SiteOne Landscape Supply Inc (SITE)vsWatsco Inc (WSO)
SITE
SiteOne Landscape Supply Inc
$136.30
-2.66%
INDUSTRIALS · Cap: $6.22B
WSO
Watsco Inc
$367.15
+1.01%
INDUSTRIALS · Cap: $14.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Watsco Inc generates 54% more annual revenue ($7.24B vs $4.70B). WSO leads profitability with a 6.9% profit margin vs 3.2%. WSO appears more attractively valued with a PEG of 1.48. SITE earns a higher WallStSmart Score of 49/100 (D+).
SITE
Hold49
out of 100
Grade: D+
WSO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.5%
Fair Value
$157.72
Current Price
$136.30
$21.42 premium
Margin of Safety
-413.3%
Fair Value
$83.30
Current Price
$367.15
$283.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 35.1% YoY
Safe zone — low bankruptcy risk
Areas to Watch
3.2% revenue growth
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
6.9% margin — thin
Weak financial health signals
Revenue declined 10.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : SITE
The strongest argument for SITE centers on Altman Z-Score, EPS Growth.
Bull Case : WSO
The strongest argument for WSO centers on Altman Z-Score. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bear Case : SITE
The primary concerns for SITE are Revenue Growth, Profit Margin, PEG Ratio. A P/E of 41.5x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : WSO
The primary concerns for WSO are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
SITE carries more volatility with a beta of 1.59 — expect wider price swings.
SITE is growing revenue faster at 3.2% — sustainability is the question.
WSO generates stronger free cash flow (389M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SITE scores higher overall (49/100 vs 45/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
SiteOne Landscape Supply Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
SiteOne Landscape Supply, Inc. is engaged in the wholesale distribution of garden supplies in the United States and Canada. The company is headquartered in Roswell, Georgia.
Visit Website →Watsco Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Watsco, Inc. distributes air conditioning, heating and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico and Puerto Rico. The company is headquartered in Miami, Florida.
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