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Company Analysis

Leslie's, Inc. LESL

A comprehensive view of key metrics, scores, and financial health for Leslie's, Inc.

Overview of Leslie's, Inc.

LESL NMS
Consumer Cyclical Specialty Retail Micro Cap
Leslie's, Inc. (LESL), is a Micro Cap company, in the Specialty Retail industry, last closed at $1.18, about 8149.2% undervalued vs fair value, -93.1% 1Y return, ranked 523/539 in sector.
$1.18
14.56%
As of March 13, 2026
Previous close • Vol 90d: 113.9%
52-Week Range
Market Cap
$10.25M
Enterprise Value
$251.10M
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://lesliespool.com
HQ Phoenix, AZ
Employees 3,790
Fiscal year Sep 30

Next Events

Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$73
$97
$121
Current: $1.18 +8149% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.2B
-6.6%%
Gross Profit
$439.6M
-7.8%%
Operating Income
$14.0M
-75.5%%
Net Income
$-237.0M
-913.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
7.0%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
3/6
Improving
0
High Impact
6
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Leslie's, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
45
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
43
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing LESL's balance between Growth (24.0%), Profitability (40.4%), and Safety (35.6%). Growth 24% Safety 36% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

23th percentile vs peers
24
Key Signals
Rev Growth YoY -6.6% 30p Revenue CAGR 3Y -7.4% 23p TSR -28.3% 35p EPS Growth YoY -9.10 8p
Strengths
  • Net Debt/Ebitda in top 20% of peers (10.43, 84th percentile)
  • Conservative leverage compared to industry peers
Risks
  • Eps Growth Yoy in bottom 20% of peers (-9.10)

Profitability

40th percentile vs peers
40
Key Signals
Strengths
Risks
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Safety

35th percentile vs peers
36
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Leslie's, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$97.34
- - -
+8149.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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