Added to YB: 2023-03-25
Pitch date: 2023-03-25
POOL [bullish]
Pool Corporation
-45.13%
current return
Author Info
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
$308.22
Price Target
N/A
Dividend
3.26%
EV/EBITDA
9.43
P/E
14.70
EV/Sales
1.38
Sector
Distributors
Category
growth
Pool Corp Pitch ($POOL)
POOL: Leading pool supplier with strong moat from 400+ sales centers & supplier relationships. 60%+ revenue from non-discretionary maintenance spend. Porpoise acquisition opens $3B DIY market, Suncoast Chem boosts higher-margin PLEX products (8-8.5% > margins). Risks: water scarcity, housing. Catalysts: M&A, rising temps, new efficiency regs. Unfairly punished as housing stock.
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