SiteOne Landscape Supply Inc (SITE)vsWatsco Inc (WSO)
SITE
SiteOne Landscape Supply Inc
$105.05
+2.30%
INDUSTRIALS · Cap: $4.72B
WSO
Watsco Inc
$371.38
+0.63%
INDUSTRIALS · Cap: $15.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Watsco Inc generates 54% more annual revenue ($7.24B vs $4.71B). WSO leads profitability with a 6.8% profit margin vs 3.2%. WSO appears more attractively valued with a PEG of 1.50. SITE earns a higher WallStSmart Score of 51/100 (C-).
SITE
Buy51
out of 100
Grade: C-
WSO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.2%
Fair Value
$123.51
Current Price
$105.05
$18.46 premium
Intrinsic value data unavailable for WSO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 35.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
0.1% revenue growth
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
6.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : SITE
The strongest argument for SITE centers on Altman Z-Score, Price/Book, EPS Growth.
Bull Case : WSO
The strongest argument for WSO centers on Altman Z-Score, Debt/Equity.
Bear Case : SITE
The primary concerns for SITE are P/E Ratio, Revenue Growth, Profit Margin. Thin 3.2% margins leave little buffer for downturns.
Bear Case : WSO
The primary concerns for WSO are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
SITE carries more volatility with a beta of 1.36 — expect wider price swings.
WSO is growing revenue faster at 0.1% — sustainability is the question.
WSO generates stronger free cash flow (-26M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SITE scores higher overall (51/100 vs 45/100). 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 →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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