Distributors
Pool Corporation (POOL)
HOLD. 12-month probability-weighted target $165 (+3% vs spot). Gross Margin explains 68% of Monte Carlo outcome variance.
Aramark Holdings (ARMK)
HOLD. 12-month probability-weighted target $55 (+1% vs spot). Gross Margin explains 68% of Monte Carlo outcome variance.
Genuine Parts Co (GPC)
HOLD. 12-month probability-weighted target $117 (-8% vs spot). Gross Margin explains 67% of Monte Carlo outcome variance.