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Pool Corp. (POOL) Stock Fundamental Analysis & AI Rating 2026

POOL Nasdaq Wholesale-Misc Durable Goods DE CIK: 0000945841
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
BUY
75% Conf
Pending
Analysis scheduled

📊 POOL Key Takeaways

Revenue: $5.3B
Net Margin: 7.7%
Free Cash Flow: $309.5M
Current Ratio: 2.24x
Debt/Equity: 1.00x
EPS: $10.85
AI Rating: BUY with 75% confidence
Pool Corp. (POOL) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.3B, net profit margin of 7.7%, and return on equity (ROE) of 34.3%, Pool Corp. demonstrates strong fundamentals in the Market sector. Below is our complete POOL stock analysis for 2026.

Is Pool Corp. (POOL) a Good Investment?

Claude

POOL demonstrates exceptional profitability metrics with ROE of 34.3% and generating robust free cash flow of $309.5M, supported by strong interest coverage of 392.8x indicating minimal financial distress. However, revenue declined 0.4% YoY and EPS fell 4.0%, suggesting cyclical headwinds in the wholesale pool supply market that warrant a measured accumulation stance pending stabilization.

Why Buy Pool Corp. Stock? POOL Key Strengths

Claude
  • + Exceptional return on equity of 34.3% demonstrates highly efficient capital deployment
  • + Outstanding interest coverage ratio of 392.8x with manageable debt burden ensures financial stability
  • + Strong free cash flow generation of $309.5M with 5.9% FCF margin supports capital allocation flexibility
  • + Healthy gross margin of 29.7% and operating margin of 11% in wholesale distribution sector
  • + Adequate liquidity with current ratio of 2.24x

POOL Stock Risks: Pool Corp. Investment Risks

Claude
  • ! Revenue declining year-over-year (-0.4%) indicates market saturation or competitive pressures
  • ! Diluted EPS declining 4.0% YoY despite flat net income suggests share dilution concerns
  • ! Low quick ratio of 0.59x reveals heavy inventory concentration relative to liquid assets
  • ! Cyclical business exposure tied to housing construction and discretionary pool demand
  • ! Moderate leverage at 1.00x debt-to-equity with $1.2B long-term debt limits strategic flexibility

Key Metrics to Watch

Claude
  • * Revenue growth inflection point - monitor for stabilization or acceleration of current decline
  • * Free cash flow sustainability - track if conversion rates remain above 5% of revenue
  • * Inventory turnover and working capital efficiency - watch quick ratio improvement
  • * Debt reduction trajectory - assess progress toward deleveraging
  • * Operating margin stability - ensure profitability doesn't compress amid revenue pressure

Pool Corp. (POOL) Financial Metrics & Key Ratios

Revenue
$5.3B
Net Income
$406.4M
EPS (Diluted)
$10.85
Free Cash Flow
$309.5M
Total Assets
$3.6B
Cash Position
$105.0M

💡 AI Analyst Insight

Strong liquidity with a 2.24x current ratio provides a solid financial cushion.

POOL Profit Margin, ROE & Profitability Analysis

Gross Margin 29.7%
Operating Margin 11.0%
Net Margin 7.7%
ROE 34.3%
ROA 11.2%
FCF Margin 5.9%

POOL vs Market Sector: How Pool Corp. Compares

How Pool Corp. compares to Market sector averages

Net Margin
POOL 7.7%
vs
Sector Avg 12.0%
POOL Sector
ROE
POOL 34.3%
vs
Sector Avg 15.0%
POOL Sector
Current Ratio
POOL 2.2x
vs
Sector Avg 1.8x
POOL Sector
Debt/Equity
POOL 1.0x
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. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
34.3%
Sector avg: 15%
Net Profit Margin
7.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.00x
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
2.24x
Quick Ratio
0.59x
Debt/Equity
1.00x
Debt/Assets
67.3%
Interest Coverage
392.83x
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
5.9%
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
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
Q2 2023 $1.9B $101.7M $5.91

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
$365.9M
Cash generated from operations
Stock Buybacks
$346.3M
Shares repurchased (TTM)
Capital Expenditures
$56.3M
Investment in assets
Dividends Paid
$184.9M
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
Apr 8, 2026 4 xslF345X06/form4.xml View →
Mar 27, 2026 4 xslF345X06/form4.xml View →
Mar 27, 2026 4 xslF345X06/form4.xml View →
Mar 26, 2026 4 xslF345X06/form4.xml View →
Mar 26, 2026 DEF 14A pool-20260325.htm View →

Frequently Asked Questions about POOL

What is the AI rating for POOL?

Pool Corp. (POOL) has an AI rating of BUY with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are POOL's key strengths?

Claude: Exceptional return on equity of 34.3% demonstrates highly efficient capital deployment. Outstanding interest coverage ratio of 392.8x with manageable debt burden ensures financial stability.

What are the risks of investing in POOL?

Claude: Revenue declining year-over-year (-0.4%) indicates market saturation or competitive pressures. Diluted EPS declining 4.0% YoY despite flat net income suggests share dilution concerns.

What is POOL's revenue and growth?

Pool Corp. reported revenue of $5.3B.

Does POOL pay dividends?

Pool Corp. pays dividends, with $184.9M 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 $10.85.

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 rating reflects both perspectives for balanced insights.

Is POOL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pool Corp. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is POOL stock overvalued or undervalued?

Valuation metrics for POOL: ROE of 34.3% (sector avg: 15%), net margin of 7.7% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy POOL stock in 2026?

Our dual AI analysis gives Pool Corp. a combined BUY rating 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 $365.9M, with capital expenditures of $56.3M. FCF margin is 5.9%.

How does POOL compare to other Market stocks?

Vs Default sector averages: Net margin 7.7% (avg: 12%), ROE 34.3% (avg: 15%), current ratio 2.24 (avg: 1.8).

Why is POOL's return on equity (ROE) so high?

Pool Corp. has a return on equity of 34.3%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 7.7% net margin.

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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 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI