NYSE:SITE

Stock Analysis Report

Executive Summary

SiteOne Landscape Supply, Inc. engages in the wholesale distribution of landscape supplies in the United States and Canada.

Snowflake

Fundamentals

Moderate growth potential with acceptable track record.

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


Market Performance


7 Day Return

1.1%

NYSE:SITE

2.9%

US Trade Distributors

2.1%

US Market


1 Year Return

-16.5%

NYSE:SITE

-16.7%

US Trade Distributors

-0.04%

US Market

SITE matched the Trade Distributors industry (-16.7%) over the past year.

SITE underperformed the Market in United States of America which returned -0% over the past year.


Share holder returns

SITEIndustryMarket
7 Day1.1%2.9%2.1%
30 Day3.7%-4.1%-3.2%
90 Day15.5%0.2%2.8%
1 Year-16.5%-16.5%-15.2%-16.7%2.2%-0.04%
3 Year96.0%96.0%25.5%20.0%41.5%32.3%
5 Yearn/a11.9%4.1%55.0%37.8%

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

Valuation

Is SiteOne Landscape Supply undervalued based on future cash flows and its price relative to the stock market?

44.89x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

SiteOne Landscape Supply's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

SiteOne Landscape Supply's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

SiteOne Landscape Supply is overvalued based on earnings compared to the US Trade Distributors industry average.

SiteOne Landscape Supply is overvalued based on earnings compared to the United States of America market.


Price Based on Expected Growth

SiteOne Landscape Supply is poor value based on expected growth next year.


Price Based on Value of Assets

SiteOne Landscape Supply is overvalued based on assets compared to the US Trade Distributors industry average.


Next Steps

Future Growth

How is SiteOne Landscape Supply expected to perform in the next 1 to 3 years based on estimates from 7 analysts?

22.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

SiteOne Landscape Supply's revenue is expected to grow by 4.9% yearly, however this is not considered high growth (20% yearly).

SiteOne Landscape Supply's earnings are expected to grow significantly at over 20% yearly.

SiteOne Landscape Supply's revenue growth is positive but not above the United States of America market average.

SiteOne Landscape Supply's earnings growth is expected to exceed the United States of America market average.

SiteOne Landscape Supply's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

SiteOne Landscape Supply is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


Next Steps

Past Performance

How has SiteOne Landscape Supply performed over the past 5 years?

52.1%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

SiteOne Landscape Supply has delivered over 20% year on year earnings growth in the past 5 years.

SiteOne Landscape Supply's 1-year earnings growth is less than its 5-year average (2.4% vs 52.1%)

SiteOne Landscape Supply's earnings growth has exceeded the US Trade Distributors industry average in the past year (2.4% vs -5.1%).


Return on Equity

SiteOne Landscape Supply has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

SiteOne Landscape Supply used its assets more efficiently than the US Trade Distributors industry average last year based on Return on Assets.


Return on Capital Employed

SiteOne Landscape Supply's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is SiteOne Landscape Supply's financial position?


Financial Position Analysis

SiteOne Landscape Supply is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

SiteOne Landscape Supply's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

SiteOne Landscape Supply's level of debt (183.5%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (53.7% vs 183.5% today).

Debt is not well covered by operating cash flow (15%, less than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 3.1x coverage).


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 1.4x debt.


Next Steps

Dividend

What is SiteOne Landscape Supply's current dividend yield, its reliability and sustainability?


Dividend Yield and Payments Analysis

Unable to evaluate SiteOne Landscape Supply's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate SiteOne Landscape Supply's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as SiteOne Landscape Supply has not reported any payouts.

Unable to verify if SiteOne Landscape Supply's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as SiteOne Landscape Supply has not reported any payouts.


Future Payout to Shareholders

No need to calculate the sustainability of SiteOne Landscape Supply's dividends in 3 years as they are not expected to pay a notable one for United States of America.


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?

4.1yrs

Average management tenure


CEO

Doug Black (54yo)

5.3yrs

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

Doug's remuneration is lower than average for companies of similar size in United States of America.

Doug's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

4.1yrs

Average Tenure

51yo

Average Age

The tenure for the SiteOne Landscape Supply management team is about average.


Board Age and Tenure

2.2yrs

Average Tenure

57yo

Average Age

The average tenure for the SiteOne Landscape Supply board of directors is less than 3 years, this suggests a new board.


Insider Trading

SiteOne Landscape Supply individual insiders have only sold shares in the past 3 months.


Recent Insider Transactions

SellUS$24,37508 Aug 19
John Guthrie
EntityIndividual
Role
Chief Financial Officer
Executive VP
Shares332
Max PriceUS$73.42
SellUS$66,43007 Aug 19
Greg Weller
EntityIndividual
Role
Chief Operating Officer
Senior Vice President of Operations
Shares922
Max PriceUS$72.05
SellUS$118,11828 May 19
Ross Anker
EntityIndividual
Shares1,820
Max PriceUS$64.90
SellUS$1,804,07823 May 19
Ross Anker
EntityIndividual
Shares27,072
Max PriceUS$66.64

Ownership Breakdown


Management Team

  • Doug Black (54yo)

    Chairman of the Board & CEO

    • Tenure: 5.3yrs
    • Compensation: US$3.52m
  • John Guthrie (54yo)

    Executive VP

    • Tenure: 5.7yrs
    • Compensation: US$923.09k
  • Joe Ketter (50yo)

    Senior Vice President of Human Resources

    • Tenure: 4.1yrs
    • Compensation: US$616.30k
  • Briley Brisendine (48yo)

    Executive VP

    • Tenure: 3.9yrs
    • Compensation: US$1.01m
  • Greg Kirksey

    Director of Communications

    • Tenure: 0.0yrs
  • Scott Salmon (51yo)

    Executive VP of Strategy & Development

    • Tenure: 0.4yrs
  • Greg Weller

    Senior Vice President of Operations

    • Tenure: 0.3yrs
  • Sean Kramer

    Chief Information Officer

    • Tenure: 5.6yrs

Board Members

  • Jack Wyszomierski (63yo)

    Director

    • Tenure: 3.3yrs
    • Compensation: US$173.76k
  • Jeri Isbell (61yo)

    Director

    • Tenure: 2.8yrs
    • Compensation: US$173.76k
  • Bill Douglas (58yo)

    Lead Director

    • Tenure: 2.2yrs
    • Compensation: US$213.76k
  • Webster Dunbar (57yo)

    Director

    • Tenure: 2.4yrs
    • Compensation: US$156.26k
  • Fred Diaz (54yo)

    Director

    • Tenure: 2.0yrs
    • Compensation: US$151.81k
  • Doug Black (54yo)

    Chairman of the Board & CEO

    • Tenure: 5.3yrs
    • Compensation: US$3.52m
  • Larisa Drake (47yo)

    Director

    • Tenure: 0.3yrs

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$3.094b
  • Shares outstanding: 41.21m
  • Website: https://siteone.com

Number of Employees


Location

  • SiteOne Landscape Supply, Inc.
  • 300 Colonial Center Parkway
  • Suite 600
  • Roswell
  • Georgia
  • 30076
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SITENYSE (New York Stock Exchange)YesCommon StockUSUSDMay 2016
0S0DB (Deutsche Boerse AG)YesCommon StockDEEURMay 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, in ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/24 01:03
End of Day Share Price2019/08/23 00:00
Earnings2019/06/30
Annual Earnings2018/12/30


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.