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Pentair plc (PNR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
IE00BLS09M33
CUSIP
00BLS09M3
IPO Date
May 3, 1973

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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.43%-5.87%-12.18%-16.14%
20253.27%-9.14%-7.13%4.04%9.31%3.51%-0.21%5.22%3.00%-3.76%-1.04%-1.05%4.53%
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%

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
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.


PNR Risk / Return Rank: 3939
Overall Rank
PNR Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
PNR Sortino Ratio Rank: 3535
Sortino Ratio Rank
PNR Omega Ratio Rank: 3535
Omega Ratio Rank
PNR Calmar Ratio Rank: 4242
Calmar Ratio Rank
PNR Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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).


PNRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.02

0.90

-0.88

Sortino ratio

Return per unit of downside risk

0.25

1.39

-1.14

Omega ratio

Gain probability vs. loss probability

1.03

1.21

-0.18

Calmar ratio

Return relative to maximum drawdown

0.05

1.40

-1.35

Martin ratio

Return relative to average drawdown

0.17

6.61

-6.44

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.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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, 1973550Dec 15, 1975543Feb 8, 19781093
-58.95%May 19, 2005957Mar 9, 2009585Jul 1, 20111542
-56.41%May 20, 1999403Dec 20, 2000326Apr 16, 2002729
-53.67%Mar 10, 20141521Mar 23, 2020139Oct 8, 20201660
-51.41%Mar 17, 1986437Dec 4, 1987168Aug 4, 1988605

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.


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

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



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