Hayward Holdings (HAYW): Assessing Valuation Following Strong Q3 Results and Raised 2025 Guidance

Hayward Holdings, a leading pool equipment and automation systems manufacturer, saw its stock surge after posting third quarter results that topped expectations. The company also raised its sales and profit outlook for the full year 2025.

See our latest analysis for Hayward Holdings.

This latest jump in Hayward Holdings’ share price comes after a string of upbeat news: not only did the company deliver a double-digit net income increase and lift its 2025 sales forecast, but momentum has also been building. The 1-month share price return is nearly 10%. Over the past three years, total shareholder return has soared almost 89%, underlining both the stock’s recent strength and its long-term growth story.

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With shares hitting fresh highs and the outlook brightening, the question now is whether Hayward Holdings is still trading at an attractive value, or if the market has already priced in its future growth potential.

Most Popular Narrative: 0% Overvalued

Hayward Holdings’ most widely followed narrative aligns the share price almost exactly with its estimated fair value, suggesting the market is capturing the company's growth potential, but not much more. Investors now face a pivotal question: is there room for further upside, or has optimism already been accounted for?

“Accelerating adoption of connected, automated pool equipment (like the new OmniX platform) increases average equipment content per pool and positions Hayward for higher-margin sales and digital revenue streams, supporting both revenue growth and EBITDA margin improvement.”

Read the complete narrative.

Curious why the valuation rests right on the edge? The answer lies in bold growth expectations for both sales and margins, plus a future multiple usually reserved for sector leaders. Ready to see the projections behind this near-perfect match? The details driving this price target are sure to surprise.

Result: Fair Value of $16.93 (ABOUT RIGHT)

Have a read of the narrative in full and understand what's behind the forecasts.

However, continued supply chain pressures or an unexpected slowdown in residential pool replacements could quickly change the outlook for Hayward Holdings.

Find out about the key risks to this Hayward Holdings narrative.

Build Your Own Hayward Holdings Narrative

If you think a different story is unfolding or want to test your own insights, you can easily build your own view in just a few minutes, Do it your way

A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Hayward Holdings.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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