It's Tempting To Take A Dip Into Shares Of Latham Group (Rating Upgrade)

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(10min)CommentsSummaryLatham Group, the largest inground residential pool producer in North America, is upgraded to a soft ‘buy’ due to improved valuation and growth prospects.Q3 2025 revenue rose 7.6% year-over-year, with gross margin expanding to 35.4% on production efficiencies and value engineering initiatives.Management guides FY25 revenue to $540-$550 million and EBITDA to $92-$98 million, indicating solid operational momentum.SWIM trades at a notable discount to peers, offering potential upside of 19.5%–100.8% if valuation multiples converge, despite macroeconomic risks.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Justin Paget/DigitalVision via Getty Images I don't know about you, but I absolutely love swimming. Honestly, I wish I did it more. But with my work schedule, I don't get the opportunity to. Nothing is more relaxing, other than perhaps sleeping, than drifting around aimlessly in aThis article was written byDaniel Jones36.56K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.