Dnow vs Siteone Landscape Supply
Siteone Landscape Supply is the larger business, with $4.70bn of revenue in fiscal 2025 against $2.82bn for Dnow (1.7 times as much). Dnow grew faster (18.8% against 3.6%). Siteone Landscape Supply kept more of each dollar of sales as profit: a net margin of 3.2% against -3.2%. Dnow carries less debt relative to equity (18.4% against 23.5%).
| Latest fiscal year | DnowDNOW, 2025 | Siteone Landscape SupplySITE, 2025 |
|---|---|---|
| Revenue | $2.82bn | $4.70bn |
| Revenue growth | 18.8% | 3.6% |
| Net income | −$89.0m | $152m |
| Operating margin | -3.3% | 5.1% |
| Net margin | -3.2% | 3.2% |
| Return on equity | -5.3% | 9.4% |
| Free cash flow | $134m | $247m |
| Cash | $164m | $191m |
| Total debt | $411m | $389m |
| Debt to equity | 18.4% | 23.5% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $37.0m | $98.3m |
| Employees | 5,300 | 7,800 |
| Market value | $2.94bn | $4.81bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 24 (Weak) | 51 (Moderate) |
| Insider trades, 12 months | 0 buys, 7 sales | 4 buys, 4 sales |