Maintenance Demand And Digital Tools Will Support A Fairly Valued Pool Supplier

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

21 Feb 26

Updated

23 Jul 26

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Not Invested

Shared on 23 Jul 26

Fair value Decreased 10%

POOL: Slower Season And Index Shift Will Shape Balanced Outlook

Pool’s outlook turns more cautious as a slower start to the season and dealers working down inventory put pressure on profits, even with steady demand for basic pool upkeep. Big index shuffles and a coming CEO handover add extra moving parts for investors watching what comes next.

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Fair Value vs Share Price

US$206

vs US$185.719.8% undervalued

2.9%

Revenue growth

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Established dividend payer with adequate balance sheet.

Market capUS$6.9b

PB5.4x

Estimated Growth3.4%

Dividend Yield2.8%

Full analysis

CEO & management

John Watwood

CEO

4.9yrs

CEO Tenure

Distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.