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Siteone Landscape Supply
SITE.US
SiteOne Landscape Supply, Inc., together with its subsidiaries, engages in the wholesale distribution of landscape supplies in the United States and Canada. The company provides irrigation products, including controllers, valves, sprinkler heads, irrigation pipes, micro irrigation, and drip products; fertilizer, grass seed, and ice melt products; control products, such as herbicides, fungicides, rodenticides, and other pesticides; hardscapes, which includes pavers, natural stones, blocks, and other durable materials; landscape accessories that include mulches, soil amendments, drainage pipes, tools, and sods; nursery goods, which consist of deciduous and evergreen shrubs, ornamental, shade, evergreen trees, field grown and container-grown nursery stock, roses, perennials, annuals, bulbs, and plant species and cultivars; and outdoor lighting products that include lighting fixtures, LED lamps, wires, transformers, and accessories. It also offers consultative services consisting of assistance with irrigation project take-offs, commercial project planning, generation of sales leads, business operations, and product support services, as well as a series of technical and business management seminars; and distributes branded products of third parties. In addition, the company provides plant varieties under the Portfolio brand; and natural stone under the Solstice brand name.
756.12 B
SITE.USMarket value -Rank by Market Cap -/-

Financial Score

14/12/2025 Update
B
Trading Companies and DistributorsIndustry
Industry Ranking11/57
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreB
    • ROE8.42%B
    • Profit Margin2.99%C
    • Gross Margin34.75%C
  • Growth ScoreC
    • Revenue YoY4.00%C
    • Net Profit YoY-1.41%C
    • Total Assets YoY3.85%C
    • Net Assets YoY4.99%B
  • Cash ScoreB
    • Cash Flow Margin3339.74%A
    • OCF YoY4.00%C
  • Operating ScoreA
    • Turnover1.46A
  • Debt ScoreC
    • Gearing Ratio47.22%C

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Institutional View & Shareholder

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    Pinduoduo 3Q25 Quick Interpretation: The performance of Pinduoduo, which was once unpredictable with its stock price often experiencing sharp rises and falls, has now become increasingly stable and "predictable." This quarter's performance is largely in line with expectations, with both positives and negatives. 1. Firstly, this quarter's total revenue grew by 9% year-on-year, slightly outperforming the market expectation of 8.3%. Although the trend seems to have accelerated quarter-on-quarter, the more critical advertising revenue growth rate has further slowed significantly to a single-digit 8% year-on-year. The implied signal here is that either the GMV growth rate of Pinduoduo's main site is slowing faster than expected, or the merchant support program has led to a further year-on-year decline in monetization rate. Dolphin Research has always held the view that the growth of Pinduoduo's domestic main site will return to the industry average. However, since the benefits of state subsidies have started to decline this quarter, the market might expect Pinduoduo's relative disadvantage to be alleviated. It seems that JD.com, Alibaba, and others have attracted some of Pinduoduo's users with massive food delivery subsidies, leading to increased active users and frequency of use. 2. As the impact of tariffs on Temu has largely dissipated, the U.S. business has returned to normal operations, and other regional businesses are expanding rapidly. Driven by this, the growth rate of transactional revenue has rebounded to 10%, slightly exceeding Bloomberg's consensus expectations, and is also the reason for the rebound in total revenue growth. However, compared to more optimistic expectations from Goldman Sachs (around 59 billion), it seems that Temu's growth is not as strong. 3. This quarter's gross profit performance is basically in line with expectations, continuing to decline due to the impact of the revenue structure. The expectation gap comes from marketing expenses being about 2.6 billion less than expected, thereby leading to operating profit exceeding expectations by approximately the same scale. Dolphin Research believes that the main reason is that as the impact of state subsidies declines, the need for self-subsidized spending has also decreased. Meanwhile, the increase in Temu's marketing expenses may not be as much as imagined. $PDD(PDD.US) $KraneShares 2x Long PDD Daily ETF(KPDD.US)

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    Pinduoduo 3Q25 Quick Interpretation: The performance of Pinduoduo, which was once unpredictable with its stock price often experiencing sharp rises and falls, has now become increasingly stable and "p...