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

Azek Company Inc at Bank of America Housing Symposium Transcript

Jun 06, 2023 / 12:45PM GMT
Release Date Price: $26.83 (+4.44%)
Rafe Jason Jadrosich
BofA Securities, Research Division - Director in Equity Research & Research Analyst

Good morning and welcome to the AZEK fireside chat. Very excited to be joined by Jesse Singh, the CEO; and Chris Russell, the Head of Corporate Development, IR and Capital Markets at AZEK. If you don't know AZEK, it means you probably have a wood deck and you should transition quickly. Otherwise, you're going to be have a busy summer sanding. And so -- yes, so with that -- so just to start, we're going to do a fireside chat, and then we'll have some time for Q&A at the end.

Questions & Answers

Rafe Jason Jadrosich;Jesse G. Singh
BofA Securities, Research Division - Director in Equity Research & Research Analyst;The AZEK Company Inc. - CEO, President &

I think just to open up if, Jesse, I would just love to hear, how do we think about the long-term drivers to material conversion? What makes AZEK better? What's -- what has driven the amount of material conversion that we've seen in the category?

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