SiteOne Landscape Supply
Market Cap
US$3.9b
Last Updated
2020/01/20 00:36 UTC
Data Sources
Company Financials +
Executive Summary
SiteOne Landscape Supply, Inc. engages in the wholesale distribution of landscape supplies in the United States and Canada.
Rewards
Risk Analysis
Snowflake Analysis
Reasonable growth potential with mediocre balance sheet.
Share Price & News
How has SiteOne Landscape Supply's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SITE has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
2.8%
SITE
0.7%
US Trade Distributors
1.7%
US Market
1 Year Return
66.1%
SITE
17.9%
US Trade Distributors
23.6%
US Market
Return vs Industry: SITE exceeded the US Trade Distributors industry which returned 22.3% over the past year.
Return vs Market: SITE exceeded the US Market which returned 24.7% over the past year.
Shareholder returns
| SITE | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.8% | 0.7% | 1.7% |
| 30 Day | 4.4% | -0.6% | 3.5% |
| 90 Day | 18.4% | 8.2% | 11.7% |
| 1 Year | 66.1%66.1% | 19.8%17.9% | 26.2%23.6% |
| 3 Year | 155.2%155.2% | 29.3%23.7% | 53.2%43.3% |
| 5 Year | n/a | 50.1%39.0% | 75.5%56.1% |
Price Volatility Vs. Market
How volatile is SiteOne Landscape Supply's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Our Take On US$5.0m's (NYSE:SITE) CEO Salary1 month ago | Simply Wall St
Can SiteOne Landscape Supply, Inc. (NYSE:SITE) Maintain Its Strong Returns?1 month ago | Simply Wall St
Does The SiteOne Landscape Supply, Inc. (NYSE:SITE) Share Price Fall With The Market?Valuation
Is SiteOne Landscape Supply undervalued compared to its fair value and its price relative to the market?
53.18x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: SITE ($92.59) is trading above our estimate of fair value ($62.09)
Significantly Below Fair Value: SITE is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: SITE is poor value based on its PE Ratio (52x) compared to the Trade Distributors industry average (17x).
PE vs Market: SITE is poor value based on its PE Ratio (52x) compared to the US market (18.9x).
Price to Earnings Growth Ratio
PEG Ratio: SITE is poor value based on its PEG Ratio (2.1x)
Price to Book Ratio
PB vs Industry: SITE is overvalued based on its PB Ratio (10x) compared to the US Trade Distributors industry average (1.7x).
Next Steps
Future Growth
How is SiteOne Landscape Supply forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
25.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SITE's forecast earnings growth (25.1% per year) is above the savings rate (1.7%).
Earnings vs Market: SITE's earnings (25.1% per year) are forecast to grow faster than the US market (14.3% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: SITE's revenue (5.5% per year) is forecast to grow slower than the US market (7.5% per year).
High Growth Revenue: SITE's revenue (5.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SITE's Return on Equity is forecast to be high in 3 years time (20.1%)
Next Steps
Past Performance
How has SiteOne Landscape Supply performed over the past 5 years?
51.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SITE has high quality earnings.
Growing Profit Margin: SITE's current net profit margins (3.2%) are lower than last year (3.9%).
Past Earnings Growth Analysis
Earnings Trend: SITE has become profitable over the past 5 years, growing earnings by 51.1% per year.
Accelerating Growth: SITE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: SITE had negative earnings growth (-8.5%) over the past year, making it difficult to compare to the Trade Distributors industry average (-7.3%).
Return on Equity
High ROE: SITE's Return on Equity (19%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is SiteOne Landscape Supply's financial position?
Financial Position Analysis
Short Term Liabilities: SITE's short term assets ($875.2M) exceed its short term liabilities ($359.0M).
Long Term Liabilities: SITE's short term assets ($875.2M) exceed its long term liabilities ($783.5M).
Debt to Equity History and Analysis
Debt Level: SITE's debt to equity ratio (151.7%) is considered high.
Reducing Debt: SITE's debt to equity ratio has increased from 49.1% to 151.7% over the past 5 years.
Debt Coverage: SITE's debt is not well covered by operating cash flow (17.3%).
Interest Coverage: SITE's interest payments on its debt are well covered by EBIT (3.5x coverage).
Balance Sheet
Inventory Level: SITE has a high level of physical assets or inventory.
Debt Coverage by Assets: SITE's debt is covered by short term assets (assets are 1.5x debt).
Next Steps
Dividend
What is SiteOne Landscape Supply's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate SITE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate SITE's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if SITE's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if SITE's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of SITE's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
What is the CEO of SiteOne Landscape Supply's salary, the management and board of directors tenure and is there insider trading?
4.5yrs
Average management tenure
CEO
Doug Black (54yo)
5.8yrs
Tenure
US$3,516,748
Compensation
Mr. Doug Black has been Chief Executive Officer of SiteOne Landscape Supply, Inc. (alternate name John Deere Landscapes, LLC) since April 1, 2014 and has been its Chairman of the Board since June 23, 2017. ...
CEO Compensation Analysis
Compensation vs Market: Doug's total compensation ($USD3.52M) is about average for companies of similar size in the US market ($USD4.99M).
Compensation vs Earnings: Doug's compensation has been consistent with company performance over the past year.
Management Age and Tenure
4.5yrs
Average Tenure
51yo
Average Age
Experienced Management: SITE's management team is considered experienced (4.5 years average tenure).
Board Age and Tenure
2.6yrs
Average Tenure
57yo
Average Age
Experienced Board: SITE's board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.
Insider Trading
Insider Buying: SITE insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Financial Officer Executive VP |
| Shares | 4,000 |
| Max Price | US$90.97 |
| Entity | Individual |
| Role | Chief Operating Officer Senior Vice President of Operations |
| Shares | 1,250 |
| Max Price | US$78.12 |
| Entity | Individual |
| Role | Chief Financial Officer Executive VP |
| Shares | 332 |
| Max Price | US$73.42 |
| Entity | Individual |
| Role | Chief Operating Officer Senior Vice President of Operations |
| Shares | 922 |
| Max Price | US$72.05 |
| Entity | Individual |
| Shares | 1,820 |
| Max Price | US$64.90 |
| Entity | Individual |
| Shares | 27,072 |
| Max Price | US$66.64 |
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2%.
Management Team
Doug Black (54yo)
Chairman of the Board & CEO
- Tenure: 5.8yrs
- Compensation: US$3.52m
John Guthrie (54yo)
Executive VP
- Tenure: 6.1yrs
- Compensation: US$923.09k
Joe Ketter (50yo)
Senior Vice President of Human Resources
- Tenure: 4.5yrs
- Compensation: US$616.30k
Briley Brisendine (48yo)
Executive VP
- Tenure: 4.3yrs
- Compensation: US$1.01m
Greg Kirksey
Director of Communications
Scott Salmon (51yo)
Executive VP of Strategy & Development
- Tenure: 0.8yrs
Greg Weller
Senior Vice President of Operations
- Tenure: 0.7yrs
Sean Kramer
Chief Information Officer
- Tenure: 6yrs
Board Members
Jack Wyszomierski (63yo)
Independent Director
- Tenure: 3.8yrs
- Compensation: US$173.76k
Jeri Isbell (61yo)
Independent Director
- Tenure: 3.3yrs
- Compensation: US$173.76k
Bill Douglas (58yo)
Lead Director
- Tenure: 2.6yrs
- Compensation: US$213.76k
Webster Dunbar (57yo)
Independent Director
- Tenure: 2.8yrs
- Compensation: US$156.26k
Fred Diaz (54yo)
Independent Director
- Tenure: 2.4yrs
- Compensation: US$151.81k
Doug Black (54yo)
Chairman of the Board & CEO
- Tenure: 5.8yrs
- Compensation: US$3.52m
Larisa Drake (47yo)
Independent Director
- Tenure: 0.7yrs
Company Information
SiteOne Landscape Supply, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: SiteOne Landscape Supply, Inc.
- Ticker: SITE
- Exchange: NYSE
- Founded:
- Industry: Trading Companies and Distributors
- Sector: Capital Goods
- Market Cap: US$3.917b
- Shares outstanding: 41.38m
- Website: https://siteone.com
Number of Employees
Location
- SiteOne Landscape Supply, Inc.
- 300 Colonial Center Parkway
- Suite 600
- Roswell
- Georgia
- 30076
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| SITE | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | May 2016 |
| 0S0 | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | May 2016 |
Biography
SiteOne Landscape Supply, Inc. engages in the wholesale distribution of landscape supplies in the United States and Canada. The company provides a selection of approximately 120,000 stock keeping units, including irrigation supplies, fertilizer and control products, landscape accessories, nursery goods, outdoor lightings, and ice melt products, as well as hardscapes, such as pavers, natural stones, and blocks. It also offers consultative services, which include assistance with irrigation network design, commercial project planning, generation of sales leads, marketing services and product support, and a series of technical and business management seminars; and distributes branded products of third parties. The company markets its products primarily to residential and commercial landscape professionals who specialize in the design, installation, and maintenance of lawns, gardens, golf courses, and other outdoor spaces through branch network and direct distribution. SiteOne Landscape Supply, Inc. is headquartered in Roswell, Georgia.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/01/20 00:36 |
| End of Day Share Price | 2020/01/17 00:00 |
| Earnings | 2019/09/29 |
| Annual Earnings | 2018/12/30 |
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 here.