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

Company Info

ISIN

IE00BLS09M33

CUSIP

00BLS09M3

Sector

Industrials

IPO Date

May 3, 1973

Highlights

Market Cap

$17.43B

EPS (TTM)

$4.00

PE Ratio

26.37

PEG Ratio

1.94

Total Revenue (TTM)

$4.09B

Gross Profit (TTM)

$1.60B

EBITDA (TTM)

$939.50M

Year Range

$67.31 - $110.71

Target Price

$111.33

Short %

1.57%

Short Ratio

1.48

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.


Popular comparisons:
PNR vs. ECL PNR vs. NVT PNR vs. IEX PNR vs. ALLE PNR vs. POOL PNR vs. CWCO PNR vs. SPY PNR vs. SMCI PNR vs. SMH PNR vs. COST
Popular comparisons:
PNR vs. ECL PNR vs. NVT PNR vs. IEX PNR vs. ALLE PNR vs. POOL PNR vs. CWCO PNR vs. SPY PNR vs. SMCI PNR vs. SMH PNR vs. COST

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.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JulyAugustSeptemberOctoberNovemberDecember
13,286.29%
3,418.12%
PNR (Pentair plc)
Benchmark (^GSPC)

Returns By Period

Pentair plc had a return of 41.82% year-to-date (YTD) and 44.65% in the last 12 months. Over the past 10 years, Pentair plc had an annualized return of 10.48%, while the S&P 500 had an annualized return of 11.06%, indicating that Pentair plc did not perform as well as the benchmark.


PNR

YTD

41.82%

1M

-2.13%

6M

28.96%

1Y

44.65%

5Y*

19.29%

10Y*

10.48%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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
20240.97%6.31%9.83%-7.16%2.90%-5.79%14.94%0.93%10.26%1.60%9.96%41.82%
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%-3.41%-3.57%6.53%-2.62%-0.30%-6.97%6.35%-11.52%-18.86%
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%3.03%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%
20133.56%5.11%-0.98%3.48%7.16%-0.94%6.32%-1.59%8.04%3.71%5.41%9.83%60.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, PNR is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PNR is 9191
Overall Rank
The Sharpe Ratio Rank of PNR is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of PNR is 8888
Sortino Ratio Rank
The Omega Ratio Rank of PNR is 8787
Omega Ratio Rank
The Calmar Ratio Rank of PNR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of PNR is 9292
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.


Sharpe ratio
The chart of Sharpe ratio for PNR, currently valued at 1.85, compared to the broader market-4.00-2.000.002.001.852.10
The chart of Sortino ratio for PNR, currently valued at 2.51, compared to the broader market-4.00-2.000.002.004.002.512.80
The chart of Omega ratio for PNR, currently valued at 1.33, compared to the broader market0.501.001.502.001.331.39
The chart of Calmar ratio for PNR, currently valued at 3.61, compared to the broader market0.002.004.006.003.613.09
The chart of Martin ratio for PNR, currently valued at 10.52, compared to the broader market-5.000.005.0010.0015.0020.0025.0010.5213.49
PNR
^GSPC

The current Pentair plc Sharpe ratio is 1.85. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.85
2.10
PNR (Pentair plc)
Benchmark (^GSPC)

Dividends

Dividend History

Pentair plc provided a 0.90% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The company has been increasing its dividends for 4 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.92$0.88$0.84$0.80$0.76$0.72$0.82$0.93$0.90$0.86$0.74$0.64

Dividend yield

0.90%1.21%1.87%1.10%1.43%1.57%2.17%1.95%2.39%2.58%1.66%1.24%

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
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
2013$0.15$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.64

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.9%
Pentair plc has a dividend yield of 0.90%, 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%22.3%
Pentair plc has a payout ratio of 22.33%, 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.65%
-2.62%
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 58.95%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.

The current Pentair plc drawdown is 6.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.95%May 19, 2005957Mar 9, 2009585Jul 1, 20111542
-55.78%May 20, 1999403Dec 20, 2000322Apr 10, 2002725
-53.66%Mar 10, 20141521Mar 23, 2020139Oct 8, 20201660
-50.47%Aug 17, 2021298Oct 20, 2022340Feb 29, 2024638
-46.92%Mar 24, 1986432Dec 4, 1987131Jun 13, 1988563

Volatility

Volatility Chart

The current Pentair plc volatility is 5.89%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
5.89%
3.79%
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 assessment of the market value of Pentair plc compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.026.4
The chart displays the price to earnings (P/E) ratio for PNR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, PNR has a PE value of 26.4. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.01.9
The chart displays the price to earnings to growth (PEG) ratio for PNR in comparison to other companies of the Specialty Industrial Machinery industry. Currently, PNR has a PEG value of 1.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Pentair plc.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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