SiteOne Landscape Supply, Inc. (SITE) intrinsic value & 10-year financials
SiteOne Landscape Supply, Inc. (SITE) has a Graham intrinsic value of $98.85 per share. At $94.84 on Oct 17, 2026, the stock trades 4% below that value. Over the last 10 fiscal years revenue grew 16.6% a year to $4.7B, with an average return on invested capital of 12.4%.
- Graham intrinsic value
- $98.85
- Share price (Oct 17, 2026)
- $94.84
- Price vs Graham value
- 4% below
- Market cap
- $4.3B
- Revenue (FY2025)
- $4.7B
- Revenue growth (10-yr CAGR)
- 16.6%
- ROIC (10-yr avg)
- 12.4%
- Free cash flow (FY2025)
- $246.8M
SITE 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $4.7B | $151.8M | $3.37 | $246.8M | 5.1% | 7.9% |
| FY2024 | $4.5B | $123.6M | $2.71 | $242.9M | 4.2% | 6.7% |
| FY2023 | $4.3B | $173.4M | $3.80 | $265.4M | 5.8% | 10.5% |
| FY2022 | $3.5B | $238.4M | $5.20 | $178.3M | 9.0% | 18.3% |
| FY2021 | $2.7B | $121.3M | $2.75 | $210.8M | 6.6% | 12.5% |
| FY2019 | $2.4B | $77.7M | $1.82 | $111.3M | 5.3% | 10.9% |
| FY2018 | $2.1B | $73.9M | $1.73 | $63.2M | 5.1% | 13.9% |
| FY2017 | $1.9B | $54.6M | $1.29 | $1.8M | 5.3% | 16.3% |
| FY2016 | $1.5B | $28.9M | -$0.35 | $60.5M | 4.1% | 14.6% |
| FY2014 | $1.2B | $21.7M | -$0.10 | $48.4M | 3.8% | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
SiteOne Landscape Supply, Inc. is a consistent compounder, expanding top-line revenue at 16.6% annually over the past decade.
SiteOne Landscape Supply, Inc. returns on capital have been average, hovering around 12.4% ROIC over the decade.
SiteOne Landscape Supply, Inc. has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, SiteOne Landscape Supply, Inc. is modeled at 12.8% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $98.85 per share.