Quality Investor

SiteOne Landscape Supply, Inc.

Rank #94Capital ReturnWatchlistCompare with other stocks

SITE · NYSE · Industrials

SiteOne Landscape Supply, Inc. (SITE) — Rank #94 by gross profitability (GP/assets 0.48) · ROE 9.0% · Piotroski F-Score 8 / 9.

As-of 2026-10-30 · CIK 0001650729 · all metrics point-in-time as of the filing date.

About

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

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The company provides irrigation products, including controllers, valves, sprinkler heads, irrigation pipes, micro irrigation, and drip products; fertilizer, grass seed, and ice melt products; control products, such as herbicides, fungicides, rodenticides, and other pesticides; hardscapes, which includes pavers, natural stones, blocks, and other durable materials; landscape accessories that include mulches, soil amendments, drainage pipes, tools, and sods; nursery goods, which consist of deciduous and evergreen shrubs, ornamental, shade, evergreen trees, field grown and container-grown nursery stock, roses, perennials, annuals, bulbs, and plant species and cultivars; and outdoor lighting products that include lighting fixtures, LED lamps, wires, transformers, and accessories. It also offers consultative services consisting of assistance with irrigation project take-offs, commercial project planning, generation of sales leads, business operations, and product support services, as well as a series of technical and business management seminars; and distributes branded products of third parties. In addition, the company provides product knowledge and technical expertise, project services, and partners program services. Additionally, it offers plant varieties under the Portfolio brand; and natural stone under the Solstice brand name. The company offers its products under the LESCO, SiteOne Green Tech, and Pro-Trade brand names. It markets its products primarily to residential and commercial landscape professionals who specializes 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.

was founded in 2001 and is headquartered in Roswell, Georgia.

Industry
Industrial Distribution
Sector
Industrials
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
January 3

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

7,750

Industry

Industrial Distribution

Exchange

NYSE

12/12

Flags passed

SITE passes 12/12 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Operating leverage expanding · Deferred revenue growing · RPO outpacing revenue · Sequential beat (rev + EPS)

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.48
Return on equity
9.0%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.02
Current ratio
2.41×
Net cash
-$387.10M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.6%

Growth

2/2 pass
Revenue growth
3.6%
Piotroski F-Score
8 / 9
Share dilution
-1.2%

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Does it make money well?

No warning flags · GP/assets 0.48

Gross profitability (GP / assets)

0.48

Primary signal (Novy-Marx).

4th of 9 SIC 50 peers

Return on equity

9.0%

Gross margin

34.8%

5th of 9 SIC 50 peers

Revenue growth (YoY)

3.6%

RPO growth (YoY)

28.8%

Remaining performance obligations growth — RPO > revenue = forward demand building.

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2023202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

5.4%

Revenue CAGR (5Y)

11.7%

Earnings CAGR (3Y)

-14.8%

FCF CAGR (3Y)

9.1%

Cash Flow Health

Is the cash real?

No warning flags · FCF 63% above net income

Free cash flow

$246.80M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

62.6%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.6%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net debt $387.10M, F-Score 8/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.02

8th of 9 SIC 50 peers (best = lowest)

Current ratio

2.41×

4th of 9 SIC 50 peers

Quick ratio

0.89×

Net cash

-$387.10M

Cash & equivalents minus total debt.

Piotroski F-Score

8 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

3.3 / 5

Good
Share count trend(net buybacks)
-1.2%3/5 Good
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory(deleveraging)
2.7%4/5 Strong

Lifecycle Phase History

20212025
Op. Leverage
Hypergrowth
Value
Capital Return

Price History

SITE-55.4% · -14.9% CAGRSPY+82.9% · +12.8% CAGR