This company has been acquired
AZEK (AZEK) Stock Overview
Engages in the design, manufacturing, and selling of building products for residential, commercial, and industrial markets in the United States and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
AZEK Community Fair Values
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Analyst Price Targets
The AZEK Company Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$54.35 |
| 52 Week High | US$54.91 |
| 52 Week Low | US$35.48 |
| Beta | 1.82 |
| 1 Month Change | 7.67% |
| 3 Month Change | 12.76% |
| 1 Year Change | 33.67% |
| 3 Year Change | 215.07% |
| 5 Year Change | 70.70% |
| Change since IPO | 100.18% |
Recent News & Updates
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 AlphaShareholder Returns
| AZEK | US Building | US Market | |
|---|---|---|---|
| 7D | 3.0% | 0.2% | 1.1% |
| 1Y | 33.7% | 6.1% | 28.7% |
Return vs Industry: AZEK exceeded the US Building industry which returned 16% over the past year.
Return vs Market: AZEK exceeded the US Market which returned 13.9% over the past year.
Price Volatility
| AZEK volatility | |
|---|---|
| AZEK Average Weekly Movement | 4.5% |
| Building Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: AZEK has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: AZEK's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 2,276 | Jesse Singh | azekco.com |
The AZEK Company Inc. engages in the design, manufacturing, and selling of building products for residential, commercial, and industrial markets in the United States and Canada. It operates through two segments: Residential and Commercial. The Residential segment designs and manufactures engineered outdoor living and home exterior products, such as decking, railing, exterior trim, and molding, siding and cladding, pergolas and cabanas, and accessories under the TimberTech, AZEK Exteriors, VERSATEX, ULTRALOX, StruXure, and INTEX brands.
The AZEK Company Inc. Fundamentals Summary
| AZEK fundamental statistics | |
|---|---|
| Market cap | US$7.82b |
| Earnings (TTM) | US$150.88m |
| Revenue (TTM) | US$1.52b |
Is AZEK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AZEK income statement (TTM) | |
|---|---|
| Revenue | US$1.52b |
| Cost of Revenue | US$954.48m |
| Gross Profit | US$565.78m |
| Other Expenses | US$414.89m |
| Earnings | US$150.88m |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.05 |
| Gross Margin | 37.22% |
| Net Profit Margin | 9.92% |
| Debt/Equity Ratio | 29.8% |
How did AZEK perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/07/02 17:08 |
| End of Day Share Price | 2025/06/30 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The AZEK Company Inc. is covered by 7 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Reuben Garner | Benchmark Company |
| Anthony Pettinari | Citigroup Inc |
| Joseph Ahlersmeyer | Deutsche Bank |