Professional
Added to YB: 2025-04-29
Pitch date: 2025-04-27
POOL [neutral]
Pool Corporation
-16.6%
current return
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Sign up for the newsletter.
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
$288.09
Price Target
N/A
Dividend
2.08%
EV/EBITDA
13.04
P/E
21.99
EV/Sales
1.93
Sector
Distributors
Category
turnaround
Still Submerged - Pool Corp's 1Q 2025 Results
POOL (earnings update): After 9 straight quarters of YoY revenue declines (-4.4% Q1'25), Pool Corp still suffering COVID hangover from 50%+ growth pull-forward. Headwinds: Texas -11%, interest rates, tariffs affecting new builds. Strength: 84% non-discretionary revenue, able to pass costs, growing 5.4M pool installed base. 1.47x leverage, 5.8% share reduction since 2022, 6-9% growth target achievable long-term.
Read full article (7 min)