Professional
Added to YB: 2024-02-28
Pitch date: 2024-02-22
POOL [bullish]
Pool Corporation
-35.23%
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
$9.0B
Pitch Price
$368.00
Price Target
N/A
Dividend
2.08%
EV/EBITDA
13.04
P/E
21.99
EV/Sales
1.93
Sector
Distributors
Category
turnaround
Polen U.S. SMID Company Growth New Position - Pool Corporation
POOL: Leading pool distributor. Divested in '21 on valuation & overearning fears. After 2yrs of monitoring, analysis & evaluating post-COVID challenges, earnings appear bottoming. Reintroducing to portfolio based on 20+yr track record of consistent double-digit EPS growth & mid-teens CFROI. Industry dynamics largely unchanged, normalizing after volatile 4yrs.
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