RDW
Redwire Corporation
RDW has a slight edge over SITE overall, supported by stronger modeled upside and stronger fundamentals.
SITE
SiteOne Landscape Supply, Inc.
SITE has lower modeled downside risk, despite its lower overall score.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
SITE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Unavailable |
SITE's profitability and cash flow are currently healthy, and its revenue is stable. There isn't enough data to rate its balance sheet.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
SITE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 24x | $113 | — |
| Cheap | 27x | $104 | -7.6% |
| Current | 30x | $113 | — |
| Fair | 42x | $162 | +44% |
| Expensive | 52x | $200 | +77% |
Historical ranges are pointers, not guarantees.
SITE's PE is in its cheap range at 30x. If earnings grow as analysts expect, today's price would be 24x next year's earnings.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over SITE on the outlook, with more favorable revenue and profitability expectations.
SITE Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect SITE's earnings to grow, with its revenue and profitability holding steady.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
SITE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.62 | +21% |
| Q3 2026 | $3.81 | +23% |
| Q2 2026 | $3.66 | +33% |
| Q1 2026 | $3.38 | +34% |
| Q4 2025 | $3.37 | +24% |
| Q3 2025 | $3.10 | -0.3% |
| Q2 2025 | $2.76 | -19% |
| Q1 2025 | $2.53 | -27% |
| Q4 2024 | $2.71 | -29% |
SITE has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
SITE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +2.6% |
| Q2 2026 | $1.5B | +4.7% |
| Q1 2026 | $940.1M | +0.1% |
| Q4 2025 | $1B | +3.2% |
| Q3 2025 | $1.3B | +4.1% |
| Q2 2025 | $1.5B | +3.4% |
| Q1 2025 | $939.4M | +3.8% |
| Q4 2024 | $1B | +5% |
SITE's revenue has grown year over year every quarter since early 2021: $1.3B last quarter, up 2.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.4% | +0.7 points |
| Q2 2026 | 13% | +0.1 points |
| Q1 2026 | -2.8% | +0.4 points |
| Q4 2025 | -0.5% | +2 points |
| Q3 2025 | 6.8% | +1 points |
| Q2 2025 | 13% | +0.8 points |
| Q1 2025 | -3.1% | -0.7 points |
| Q4 2024 | -2.5% | -2.3 points |
SITE has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
SITE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $108.3M | -8.6% |
| Q2 2026 | $135.6M | +11% |
| Q1 2026 | -$145.1M | -$700K |
| Q4 2025 | $150.3M | +37% |
| Q3 2025 | $118.5M | +12% |
| Q2 2025 | $122.4M | -9.5% |
| Q1 2025 | -$144.4M | -$36.2M |
| Q4 2024 | $109.9M | +10% |
SITE has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
SITE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -546K shares |
| 1 year | -2.7% | -1.2M shares |
| 3 years | -4.2% | -1.9M shares |
| 5 years | -4.4% | -2M shares |
| Available history | +2.5% | +1.1M shares |
SITE has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $62.2M |
| Q2 2026 | $94.4M |
| Q1 2026 | $20M |
| Q4 2025 | $40M |
| Q3 2025 | — |
| Q2 2025 | $54.5M |
| Q1 2025 | $3.8M |
| Q4 2024 | $29.7M |
SITE spent $217M buying back its own shares over the past year, up 146% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
SITE Net Leverage
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
SITE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.8 | Neutral |
| Stochastic | 86.4 | Overbought |
SITE's weekly RSI is 56 (neutral) and its Stochastic is 86 (overbought).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
SITE PE vs Industrials Sector
| Metric | SITE | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 24x | 23% above |
| PE % | 19 | 58 | 39 pts below |
SITE is trading at 30x earnings, a 23% premium to the Industrials sector's median of 24x.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
SITE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $100.3 | 12% above |
| 20 week MA | $99.9 | 13% above |
| 50 week MA | $118.3 | 4.9% below |
| 100 week MA | $123.5 | 8.9% below |
| 200 week MA | $136.9 | 18% below |
SITE has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over SITE on returns for 2026, with the stronger performance.
SITE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $90.5 | $159.1 | +76% |
| 2021 | $159.1 | $230.4 | +45% |
| 2022 | $230.4 | $117.5 | -49% |
| 2023 | $117.5 | $162.5 | +38% |
| 2024 | $162.5 | $133.7 | -18% |
| 2025 | $133.7 | $127.2 | -4.9% |
| 2026 YTD | $127.2 | $112.6 | -12% |
SITE has finished lower in three of the last six years. It's down 12% so far in 2026.