Added to YB: 2026-02-24
Pitch date: 2026-02-20
POOL [neutral]
Pool Corporation
-1.61%
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
$8.3B
Pitch Price
$220.82
Price Target
N/A
Dividend
2.26%
EV/EBITDA
12.66
P/E
20.43
EV/Sales
1.83
Sector
Distributors
Category
value
Update: Pool Corporation ($POOL) FY 2025 Results
POOL (earnings): FY25 flat revenue, maintenance floor held (64% of sales), 30% gross margin despite 2% volume decline. Operating income -6% from $50-60M fixed cost drag (50+ underutilized centers). Buybacks at 5% debt cost vs 3.5% earnings yield destroys value today. At $220, ~7% FCF yield vs 6.5% at $240 entry. Heritage threat real but not yet visible in data. Digital moat (POOL360) at 15%, rising. Construction recovery delayed to 2027-28.
Read full article (9 min)