COMPARE · Reviewed August 3, 2026
DXPE vs POOL
Verdict: Side-by-side breakdown using the Bull Rankings model. DXPE scored 69.3, POOL scored 63.5 — DXPE leads.
Compare another set
DXPE
DXP Enterprises, Inc.
69.3
$171.70 · $2.7B
fundamentals as of
Score gap
5.8
DXPE leads
POOL
Pool Corporation
63.5
$200.81 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
DXPE
stronger →← stronger
POOL
58
Qualityreturns · margins · balance sheet
78
86
Growthrevenue & earnings expansion
47
67
Valuevaluation vs sector peers
69
POOL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DXPE
POOL
$97mC-
FCF
$313mC
+10.5%B
Rev
+1.8%C
1.76C
D/E
1.35C
32.2xB
P/E
18.4xA-
0.55A-
PEG
1.60C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DXPE
POOL
24% above
Price vs fair valuelower is cheaper
50% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-37%
1-yr DCF upside
-37%
-19%
5-yr DCF upside
-33%
+15%
10-yr DCF upside
-28%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXPE
No notable signals flagged.
POOL
Why this score
- Buying back stock
- Durable high returns
The companies
DXPEDXP Enterprises, Inc.
Why now
Industrial Distribution · market cap $2.7b. 7% off the 52-week high of $183.91. Revenue growing +10%, comfortably above the S&P median. PEG 0.55 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
POOLPool Corporation
Why now
Industrial Distribution · market cap $7.3b. Down 40% from 52-week high of $336.15 — deep drawdown territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $220.36 (implying +10% upside).
Moat
ROE 36% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.