TheMaverick · 2024-07-05T09:06:10.953476Z

One of my favourite compunder stocks: $POOL Since nobody has ever talked about this stock in this forum, I'll gladly do it. This company is a constructor of pools (home pools and professional polls) and a reseller of pool equipment products across the world. ROIC of over 20% ROE over 35% Share buyback between 1 and 2% a year Dividend growth of over 9% a year with a payout ratio under 40% Half of the revenue comes from recurring revenue, the other half is linked to the construction of new pools The revenue decreasing in the last quarters is due to the less constructions of pools due to higher interests rates Free cash flow is increasing fast year over year (over 85% increase last year) Free cash flow margin of 15% Total assets > Total liabilities P/E of 23 and P/FCF under 15 This company outperformed the SP500

One of my favourite compunder stocks: $POOL (-1,12%)

Since nobody has ever talked about this stock in this forum, I'll gladly do it.

This company is a constructor of pools (home pools and professional polls) and a reseller of pool equipment products across the world.

ROIC of over 20%
ROE over 35%
Share buyback between 1 and 2% a year
Dividend growth of over 9% a year with a payout ratio under 40%
Half of the revenue comes from recurring revenue, the other half is linked to the construction of new pools
The revenue decreasing in the last quarters is due to the less constructions of pools due to higher interests rates
Free cash flow is increasing fast year over year (over 85% increase last year)
Free cash flow margin of 15%
Total assets > Total liabilities
P/E of 23 and P/FCF under 15
This company outperformed the SP500