Pool Corp (POOL)

Wholesale-Misc Durable Goods

Latest Price

$161.87

TTM P/E

14.88

Normalized P/E

12.50

Div Yield

3.09%

Book Value

31.17

P/B Ratio

5.19

Valuation metrics

EPS: $10.85

Book value / share: $32.40

Formula: √(22.5 × EPS × BVPS)

Graham Number

$88.94

45% downside

Norm. op. income: $617M (median of 7yr)

Tax rate: 23%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$99.28

39% downside

Base FCF: $441M (median of recent 5yr)

Growth: 5%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$175.78

+9% upside

EPS: $10.85

Target P/E: 12×

Formula: EPS × P/E

P/E Fair Value

$130.20

20% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	4.03M	$866.0M	11.07%	+1.74M	2026-06-30
Wellington Management Group LLP	2.58M	$553.0M	7.07%	-291.2K	2026-06-30
Kayne Anderson Rudnick Investment Management LLC	2.57M	$553.0M	7.06%	-275.8K	2026-06-30
Vanguard Portfolio Management LLC	2.06M	$442.0M	5.65%	+393.8K	2026-06-30
T. Rowe Price Investment Management, Inc.	1.99M	$427.0M	5.46%	-260.0K	2026-06-30
Morgan Stanley	1.74M	$373.0M	4.76%	+27.2K	2026-06-30
Vanguard Capital Management LLC	1.54M	$330.0M	4.22%	-608.9K	2026-06-30
AQR Capital Management LLC	1.40M	$296.0M	3.84%	+1.22M	2026-06-30
State Street Corp	1.08M	$231.0M	2.96%	-113.9K	2026-06-30
Massachusetts Financial Services Co	729.1K	$170.0M	2.00%	+264.0K	2026-06-30