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Pool Corp. (POOL) Fundamental Analysis & AI Grade 2026

POOL Nasdaq Wholesale-Misc Durable Goods DE CIK: 0000945841
Updated This Month • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 POOL Key Takeaways

Revenue: $1.1B
Net Margin: 4.7%
Free Cash Flow: $17.1M
Current Ratio: 1.87x
Debt/Equity: 1.09x
EPS: $1.45
AI Grade: C with 78% confidence
Pool Corp. (POOL) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 4.7%, and return on equity (ROE) of 4.7%, Pool Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete POOL stock analysis for 2026.

Is Pool Corp. (POOL) a Good Investment?

Claude

Pool Corp exhibits deteriorating fundamentals with declining revenue (-0.4% YoY) and diluted EPS (-4.0% YoY) despite minimal net income growth, indicating structural business challenges. The company generates inadequate returns on invested capital (ROE 4.7%, ROA 1.3%) while carrying elevated debt (1.09x Debt/Equity), creating leverage risk amplified by weak cash generation (FCF margin 1.5%).

Pool Corp. Key Strengths (POOL)

Claude
  • + Solid gross margin of 29% indicates reasonable product positioning within wholesale distribution
  • + Excellent interest coverage ratio (55.9x) demonstrates no near-term debt service solvency concerns
  • + Current ratio of 1.87x provides adequate working capital cushion for operations

POOL Stock Risks: Pool Corp. Investment Risks

Claude
  • ! Revenue contraction (-0.4% YoY) signals declining market demand or competitive pressures in pool supplies
  • ! Severely low profitability metrics (net margin 4.7%, ROE 4.7%, ROA 1.3%) reflect poor capital efficiency and returns generation
  • ! Weak free cash flow generation ($17.1M, 1.5% FCF margin) limits debt repayment capacity with $1.2B long-term debt burden
  • ! Quick ratio of 0.55x indicates heavy inventory dependence; potential liquidity stress if sales momentum further deteriorates
  • ! Declining EPS (-4.0% YoY) despite net income growth signals shareholder value erosion

Key Metrics to Watch

Claude
  • * Revenue trend reversal (must return to growth to restore confidence)
  • * Operating margin expansion (7.3% is insufficient; needs 10%+ for healthy wholesale)
  • * Free cash flow absolute amount and margin (critical to reduce 1.09x leverage ratio)
  • * Quick ratio stability (0.55x is concerning; monitor inventory turnover)

Pool Corp. (POOL) Financial Metrics & Key Ratios

Revenue
$1.1B
Net Income
$53.2M
EPS (Diluted)
$1.45
Free Cash Flow
$17.1M
Total Assets
$4.0B
Cash Position
$64.5M

💡 AI Analyst Insight

The relatively thin 1.5% FCF margin may limit capital allocation flexibility.

POOL Profit Margin, ROE & Profitability Analysis

Gross Margin 29.0%
Operating Margin 7.3%
Net Margin 4.7%
ROE 4.7%
ROA 1.3%
FCF Margin 1.5%

POOL vs Market Sector: How Pool Corp. Compares

How Pool Corp. compares to Market sector averages

Net Margin
POOL 4.7%
vs
Sector Avg 12.0%
POOL Sector
ROE
POOL 4.7%
vs
Sector Avg 15.0%
POOL Sector
Current Ratio
POOL 1.9x
vs
Sector Avg 1.8x
POOL Sector
Debt/Equity
POOL 1.1x
vs
Sector Avg 0.7x
POOL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Pool Corp. Stock Overvalued? POOL Valuation Analysis 2026

Based on fundamental analysis, Pool Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
4.7%
Sector avg: 15%
Net Profit Margin
4.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.09x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Pool Corp. Balance Sheet: POOL Debt, Cash & Liquidity

Current Ratio
1.87x
Quick Ratio
0.55x
Debt/Equity
1.09x
Debt/Assets
71.7%
Interest Coverage
55.93x
Long-term Debt
$1.2B

POOL Revenue & Earnings Growth: 5-Year Financial Trend

POOL 5-year financial data: Year 2021: Revenue $5.3B, Net Income $261.6M, EPS $6.40. Year 2022: Revenue $6.2B, Net Income $366.7M, EPS $8.97. Year 2023: Revenue $6.2B, Net Income $650.6M, EPS $15.97. Year 2024: Revenue $6.2B, Net Income $748.5M, EPS $18.70. Year 2025: Revenue $5.5B, Net Income $523.2M, EPS $13.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pool Corp.'s revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $13.35 reflects profitable operations.

POOL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.5%
Free cash flow / Revenue

POOL Quarterly Earnings & Performance

Quarterly financial performance data for Pool Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.1B $53.2M $1.42
Q3 2025 $1.4B $53.5M $3.27
Q2 2025 $1.8B $53.5M $4.99
Q1 2025 $1.1B $53.5M $1.42
Q3 2024 $1.4B $78.9M $3.27
Q2 2024 $1.8B $78.9M $4.99
Q1 2024 $1.1B $78.9M $2.04
Q3 2023 $1.5B $101.7M $3.51

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Pool Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$25.7M
Cash generated from operations
Stock Buybacks
$64.4M
Shares repurchased (TTM)
Capital Expenditures
$8.6M
Investment in assets
Dividends Paid
$45.8M
Returned to shareholders

POOL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Pool Corp. (CIK: 0000945841)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 4 xslF345X06/form4.xml View →
May 12, 2026 4 xslF345X06/form4.xml View →
May 8, 2026 4 xslF345X06/form4.xml View →
May 8, 2026 4 xslF345X06/form4.xml View →
May 8, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about POOL

What is the AI rating for POOL?

Pool Corp. (POOL) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are POOL's key strengths?

Claude: Solid gross margin of 29% indicates reasonable product positioning within wholesale distribution. Excellent interest coverage ratio (55.9x) demonstrates no near-term debt service solvency concerns.

What are the risks of investing in POOL?

Claude: Revenue contraction (-0.4% YoY) signals declining market demand or competitive pressures in pool supplies. Severely low profitability metrics (net margin 4.7%, ROE 4.7%, ROA 1.3%) reflect poor capital efficiency and returns generation.

What is POOL's revenue and growth?

Pool Corp. reported revenue of $1.1B.

Does POOL pay dividends?

Pool Corp. pays dividends, with $45.8M distributed to shareholders in the trailing twelve months.

Where can I find POOL SEC filings?

Official SEC filings for Pool Corp. (CIK: 0000945841) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is POOL's EPS?

Pool Corp. has a diluted EPS of $1.45.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is POOL's fundamental grade?

Based on our AI fundamental analysis in May 2026, Pool Corp. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is POOL stock overvalued or undervalued?

Valuation metrics for POOL: ROE of 4.7% (sector avg: 15%), net margin of 4.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is POOL's AI grade for 2026?

Our dual AI analysis gives Pool Corp. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is POOL's free cash flow?

Pool Corp.'s operating cash flow is $25.7M, with capital expenditures of $8.6M. FCF margin is 1.5%.

How does POOL compare to other Market stocks?

Vs Default sector averages: Net margin 4.7% (avg: 12%), ROE 4.7% (avg: 15%), current ratio 1.87 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI