Update shared on 17 Nov 2025
Fair value Increased 4.64%Analysts have increased their price target for Hayward Holdings from $16.93 to $17.71, citing the company's robust margin structure and sustained pricing power as key factors supporting the higher valuation.
Analyst Commentary
Bullish Takeaways- Bullish analysts highlight Hayward's strong pricing power, noting that the current valuation does not fully reflect the company’s ability to sustain premium pricing in its market segment.
- The company’s top-tier margin structure is seen as a foundation for continued profitability and supports further upside potential in the stock price.
- Management engagement and transparency are viewed positively, with upcoming meetings expected to reinforce confidence in Hayward’s business execution and growth trajectory.
- Recent increases in price targets reflect optimism that Hayward can build on its strengths, especially as the business environment remains favorable for premium pool products.
- Some caution persists regarding whether Hayward can maintain its margin advantages as competitive dynamics evolve in the industry.
- There are questions about the sustainability of pricing power if macroeconomic conditions change or consumer demand moderates.
- Concerns remain that growth expectations may already be factored into current valuation levels, potentially limiting further upside if execution does not exceed projections.
What's in the News
- Hayward Holdings raised its full-year 2025 earnings guidance and now expects net sales between $1.095 billion and $1.110 billion, a projected increase of approximately 4% to 5.5% over 2024 (Key Developments).
- The updated sales outlook surpasses the company's previous guidance, which ranged from $1.070 billion to $1.100 billion (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen from $16.93 to $17.71, reflecting a modest upward revision in perceived fair value.
- Discount Rate increased slightly from 8.78% to 9.09%, indicating a marginally higher risk assessment in future projections.
- Revenue Growth forecast decreased marginally from 6.51% to 6.39%, showing slightly lower growth expectations.
- Net Profit Margin improved from 14.98% to 15.88%, signaling anticipated better profitability.
- Future P/E ratio slipped fractionally from 24.18x to 23.94x, highlighting a minor adjustment in forward earnings expectations.
Disclaimer
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