Pool Corporation

NasdaqGS:POOL 주식 리포트

시가총액: US$7.4b

Pool 경영진

경영진 기준 점검 2/4

Pool CEO는 John Watwood, May2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 $4.37M 가치에 해당하는 회사 주식의 0.059% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 4.9 년과 6.5 년입니다.

핵심 정보

John Watwood

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율0.06%
경영진 평균 재임 기간4.9yrs
이사회 평균 재임 기간6.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
분석 기사 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

CEO

John Watwood (47 yo)

less than a year
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
John Stokely
Executive Chairman26.5yrsUS$357.64k0.045%
$ 3.3m
Melanie M. Hart
Senior VP4.9yrsUS$2.16m0.072%
$ 5.4m
Jennifer Neil
Senior VP23.2yrsUS$1.59m0.038%
$ 2.9m
Kenneth St. Romain
Senior Vice President19yrsUS$2.33m0.25%
$ 18.8m
John Watwood
President & CEOless than a year데이터 없음0.059%
$ 4.4m
Walker Saik
Chief Accounting Officer & Corporate Controller5yrs데이터 없음0.0054%
$ 404.8k
Todd Marshall
VP & Chief Information Officer6.3yrs데이터 없음데이터 없음
Curtis Scheel
Director of Investor Relationsno data데이터 없음데이터 없음
Carolyne Large
Vice President of Marketing2.3yrs데이터 없음데이터 없음
Luther Willems
VP & Chief Human Resources Officer4.3yrs데이터 없음데이터 없음
4.9yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: POOL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.9 년).


이사회 구성원

이름직위재임 기간보수지분
John Stokely
Executive Chairman26.5yrsUS$357.64k0.045%
$ 3.3m
Mark Pompa
Independent Directorless than a year데이터 없음0.0032%
$ 238.9k
Manuel Perez de la Mesa
Vice Chairman27.5yrsUS$267.48k2.63%
$ 195.7m
David Whalen
Independent Director10.8yrsUS$257.81k0.025%
$ 1.8m
Debra Oler
Independent Director7.8yrsUS$248.97k0.0099%
$ 736.7k
James Hope
Independent Director3.8yrsUS$255.97k0.010%
$ 750.9k
Kevin Murphy
Independent Director2.1yrsUS$232.72k0.0030%
$ 225.5k
Martha Gervasi
Independent Director5.2yrsUS$250.97k0.0072%
$ 534.3k
6.5yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: POOL의 이사회경험이 있음으로 간주됩니다(평균 재임 6.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/09 22:13
종가2026/07/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Pool Corporation는 21명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MantheyBaird
Brennan MatthewsBerenberg
Shaun CalnanBofA Global Research