Dipping Into Latham Group Reveals Upside Potential

Impact · against what's priced in

Latham Group (SWIM) shows potential upside driven by dominant market share and growth from the Freedom Pools acquisition. The presence of recurring replacement revenue provides a valuation floor that may not be fully recognized given recent share price weakness.

SWIM+0.60

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In context

The company's 50% market share in premium fiberglass pools and its recent acquisition of Freedom Pools drive revenue and EBITDA expansion, providing structural pricing power.

Read from the article alone

• SWIM
• acquisition
• ebitda
• fiberglass pools
• home improvement
• residential pools
• value play

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