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Pentair plc (PNR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

IE00BLS09M33

CUSIP

00BLS09M3

IPO Date

May 3, 1973

Highlights

Market Cap

$14.84B

EPS (TTM)

$3.87

PE Ratio

23.30

PEG Ratio

1.55

Total Revenue (TTM)

$4.08B

Gross Profit (TTM)

$1.61B

EBITDA (TTM)

$900.60M

Year Range

$71.86 - $110.10

Target Price

$100.73

Short %

2.51%

Short Ratio

1.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%NovemberDecember2025FebruaryMarchApril
21,975.06%
4,912.89%
PNR (Pentair plc)
Benchmark (^GSPC)

Returns By Period

Pentair plc had a return of -10.08% year-to-date (YTD) and 14.86% in the last 12 months. Over the past 10 years, Pentair plc had an annualized return of 9.85%, which was very close to the S&P 500 benchmark's annualized return of 10.11%.


PNR

YTD

-10.08%

1M

0.17%

6M

-8.55%

1Y

14.86%

5Y*

25.02%

10Y*

9.85%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of PNR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.27%-9.14%-7.13%3.20%-10.08%
20240.97%6.31%9.83%-7.16%2.90%-5.79%14.94%0.93%10.26%1.60%9.96%-7.66%40.00%
202323.66%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%
20212.93%2.70%11.42%3.84%6.91%-2.15%9.47%4.74%-5.87%2.12%-0.38%-0.90%39.24%
2020-6.03%-8.25%-24.45%16.94%13.15%-2.94%13.30%5.34%1.40%9.12%4.14%2.45%17.89%
20199.52%3.28%4.63%-12.01%-10.70%6.84%4.83%-7.45%5.23%10.23%6.94%3.43%23.68%
20181.73%-3.93%-0.82%-0.75%-3.42%-3.57%6.53%-2.62%-0.30%-6.97%6.35%-11.52%-18.87%
20175.17%-0.97%8.13%3.32%2.65%0.48%-4.72%-1.62%9.52%4.19%0.99%-0.76%28.67%
2016-4.17%1.25%13.73%7.67%3.72%-3.24%10.09%0.36%0.30%-13.69%4.23%-2.42%16.00%
2015-6.46%7.54%-5.39%-0.66%3.02%7.37%-11.09%-9.08%-7.69%10.21%1.39%-12.65%-23.81%
2014-3.99%8.72%-1.82%-6.05%0.47%-3.38%-10.79%6.24%-3.79%2.86%-3.49%2.64%-13.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PNR is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PNR is 6969
Overall Rank
The Sharpe Ratio Rank of PNR is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of PNR is 6565
Sortino Ratio Rank
The Omega Ratio Rank of PNR is 6464
Omega Ratio Rank
The Calmar Ratio Rank of PNR is 7474
Calmar Ratio Rank
The Martin Ratio Rank of PNR is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Pentair plc (PNR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for PNR, currently valued at 0.52, compared to the broader market-2.00-1.000.001.002.003.00
PNR: 0.52
^GSPC: 0.46
The chart of Sortino ratio for PNR, currently valued at 0.96, compared to the broader market-6.00-4.00-2.000.002.004.00
PNR: 0.96
^GSPC: 0.77
The chart of Omega ratio for PNR, currently valued at 1.13, compared to the broader market0.501.001.502.00
PNR: 1.13
^GSPC: 1.11
The chart of Calmar ratio for PNR, currently valued at 0.53, compared to the broader market0.001.002.003.004.005.00
PNR: 0.53
^GSPC: 0.47
The chart of Martin ratio for PNR, currently valued at 1.58, compared to the broader market-5.000.005.0010.0015.0020.00
PNR: 1.58
^GSPC: 1.94

The current Pentair plc Sharpe ratio is 0.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Pentair plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.52
0.46
PNR (Pentair plc)
Benchmark (^GSPC)

Dividends

Dividend History

Pentair plc provided a 1.07% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 5 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.96$0.92$0.88$0.84$0.80$0.76$0.72$0.82$0.93$0.90$0.86$0.74

Dividend yield

1.07%0.91%1.21%1.87%1.10%1.43%1.57%2.17%1.95%2.39%2.58%1.66%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.25$0.00$0.00$0.25$0.50
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
2020$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.76
2019$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.72
2018$0.24$0.00$0.00$0.24$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.82
2017$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.93
2016$0.22$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.90
2015$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.86
2014$0.17$0.00$0.00$0.17$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.74

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
PNR: 1.1%
Pentair plc has a dividend yield of 1.07%, 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
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
PNR: 17.7%
Pentair plc has a payout ratio of 17.65%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.14%
-10.07%
PNR (Pentair plc)
Benchmark (^GSPC)

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 77.69%, occurring on Dec 15, 1975. Recovery took 426 trading sessions.

The current Pentair plc drawdown is 17.14%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.69%Oct 12, 1973550Dec 15, 1975426Aug 23, 1977976
-58.95%May 19, 2005957Mar 9, 2009585Jul 1, 20111542
-55.78%May 20, 1999403Dec 20, 2000322Apr 10, 2002725
-53.67%Mar 10, 20141521Mar 23, 2020139Oct 8, 20201660
-51.41%Mar 17, 1986437Dec 4, 1987169Aug 5, 1988606

Volatility

Volatility Chart

The current Pentair plc volatility is 18.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
18.25%
14.23%
PNR (Pentair plc)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
PNR: 23.3
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 23.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
PNR: 1.5
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 1.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
PNR: 3.6
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 3.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
PNR: 4.0
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 4.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items