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Xylem Inc. (XYL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US98419M1009

CUSIP

98419M100

Sector

Industrials

IPO Date

Oct 13, 2011

Highlights

Market Cap

$29.84B

EPS (TTM)

$3.48

PE Ratio

35.29

PEG Ratio

2.31

Total Revenue (TTM)

$8.42B

Gross Profit (TTM)

$3.11B

EBITDA (TTM)

$1.64B

Year Range

$101.59 - $145.31

Target Price

$147.95

Short %

1.31%

Short Ratio

2.50

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:
XYL vs. AWK XYL vs. IEX XYL vs. AQN.TO XYL vs. GWRS XYL vs. WTRG XYL vs. SPY XYL vs. ECL XYL vs. VOO XYL vs. QQQ XYL vs. IVV
Popular comparisons:
XYL vs. AWK XYL vs. IEX XYL vs. AQN.TO XYL vs. GWRS XYL vs. WTRG XYL vs. SPY XYL vs. ECL XYL vs. VOO XYL vs. QQQ XYL vs. IVV

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.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-12.64%
12.14%
XYL (Xylem Inc.)
Benchmark (^GSPC)

Returns By Period

Xylem Inc. had a return of 10.52% year-to-date (YTD) and 23.64% in the last 12 months. Over the past 10 years, Xylem Inc. had an annualized return of 13.99%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.


XYL

YTD

10.52%

1M

-4.57%

6M

-12.31%

1Y

23.64%

5Y (annualized)

11.56%

10Y (annualized)

13.99%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.68%13.32%1.72%1.13%8.18%-3.82%-1.57%3.29%-1.82%-9.81%10.52%
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%
2022-12.43%-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%
20203.64%-5.00%-15.79%10.39%-7.36%-2.08%12.35%10.22%4.91%3.59%10.45%6.06%30.90%
20196.80%6.37%4.62%5.52%-10.72%12.69%-4.01%-4.27%3.93%-3.41%1.07%1.65%19.59%
20185.95%3.51%3.14%-5.23%-3.15%-4.29%13.62%-0.58%5.22%-17.63%11.28%-8.58%-1.01%
2017-0.42%-2.05%4.36%2.37%1.77%6.31%2.35%9.74%0.90%6.23%4.51%-1.64%39.50%
2016-1.51%4.50%9.33%2.15%7.28%-0.02%7.08%6.71%3.13%-7.85%7.07%-3.99%37.60%
2015-10.43%5.11%-1.90%5.71%-0.83%1.37%-6.85%-5.62%1.23%10.84%2.90%-2.20%-2.57%
2014-3.58%18.36%-7.45%3.21%-0.43%4.77%-9.70%5.58%-4.43%2.82%5.45%-0.70%11.57%
20133.06%-1.14%0.22%0.69%1.81%-4.26%-7.46%-0.14%12.71%24.04%0.17%0.12%29.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of XYL is 73, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of XYL is 7373
Combined Rank
The Sharpe Ratio Rank of XYL is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of XYL is 6969
Sortino Ratio Rank
The Omega Ratio Rank of XYL is 7272
Omega Ratio Rank
The Calmar Ratio Rank of XYL is 7676
Calmar Ratio Rank
The Martin Ratio Rank of XYL is 7272
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 Xylem Inc. (XYL) 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 XYL, currently valued at 1.22, compared to the broader market-4.00-2.000.002.004.001.222.53
The chart of Sortino ratio for XYL, currently valued at 1.66, compared to the broader market-4.00-2.000.002.004.001.663.39
The chart of Omega ratio for XYL, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.47
The chart of Calmar ratio for XYL, currently valued at 1.05, compared to the broader market0.002.004.006.001.053.65
The chart of Martin ratio for XYL, currently valued at 3.89, compared to the broader market0.0010.0020.0030.003.8916.21
XYL
^GSPC

The current Xylem Inc. Sharpe ratio is 1.22. 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 Xylem Inc. 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 Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.22
2.54
XYL (Xylem Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Xylem Inc. provided a 0.86% dividend yield over the last twelve months, with an annual payout of $1.08 per share. The company has been increasing its dividends for 12 consecutive years.


0.90%1.00%1.10%1.20%1.30%1.40%1.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.08$1.32$1.20$1.12$1.04$0.96$0.84$0.72$0.62$0.56$0.51$0.46

Dividend yield

0.86%1.15%1.09%0.93%1.02%1.22%1.26%1.06%1.25%1.55%1.34%1.34%

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
2024$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.00$1.08
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
2020$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$1.04
2019$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.96
2018$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.21$0.00$0.00$0.84
2017$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.72
2016$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.62
2015$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.56
2014$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.00$0.13$0.13$0.00$0.00$0.51
2013$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.12$0.00$0.00$0.46

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.9%
Xylem Inc. has a dividend yield of 0.86%, 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%26.4%
Xylem Inc. has a payout ratio of 26.41%, 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.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-13.65%
-0.88%
XYL (Xylem Inc.)
Benchmark (^GSPC)

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 13.65%.


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
-24.78%Sep 19, 201867Dec 24, 201875Apr 12, 2019142
-22.28%Jun 24, 2014296Aug 25, 2015141Mar 17, 2016437
-19.06%Mar 16, 201284Jul 16, 2012146Feb 14, 2013230

Volatility

Volatility Chart

The current Xylem Inc. volatility is 8.05%, 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%JuneJulyAugustSeptemberOctoberNovember
8.05%
3.96%
XYL (Xylem Inc.)
Benchmark (^GSPC)

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 assessment of the market value of Xylem Inc. compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.035.3
The chart displays the price to earnings (P/E) ratio for XYL in comparison to other companies of the Specialty Industrial Machinery industry. Currently, XYL has a PE value of 35.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.02.3
The chart displays the price to earnings to growth (PEG) ratio for XYL in comparison to other companies of the Specialty Industrial Machinery industry. Currently, XYL has a PEG value of 2.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

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


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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