Professional
Added to YB: 2024-08-21
Pitch date: 2024-06-30
SITE [bullish]
SiteOne Landscape Supply, Inc.
+6.51%
current return
Author Info
No bio for this author
Company Info
SiteOne Landscape Supply, Inc., together with its subsidiaries, engages in the wholesale distribution of landscape supplies in the United States and Canada.
Market Cap
$5.7B
Pitch Price
$121.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.12
P/E
41.77
EV/Sales
1.41
Sector
Trading Companies and Distributors
Category
turnaround
Baron Small Cap Fund Portfolio Holding: SiteOne Landscape Supply, Inc.
SITE: Largest N. American landscape supply distributor. Stock down on weak upgrade/repair demand & commodity deflation. Long-term bullish: operational efficiency, tech, product management driving market share gain in fragmented industry. Consistent M&A expanding products/geography. Management impresses. Goal: significant market share growth & 50% margin increase. Stock now cheap due to temporary sales softness.
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