Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-21
POOL [neutral]
Pool Corporation
-24.2%
current return
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Sign up for the newsletter.
Company Info
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
Market Cap
$9.0B
Pitch Price
$314.45
Price Target
N/A
Dividend
2.08%
EV/EBITDA
13.04
P/E
21.99
EV/Sales
1.93
Sector
Distributors
Category
turnaround
Reemerging: Pool Corp 2Q 2025 Results
POOL (earnings update): After 9 quarters of negative revenue growth, Q2 2025 showed +0.8% growth, potentially marking end of difficult period. New pool construction (15% of revenue) typically lags home construction 2-3 years. Fed rate cuts + record retirement account values may catalyze demand recovery for retirees in Sun Belt states.
Read full article (4 min)