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Pool Supplies Distribution
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Pool Supplies Distribution
Вся аналитика по отрасли Pool Supplies Distribution — 1 материалов.
44
/100
78
Buffett
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Pool Corporation Value Investment Deep-Dive Report
Pool Corporation is a high-quality, low-capex pool distribution leader, with 64% of revenue coming from non-discretionary maintenance. The core thesis is that its installed-base maintenance engine and strong cash generation make it a durable business, but the current price of about $181 is close to neutral fair value while conservative intrinsic value is only $140-155. Report Rating Watch: a strong company, but conservative investors should wait for a $130-150 entry range with a clearer margin of safety.
Pool Corporation
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POOL
· США
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Pool Supplies Distribution
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31 мая 2026 г.