Pool Corporation (POOL) vs Resideo Technologies, Inc. (REZI)

Pool Corporation and Resideo Technologies, Inc. are both Industrial Distribution companies. Pool Corporation is the larger, with a market value of $7.7B against $3.0B — 2.6× the size. Resideo Technologies, Inc. trades at the lower P/E: 7.8× against 19.8×. Resideo Technologies, Inc. grew revenue faster over the last twelve months: 3.42% against 2.90%. Pool Corporation has the higher net margin (7.23% vs 4.74%) and the higher return on invested capital (15.7% vs 5.86%). Across the 21 metrics below, Pool Corporation leads on 12 and Resideo Technologies, Inc. on 9.

Valuation

Metric POOL REZI Industrial Distribution median
P/E 19.82 7.76 25.87
P/S 1.42 0.39 1.08
P/B 6.32 1.17 3.44
Price to free cash flow 17.54 n/m 18.74
EV/EBITDA 13.98 7.66 13.98
EV/Sales 1.62 0.73 1.26
Earnings yield 5.05% 12.89% 3.49%
Free cash flow yield 5.70% (47.34%) 4.52%

Profitability

Metric POOL REZI Industrial Distribution median
Gross margin 29.42% 29.56% 29.98%
Operating margin 10.54% 6.89% 7.44%
Net margin 7.23% 4.74% 4.55%
Free cash flow margin 8.11% (18.28%) 4.24%
Return on equity 30.20% 15.59% 13.19%
Return on assets 11.27% 4.20% 5.00%
Return on invested capital 15.69% 5.86% 7.52%

Growth

Metric POOL REZI Industrial Distribution median
Revenue growth (TTM) 2.90% 3.42% 7.51%
EPS growth (last fiscal year) (3.98%) (718.03%) (3.98%)
Revenue growth, 5-year CAGR 6.09% 8.06% 9.06%
Net income growth, 5-year CAGR 1.98% 0.00% 0.52%

Health

Metric POOL REZI Industrial Distribution median
Debt to equity 0.95 1.18 0.40
Current ratio 2.46 2.22 2.41
Net debt to EBITDA 1.73 3.12 1.17

Dividend

Metric POOL REZI Industrial Distribution median
Dividend yield 2.36% — 1.11%
Payout ratio 0.47 — 0.38

Size

Metric POOL REZI Industrial Distribution median
Market cap 7.74b 2.97b 5.10b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack