Leslie's, Inc (LESL) Fair Value & Analysis
Consumer Cyclical · US · Market cap $85.8M
Leslie's, Inc
LESL · US
Fair value as of: Jul 17, 2026
From 8 valuation models · updated today
Fair value updated Jul 17, 2026, revised from $0.9200 to $0.3000 (−67.4%) since Jun 24, 2026. Share price −60.9% over the past month.
Price vs Fair Value (12 months)
12‑month range $0.9216 – $12.88 · fair‑value band $0.2800 – $0.3200 · the $2.76 price screens above the $0.3000 fair value. As of Jul 17, 2026.
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Leslie's, Inc (LESL) currently trades at $2.76, while our model-based Fair Value estimate is $0.3000, implying the stock looks roughly 89.1% overvalued today. We read business quality at 35/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Leslie's, Inc generated revenue of $1.2B at a net margin of -22.6%. Revenue grew 4.3% year over year. Net debt stands at $948M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $0.2800 (bear case) to $0.3200 (bull case); at $2.76, the current price sits above that range. The share trades about 80% below its 52-week high and 217% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -5% fair-value upside, at -89%, LESL screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 17, 2026. TTM = trailing twelve months.
About the company
Leslie's, Inc. operates as a direct-to-consumer pool and spa care brand in the United States. The company markets and sells pool and spa supplies and related products and services. It also offers various pool and spa maintenance items, such as chemicals, equipment and parts, and cleaning accessories, as well as safety, recreational, and fitness related products. In addition, the company provides installation and repair services for pool and spa equipment. Further, it offers complimentary, commercial grade water testing, and in-store equipment repair services. The company serves residential, professional, and commercial consumers through e-commerce websites and third-party marketplaces. Leslie's, Inc. was founded in 1963 and is headquartered in Phoenix, Arizona.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Leslie's, Inc reported revenue of $1.2B in FY2025 versus $1.3B in FY2021, a compound −1.9%/yr. Reported net income was −$237M in FY2025.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.