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Added to YB: 2026-08-12

Pitch date: 2026-08-12

SITE [bullish]

SiteOne Landscape Supply, Inc.

-1.48%

current return

Author Info

CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.

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

$4.2B

Pitch Price

$97.38

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.00

P/E

26.35

EV/Sales

1.10

Sector

Trading Companies and Distributors

Category

value

Show full summary:
CEO buys stock after 59 straight sales

SITE: High-signal reversal: CEO bought $816K (~$102) after selling 59 straight times over 2,706 days. Cyclical housing-supply distributor at 11.7x EV/EBITDA NTM (lowest since 2018, vs 17.2x 5yr median). Gaining share (volumes down only ~2% vs mid-single-digit new-res decline), holding pricing, guiding flat/+1% sales with slight margin expansion, and bought back $120M+ in 2026. Multiple re-rates toward 17x if cycle turns. Risk: this isn't the trough and volumes fall further than expected.

Read full article (3 min)