Sales growth for Pool Corporation remains soft, but could accelerate in 2026. The company’s dividend yield of 1.9% reduces risk for shareholders. Pool Corp is a solid bet amidst the market’s focus on AI, with significant outperformance. Investors are assessing the impact of the AI boom on companies and considering Pool Corp’s potential.

Many tech companies are investing heavily in AI, with Meta, Alphabet, and Amazon planning over $100 billion in capital expenditures for AI-capable cloud infrastructure. Pool Corp’s straightforward business model and profitability contrast with the speculative AI investments. The company’s net income and EPS growth outpace revenue growth, offering stability amidst tech giants’ spending pressures.

Despite a challenging macroeconomic environment, Pool Corp’s sales growth could accelerate with potential interest rate declines. Over 60% of sales come from non-discretionary pool maintenance, providing consistent performance. The company shows signs of stabilization in new pool construction and remodel, with a strong dividend yield of 1.9% and room for growth.

Investors considering Pool Corp should weigh its balanced risk-reward profile, potential sales growth acceleration, and stable business model against the market’s AI-related risks. The stock’s current valuation, dividend yield, and share repurchases make it an attractive option for long-term investors looking for contrast to AI-focused stocks.

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