Posts on AZEK

Latest ideas and analyses related to The AZEK Company Inc. Class A Common Stock

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AOS , OC , TOL , BCC , PHM , IBP , AWI , WHR , LEG , SWIM , MAS , POOL , AZEK , MHK , FBHS , WY , MTH , DHI , LPX , JELD , LEN , KBH , Housing

+36 pts



Framing the Risks to Housing

By ethonomics on June 23, 2022, 6:13 p.m.
Tagged topics: analyst lowers estimates , deep dive

Views: 25, Votes: 5, Responses: 0, Attachments: 1
AZEK , WMS , JELD

+34 pts



U.S. Homebuilding & Building Products: Price-Cost Tracker

By mooreideas on May 17, 2022, 4:46 p.m.
Tagged topics: analyst checks

Views: 12, Votes: 3, Responses: 0, Attachments: 1
NKE , AZEK , UBER , LYFT , AHT , HRI , URI , WM , GO

+42 pts



The evolution towards a Circular Economy

By ethonomics on May 4, 2022, 11:15 a.m.
Tagged topics: deep dive , Circular Economy

Views: 157, Votes: 5, Responses: 0, Attachments: 1
BLDR , FERG , AZEK , WMS , CNM , SWIM

+43 pts



Valuations for home builders won't trough until rates peak; prefer distributors over building product names for this rate hiking cycle

By realjoe on May 3, 2022, 11 a.m.
Tagged topics: deep dive

Views: 153, Votes: 6, Responses: 0, Attachments: 4
AZEK

+31 pts



$AZEK : The Great Outdoors; Initiating with an Outperform Rating

By KHUN on April 14, 2022, 8:38 a.m.
Tagged topics: homebuilders

Views: 14, Votes: 1, Responses: 0, Attachments: 1
UNM , VZ , CHRW , MAXR , QRVO , UAL , TTWO , PING , MNST , OLED , BA , AZEK , AMGN , CL , FDX

+58 pts



Identifying laggards to buy heading into 2022

By ethonomics on Dec. 9, 2021, 2:26 p.m.
Tagged topics: 2022 outlook , buy the laggards

Views: 135, Votes: 8, Responses: 1, Attachments: 1