Added to YB: 2026-09-15
Pitch date: 2026-09-12
POOL [bullish]
Pool Corporation
-0.84%
current return
Author Info
No bio for this author
Company Info
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
Market Cap
$6.3B
Pitch Price
$173.21
Price Target
N/A
Dividend
3.00%
EV/EBITDA
10.05
P/E
15.95
EV/Sales
1.47
Sector
Distributors
Category
turnaround
Pool Corp: Temporary or structural problem?
POOL: Pool Corp’s nearly 70% decline reflects a reset from roughly 40x earnings and weakness in new-pool construction, not a structural break: about 60% of revenue comes from maintenance, supported by a growing installed base. The dominant distributor now trades near 16x earnings. From $175, 5% annual growth, an 8% net margin, continued capital returns and a rerating to 20x would produce roughly 15% annualized returns; failure to normalize is the key risk.
Read full article (8 min)