The AZEK Co Inc (NYSE:AZEK)
$ 49.26 0.16 (0.33%) Market Cap: 7.04 Bil Enterprise Value: 7.32 Bil PE Ratio: 47.37 PB Ratio: 5.19 GF Score: 83/100
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Azek Company Inc at Jefferies Industrials Conference Transcript

Aug 09, 2022 / 07:30PM GMT
Release Date Price: $19.57 (-5.87%)
Philip H. Ng
Jefferies LLC, Research Division - Senior Research Analyst & Equity Analyst

All right, everyone. I'm Phil Ng, Jefferies Building Products analyst. We're delighted to have the AZEK team here. Representing the company, we've got Jesse Singh, CEO of the company; Pete Clifford, CFO; and then Eric who heads up the IR front out there as well.

So Jesse, do you want to kick things off with any opening remarks or anything? Bigger picture thoughts?

Jesse G. Singh
The AZEK Company Inc. - CEO, President & Director

No. Just as a reminder, as you take a look at our company over the last 10 years, our residential business has grown 18% CAGR. We've -- at our most recent Investor Day, we talked about continuing a double-digit growth rate into 27% for the entirety of the business, built on a growth stack above R&R. And add to that, we talked about expanding our margins from -- at the time of the conference, 450 basis points, really driven by the combination of some price recapture from some of the headwinds we've had, combined with a focus on

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