The AZEK Co Inc (NYSE:AZEK)
$ 52.26 -0.15 (-0.29%) Market Cap: 7.47 Bil Enterprise Value: 7.77 Bil PE Ratio: 50.25 PB Ratio: 5.51 GF Score: 83/100
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Azek Company Inc at Barclays Industrial Select Conference Transcript

Feb 21, 2024 / 07:25PM GMT
Release Date Price: $45.27 (+1.55%)
Matthew Adrien Bouley
Barclays Bank PLC, Research Division - VP

All right. Good afternoon, everyone. I'm Matt Bouley, Barclays U.S. Homebuilding and Building Products. Really pleased to continue the day here with the team from the AZEK Company, CEO, Jesse Singh; CFO, Pete Clifford.

So everyone's been in these meetings all day so far. So this goes, we're going to start with our audience response questions. So if you could utilize the keypad in front of you, we'll run through these quickly and then jump right into the good stuff into the Q&A.

So first question for the audience. Do you currently own AZEK, overweight, marketweight, underweight or...? And for this audience. All right. New investors. Next question, please. General bias towards AZEK right now, positive, negative or neutral? We'll see what that said last year at this time.

Okay. Leaning positive, but not as much as I would have thought. Next question, please. Through cycle EPS growth for AZEK will be versus peers, above, in line with or below? Okay. Audience leans towards above peers. Next question please. What

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