POOL vs WTS
Pool Corporation vs Watts Water Technologies — AI-powered side-by-side comparison
POOL
Pool Corporation
68
Buy
VS
WTS
Watts Water Technologies
69
Buy
| Metric | POOL | WTS |
|---|
| AI Score |
68
|
69
|
| Price |
$195.00
|
$384.57
|
| P/E Ratio |
17.89×
|
33.54×
|
| ROE |
34.3%
|
16.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
29.6%
|
48.8%
|
| Debt / Equity |
1.35×
|
0.05×
|
| Dividend Yield |
2.6%
|
0.6%
|
| RSI (14) |
42.8
|
69.4
|
| Beta |
1.054
|
1.13
|
| Expected Upside |
+13.3%
|
+2.4%
|
AI Committee View
Current Innellis committee reasoning for POOL versus WTS.
WTS leads by 1 points.
WTS 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
WTS Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 33.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 18.6% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 33.6 is moderate-to-rich — Value
- Price-to-book of 4.5x prices in significant intangible value — Value
- Bollinger bandwidth of 22.0% signals elevated volatility — Risk