Pool Corporation is a long-term Buy at current valuations, supported by strong execution and resilient maintenance revenue despite macro headwinds. POOL's competitive position, stable gross margins, and effective inventory management reinforce confidence, even as new construction/refurbishment demand remains soft. Valuations are attractive, trading ~23% below the 5-year average EV/EBITDA, with long-term EBITDA growth outpacing valuation compression.
POOL's Q3 earnings and revenues beat estimates, driven by steady maintenance demand and digital expansion momentum.
POOL's Q3 results are likely to reflect steady gains from strong maintenance sales, franchise growth and expanding digital platforms despite macro headwinds.
Pizza Pizza Royalty Corp. benefits from its low-cost, low-capital, high-margin business model as its financials remain well-positioned. Its prudent management of the royalty pool ensures increasing royalty income per store, margin expansion, and robust cash flow to ensure sustained expansion and dividend payouts. Its valuation stays cheap with decent dividend yields, justifying some upside potential.
V's new partnership with Pool and First Internet Bank introduces a shared account model that could redefine collaborative finance.
Key Points in This Article: Warren Buffett has been a net seller of stocks lately, but he bought 12 stocks in Q2, including six new positions.
Warren Buffett is one of the most successful investors of all time, with many market participants closely watching the Oracle of Omaha's stock picks. While markets focus on flashy artificial intelligence plays, Buffett is staying true to form.
Pool Corporation reported a return to positive revenue growth in Q2. Earnings growth remained subdued, but resilient when considering the industry backdrop. Macroeconomic weakness is still catching up to Pool Corp. The company had to revise the 2025 guidance downwards. I believe that Pool Corp's stock is still overvalued with 24% downside to $251.
Pool Corporation (NASDAQ:POOL ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Melanie M. Housey Hart - Senior VP, CFO & Treasurer Peter D.
Pool Corp. (POOL) came out with quarterly earnings of $5.17 per share, beating the Zacks Consensus Estimate of $5.12 per share. This compares to earnings of $4.98 per share a year ago.
Pool Corp. shares declined recently due to high valuation and concerns over consumer discretionary spending, with recent results failing to alleviate these fears. Q1 earnings missed estimates, with EPS down 29% and net sales declining by 4%, driven by weak new construction but stable maintenance activity. Despite a strong balance sheet and ongoing share repurchases, POOL's high valuation and uncertain outlook make it overvalued, with a fair value around $225.
It's never too late to invest in an exceptional stock. Just ask multibillionaire Warren Buffett, whose holding company, Berkshire Hathaway, opened a stake in Pool Corp. (POOL 0.94%) in the third quarter of last year.