The AZEK Company Inc.

NYSE:AZEK Stock Report

Market Cap: US$7.8b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

AZEK Future Growth

Future criteria checks 2/6

AZEK is forecast to grow earnings and revenue by 17.2% and 6.8% per annum respectively. EPS is expected to grow by 17.3% per annum. Return on equity is forecast to be 16.8% in 3 years.

Key information

17.2%

Earnings growth rate

17.30%

EPS growth rate

Building earnings growth20.7%
Revenue growth rate6.8%
Future return on equity16.82%
Analyst coverage

Good

Last updated01 Jul 2025

Recent future growth updates

Recent updates

Seeking Alpha • Mar 24

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 Alpha
Seeking Alpha • Feb 11

The 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 Alpha
Seeking Alpha • Nov 28

The 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
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New Narrative • Aug 28

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.
Seeking Alpha • Aug 21

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 Alpha
Seeking Alpha • Jun 05

The 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 Alpha
Seeking Alpha • Mar 21

AZEK: 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 Alpha
Seeking Alpha • Jan 03

The 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 Alpha
Seeking Alpha • Dec 23

The 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 Alpha

Earnings and Revenue Growth Forecasts

NYSE:AZEK - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
9/30/20271,8002292923964
9/30/20261,66720124533213
9/30/20251,54216720730713
3/31/20251,520151208316N/A
12/31/20241,486146173254N/A
9/30/20241,441153147224N/A
6/30/20241,482164202291N/A
3/31/20241,435149189267N/A
12/31/20231,395117264340N/A
9/30/20231,37062274363N/A
6/30/20231,28610189276N/A
3/31/20231,2943132238N/A
12/31/20221,312215143N/A
9/30/20221,35667-67106N/A
6/30/20221,397119-45153N/A
3/31/20221,330113-84132N/A
12/31/20211,226100-57157N/A
9/30/20211,1798933207N/A
6/30/20211,097-1050207N/A
3/31/2021993-8449174N/A
12/31/2020945-10272175N/A
9/30/2020899-122398N/A
6/30/2020851-591586N/A
3/31/2020848-5375N/A
12/31/2019823-112089N/A
9/30/2019794-203295N/A
9/30/20186827N/A67N/A
9/30/2017633-67N/A57N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AZEK's forecast earnings growth (17.2% per year) is above the savings rate (2.9%).

Earnings vs Market: AZEK's earnings (17.2% per year) are forecast to grow faster than the US market (14.6% per year).

High Growth Earnings: AZEK's earnings are forecast to grow, but not significantly.

Revenue vs Market: AZEK's revenue (6.8% per year) is forecast to grow slower than the US market (8.7% per year).

High Growth Revenue: AZEK's revenue (6.8% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: AZEK's Return on Equity is forecast to be low in 3 years time (16.8%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/02 17:08
End of Day Share Price 2025/06/30 00:00
Earnings2025/03/31
Annual Earnings2024/09/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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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.

AnalystInstitution
Reuben GarnerBenchmark Company
Anthony PettinariCitigroup Inc
Joseph AhlersmeyerDeutsche Bank