Pool Corp

POOL

Market cap $9.07B

Pool Corporation's shares have lost about one-third of their value over the past year. The stock's performance is even worse when measured against the S&P 500.

Pool Corporation is a long-term Buy at current valuations, supported by strong execution and resilient maintenance revenue despite macro headwinds. POOL's competitive position, stable gross margins, and effective inventory management reinforce confidence, even as new construction/refurbishment demand remains soft. Valuations are attractive, trading ~23% below the 5-year average EV/EBITDA, with long-term EBITDA growth outpacing valuation compression.

Pool Corp. gets about two-thirds of its revenue from pool maintenance and repair as opposed to pool installations. Shares are currently trading well below the price Warren Buffett paid.

Warren Buffett has taken a highly conservative approach to the stock market in recent years.

Berkshire Hathaway tends to be a buy-and-hold investor. The company's investment in Pool Corp is likely to be a long-term commitment.

Pool Corp. has tumbled amid tightening consumer finances across the economy. However, the company's large recurring revenue streams and modest dividend payout ratio should keep the business out of trouble.

Warren Buffett's addition of Pool Corp. to the Berkshire Hathaway portfolio has failed to spur bullishness for shares. Instead, shares in the pool construction and maintenance products retail business have stayed under pressure, as the company goes through a sluggish post-pandemic recovery.

Pool Corp. is a specialty retailer focused on pool supplies. The company was added to the portfolio of Berkshire Hathaway in late 2024.

Fiserv (FI) leads decliners with a 49% drop, driven by leadership turmoil, weak consumer spending, and a downgraded quant rating to 'Strong Sell.' Alexandria Real Estate (ARE) and Robert Half (RHI) suffer from sector-specific headwinds, with ARE hurt by biotech weakness and RHI by declining revenue and a negative outlook. Molina Healthcare (MOH) and Baxter (BAX) face earnings cuts and operational challenges, making both stocks unattractive despite low valuations or previous growth reputations.

COVINGTON, La., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq: POOL) announced today that it will participate in the following investor events in November 2025: November 11, 2025 – Baird 2025 Global Industrial Conference November 18, 2025 – Stephens Annual Investment Conference Investor-related materials and company information are available on the Investor Relations section of POOLCORP's website.