With a market cap of $11.4 billion, Pool Corporation (POOL) is the world’s leading independent distributor of swimming pool equipment, parts, and related backyard products. Operating over 300 locations worldwide, the company serves a diverse customer base with both essential maintenance supplies and discretionary outdoor living solutions.

Shares of the Covington, Louisiana-based company have underperformed the broader market over the past 52 weeks. POOL has declined 17.2% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.2%. Moreover, shares of POOL are down 11.3% on a YTD basis, compared to SPX’s 1.3% decrease.

Focusing more closely, the pool products distributor has lagged behind the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 21.2% return over the past 52 weeks.

Shares of Pool Corporation dipped 6.7% on Apr. 24 following disappointing Q1 2025 results, with adjusted EPS of $1.32 missing the consensus estimate. Revenues also fell short at $1.1 billion, down 4.4% year over year, primarily due to weak discretionary project spending. Additionally, operating income dropped 28.7% to $77.5 million and gross margin shrank by 100 basis points to 29.2% despite a modest improvement in March sales.

For the current fiscal year, ending in December 2025, analysts expect POOL’s adjusted EPS to decline marginally year-over-year to $11.03. The company's earnings surprise history is mixed. It beat the consensus estimates in three of the last four quarters while missing on another occasion.

Among the 13 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on five “Strong Buy” ratings, seven “Holds,” and one “Moderate Sell.”

On Apr. 28, Oppenheimer analyst Scott Schneeberger lowered Pool Corp.’s price target to $322 and kept an “Outperform” rating.

As of writing, POOL is trading below the mean price target of $321.09. The Street-high price target of $375 implies a potential upside of 24.1% from the current price levels.