SiteOne Landscape Supply, Inc.

NYSE:SITE 주식 리포트

시가총액: US$5.0b

SiteOne Landscape Supply 향후 성장

Future 기준 점검 2/6

SiteOne Landscape Supply (는) 각각 연간 17.5% 및 5.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.4% 로 예상됩니다.

핵심 정보

17.5%

이익 성장률

18.81%

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률5.3%
향후 자기자본이익률12.36%
애널리스트 커버리지

Good

마지막 업데이트03 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 Alpha
Seeking 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
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새로운 내러티브 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NYSE:SITE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20285,4532492952936
12/31/20275,19721726929411
12/31/20264,94818221331911
3/29/20264,706153240308N/A
12/28/20254,705152245301N/A
9/28/20254,672140205255N/A
6/29/20254,623125192242N/A
3/30/20254,575116202253N/A
12/29/20244,541124239283N/A
9/29/20244,493142231272N/A
6/30/20244,429155202244N/A
3/31/20244,369159313351N/A
12/31/20234,301173262298N/A
10/1/20234,226176254295N/A
7/2/20234,184192307342N/A
4/2/20234,047209144183N/A
1/1/20234,015245176217N/A
10/2/20223,930274124164N/A
7/3/20223,7642815595N/A
4/3/20223,631263101138N/A
1/2/20223,476238174211N/A
10/3/20213,346222169208N/A
7/4/20213,161191167203N/A
4/4/20212,895146220250N/A
1/3/20212,705121204229N/A
9/27/20202,564112229247N/A
6/28/20202,46599243261N/A
3/29/20202,4008493114N/A
12/29/20192,35878N/A131N/A
9/29/20192,29773N/A101N/A
6/30/20192,22368N/A95N/A
3/31/20192,15867N/A70N/A
12/30/20182,11274N/A78N/A
9/30/20182,05380N/A73N/A
7/1/20181,97767N/A20N/A
4/1/20181,89848N/A30N/A
12/31/20171,86255N/A16N/A
10/1/20171,80845N/A49N/A
7/2/20171,75043N/A29N/A
4/2/20171,655-90N/A8N/A
1/1/20171,648-91N/A73N/A
10/2/20161,626-102N/A36N/A
7/3/20161,586-117N/A71N/A
4/3/20161,554-20N/A96N/A
1/3/20161,452-15N/A71N/A
9/27/20151,400-1N/A45N/A
6/28/20151,283-4N/A14N/A

애널리스트 향후 성장 전망

수입 대 저축률: SITE 의 연간 예상 수익 증가율(17.5%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: SITE 의 연간 수익(17.5%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SITE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SITE 의 수익(연간 5.3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SITE 의 수익(연간 5.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SITE의 자본 수익률은 3년 후 12.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 02:09
종가2026/05/22 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

SiteOne Landscape Supply, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MantheyBaird
Matthew BouleyBarclays
Alexander MarocciaBerenberg