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POOL · NASDAQ · STOCK

Pool Corporation

Industrials Updated August 11, 2026
$201.44
52W $172.68 – $336.15
60/100
$7.34B
18.5
1.05
AI Committee Verdict
Watch
60/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is POOL Bullish or Bearish?

Mixed. Innellis AI committee rates Pool Corporation (POOL) Watch with a composite score of 60/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.49 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -19.51 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 32.3% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 2.6% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.50 across 2 articles, 14d) — News
Bear Case
  • Price-to-book of 7.2x prices in significant intangible value — Value
  • Bollinger bandwidth of 15.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 51%
of 223 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 32.3% shows genuine earnings power backing the valuation
− Price-to-book of 7.2x prices in significant intangible value
Growth Analyst bearish
40 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 15.9% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
74 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.50 across 2 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
54.0
Neutral
MACD Histogram
1.137
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$195.62
Resistance
$220.89
Bollinger %B
0.65
Inside Bands
Price vs Moving Averages
EMA 9
$199.85 Above
EMA 21
$198.93 Above
EMA 50
$199.46 Above
EMA 200
$224.70 Below

Fundamental Analysis

Valuation
73
Profitability
65
Financial Health
79
Cash Flow
70
Valuation
P/E Ratio 18.5×
P/B Ratio 5.79×
PEG Ratio
Dividend Yield 2.51%
52W High $336.15
52W Low $172.68
Quality & Growth
ROE 3428.9%
ROA 1120.8%
Gross Margin 2957.9%
Operating Margin 1075.7%
Revenue Growth YoY
Debt / Equity 1.35
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 18.5 (inexpensive relative to a 15-40x range); Price-to-book of 5.8x; PEG ratio of -100.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 34.3%; Return on assets of 11.2%; Net margin of 7.4%; Gross margin of 29.6%; Current ratio of 2.67 (healthy short-term liquidity); Debt-to-equity of 1.35; Free cash flow per share is positive (16.86); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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