Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-29
POOL [neutral]
Pool Corporation
+0.37%
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
$7.0B
Pitch Price
$190.00
Price Target
N/A
Dividend
2.69%
EV/EBITDA
11.03
P/E
17.83
EV/Sales
1.62
Sector
Distributors
Category
value
Pool Corporation (POOL) | Treading Water
POOL (holding update): Q2'26 net sales $1.82B (+2.2% YoY), driven by price; volume flat. Gross margin 29.7% (-30bps) on freight/mix, recovery by 2027. Adj NI margin 10.7%. Pool360 hit record 18% of sales. New CEO Watwood (ex-Motion) focused on ops efficiency. Insiders bought ~$4.9M. Trades near low-end of historical multiple; attractive risk/reward for long-term holders.
Read full article (5 min)