POOL Pool Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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16:15
May 17
May 17
Pool Corp cyclical trough buy
Pool Corporation is the leading U.S. distributor of swimming pool supplies and equipment. It has a recurring revenue base from maintenance and repairs, a trough in new pool construction, and its valuation (15x trough earnings) is historically low. The company's earnings are stabilizing, and it is buying back shares, indicating management sees value. This is a cyclical opportunity similar to when Warren Buffett invested.
HIGH
22:42
Apr 04
Apr 04
POOL Corp is undervalued based on a fundamental DCF valuation that accounts for its high but fading ROE and stable long-term growth. Author's valuation model yields an intrinsic value of ~$252.80 vs. a market price of $202.93. The 20% discount is attributed to short-term cyclical headwinds obscuring the company's durable competitive advantages and normalized earnings power. The market price implies only a 3% growth rate, which is below the author's calculated fundamental growth rate and the firm's historical profile, creating a buying opportunity. Increased competition eroding ROE faster than modeled; prolonged economic downturn affecting pool demand; dilution from stock options/warrants.
HIGH
23:29
Feb 24
Feb 24
Pool Corp (POOL) and Floor & Decor (FND) are "murdered" in the market. Pool builds are down 50% since the pandemic peak. Pending home sales are diverging negatively from seasonal trends. The "COVID pull-forward" demand has evaporated. High rates have frozen the housing market ("lock-in effect"), meaning fewer moves and fewer renovations. Short/Avoid housing-related consumer discretionary stocks that benefited from the pandemic boom. The Fed cuts rates aggressively, unlocking housing inventory and demand.
About POOL Analyst Coverage
Buzzberg tracks POOL (Pool Corporation) across 3 sources. 2 bullish vs 1 bearish calls from 3 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked.