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Xylem Inc. (XYL)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US98419M1009
CUSIP
98419M100
IPO Date
Oct 13, 2011

Highlights

Market Cap
$29.16B
Enterprise Value
$30.16B
EPS (TTM)
$3.92
PE Ratio
30.47
PEG Ratio
1.92
Total Revenue (TTM)
$9.04B
Gross Profit (TTM)
$3.48B
EBITDA (TTM)
$1.22B
Year Range
$100.47 - $154.27
Target Price
$169.67
ROA (TTM)
5.43%
ROE (TTM)
8.34%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Xylem Inc., 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

Xylem Inc. (XYL) has returned -11.95% so far this year and 1.26% over the past 12 months. Over the last decade, XYL has posted an annualized return of 12.59%, slightly higher than the S&P 500 Index benchmark’s 12.16%.


Xylem Inc.

1D
2.86%
1M
-7.76%
YTD
-11.95%
6M
-18.48%
1Y
1.26%
3Y*
5.77%
5Y*
3.91%
10Y*
12.59%

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 Oct 13, 2011, XYL's average daily return is +0.06%, while the average monthly return is +1.27%. At this rate, your investment would double in approximately 4.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Oct 2013 with a return of +24.0%, while the worst month was Oct 2018 at -17.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XYL closed higher 52% of trading days. The best single day was Oct 29, 2013 with a return of +12.4%, while the worst single day was Feb 3, 2022 at -12.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.24%-5.71%-7.76%-11.95%
20256.91%5.85%-8.73%0.93%4.87%2.63%11.80%-1.84%4.20%2.27%-6.48%-3.19%18.78%
2024-1.68%13.32%1.72%1.13%8.18%-3.82%-1.57%3.29%-1.82%-9.81%4.37%-8.47%2.57%
2023-5.93%-1.00%2.00%-0.82%-3.18%12.40%0.12%-7.87%-12.08%2.76%12.76%8.78%4.77%
2022-12.42%-15.02%-4.15%-5.58%5.04%-7.20%17.72%-0.68%-4.11%17.25%9.98%-1.58%-6.60%
2021-5.11%3.37%5.64%5.20%7.01%1.56%4.91%8.54%-9.27%5.59%-7.06%-0.98%18.94%

Benchmark Metrics

Xylem Inc. has an annualized alpha of 2.13%, beta of 1.04, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since October 14, 2011.

  • This stock captured 115.62% of S&P 500 Index gains and 114.53% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.45 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
2.13%
Beta
1.04
0.45
Upside Capture
115.62%
Downside Capture
114.53%

Return for Risk

Risk / Return Rank

XYL 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.


XYL Risk / Return Rank: 3939
Overall Rank
XYL Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
XYL Sortino Ratio Rank: 3535
Sortino Ratio Rank
XYL Omega Ratio Rank: 3535
Omega Ratio Rank
XYL Calmar Ratio Rank: 4242
Calmar Ratio Rank
XYL 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 Xylem Inc. (XYL) and compare them to a chosen benchmark (S&P 500 Index).


XYLBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.05

0.90

-0.85

Sortino ratio

Return per unit of downside risk

0.26

1.39

-1.13

Omega ratio

Gain probability vs. loss probability

1.04

1.21

-0.18

Calmar ratio

Return relative to maximum drawdown

0.05

1.40

-1.35

Martin ratio

Return relative to average drawdown

0.15

6.61

-6.46

Explore XYL risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Xylem Inc. provided a 1.36% dividend yield over the last twelve months, with an annual payout of $1.63 per share. The company has been increasing its dividends for 14 consecutive years.


0.90%1.00%1.10%1.20%1.30%1.40%1.50%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.63$1.60$1.44$1.32$1.20$1.12$1.04$0.96$0.84$0.72$0.62$0.56

Dividend yield

1.36%1.17%1.24%1.15%1.09%0.93%1.02%1.22%1.26%1.06%1.25%1.54%

Monthly Dividends

The table displays the monthly dividend distributions for Xylem Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.43$0.00$0.43
2025$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60
2024$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.44
2023$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.32
2022$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.20
2021$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$1.12

Dividend Yield & Payout


Dividend Yield

Xylem Inc. has a dividend yield of 1.36%, 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

Xylem Inc. has a payout ratio of 40.86%, which is quite average when compared to the overall market. This suggests that Xylem Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 Xylem Inc.. 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 Xylem Inc. was 46.69%, occurring on Jun 17, 2022. Recovery took 470 trading sessions.

The current Xylem Inc. drawdown is 21.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.69%Sep 3, 2021199Jun 17, 2022470May 2, 2024669
-36.26%Feb 13, 202027Mar 23, 2020139Oct 8, 2020166
-28.73%May 22, 2024220Apr 8, 202578Jul 31, 2025298
-24.78%Sep 19, 201867Dec 24, 201875Apr 12, 2019142
-23.57%Oct 30, 2025103Mar 30, 2026

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 Xylem Inc. 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 Xylem Inc. 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 XYL, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, XYL has a P/E ratio of 30.5. 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 XYL compared to other companies in the Specialty Industrial Machinery industry. XYL currently has a PEG ratio of 1.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for XYL relative to other companies in the Specialty Industrial Machinery industry. Currently, XYL has a P/S ratio of 3.2. 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 XYL in comparison with other companies in the Specialty Industrial Machinery industry. Currently, XYL has a P/B value of 2.5. 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