SiteOne Landscape Supply, Inc. (SITE) vs Titan Machinery Inc. (TITN)

SiteOne Landscape Supply, Inc. and Titan Machinery Inc. are both Industrial Distribution companies. SiteOne Landscape Supply, Inc. is the larger, with a market value of $4.0B against $552.6M — 7.2× the size. Titan Machinery Inc. has negative trailing earnings, so its P/E is not meaningful; SiteOne Landscape Supply, Inc. trades at 24.8×. SiteOne Landscape Supply, Inc. grew revenue faster over the last twelve months: 3.28% against −10.7%. SiteOne Landscape Supply, Inc. has the higher net margin (3.41% vs −2.46%) and the higher return on invested capital (7.13% vs −0.81%). Across the 21 metrics below, SiteOne Landscape Supply, Inc. leads on 16 and Titan Machinery Inc. on 5.

Valuation

Metric SITE TITN Industrial Distribution median
P/E 24.81 n/m 28.81
P/S 0.84 0.23 1.10
P/B 2.39 0.97 3.59
Price to free cash flow 15.40 9.64 22.50
EV/EBITDA 11.54 23.62 15.13
EV/Sales 0.95 0.31 1.31
Earnings yield 4.03% (10.59%) 3.16%
Free cash flow yield 6.49% 10.38% 3.85%

Profitability

Metric SITE TITN Industrial Distribution median
Gross margin 35.13% 16.47% 30.34%
Operating margin 5.28% (0.41%) 8.06%
Net margin 3.41% (2.46%) 4.95%
Free cash flow margin 5.48% 2.43% 4.67%
Return on equity 9.81% (9.71%) 14.29%
Return on assets 4.75% (3.24%) 5.30%
Return on invested capital 7.13% (0.81%) 8.13%

Growth

Metric SITE TITN Industrial Distribution median
Revenue growth (TTM) 3.28% (10.67%) 7.80%
EPS growth (last fiscal year) 24.35% (46.01%) —
Revenue growth, 5-year CAGR 11.71% 11.45% 9.01%
Net income growth, 5-year CAGR 4.59% 0.00% 0.99%

Health

Metric SITE TITN Industrial Distribution median
Debt to equity 0.36 0.38 0.53
Current ratio 2.30 1.35 2.47
Net debt to EBITDA 0.78 5.85 1.17

Dividend

Metric SITE TITN Industrial Distribution median
Dividend yield — — 1.54%
Payout ratio 0.00 0.00 0.00

Size

Metric SITE TITN Industrial Distribution median
Market cap 4.00b 552.55m 5.60b

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