What changed
$POOL — WATCHLIST 📊
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
🎯 Q2 2026 | Rev $1B | EPS $1.43 vs $1.35 🟢
💡 No clear gap: the earnings beat was modest and guidance was in line; the market seems to price in a steady state with limited upside, and poor relative quant performance suggests no variant perception.
🏢 Business Quality: 7 — dominant distributor with recurring maintenance revenue and scale advantages, but cyclical exposure to housing and discretionary spending./10
📊 Valuation: fair — forward P/E ~18.7x (based on $11 mid-point guidance), within the 15–25x historical range; EV/EBITDA ~12x, not obviously cheap vs peers like...
🔮 Catalyst: None imminent; next earnings likely July 2026.
📊 Our read: WATCHLIST. Full analysis →
https://stockduty.xyz/s/POOL0625
Also in play: $CZR $MGM $WYNN $LVS $DKNG
Why it matters
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.