Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-18
POOL [bullish]
Pool Corporation
+1.78%
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
$6.6B
Pitch Price
$181.47
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.42
P/E
16.70
EV/Sales
1.52
Sector
Distributors
Category
value
Argosy Investors New Position: Pool Corporation
POOL (new position): Dominant pool/outdoor living distributor, 35-40% share vs next at 8-10%. 60% non-discretionary service sales, 25-30% historical ROIC, mid-single digit organic growth. At 15.5x fwd P/E (all-time low) vs quality. Risks: macro pool construction weakness, Home Depot's Heritage Pool competition post-SRS acquisition defending vs QXO threat.
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