Leslie's

Rising Suburban Incomes And Warming Climates Will Fuel Pool Upgrades

AnalystHighTarget

Not Invested

Community Contributor

Published

01 Jun 25

Updated

15 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

-95.2%

-26.6%

-95.2%

-26.6%

You can edit this narrative until Dec 16 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$16.5386.6% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Increased 2k%

LESL: Compressed Multiple And Reverse Split Will Set Stage For Upside

Analysts have cut their price target on Leslie's sharply, from about $16.53 to roughly $1.00. They cited recalibrated valuation multiples, softer revenue growth expectations, and a more cautious view of competitive and macro headwinds, despite improved margin assumptions and a lower anticipated future P/E.

AnalystHighTarget Fair Value

US$16.53

86.6% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

-0.54%

Specialty Stores revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

12.50%

Calculation

US$60.12m

Earnings '28

3.52x

PE Ratio '28

US$211.79m

Market Cap '28

US$211.79m

Market Cap '28

9.38m

No. shares '28

US$22.58

Share Price '28

US$22.58 Share Price '28

Discounted to 2025 @ 12.50% p.a.

US$15.86

Fair Value '25