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Published
22 Aug 24
Updated
25 Jun 26
Views
504
Not Invested
PoolPOOL
POOL logo
Fair Value
US$255.91
Share price25 Jun
US$182.7628.6% undervalued intrinsic discount
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1Y-40.09%
7D-1.93%

Sun Belt Migration Will Drive Recurring Pool Maintenance Demand

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AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
22 Aug 24
Updated
25 Jun 26
Views
504
Not Invested
Fair ValueUS$255.91
Share priceUS$182.76
28.6% undervalued intrinsic discount
Narrative
Updates20

Shared on 25 Jun 26

POOL: 2026 Earnings Guidance And Buybacks Will Support Valuation Reassessment

Pool keeps its outlook for the year and continues returning cash to shareholders through buybacks and a higher dividend, even as Wall Street resets what it thinks the stock is worth. A CEO change and shifts in which major indexes include the stock add another layer of uncertainty—and potential fresh attention.
Read more
3 viewsusers have viewed this narrative update

Shared on 04 Jun 26

Fair value Decreased 3.92%

POOL: Recurring Revenues And 2026 Guidance Will Support Earnings Recovery Potential

A new CEO is set to take over soon, and the company is sticking with its outlook for next year, which could help results stabilize after a rough patch. Some analysts are turning more cautious on what the business can deliver long term, even as others point to steady repeat customer demand and better cost control as reasons it can rebound.
Read more
6 viewsusers have viewed this narrative update

Shared on 27 Apr 26

Fair value Increased 0.79%

POOL: Recurring Revenues And 2026 Guidance Will Support Earnings Recovery Potential

Pool's updated fair value estimate edges up to about $266 from $264, as analysts weigh a mix of recent price target increases and cuts against slightly lower assumptions for revenue growth, margins, and future P/E. Analyst Commentary Recent research on Pool reflects mixed sentiment, with some analysts lifting price targets and others trimming them as they reassess execution, earnings quality, and the appropriate P/E multiple.
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3 viewsusers have viewed this narrative update

Shared on 12 Apr 26

Fair value Decreased 0.68%

POOL: Recurring Revenues And 2026 Stabilization Will Support Earnings Recovery Potential

Analysts have trimmed their average price target on Pool to around $264 from about $266. This reflects slightly higher discount rate assumptions and modest tweaks to revenue growth, profit margin, and future P/E expectations following recent target cuts across several firms after softer Q4 results.
Read more
6 viewsusers have viewed this narrative update

Shared on 27 Mar 26

POOL: Recurring Revenues And 2026 Stabilization Will Drive Renewed Earnings Confidence

Analysts have trimmed their average price targets on Pool, with several firms cutting targets in a range from about $310 to $232 as they factor in softer recent earnings and revenue trends, even as some still point to recurring revenue strengths and potential longer term stabilization. Analyst Commentary Recent research updates on Pool reflect a split view, with most firms trimming price targets while keeping a mix of Buy, Outperform, and Hold ratings.
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12 viewsusers have viewed this narrative update

Shared on 12 Mar 26

Fair value Increased 0.91%

POOL: Recurring Earnings And 2026 Stabilization Will Support Long-Term Upside

The analyst fair value estimate for Pool has edged up to $266.09 from $263.70, as analysts factor in recent Street price target resets in the $232 to $320 range and modest tweaks to the discount rate and long-term P/E assumptions following softer Q4 results. Analyst Commentary Street research on Pool reflects a mix of optimism about the business model and caution around recent earnings trends and valuation.
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6 viewsusers have viewed this narrative update

Shared on 26 Feb 26

Fair value Decreased 14%

POOL: Recurring Revenue And 2026 Earnings Stabilization Will Support Long-Term Upside

Analysts have trimmed their price target on Pool to reflect a shift in Street expectations. The updated fair value estimate has moved from about $307 to $264 as they factor in softer recent earnings, modestly lower revenue growth and margin assumptions, and a reduced future P/E multiple in line with a series of target cuts across firms.
Read more
8 viewsusers have viewed this narrative update

Shared on 10 Feb 26

Fair value Decreased 1.77%

POOL: Recurring Revenue And 2026 Stabilization Expectations Will Support Long-Term Upside

Narrative Update The updated analyst price target for Pool moves slightly lower to about $307 from roughly $313, as analysts fine tune fair value and P/E assumptions while balancing trimmed targets from some firms with continued positive views on the company’s recurring revenue base and valuation. Analyst Commentary Recent research updates on Pool highlight a mix of confidence in the long term business model and caution around the current macro and discretionary spending backdrop.
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6 viewsusers have viewed this narrative update

Shared on 26 Jan 26

Fair value Decreased 3.10%

POOL: Recurring Revenue And Improving Discretionary Demand Will Support Long-Term Upside

The analyst price target for Pool has moved slightly lower to about $313 from roughly $323, as analysts temper fair value assumptions and future P/E expectations, while still citing attractive valuation, recurring revenue and early signs of improving discretionary demand. Analyst Commentary Recent research on Pool highlights a mix of optimism on the business model and caution around the pace of discretionary recovery, with price targets reset to reflect updated assumptions.
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6 viewsusers have viewed this narrative update

Shared on 09 Jan 26

POOL: Execution Gains And Firmer Demand Will Support Long-Term Upside

Analysts have nudged their price target on Pool Corp. higher to about $360, up roughly $5, citing company-specific efforts to support share gains, improved profitability, and early signs of firmer demand across key end markets.
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16 viewsusers have viewed this narrative update

Shared on 18 Dec 25

Fair value Decreased 3.11%

POOL Improving Execution And Firming Demand Will Drive Long-Term Upside

Analysts have modestly trimmed their fair value estimate for Pool Corp to approximately $323 per share from about $333, citing a slightly higher discount rate and premium valuation, even as they acknowledge improving demand trends, incremental profitability gains, and solid long term growth prospects. Analyst Commentary Recent Street research highlights a generally constructive but valuation conscious stance on Pool Corp, with views split between those expecting continued upside from company specific execution and those cautious about near term return potential.
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12 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 5.14%
Read more
0 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 4.74%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 3.72%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 16 Apr 25

Fair value Decreased 2.21%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Decreased 1.88%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
0 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
3 viewsusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Increased 11%
AnalystConsensusTarget has decreased revenue growth from 4.1% to 3.6%.
Read more
3 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$255.91
vs US$182.7628.6% undervalued intrinsic discount
PastFuture06b2015201820212024202620272029Revenue US$5.9bEarnings US$466.4m
3.3%
Revenue growth
7.9%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Pool

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Established dividend payer with adequate balance sheet.

Market capUS$6.8b
PB5.3x
Estimated Growth3.4%
Dividend Yield2.8%
Full analysis

CEO & management

John Watwood
CEO
5.1yrs
CEO Tenure

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

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