SiteOne Landscape Supply (SITE)

• Market cap: $4.94B
• 1 day: -2.01%
• 5 days: -5.98%
• 1 month: -9.90%
• 3 months: -24.44%
• 6 months: -22.63%
• Year to date: -14.82%
• 1 year: -29.99%
• 5 years: 60.82%
• 10 years: 312.15%
• Sector: Industrials
• Industry: Industrial Distribution

About: SiteOne Landscape Supply Inc is a supplier of tools and equipment. The company serves various businesses which include wholesale irrigation, outdoor lighting, nursery, landscape supplies, grass seeds, and fertilizers, turf protection products, turf care equipment, and golf course accessories for green industry professionals mainly in the United States and Canada. Its product portfolio includes irrigation supplies, fertilizer and herbicides, landscape accessories, nursery goods, natural stones and blocks, outdoor lighting and ice melt products and other products.

Employees: 8,300

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

467% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $934K

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 365 [Q3] → 370 (+5) [Q4]

1.78% less ownership

Funds ownership: 103.5% [Q3] → 101.72% (-1.78%) [Q4]

14% less capital invested

Capital invested by funds: $7.06B [Q3] → $6.06B (-$994M) [Q4]

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 139

80% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 1 (-4) [Q4]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $106 4% downside
• Avg. target: $143 30% upside
• High target: $182 66% upside

7 analyst ratings

• positive: 2 29%
• neutral: 4 57%
• negative: 1 14%

Barclays Matthew Bouley 36% 1-year accuracy 25 / 69 met price target	4% downside $106	Underweight Maintained	8 Apr 2025
Loop Capital Jeffrey Stevenson 12% 1-year accuracy 2 / 17 met price target	14% upside $125	Hold Maintained	4 Apr 2025
Deutsche Bank Collin Verron 0% 1-year accuracy 0 / 10 met price target	23% upside $135	Hold Initiated	1 Apr 2025
Stifel W. Andrew Carter 33% 1-year accuracy 12 / 36 met price target	32% upside $145	Hold Maintained	14 Feb 2025
RBC Capital Mike Dahl 41% 1-year accuracy 22 / 54 met price target	24% upside $136	Sector Perform Maintained	13 Feb 2025