4 models fit Hayward Holdings Inc. Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionHayward Holdings Inc. Common Stock (HAYW)
Fair value (4 models)
$13.20
ACCE price target
$11.40
Rating
Fairly valued
Horizon
12 months
Fair value published on 19 Oct 2026, 19:04 CEST; previously $13.63 since 11 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 19:04 CEST.
Price used: $12.67 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
4.0% below
+4.2% to fair value
ACCE score
54
out of 100
Analysts
30% buy
10 covering
P/E
16.5x
forward 13.0x
1-year return
-17.4%
Dividend yield
0.00%
Hayward Holdings Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Hayward Holdings makes pool equipment, mainly variable-speed pumps, filters, heaters and automation controls sold through pool builders and retail channels, with its products installed in residential and commercial pools. The structural case rests on the replacement cycle: a large installed base of aging equipment, plus efficiency rules that push owners toward variable-speed motors, gives the business recurring demand that is less tied to new pool construction. Revenue growth of 6.3% and a 24.1% operating margin on a 48.0% gross margin point to a business with real pricing power and a cost base that scales well. The stock trades at 13.0x forward earnings against 16.1x trailing, so the market expects earnings to rise, though a 10.4% ROE and a composite score of 54/100 suggest the returns profile is good rather than exceptional. This is a $2.5B industrial that has not been index-included, which makes it a candidate for a deeper look at whether the replacement cycle and margin structure hold up through a softer pool season.
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
moderate
Score down 7 points
ACCE Score fell from 61 to 54 over 90 days, with Momentum at 17/100 and Growth at 40/100. Revenue growth is 6.3% YoY and earnings 5.0%, so the slowdown is in the score's inputs rather than a collapse.
moderate
Insider selling, no buying
Insiders sold $2.39M across the last 10 disclosed transactions and bought nothing. Insider ownership is only 2.2%, so the signal is modest but one-directional.
AI research notes
AI-assisted·How I use AIWritten Oct 18, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Free cash flow over the last twelve months reached $225M, and the stock's free cash flow yield stands at 9.0%.
The company carries almost no debt, with debt to equity at 0.01, leaving little balance sheet risk.
Why it could disappoint
Return on invested capital of 7.7% and return on equity of 10.4% are modest for a business asking investors to pay up.
The stock trades at 13.0x forward earnings against a sector median of 24.0x, which often signals the market doubts growth.
Revenue growth has averaged 5.1% a year over five years, and the price implies only 3.2% yearly cash flow growth.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 28, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where HAYW's valuation models land
Price
$12.67
Model fair value
$13.20
Model range
$10.74 to $17.77
Fair value $13.20
Price $12.67
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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+Conviction breakdown and growth / value / quality / momentum scores