COMP <GO>
POOL vs PII // 10Y YIELD & FRED MACRO BETA
Pool Corporation (NASDAQ) VS. Polaris Inc. (NYSE) • 15-METRIC TALLY: POOL 9
— PII 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: PII
LAST: $214.76 (+4.28%) • MKT CAP: $7.36B
macro-sensitivity
0.94
LAST: $62.57 (+5.32%) • MKT CAP: $3.38B
macro-sensitivity
1.10
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (POOL VS. PII)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | POOL | PII | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.70% | 19.10% | +10.60 | POOL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 23.70% | -11.50% | +35.20 | POOL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.8x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.24% | 16.27% | -12.03 | PII | /fcf-yield <GO> |
| Operating Margin | 11.00% | -4.90% | +15.90 | POOL | /operating-margins <GO> |
| Net Profit Margin | 7.70% | -6.50% | +14.20 | POOL | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | -0.30% | -0.10 | PII | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.54% | 4.38% | -1.84 | PII | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.34 | 1.59 | +2.75 | POOL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 3/9 | +2.00 | POOL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.0 | 60.8 | +13.20 | POOL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.94 | 1.10 | -0.16 | PII | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 24.0x | -7.40 | POOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.36B | $3.38B | $3.97B | POOL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | POOL REV | PII REV | POOL GROSS % | PII GROSS % | POOL FCF | PII FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.29B | $7.15B | 29.7% | 19.1% | $309.5M | $558.1M |
| FY 2024 | $5.31B | $7.18B | 29.7% | 20.4% | $599.7M | $6.5M |
| FY 2023 | $5.54B | $8.93B | — | — | $638.9M | $523.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
POOL // BETA 0.94
PII // BETA 1.10