SITE
SiteOne Landscape Supply, Inc.
SITE has slightly lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over SITE overall, supported by stronger fundamentals and stronger modeled upside.
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.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
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.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over SITE in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over SITE on the outlook, with more favorable revenue and profitability expectations.
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's earnings per share have fallen from their peak: $3.81 over the past year, against $6.11 in mid-2022.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over SITE on earnings, with more consistent year-over-year improvement.
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's operating margin was 7.4% last quarter, up 0.7 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over SITE on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over SITE on profitability, with a higher operating margin.
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 generated $249M in free cash flow over the past year, up 21% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over SITE on cash flow, with more consistent year-over-year improvement.
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 VRT 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.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
SITE Net Leverage
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
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).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
SITE PE vs Industrials Sector
| Metric | SITE | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 24x | 23% above |
| PE % | 19 | 58 | 39 pts below |
SITE has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
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 bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 18% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
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.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over SITE on returns for 2026, with the stronger performance.