Added to YB: 2026-01-19
Pitch date: 2026-01-15
POOL [bullish]
Pool Corporation
+0.61%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. 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
$10.0B
Pitch Price
$266.36
Price Target
486.00 (+81%)
Dividend
1.87%
EV/EBITDA
14.35
P/E
24.53
EV/Sales
2.12
Sector
Distributors
Category
growth
Pool Corporation 'Undisputed Industry Leader'
POOL (new position): World's largest pool distributor w/ 455 sales centers, 40-50% market share. 65% recurring maintenance revenue, 35% cyclical construction/reno. Strong moats: scale, broad offering, POOL360 platform locks in 120k customers. 7.3% revenue growth, expanding margins from private label (8-9% higher). Target $486 vs current $237, 15% IRR potential + dividend growth.
Read full article (11 min)