Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally. It offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; and building materials, such as concrete, plumbing and electrical components, functional and decorative pool surfaces, decking materials, tiles, hardscapes, and natural stones for pool installations and remodeling.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (13 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $190.60 Implied EV: $8.59B |
What growth rate is the market pricing in at $186?
The market implies +8.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +11.9%, reflecting heavy growth investment.
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
"Market is pessimistic — investigate whether fears are temporary or structural"
Near fair value but market is fearful — conditions may present an opportunity if fear is temporary
