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    A Look At Pool Corp (POOL) Valuation As Growth Slows And North American Demand Comes Into Focus

    Simply Wall St·01/05/2026 19:18:58
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    Recent commentary around Pool (POOL) has focused on cooling demand as household budgets tighten. This has raised questions about how the pool supplier can reinvigorate growth when roughly 95% of its revenue still depends on North American customers.

    See our latest analysis for Pool.

    Pool’s share price has softened in recent months, with a 90 day share price return of 23.71% and a 1 year total shareholder return of 29.78%. This suggests momentum has faded as investors reassess growth and risk around cooling demand.

    If Pool’s slower momentum has you reassessing your watchlist, this could be a good moment to broaden your search and check out fast growing stocks with high insider ownership.

    With a recent 1 year total return decline of 29.78% and an intrinsic discount of 24.24% to one valuation estimate, the key question is whether Pool is now mispriced or if the market is already factoring in future growth.

    Most Popular Narrative Narrative: 28.9% Undervalued

    Compared with Pool’s last close of $229.71, the most followed narrative points to a higher fair value, built around steady demand and margin resilience.

    Expansion of private label offerings (especially chemicals), alongside supply chain and digital platform investments (e.g., POOL360), are driving margin-enhancing product mix and operational efficiencies, supporting gross and net margin improvement over time. Increased adoption of e-commerce channels (POOL360 up to 17% of sales) and new location openings in dense pool markets are enabling customer retention, service differentiation, and efficient market penetration, strengthening competitive positioning and enhancing future earnings potential.

    Read the complete narrative.

    Curious how modest revenue growth assumptions, firmer margins and a premium future P/E are stitched together into one fair value story? The full narrative lays out the numbers step by step.

    Result: Fair Value of $322.91 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this upbeat fair value story could be derailed if subdued new pool construction and concentrated exposure to mature North American markets keep a lid on long term growth.

    Find out about the key risks to this Pool narrative.

    Build Your Own Pool Narrative

    If you see the numbers differently or prefer to test your own assumptions against the data, you can build a custom view in minutes, starting with Do it your way.

    A great starting point for your Pool research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If Pool is on your radar, do not stop there. Widening your watchlist with fresh ideas now can help you spot opportunities before everyone else catches on.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.