SiteOne Landscape Supply Inc (SITE)vsWESCO International Inc (WCC)
SITE
SiteOne Landscape Supply Inc
$136.30
-2.66%
INDUSTRIALS · Cap: $6.22B
WCC
WESCO International Inc
$276.76
+1.19%
INDUSTRIALS · Cap: $13.31B
Smart Verdict
WallStSmart Research — data-driven comparison
WESCO International Inc generates 400% more annual revenue ($23.51B vs $4.70B). SITE leads profitability with a 3.2% profit margin vs 2.7%. WCC appears more attractively valued with a PEG of 1.65. WCC earns a higher WallStSmart Score of 61/100 (C+).
SITE
Hold49
out of 100
Grade: D+
WCC
Buy61
out of 100
Grade: C+
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
-0.3%
Fair Value
$301.95
Current Price
$276.76
$25.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 35.1% YoY
Reasonable price relative to book value
Areas to Watch
3.2% revenue growth
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SITE
The strongest argument for SITE centers on Altman Z-Score, EPS Growth.
Bull Case : WCC
The strongest argument for WCC centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.
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 : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
SITE carries more volatility with a beta of 1.59 — expect wider price swings.
WCC is growing revenue faster at 10.3% — sustainability is the question.
SITE generates stronger free cash flow (150M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WCC scores higher overall (61/100 vs 49/100) and 10.3% revenue growth. Both earn "Buy" 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 →WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
Compare with Other INDUSTRIAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?