Added to YB: 2024-08-08
Pitch date: 2024-07-31
POOL [bullish]
Pool Corporation
-34.06%
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
$364.38
Price Target
N/A
Dividend
2.08%
EV/EBITDA
13.04
P/E
21.99
EV/Sales
1.93
Sector
Distributors
Category
growth
Fairlight Global Small and Mid Cap Fund Portfolio Holding: Pool Corporation
POOL: 50% mkt share in US pool supplies. 60% recurring maintenance rev, 20% repair/remodel, <20% new pools. 25% ROCE. Resilient in recessions. 10x rev & 20x earnings growth over 20yrs. Tailwinds: outdoor living trend, migration to warm states, remote work. Cyclical risk from housing, but long-term growth outlook positive.
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