SiteOne Landscape Supply（SITE）株式概要
サイトワン・ランドスケープ・サプライ社は、その子会社とともに、米国とカナダで造園用品の卸販売を行っている。 詳細
報酬
リスク分析
SITE リスクチェックを通過した。
SITE Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$131.3
FV
11.2% 割安 内在価値ディスカウント4.70%
Revenue growth p.a.
29
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SiteOne Landscape Supply, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$116.63 |
| 52週高値 | US$168.56 |
| 52週安値 | US$100.52 |
| ベータ | 1.36 |
| 1ヶ月の変化 | 2.50% |
| 3ヶ月変化 | -10.60% |
| 1年変化 | -3.24% |
| 3年間の変化 | -30.31% |
| 5年間の変化 | -31.50% |
| IPOからの変化 | 337.31% |
最新ニュース
ナラティブの更新 • Jun 24
SITE: Long Term Margin Targets And Investor Day Will Drive Future Repricing
Analysts have trimmed the consolidated price target for SiteOne Landscape Supply to $153, reflecting recent target reductions across several firms while still pointing to interest in the company’s long term EBITDA margin aspirations of 13% to 15%. Analyst Commentary Recent Street research around SiteOne Landscape Supply points to a mix of optimism about long term profit potential and caution around the path to achieving it.分析記事 • Jun 20
SiteOne Landscape Supply (SITE) Stock Could Be 16.1% Undervalued Ahead Of Investor Day
SiteOne Landscape Supply (SITE) heads into its 2026 Investor Day on June 23-24 with fresh attention from the market, as recent institutional buying and insider purchases highlight interest in the stock. See our latest analysis for SiteOne Landscape Supply. Recent trading reflects this renewed interest, with SiteOne Landscape Supply’s share price up 4.38% over the past day and 3.45% over the past week. However, its 30 day share price return is down 4.61% and its 1 year total shareholder return...ナラティブの更新 • Jun 04
SITE: Recent Upgrades And Execution Outlook Will Drive Future Repricing
Analysts have adjusted the SiteOne Landscape Supply price target to $160.73, reflecting modest tweaks to the discount rate and future P/E assumptions after a mix of recent upgrades and target reductions across the Street. Analyst Commentary Recent research on SiteOne Landscape Supply has been mixed, with several firms adjusting ratings and price targets in quick succession.Seeking Alpha • Jun 02
SiteOne Landscape: Improving Strategies Support The Hold Thesis
Summary SiteOne Landscape Supply maintains a 'Hold' rating as acquisitions and pricing discipline offset macro headwinds and soft residential construction. SITE's recent acquisitions of Bourget and Reinders expand its product portfolio and regional reach, enhancing cross-selling and scale advantages. Pricing power has returned, with management projecting 2%-3% increases and EBITDA growth of 4%-6% over the next four quarters. Despite strong liquidity and reasonable valuation, negative cash flows and sluggish repair-and-upgrade demand temper near-term upside. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 24
SITE: Long Term Margin Targets And Investor Day Will Drive Future Repricing
Analysts have trimmed the consolidated price target for SiteOne Landscape Supply to $153, reflecting recent target reductions across several firms while still pointing to interest in the company’s long term EBITDA margin aspirations of 13% to 15%. Analyst Commentary Recent Street research around SiteOne Landscape Supply points to a mix of optimism about long term profit potential and caution around the path to achieving it.分析記事 • Jun 20
SiteOne Landscape Supply (SITE) Stock Could Be 16.1% Undervalued Ahead Of Investor Day
SiteOne Landscape Supply (SITE) heads into its 2026 Investor Day on June 23-24 with fresh attention from the market, as recent institutional buying and insider purchases highlight interest in the stock. See our latest analysis for SiteOne Landscape Supply. Recent trading reflects this renewed interest, with SiteOne Landscape Supply’s share price up 4.38% over the past day and 3.45% over the past week. However, its 30 day share price return is down 4.61% and its 1 year total shareholder return...ナラティブの更新 • Jun 04
SITE: Recent Upgrades And Execution Outlook Will Drive Future Repricing
Analysts have adjusted the SiteOne Landscape Supply price target to $160.73, reflecting modest tweaks to the discount rate and future P/E assumptions after a mix of recent upgrades and target reductions across the Street. Analyst Commentary Recent research on SiteOne Landscape Supply has been mixed, with several firms adjusting ratings and price targets in quick succession.Seeking Alpha • Jun 02
SiteOne Landscape: Improving Strategies Support The Hold Thesis
Summary SiteOne Landscape Supply maintains a 'Hold' rating as acquisitions and pricing discipline offset macro headwinds and soft residential construction. SITE's recent acquisitions of Bourget and Reinders expand its product portfolio and regional reach, enhancing cross-selling and scale advantages. Pricing power has returned, with management projecting 2%-3% increases and EBITDA growth of 4%-6% over the next four quarters. Despite strong liquidity and reasonable valuation, negative cash flows and sluggish repair-and-upgrade demand temper near-term upside. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...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
新しいナラティブ • 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 Alpha株主還元
| SITE | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 5.9% | 0.4% | -2.7% |
| 1Y | -3.2% | 24.5% | 18.6% |
業界別リターン: SITE過去 1 年間で24.5 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: SITEは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| SITE volatility | |
|---|---|
| SITE Average Weekly Movement | 7.1% |
| Trade Distributors Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SITE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SITEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2001 | 7,750 | Doug Black | www.siteone.com |
サイトワン・ランドスケープ・サプライ社は、その子会社とともに、米国とカナダで造園用品の卸販売を行っている。同社は、コントローラー、バルブ、スプリンクラーヘッド、灌漑用パイプ、マイクロ灌漑、ドリップ製品などの灌漑製品、肥料、草の種、融氷剤などの製品、除草剤、殺菌剤、殺鼠剤、その他の殺虫剤などの防除製品、敷石、自然石、ブロック、その他の耐久性材料などのハードスケープを提供している；マルチング材、土壌改良材、排水パイプ、工具、ソッドなどの造園用付属品、落葉樹や常緑樹の低木、観賞用、シェード、常緑樹、畑栽培やコンテナ栽培の苗木、バラ、多年草、一年草、球根、植物の種や品種からなる苗木、照明器具、LEDランプ、電線、変圧器、付属品からなる屋外照明製品。また、灌漑プロジェクトのテイクオフ、商業プロジェクト計画、セールスリードの創出、事業運営、製品サポートサービス、一連の技術・経営セミナーなどの支援からなるコンサルティングサービスも提供している。さらに、同社は製品知識と技術的専門知識、プロジェクト・サービス、パートナー・プログラム・サービスを提供している。さらに、「Portfolio」ブランドで植物品種を、「Solstice」ブランドで天然石を提供している。同社はLESCO、SiteOne Green Tech、Pro-Tradeのブランド名で製品を提供している。同社は主に、芝生、庭園、ゴルフコース、その他の屋外スペースの設計、施工、メンテナンスを専門とする住宅および商業造園の専門家向けに、支店網と直接販売を通じて製品を販売している。SiteOne Landscape Supply, Inc.は2001年に設立され、ジョージア州ロズウェルに本社を置いている。
SiteOne Landscape Supply, Inc. 基礎のまとめ
| SITE 基礎統計学 | |
|---|---|
| 時価総額 | US$5.10b |
| 収益（TTM） | US$152.50m |
| 売上高(TTM) | US$4.71b |
33.9x
PER（株価収益率1.1x
P/SレシオSITE は割高か？
公正価値と評価分析を参照収益と収入
| SITE 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.71b |
| 売上原価 | US$3.06b |
| 売上総利益 | US$1.64b |
| その他の費用 | US$1.49b |
| 収益 | US$152.50m |
直近の収益報告
Mar 29, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.44 |
| グロス・マージン | 34.94% |
| 純利益率 | 3.24% |
| 有利子負債／自己資本比率 | 32.5% |
SITE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/26 22:21 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/29 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SiteOne Landscape Supply, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Alexander Maroccia | Berenberg |