The AZEK Co Inc (NYSE:AZEK)
$ 44.5 -2.23 (-4.77%) Market Cap: 6.48 Bil Enterprise Value: 6.84 Bil PE Ratio: 43.63 PB Ratio: 4.67 GF Score: 81/100
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Azek Company Inc at Robert W Baird Global Industrial Conference (Virtual) Transcript

Nov 10, 2021 / 05:50PM GMT
Release Date Price: $40.87 (-1.61%)
Timothy Ronald Wojs
Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Great. Well, why don't -- why don't we get started? Good afternoon, everybody. I'm Tim Wojs from Baird, and welcome to our Global Industrial Conference. I cover residential and commercial building products here at Baird. And we're very excited to have AZEK join us again at the conference. And for those of you who don't know, AZEK is a relatively new public company, they IPO-ed last June, but really a leading provider of composite building products, particularly in the decking and trim markets and really a secular conversion story in a company that's in the early innings of pursuing internal recycling initiatives, which should be a nice long-term margin driver.

So -- joining us from the company are Jesse Singh, President and CEO; Pete Clifford, who's SVP and CFO; Amanda Cimaglia, who is VP of ESG; and then Eric Robinson; and Chris Russell, who help with IR and corporate development. So in terms of format, I'll kick it over to Jesse just to give a few prepared remarks, and then we'll hop into Q

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