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CIK 945841 · Consumer & Specialty Distribution
Pool Corporation is a public company in Industrial - Distribution, tracked in the consumer specialty distribution compounders sub-sector, with $5.4B TTM revenue and $636M TTM EBITDA.
Market data as of May 10, 2026
Financials: LTM / latest available company filings
Sources: FMP, POOL filings, SEC EDGAR
$6,843
Market cap ($MM)
$8,370
Enterprise value ($MM)
$5,356
Revenue · LTM ($MM)
$636
EBITDA · LTM ($MM)
12%
EBITDA margin
1.6x
EV / revenue
13.2x
EV / EBITDA
1.9x
Net debt / EBITDA
Coverage
The analytical read on the name and the balance-sheet capacity behind the program.
Key points
Balance sheet & capacity
Indicative capacity read: 1.9x net debt / EBITDA with EBITDA of $636MM.
$64
Cash & equiv. ($MM)
$1,248
Total debt ($MM)
$1,183
Net debt ($MM)
1.9x
Net debt / EBITDA
Valuation
POOL versus the scaled public Consumer & Specialty Distribution comparables.
EV / EBITDA distribution · peer set
POOL 13.2x
Indexed share-price performance
POOL versus available Consumer & Specialty Distribution peers and SPY.
-58%
POOL
+94%
Peer med.
+79%
SPY
Indexed to 100 from May 28, 2021 through May 26, 2026. Source: FMP month-end close history.
| Company | Ticker | Revenue ($MM) | EBITDA ($MM) | Margin | Market cap ($MM) | EV ($MM) | EV / rev | EV / EBITDA | Net debt / EBITDA |
|---|---|---|---|---|---|---|---|---|---|
| Pool Corporation | POOL | $5,356 | $636 | 12% | $6,843 | $8,370 | 1.6x | 13.2x | 1.9x |
| THE Sherwin-williams Company | SHW | $23,936 | $4,472 | 19% | $78,139 | $91,709 | 3.8x | 20.5x | 2.6x |
| Autozone Inc. | AZO | $19,610 | $4,191 | 21% | $57,606 | $69,732 | 3.6x | 16.6x | 2.1x |
| Fastenal Co. | FAST | $8,443 | $1,803 | 21% | $50,709 | $50,846 | 6.0x | 28.2x | -0.1x |
| O Reilly Automotive Inc | ORLY | $18,206 | $4,099 | 23% | $77,780 | $86,258 | 4.7x | 21.0x | 1.4x |
| Consumer & Specialty Distribution median | $18,206 | $4,099 | 21% | $57,606 | $69,732 | 3.8x | 20.5x | 1.9x |
Financials via Financial Modeling Prep (SEC-derived TTM). EV/EBITDA distribution: each dot a live peer, band = interquartile range, line = median. Impossible values (EBITDA > revenue, negative-EBITDA multiples) shown NM.
M&A program
POOL's disclosed acquisition footprint and the deals behind it.
Disclosed acquisitions
131
Active years
20
Named deals
10
Avg / active year
6.5
Acq. cash outflow ($MM)
N/A
Banker read
Annual acquisitions + disclosed spend
POOL count bars show acquisition cadence; the spend line shows when the program required larger capital deployment.
Program diagnostics
Recent / prior
9 / 9
Last three years is broadly steady vs prior three.
Peak count year
FY17
5 disclosed acquisitions in the peak visible year.
Recent spend
$27.0MM
is down 97% vs prior three; peak FY21 at $812MM.
Named evidence
10 rows
7.6% selected source-cited transaction coverage.
Selected transactions
| Date | Target | Segment | Consideration ($MM) | Strategic rationale | Source |
|---|---|---|---|---|---|
| Dec 16, 2021 | Porpoise Pool & Patio, Inc. | Consumer specialty distribution compounders | $789 | We acquired Porpoise Pool & Patio, Inc. (Porpoise) on December 16, 2021 for $788.7 million, net of cash acquired. We recognized goodwill of $403.5 million, other intangible asse... | 10-K† |
| Dec 16, 2021 | Porpoise Pool & Patio, Inc. | Consumer specialty distribution compounders | $789 | As part of our acquisition of Porpoise Pool & Patio, Inc. in December 2021, we own the corporate headquarters and the Sun Wholesale Supply, Inc. facilities located in Florida. | 10-K† |
| Oct 1, 2005 | Automatic Rain Company | Consumer specialty distribution compounders | $87 | In October 2005, we acquired all of the outstanding stock of Automatic Rain Company through our newly formed and wholly owned subsidiary Horizon Distributors, Inc. (Horizon). Ho... | 10-K† |
| Oct 1, 2009 | General Pool & Spa Supply | Consumer specialty distribution compounders | $11 | We added 10 sales centers through our acquisition of General Pool & Spa Supply (GPS) in October 2009. We have consolidated three of these locations with existing sales centers. | 10-K† |
| Oct 1, 2025 | Vegas Stone Brokers | Consumer specialty distribution compounders | N/A | In October 2025, we acquired the distribution assets of Vegas Stone Brokers, a stone and hardscapes supplier, adding one location in Nevada. | 10-K† |
| Aug 1, 2025 | Great Plains Supply and Spa Products | Consumer specialty distribution compounders | N/A | In August 2025, we acquired the distribution assets of Great Plains Supply and Spa Products, a wholesale distributor of swimming pool products and supplies, adding one location... | 10-K† |
| May 1, 2024 | Swimline Distributors, Inc. | Consumer specialty distribution compounders | N/A | In May 2024, we acquired the distribution assets of Swimline Distributors, Inc., a wholesale distributor of swimming pool products and supplies, adding one location in Georgia. | 10-K† |
| Jan 1, 2024 | Shoreline Pool Distribution | Consumer specialty distribution compounders | N/A | In January 2024, we acquired the distribution assets of Shoreline Pool Distribution, a wholesale distributor of swimming pool products and supplies, adding one location in Missi... | 10-K† |
Acquisitions disclosed/extracted from SEC filings; not necessarily full M&A history. Disclosed acquisition cash outflow is cumulative "payments for acquisitions, net of cash acquired" from the 10-K cash-flow statements (a cash outflow, not deal value). Built on 16 SEC-backed facts across 5 cited filings.
Evidence
A collapsed investigation trail for the SEC filings behind the financials, annual M&A cadence, named transactions, and management language.
Annual 10-Ks
23
Named deal filings
5
Recent SEC filings
10
Evidence clips
6
| Fiscal year | Filing date | Form | Status | Count | Cash spend | Purchase consideration | Source |
|---|---|---|---|---|---|---|---|
| FY2025 | Feb 26, 2026 | Annual M&A 10-K | warning (1 warn) | 4 | $10.8MM | N/A | SEC filing |
| FY2024 | Feb 27, 2025 | Annual M&A 10-K | warning (1 warn) | 2 | $4.7MM | N/A | SEC filing |
| FY2023 | Feb 27, 2024 | Annual M&A 10-K | warning (1 warn) | 5 | $11.5MM | N/A | SEC filing |
| FY2022 | Feb 24, 2023 | Annual M&A 10-K | warning (1 warn) | 1 | $9.3MM | N/A | SEC filing |
| FY2021 | Feb 25, 2022 | Annual M&A 10-K | accepted | 4 | $812MM | $789MM | SEC filing |
| FY2020 | Feb 25, 2021 | Annual M&A 10-K | warning (1 warn) | 4 | $125MM | N/A | SEC filing |
| FY2019 | Feb 27, 2020 | Annual M&A 10-K | warning (1 warn) | N/A | $8.9MM | N/A | SEC filing |
| FY2018 | Feb 27, 2019 | Annual M&A 10-K | warning (1 warn) | 2 | $2.6MM | N/A | SEC filing |
| FY2017 | Feb 28, 2018 | Annual M&A 10-K | warning (1 warn) | 5 | $12.8MM | N/A | SEC filing |
| FY2016 | Feb 24, 2017 | Annual M&A 10-K | warning (1 warn) | N/A | $19.7MM | N/A | SEC filing |
| FY2015 | Feb 26, 2016 | Annual M&A 10-K | warning (1 warn) | 3 | $4.5MM | N/A | SEC filing |
| FY2014 | Feb 26, 2015 | Annual M&A 10-K | warning (1 warn) | 3 | $10.6MM | N/A | SEC filing |
| FY2013 | Feb 27, 2014 | Annual M&A 10-K | warning (1 warn) | 2 | $1.2MM | N/A | SEC filing |
| FY2012 | Mar 1, 2013 | Annual M&A 10-K | warning (1 warn) | 2 | $4.7MM | N/A | SEC filing |
| FY2011 | Feb 29, 2012 | Annual M&A 10-K | warning (1 warn) | 3 | $5.9MM | N/A | SEC filing |
| FY2010 | Mar 1, 2011 | Annual M&A 10-K | warning (1 warn) | 3 | $6.2MM | N/A | SEC filing |
| FY2009 | Mar 1, 2010 | Annual M&A 10-K | accepted | 1 | $10.9MM | $2.5MM | SEC filing |
| FY2008 | Mar 2, 2009 | Annual M&A 10-K | warning (1 warn) | 3 | $35.5MM | N/A | SEC filing |
| FY2007 | Feb 29, 2008 | Annual M&A 10-K | warning (1 warn) | 1 | $2.1MM | N/A | SEC filing |
| FY2006 | Mar 1, 2007 | Annual M&A 10-K | warning (1 warn) | 1 | $26.7MM | N/A | SEC filing |
| FY2005 | Mar 7, 2006 | Annual M&A 10-K | quarantined (1 issue) | 13 | $90.0MM | $87.1MM | SEC filing |
| FY2004 | Mar 1, 2005 | Annual M&A 10-K | warning (1 warn) | 1 | $0.6MM | N/A | SEC filing |
| FY2003 | Mar 1, 2004 | Annual M&A 10-K | quarantined (1 warn, 1 issue) | 3 | $21.8MM | N/A | SEC filing |
| Filing date | Form | Targets / topics | Support | Source |
|---|---|---|---|---|
| Feb 26, 2026 | 10-K | Vegas Stone Brokers; Great Plains Supply and Spa Products; Swimline Distributors, Inc.; Shoreline Pool Distribution +1 more | FinancialsAnnual M&ANamed deals | SEC filing |
| Feb 27, 2024 | 10-K | Porpoise Pool & Patio, Inc.; A.C. Solucoes para Piscinas, Lda. | Annual M&ANamed deals | SEC filing |
| Feb 25, 2022 | 10-K | Porpoise Pool & Patio, Inc. | Annual M&ANamed deals | SEC filing |
| Mar 1, 2010 | 10-K | General Pool & Spa Supply | Annual M&ANamed deals | SEC filing |
| Feb 29, 2008 | 10-K | Automatic Rain Company | Annual M&ANamed deals | SEC filing |
| Filing date | Form | Items | Description | Support | Source |
|---|---|---|---|---|---|
| Feb 26, 2026 | 10-K | N/A | 10-K | FinancialsAnnual M&ANamed dealsRecent SEC | SEC filing |
| May 8, 2026 | 8-K/A | 5.02 | 8-K/A | Recent SEC | SEC filing |
| May 4, 2026 | 8-K | 5.02,7.01,9.01 | 8-K | Recent SEC | SEC filing |
| Apr 29, 2026 | 8-K | 5.07,7.01,9.01 | 8-K | Recent SEC | SEC filing |
| Apr 28, 2026 | 10-Q | N/A | 10-Q | Recent SEC | SEC filing |
| Apr 23, 2026 | 8-K | 2.02,7.01,9.01 | 8-K | Recent SEC | SEC filing |
| Apr 1, 2026 | 10-Q | N/A | Quarterly report from SEC company index | Recent SEC | SEC filing |
| Mar 26, 2026 | DEF 14A | N/A | DEF 14A | Recent SEC | SEC filing |
| Feb 25, 2026 | 8-K | 7.01,9.01 | 8-K | Recent SEC | SEC filing |
| Feb 19, 2026 | 8-K | 2.02,7.01,9.01 | 8-K | Recent SEC | SEC filing |
Porpoise Pool & Patio, Inc.
10-K - Feb 27, 2024
We acquired Porpoise Pool & Patio, Inc. (Porpoise) on December 16, 2021 for $788.7 million, net of cash acquired. We recognized goodwill of $403.5 million, other intangible assets of $301.0 million and tangible assets o…
Porpoise Pool & Patio, Inc. acquisition
10-K - Feb 25, 2022
As part of our acquisition of Porpoise Pool & Patio, Inc. in December 2021, we own the corporate headquarters and the Sun Wholesale Supply, Inc. facilities located in Florida.
Automatic Rain Company
10-K - Feb 29, 2008
In October 2005, we acquired all of the outstanding stock of Automatic Rain Company through our newly formed and wholly owned subsidiary Horizon Distributors, Inc. (Horizon). Horizon is a leading regional wholesale dist…
General Pool & Spa Supply (GPS)
10-K - Mar 1, 2010
We added 10 sales centers through our acquisition of General Pool & Spa Supply (GPS) in October 2009. We have consolidated three of these locations with existing sales centers.
Vegas Stone Brokers distribution assets
10-K - Feb 26, 2026
In October 2025, we acquired the distribution assets of Vegas Stone Brokers, a stone and hardscapes supplier, adding one location in Nevada.
Great Plains Supply and Spa Products distribution assets
10-K - Feb 26, 2026
In August 2025, we acquired the distribution assets of Great Plains Supply and Spa Products, a wholesale distributor of swimming pool products and supplies, adding one location in Kansas and one lo...
Annual M&A counts and disclosed spend are extracted from SEC acquisition disclosures and cash-flow statements; named-deal rows carry direct filing links where the filing identifies the target or consideration.