Added to YB: 2026-02-03
Pitch date: 2026-01-31
POOL [bullish]
Pool Corporation
-13.49%
current return
Author Info
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Company Info
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
Market Cap
$9.9B
Pitch Price
$252.40
Price Target
N/A
Dividend
1.88%
EV/EBITDA
14.25
P/E
24.33
EV/Sales
2.11
Sector
Distributors
Category
growth
D Invests | Portfolio Update January 2026 - New Position: Pool Corporation
POOL (added to position): World's largest pool products distributor w/ 65% recurring revenue from maintenance/repairs. Added at 52-week low $230-240 after 24mo watchlist. Competitive moats: scale, broad offerings, pricing power, switching costs w/ 125K small biz customers. POOL360 digital platform creates stickiness. Thesis: recurring growth + installed pool base expansion.
Read full article (1 min)