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Wholesale distributor of swimming pool supplies, equipment and related outdoor living products to pool builders and retailers.
Wholesale distributor of swimming pool supplies, equipment and related outdoor living products to pool builders and retailers.
Buys from equipment and chemical makers and resells through local service centres to contractors and retailers, earning a distributor's margin, with stock on hand and fast delivery as the selling point. Most sales come from maintaining and replacing equipment in existing pools, steadier than new construction. A smaller irrigation and landscape supply line, Horizon, runs alongside.
Moat: narrow (scale, distribution, installed base). The largest wholesale distributor in a fragmented industry, with branch coverage builders rely on.
Headquarters: Covington, Louisiana, USA · Founded: 1993 · Employees: 6,000
Size Pool (POOL) is a United States Consumer Discretionary company (Wholesale Distributors) with a market value of $7.56B, the 922nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $211.70 on 6 Nov 2026.
Performance Over six months the shares gained 12.7%, against +18.5% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 14 in its peer set.
Growth Revenue grew 2.9% over the last twelve months (peer median +18.6%); the operating margin is 10.5% (peer median 8.2%).
Valuation It trades at 18.6× forward earnings against a peer median of 16.0× (4th most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.4 points above its cost of capital (8.8% WACC).
Short interest Short interest is 9.9% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $5.45B | $5.29B | $5.31B | $5.54B | $6.18B |
| Revenue growth | — | 0% | -4% | -10% | — |
| Gross profit | $1.60B | $1.57B | $1.58B | $1.66B | $1.93B |
| EBITDA | $630M | $632M | $663M | $787M | $1.07B |
| Net income | $394M | $404M | $432M | $520M | $744M |
| Free cash flow | $442M | $310M | $600M | $828M | $441M |
| Capital expenditure | $58.0M | $56.3M | $59.5M | $60.1M | $43.6M |
| Total debt | $1.52B | $1.54B | $1.27B | $1.36B | $1.66B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Pool POOL | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% |
| Fluidra FDR.MC | $4.12B | +4% | +2% | 14% | 14.9× | 5.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | POOL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +33.9% | -4.2% | 2nd highest of 14 |
| 6-month return | +12.7% | +18.5% | 7th lowest of 14 |
| Distance from 52-week high | -23.9% | -20.3% | 7th lowest of 14 |
| Revenue growth (TTM) | +2.9% | +18.6% | 4th lowest of 14 |
| Operating margin | 10.5% | 8.2% | 6th highest of 14 |
| Forward P/E | 18.6× | 16.0× | 4th most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 5.9% | 7.5% | 4th least demanding of 8 |
| Growth delivered (Del g) | +6.1% | +8.5% | 3rd lowest of 8 |
| Hurdle (Req g minus delivered) | -0.2 pp | -0.5 pp | 4th most demanding of 8 |
| ROIC minus cost of capital | +8.4 pp | -1.1 pp | 4th highest of 14 |
| EV / EBITDA | 14.2× | 20.2× | 6th cheapest of 12 |
| Net debt / EBITDA | 2.2× | 0.1× | 5th most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Pool POOL | United States | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% | +6.1% |
| Aegis Logistics AEGISLOG.NS | India | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% | +16.7% |
| Genuine Parts GPC | United States | $16.9B | +19% | +5% | 5% | 15.5× | 7.5% | +8.0% |
| Grafton GFTU.L | United Kingdom | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% | +8.5% |
| GigaCloud Technology GCT | United States | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% | +36.2% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 31.3× | -10.4% | -5.9% |
| Gujarat Mineral Development GMDCLTD.NS | India | $1.56B | -34% | +19% | 15% | 16.0× | n/a | n/a |
| Adani Enterprises ADANIENT.NS | India | $39.3B | +9% | +37% | 8% | 50.6× | n/a | n/a |
| Lloyds Enterprises LLOYDSENT.NS | India | $988M | -12% | +33% | 8% | n/a | n/a | n/a |
| MMTC MMTC.NS | India | $847M | -20% | -20% | -6,724% | n/a | n/a | n/a |
| ARKO Petroleum APC | United States | $704M | -23% | -12% | 2% | 17.5× | 4.8% | -7.6% |
| Sharda Cropchem SHARDACROP.NS | India | $655M | -39% | +17% | 14% | 9.3× | -2.6% | +17.1% |
| Marine Electricals (India) MARINE.NS | India | $571M | +66% | +22% | 9% | n/a | n/a | n/a |
| SBC Exports SBC.NS | India | $346M | +102% | +63% | 8% | n/a | n/a | n/a |