Highlights
- Market Cap
- $14.35B
- Enterprise Value
- $15.88B
- EPS (TTM)
- $3.96
- PE Ratio
- 22.02
- PEG Ratio
- 3.94
- Total Revenue (TTM)
- $4.18B
- Gross Profit (TTM)
- $1.69B
- EBITDA (TTM)
- $902.30M
- Year Range
- $74.25 - $113.95
- Target Price
- $122.63
- ROA (TTM)
- 9.52%
- ROE (TTM)
- 16.90%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pentair plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Pentair plc (PNR) has returned -16.14% so far this year and 0.60% over the past 12 months. Over the last ten years, PNR has returned 11.03% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Pentair plc
- 1D
- 3.71%
- 1M
- -12.18%
- YTD
- -16.14%
- 6M
- -20.98%
- 1Y
- 0.60%
- 3Y*
- 17.74%
- 5Y*
- 8.30%
- 10Y*
- 11.03%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 3, 1973, PNR's average daily return is +0.06%, while the average monthly return is +1.31%. At this rate, your investment would double in approximately 4.4 years.
Historically, 55% of months were positive and 45% were negative. The best month was Feb 1976 with a return of +55.9%, while the worst month was Nov 1973 at -38.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.
On a daily basis, PNR closed higher 43% of trading days. The best single day was Jun 14, 1993 with a return of +33.5%, while the worst single day was Jul 24, 1978 at -29.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.43% | -5.87% | -12.18% | -16.14% | |||||||||
| 2025 | 3.27% | -9.14% | -7.13% | 4.04% | 9.31% | 3.51% | -0.21% | 5.22% | 3.00% | -3.76% | -1.04% | -1.05% | 4.53% |
| 2024 | 0.97% | 6.31% | 9.83% | -7.16% | 2.90% | -5.79% | 14.94% | 0.93% | 10.26% | 1.60% | 9.96% | -7.66% | 40.00% |
| 2023 | 23.66% | 1.01% | -1.20% | 5.52% | -4.49% | 16.46% | 7.94% | 1.09% | -7.84% | -9.92% | 11.05% | 12.66% | 64.16% |
| 2022 | -12.50% | -9.09% | -6.39% | -6.02% | -1.14% | -8.77% | 7.28% | -8.98% | -8.70% | 6.27% | 6.57% | -1.73% | -37.38% |
| 2021 | 2.93% | 2.70% | 11.42% | 3.84% | 6.91% | -2.15% | 9.47% | 4.74% | -5.87% | 2.12% | -0.38% | -0.90% | 39.24% |
Benchmark Metrics
Pentair plc has an annualized alpha of 7.95%, beta of 0.85, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since May 04, 1973.
- This stock captured 117.60% of S&P 500 Index gains and 104.84% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.20 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.95%
- Beta
- 0.85
- R²
- 0.20
- Upside Capture
- 117.60%
- Downside Capture
- 104.84%
Return for Risk
Risk / Return Rank
PNR ranks 39 for risk / return — below 39% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pentair plc (PNR) and compare them to a chosen benchmark (S&P 500 Index).
| PNR | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 0.90 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.39 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.05 | 1.40 | -1.35 |
Martin ratioReturn relative to average drawdown | 0.17 | 6.61 | -6.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PNR risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Pentair plc provided a 1.17% dividend yield over the last twelve months, with an annual payout of $1.02 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.02 | $1.00 | $0.92 | $0.88 | $0.84 | $0.80 | $0.76 | $0.72 | $0.82 | $0.93 | $0.90 | $0.86 |
Dividend yield | 1.17% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Pentair plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.27 | $0.00 | $0.00 | $0.27 | |||||||||
| 2025 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.00 |
| 2024 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.92 |
| 2023 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.88 |
| 2022 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.84 |
| 2021 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.80 |
Dividend Yield & Payout
Dividend Yield
Pentair plc has a dividend yield of 1.17%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Pentair plc has a payout ratio of 24.67%, which is below the market average. This means Pentair plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pentair plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pentair plc was 77.65%, occurring on Dec 15, 1975. Recovery took 543 trading sessions.
The current Pentair plc drawdown is 22.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.65% | Oct 12, 1973 | 550 | Dec 15, 1975 | 543 | Feb 8, 1978 | 1093 |
| -58.95% | May 19, 2005 | 957 | Mar 9, 2009 | 585 | Jul 1, 2011 | 1542 |
| -56.41% | May 20, 1999 | 403 | Dec 20, 2000 | 326 | Apr 16, 2002 | 729 |
| -53.67% | Mar 10, 2014 | 1521 | Mar 23, 2020 | 139 | Oct 8, 2020 | 1660 |
| -51.41% | Mar 17, 1986 | 437 | Dec 4, 1987 | 168 | Aug 4, 1988 | 605 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Pentair plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Pentair plc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PNR, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, PNR has a P/E ratio of 22.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for PNR compared to other companies in the Specialty Industrial Machinery industry. PNR currently has a PEG ratio of 3.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PNR relative to other companies in the Specialty Industrial Machinery industry. Currently, PNR has a P/S ratio of 3.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for PNR in comparison with other companies in the Specialty Industrial Machinery industry. Currently, PNR has a P/B value of 3.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
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Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |