Pool Gestione
Criteri Gestione verificati 2/4
Pool Il CEO è John Watwood, nominato in May2026, ha un mandato di meno di un anno. possiede direttamente 0.059% delle azioni della società, per un valore di $ 4.40M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 6.4 anni.
Informazioni chiave
John Watwood
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.06% |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 6.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 25
POOL: 2026 Earnings Guidance And Buybacks Will Support Valuation Reassessment
Analysts have trimmed their average price target on Pool, with recent Street research indicating a combined reduction of around $48, citing updated assumptions around discount rates and future P/E expectations. Analyst Commentary Recent research on Pool highlights a mix of optimism and caution as analysts recalibrate their price targets and assumptions.Articolo di analisi • Jun 17
Pool (POOL) Stock Could Be 22.6% Undervalued as Recurring Demand Supports Fair Value
Pool (POOL) has drawn investor attention as its shares trade around US$198, with recent returns mixed over the past year and longer horizons. This has prompted fresh interest in how the stock’s fundamentals stack up. See our latest analysis for Pool. Recent trading shows Pool stock rebounding in the short term, with a 1 month share price return of 12.96%, while longer term total shareholder returns over 1, 3 and 5 years have declined. This suggests that momentum is still rebuilding. If Pool...Seeking Alpha • Jun 09
Pool Corporation: Leaving The S&P 500 Is A Trailing Indicator (Upgrade)
Summary Pool Corporation has underperformed, losing 40% over the past year amid weak consumer demand and tepid housing activity. POOL will exit the S&P 500 for the S&P SmallCap 600, likely resulting in a structurally lower valuation multiple due to reduced index ownership. The recent abrupt CEO change and management uncertainty add to investor caution, though full-year guidance was reaffirmed and Q1 results showed modest improvement. I upgrade POOL to Hold, as valuation now reflects challenges; further downside toward $170 would make shares attractive for purchase. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 04
POOL: Recurring Revenues And 2026 Guidance Will Support Earnings Recovery Potential
Analysts have trimmed their average price target on Pool to about $255.91 from $266.36. This reflects updated assumptions around discount rates, long term revenue growth, profit margins and future P/E multiples.Aggiornamento della narrazione • Apr 27
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.Aggiornamento della narrazione • Apr 12
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.Aggiornamento della narrazione • Mar 27
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.Aggiornamento della narrazione • Mar 12
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.
Nuova narrazione • Mar 07
Maintenance Demand And Digital Capabilities Will Support A Stronger Long-Term Outlook
Catalysts About Pool Pool Corporation is a wholesale distributor of swimming pool, spa and outdoor living products serving maintenance, remodel and new construction demand. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 26
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.
Nuova narrazione • Feb 21
Maintenance Demand And Digital Tools Will Support A Fairly Valued Pool Supplier
Catalysts About Pool Pool Corporation is a wholesale distributor of swimming pool supplies, equipment and related outdoor living products, serving professional and retail customers through a large sales center network and digital platforms. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 10
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.Aggiornamento della narrazione • Jan 26
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.Aggiornamento della narrazione • Jan 09
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.Aggiornamento della narrazione • Dec 18
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.Articolo di analisi • Oct 28
Pool Corporation (NASDAQ:POOL) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
As you might know, Pool Corporation ( NASDAQ:POOL ) recently reported its third-quarter numbers. Results were roughly...Articolo di analisi • Sep 06
Pool (NASDAQ:POOL) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Aug 21
Pool (NASDAQ:POOL) Could Be Struggling To Allocate Capital
NasdaqGS:POOL 1 Year Share Price vs Fair Value Explore Pool's Fair Values from the Community and select yours If you're...Articolo di analisi • Jul 17
Is Pool Corporation (NASDAQ:POOL) Potentially Undervalued?
Let's talk about the popular Pool Corporation ( NASDAQ:POOL ). The company's shares saw significant share price...Articolo di analisi • Jul 02
Pool Corporation's (NASDAQ:POOL) Business Is Yet to Catch Up With Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Mar 06
Pool Corporation: It's A Long-Term Bet, Not A Short-Term One
Summary I rate Pool Corp. as a 'Buy' due to its strong market position and potential long-term growth despite current economic uncertainties. POOL's recent revenue and income declines are industry-wide issues, not company-specific, with macroeconomic factors impacting performance. The Company's robust business model, consistent growth in sales centers, and strategic acquisitions highlight its resilience and profitability. Long-term growth prospects are promising, supported by potential economic improvements and Trump's policies, making POOL a solid investment despite short-term challenges. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Pool Corp.: Should Investors Dip Their Toes? Not Yet
Summary Pool Corporation's digital platform and M&A strategy show potential for future growth, but the lack of exciting catalysts limits it to a hold recommendation. The company benefits from favorable macro trends, including increased homeowner spending on outdoor living spaces and a shift towards remote work. Financial health is mixed: strong revenue growth and cash flows, but there are concerns over high debt-to-equity ratio, low cash and recent revenue decline. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Pool Corporation: Why I'm Not Following Berkshire Into This Wonderful Company
Summary Pool Corporation has a strong moat, high ROE, and a steady gross profit margin, so it makes sense that Berkshire Hathaway likes this company. Pool Corporation's competitive advantage stems from its scale, dependable maintenance revenue, private-label products, and the POOL360 platform, creating high barriers to entry. Despite solid financial metrics like a 31.3% ROE and steady gross profit margins, the stock's current valuation is fair at best, not undervalued. I rate Pool Corporation as a Hold, preferring a bigger margin of safety, potentially reconsidering if the stock price falls by 15-20%. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Pool Corporation: Too Optimistic Growth Is Priced In
Summary Pool Corporation's COVID tailwinds have turned into a post-pandemic industry slump amid weak discretionary consumer spending. POOL's longer-term growth outlook still stands good with a constantly expanding network, as the industry waits for better home construction and stronger overall consumer spending. The POOL stock still prices in too much growth. Read the full article on Seeking AlphaAMMINISTRATORE DELEGATO
John Watwood (47 yo)
less than a year
Mandato
Mr. John B. Watwood serves as President and Chief Executive Officer of Pool Corporation since May 4, 2026 and was its Executive Vice President from January 2026 to May 4, 2026. Prior to joining Pool Corpor...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 26.4yrs | US$357.64k | 0.045% $ 3.3m | |
| Senior VP | 4.8yrs | US$2.16m | 0.072% $ 5.4m | |
| Senior VP | 23.1yrs | US$1.59m | 0.038% $ 2.9m | |
| Senior Vice President | 18.9yrs | US$2.33m | 0.25% $ 18.9m | |
| President & CEO | less than a year | Nessun dato | 0.059% $ 4.4m | |
| Chief Accounting Officer & Corporate Controller | 4.9yrs | Nessun dato | 0.0054% $ 407.1k | |
| VP & Chief Information Officer | 6.3yrs | Nessun dato | Nessun dato | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Vice President of Marketing | 2.3yrs | Nessun dato | Nessun dato | |
| VP & Chief Human Resources Officer | 4.3yrs | Nessun dato | Nessun dato |
4.8yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di POOL è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 26.4yrs | US$357.64k | 0.045% $ 3.3m | |
| Independent Director | less than a year | Nessun dato | 0.0032% $ 240.2k | |
| Vice Chairman | 27.4yrs | US$267.48k | 2.63% $ 196.8m | |
| Independent Director | 10.7yrs | US$257.81k | 0.025% $ 1.8m | |
| Independent Director | 7.7yrs | US$248.97k | 0.0099% $ 740.9k | |
| Independent Director | 3.7yrs | US$255.97k | 0.010% $ 755.1k | |
| Independent Director | 2yrs | US$232.72k | 0.0030% $ 226.8k | |
| Independent Director | 5.1yrs | US$250.97k | 0.0072% $ 537.3k |
6.4yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di POOL sono considerati esperti (durata media dell'incarico 6.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 11:54 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Pool Corporation è coperta da 21 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Manthey | Baird |
| Brennan Matthews | Berenberg |
| Shaun Calnan | BofA Global Research |