POOL vs STRL
Pool Corporation vs Sterling Infrastructure — AI-powered side-by-side comparison
POOL
Pool Corporation
68
Buy
VS
STRL
Sterling Infrastructure
69
Buy
| Metric | POOL | STRL |
|---|
| AI Score |
68
|
69
|
| Price |
$195.00
|
$576.34
|
| P/E Ratio |
17.89×
|
40.94×
|
| ROE |
34.3%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
29.6%
|
23.6%
|
| Debt / Equity |
1.35×
|
0.25×
|
| Dividend Yield |
2.6%
|
0.0%
|
| RSI (14) |
42.8
|
52.2
|
| Beta |
1.054
|
1.889
|
| Expected Upside |
+13.3%
|
+74.5%
|
AI Committee View
Current Innellis committee reasoning for POOL versus STRL.
STRL leads by 1 points.
STRL scores 69/100 (Buy) versus POOL at 68/100 (Buy).
POOL Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is price-to-book of 7.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 32.3% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 7.2x prices in significant intangible value — Value
STRL Committee View
67% agreement
6 analysts
The primary driver is revenue growing 60.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 38.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Revenue growing 60.8% YoY -- genuine top-line momentum — Growth
- EPS growing 50.8% YoY — Growth
Bear Case
- P/E of 38.9 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- Bollinger bandwidth of 46.0% signals elevated volatility — Risk