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
value
POOL - Cannonball or Cold Feet?
POOL (pass): PoolCorp’s sticky maintenance business, ~40% market share, mid-30% free-cash-flow ROIC and 7%+ FCF yield initially look attractive, with 64% of 2025 sales from recurring maintenance and minor repairs. However, Home Depot-backed Heritage has reached ~20% share, appears to be taking share and is undercutting some prices; PoolCorp has abandoned its above-market growth target, while competitive pressure, lowered guidance and an unexplained CEO exit cloud the outlook.
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