Added to YB: 2026-10-13
Pitch date: 2026-10-09
POOL [neutral]
Pool Corporation
+5.86%
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
$5.8B
Pitch Price
$159.76
Price Target
N/A
Dividend
3.26%
EV/EBITDA
9.43
P/E
14.70
EV/Sales
1.38
Sector
Distributors
Category
turnaround
Should I short $POOL?
POOL (monitor): Pool Corp. is a solid franchise, but the bearish case is that the market overestimates the pace of volume and margin recovery; earnings could remain below boom-era levels, while pricing and buybacks support EPS more than volume, and the multiple could contract. Deferrable sales, geographic and supplier concentration, fixed costs and debt add vulnerability, but the short thesis still requires confirmation.
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