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SWIM

NEUTRAL
$6.18 Live
Latham Group, Inc. · NASDAQ
Target $8.5 (+37.5%)
$4.78 52W Range $8.97
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
$722.81M
P/E
68.67
ROE
2.8%
Profit margin
2.0%
Debt/Equity
0.78
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
SWIM exhibits stable financial health with a Piotroski F-Score of 6/9, though it lacks an Altman Z-Score for bankruptcy risk assessment. The stock is significantly overvalued relative to its Graham Number ($2.65) and Intrinsic Value ($0.63), trading at a steep premium based on growth expectations. While revenue growth is consistent at 14.5%, the company struggles with negative operating margins (-10.73%) and highly volatile earnings. Analyst sentiment remains bullish with a target of $8.50, creating a sharp divergence between deterministic value metrics and market expectations.

Key Strengths

Stable financial health (Piotroski F-Score 6/9)
Strong short-term liquidity (Current Ratio 2.77)
Consistent revenue growth (14.5% YoY and Q/Q)
Manageable leverage (Debt/Equity 0.78)
Positive analyst consensus with a target price of $8.50

Key Risks

Severe overvaluation relative to Graham and Intrinsic values
Negative operating margins (-10.73%) indicating inefficiency
Extremely high trailing P/E ratio (68.67)
High earnings volatility with frequent misses and erratic EPS growth
Bearish technical trend (0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$3.15
-49.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
38
Weak
Value
20
Future
60
Past
40
Health
70
Dividend
0
AI Verdict
Speculative Growth
Key drivers: Revenue growth, Piotroski stability, Valuation gap, Operating losses
Confidence
90%
Value
20/100

Ref P/E 68.67, Graham Number $2.65

Positives
  • Forward P/E (23.42) is significantly lower than trailing P/E
Watchpoints
  • Price ($6.18) is 133% above Graham Number ($2.65)
  • Price is nearly 10x the growth-based intrinsic value ($0.63)
Future
60/100

Ref Growth rates and Forward P/E

Positives
  • Steady 14.5% revenue growth
  • Analyst target price suggests 37% upside
Watchpoints
  • Recent Q/Q EPS growth plummeted -150%
Past
40/100

Ref Historical price and EPS trends

Positives
  • 1-year price return of +30.9%
Watchpoints
  • Devastating 5-year change of -77.3%
  • Inconsistent earnings track record over 21 quarters
Health
70/100

Ref Piotroski F-Score and Liquidity ratios

Positives
  • Piotroski F-Score of 6/9 (Stable)
  • Strong Quick Ratio (1.74)
Watchpoints
  • Negative operating margin
Dividend
0/100

Ref Yield and Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$6.18
Analyst Target
$8.5
Upside/Downside
+37.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SWIM and closest competitors.

Updated 2026-04-20
SWI
Latham Group, Inc.
Primary
5Y
-77.3%
3Y
+174.7%
1Y
+30.9%
6M
-18.4%
1M
+11.3%
1W
+7.3%
SER
Serve Robotics Inc.
Peer
5Y
-59.8%
3Y
-59.8%
1Y
+75.6%
6M
-33.2%
1M
+1.5%
1W
+15.9%
BLD
Ballard Power Systems Inc.
Peer
5Y
-91.0%
3Y
-55.3%
1Y
+86.7%
6M
+15.5%
1M
+10.7%
1W
+18.9%
APO
Apogee Enterprises, Inc.
Peer
5Y
-13.1%
3Y
-16.7%
1Y
-26.6%
6M
-19.5%
1M
-20.2%
1W
-5.6%
KRN
Kornit Digital Ltd.
Peer
5Y
-84.6%
3Y
-13.4%
1Y
-11.4%
6M
+17.3%
1M
+10.1%
1W
+7.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
68.67
Forward P/E
23.42
PEG Ratio
N/A
P/B Ratio
1.78
P/S Ratio
1.32
EV/Revenue
1.75
EV/EBITDA
11.63
Market Cap
$722.81M

Profitability

Profit margins and return metrics

Profit Margin 2.04%
Operating Margin -10.73%
Gross Margin 33.36%
ROE 2.8%
ROA 2.36%

Growth

Revenue and earnings growth rates

Revenue Growth +14.5%
Earnings Growth N/A
Q/Q Revenue Growth +14.53%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.78
Moderate
Current Ratio
2.77
Strong
Quick Ratio
1.74
Excellent
Cash/Share
$0.72

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
28.0%
Op. Margin
-10.7%
Net Margin
-7.0%
Total Assets
$0.8B
Liabilities
$0.4B
Equity
$0.4B
Debt/Equity
1.03x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
9%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-03-03
$-0.04
+47.7% surprise
2025-11-04
$0.08
-13.6% surprise
2025-08-05
$0.12
-7.8% surprise

Industrials Sector Comparison

Comparing SWIM against 343 companies in the Industrials sector (23 bullish, 115 neutral, 205 bearish)
P/E Ratio
68.67
This Stock
vs
76.22
Sector Avg
-9.9% (Discount)
Return on Equity (ROE)
2.8%
This Stock
vs
-26.47%
Sector Avg
-110.6% (Below Avg)
Profit Margin
2.04%
This Stock
vs
7.57%
Sector Avg
-73.1% (Weaker)
Debt to Equity
0.78
This Stock
vs
3.12
Sector Avg
-75.1% (Less Debt)
Revenue Growth
14.5%
This Stock
vs
93.19%
Sector Avg
-84.4% (Slower)
Current Ratio
2.77
This Stock
vs
3.33
Sector Avg
-16.9% (Weaker)

Similar Companies

Peer comparison within the same industry

SWIM Latham Group, Inc.
NEUTRAL
Mkt Cap
$723M
P/E
68.7
ROE
2.8%
Price
$6.18
SERV Serve Robotics Inc.
BEARISH
Mkt Cap
$724M
P/E
-
ROE
-42.0%
Price
$9.57
 Compare with SWIM
BLDP Ballard Power...
NEUTRAL
Mkt Cap
$719M
P/E
-
ROE
-14.4%
Price
$2.39
 Compare with SWIM
APOG Apogee...
BEARISH
Mkt Cap
$716M
P/E
17.8
ROE
7.7%
Price
$33.27
 Compare with SWIM
KRNT Kornit Digital Ltd.
NEUTRAL
Mkt Cap
$736M
P/E
-
ROE
-1.9%
Price
$15.88
 Compare with SWIM

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

SHELLER PATRICK M
General Counsel
Stock Award
2026-03-06
56,186 shares
DHRUV KAUSHAL BHIKHESH
Chief Technology Officer
Stock Award
2026-03-06
29,401 shares
KUNCHALA SURAJ
Officer
Stock Award
2026-03-06
11,373 shares
BAHL SANJEEV
Chief Operating Officer
Stock Award
2026-03-06
56,854 shares
GLOE OLIVER C.
Chief Financial Officer
Stock Award
2026-03-06
64,600 shares
MACZKO NIKKI VAUGHAN
Officer
Stock Award
2026-03-06
33,611 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-20

SWIM filed a definitive proxy statement (DEF 14A) on March 20, 2026, providing shareholders with necessary information to vote on corporate matters at its upcoming meeting.

10-K
10-K
2026-03-04

SWIM filed its annual 10-K report on March 4, 2026. Specific financial highlights and risk factors were not provided in the available excerpts.

8-K/A
FORM 8-K/A
2026-03-04

SWIM filed an amendment to a previously submitted Form 8-K on March 4, 2026.

8-K
FORM 8-K
2026-03-03

SWIM filed an 8-K on March 3, 2026, likely to announce its annual financial results.

8-K
FORM 8-K
2025-12-08
10-Q
10-Q
2025-11-05

SWIM filed its quarterly 10-Q report on November 5, 2025. The provided excerpt contains no specific financial highlights or detailed risk factors beyond the identification of Item 1A.

8-K
FORM 8-K
2025-11-04

SWIM filed a Form 8-K on November 4, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-08-06

SWIM filed its quarterly 10-Q report on August 6, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a section dedicated to Risk Factors under Item 1A.

8-K
FORM 8-K
2025-08-05

SWIM filed a Form 8-K on August 5, 2025, likely to announce its second-quarter financial results.

10-Q
10-Q
2025-05-07

SWIM filed its quarterly 10-Q report on May 7, 2025. The provided excerpt contains no specific financial highlights or detailed risk factors.

8-K
FORM 8-K
2025-05-06
DEF 14A
FORM DEF 14A
2025-03-21
10-K
10-K
2025-03-05
8-K
FORM 8-K
2025-03-04
8-K
FORM 8-K
2024-11-20
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
7 analysts
B of A Securities
2026-04-20
Maintains
Underperform Underperform
Barclays
2026-04-08
Maintains
Equal-Weight Equal-Weight
Barclays
2026-03-04
Maintains
Equal-Weight Equal-Weight
Stifel
2026-03-04
Maintains
Buy Buy
Barclays
2026-01-15
Maintains
Equal-Weight Equal-Weight
Barclays
2025-11-05
Maintains
Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning SWIM from our newsroom.

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