provide financial stability. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
SiteOne Landscape Supply: In The Weeds With A Valuation Not Rooted In Reality
Summary SiteOne reported mixed Q3'24 results with 6% net sales growth driven by acquisitions, but organic daily sales declined by 1%, indicating market share gains amid challenges. Significant headwinds, including commodity price deflation and reduced demand, impacted gross margin and adjusted EBITDA, which decreased by 4% to $114.8 million. Management expects continued headwinds in Q4 but anticipates a more stable pricing environment in 2025, with plans to consolidate or close 16 underperforming branches. SITE trades at a premium valuation relative to other serial acquirers despite lower organic growth. Read the full article on Seeking Alpha
Nueva narrativa • Aug 28
Acquisition Strategy And Digital Innovations Set To Overcome Commodity Price Challenges And Boost Margins
Expansion through acquisitions and a focus on small customers and private label brands aim to mitigate margin declines and drive revenue growth.Seeking Alpha • Aug 25
SiteOne Landscape - Wonderful Business, Terrible Valuation
Summary Empirical data on valuation shows no mispricing for SiteOne Landscape Supply. Large scale wholesale distributors like SiteOne Landscape Supply have thrived in the past decade. SiteOne has established a strong position in their industries supply chain, benefiting various stakeholders. The success has created a virtuous circle of growth and prosperity for many involved. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
SiteOne Landscape: No Green Shoots Yet
Summary SiteOne Landscape's shares are under pressure as the landscape industry continues to struggle in the post-pandemic era. The company claims to be the largest distributor of landscape products with a 17% market share. Despite recent declines in share price, the valuation remains high, and real execution is needed to drive appeal. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
SiteOne Landscape To Remain On Shaky Grounds Before The Recovery
Summary SiteOne Landscape focuses on small customers and private label brands to manage costs and increase sales volume. The company's operating profit declined in Q4 due to commodity price deflation, which is expected to continue impacting performance in Q1 2024. Despite challenges, SiteOne's cash flows improved and its liquidity remained strong in FY2023, making it a reasonably valued stock with potential for medium-term returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
SiteOne Landscape Supply: Water The Flowers, Not The Weeds
Summary SiteOne Landscape Supply is a leading supplier of tools and equipment for the green industry in the US and Canada. The company has shown strong financial performance, with high total returns and consistent revenue and EBITDA growth. Recent results were mixed, with organic sales down and challenges from macro factors, but there seems to be strong indications that the company's growth rate is slowing. I see about 28% downside from the current price if the valuation was to normalize at a more reasonable level. That said, if I were an investor in the stock, I think selling covered calls against the position makes a lot of sense given the high premiums on the stock. 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,453 | 249 | 295 | 293 | 6 |
| 12/31/2027 | 5,197 | 217 | 269 | 294 | 11 |
| 12/31/2026 | 4,948 | 182 | 213 | 319 | 11 |
| 3/29/2026 | 4,706 | 153 | 240 | 308 | N/A |
| 12/28/2025 | 4,705 | 152 | 245 | 301 | N/A |
| 9/28/2025 | 4,672 | 140 | 205 | 255 | N/A |
| 6/29/2025 | 4,623 | 125 | 192 | 242 | N/A |
| 3/30/2025 | 4,575 | 116 | 202 | 253 | N/A |
| 12/29/2024 | 4,541 | 124 | 239 | 283 | N/A |
| 9/29/2024 | 4,493 | 142 | 231 | 272 | N/A |
| 6/30/2024 | 4,429 | 155 | 202 | 244 | N/A |
| 3/31/2024 | 4,369 | 159 | 313 | 351 | N/A |
| 12/31/2023 | 4,301 | 173 | 262 | 298 | N/A |
| 10/1/2023 | 4,226 | 176 | 254 | 295 | N/A |
| 7/2/2023 | 4,184 | 192 | 307 | 342 | N/A |
| 4/2/2023 | 4,047 | 209 | 144 | 183 | N/A |
| 1/1/2023 | 4,015 | 245 | 176 | 217 | N/A |
| 10/2/2022 | 3,930 | 274 | 124 | 164 | N/A |
| 7/3/2022 | 3,764 | 281 | 55 | 95 | N/A |
| 4/3/2022 | 3,631 | 263 | 101 | 138 | N/A |
| 1/2/2022 | 3,476 | 238 | 174 | 211 | N/A |
| 10/3/2021 | 3,346 | 222 | 169 | 208 | N/A |
| 7/4/2021 | 3,161 | 191 | 167 | 203 | N/A |
| 4/4/2021 | 2,895 | 146 | 220 | 250 | N/A |
| 1/3/2021 | 2,705 | 121 | 204 | 229 | N/A |
| 9/27/2020 | 2,564 | 112 | 229 | 247 | N/A |
| 6/28/2020 | 2,465 | 99 | 243 | 261 | N/A |
| 3/29/2020 | 2,400 | 84 | 93 | 114 | N/A |
| 12/29/2019 | 2,358 | 78 | N/A | 131 | N/A |
| 9/29/2019 | 2,297 | 73 | N/A | 101 | N/A |
| 6/30/2019 | 2,223 | 68 | N/A | 95 | N/A |
| 3/31/2019 | 2,158 | 67 | N/A | 70 | N/A |
| 12/30/2018 | 2,112 | 74 | N/A | 78 | N/A |
| 9/30/2018 | 2,053 | 80 | N/A | 73 | N/A |
| 7/1/2018 | 1,977 | 67 | N/A | 20 | N/A |
| 4/1/2018 | 1,898 | 48 | N/A | 30 | N/A |
| 12/31/2017 | 1,862 | 55 | N/A | 16 | N/A |
| 10/1/2017 | 1,808 | 45 | N/A | 49 | N/A |
| 7/2/2017 | 1,750 | 43 | N/A | 29 | N/A |
| 4/2/2017 | 1,655 | -90 | N/A | 8 | N/A |
| 1/1/2017 | 1,648 | -91 | N/A | 73 | N/A |
| 10/2/2016 | 1,626 | -102 | N/A | 36 | N/A |
| 7/3/2016 | 1,586 | -117 | N/A | 71 | N/A |
| 4/3/2016 | 1,554 | -20 | N/A | 96 | N/A |
| 1/3/2016 | 1,452 | -15 | N/A | 71 | N/A |
| 9/27/2015 | 1,400 | -1 | N/A | 45 | N/A |
| 6/28/2015 | 1,283 | -4 | N/A | 14 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17.5% al año) de SITE es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (17.5% al año) de SITE crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de SITE crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (5.3% al año) de SITE crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.3% al año) de SITE 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 SITE sea baja dentro de 3 años (12.4%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 12:45 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/29 |
| Ingresos anuales | 2025/12/28 |
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 |
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| 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
SiteOne Landscape Supply, Inc. está cubierta por 16 analistas. 11 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 |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Alexander Maroccia | Berenberg |