- ISIN
- US98419M1009
- CUSIP
- 98419M100
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Oct 13, 2011
Highlights
- Market Cap
- $27.20B
- Enterprise Value
- $28.86B
- EPS (TTM)
- $4.02
- PE Ratio
- 27.78
- PEG Ratio
- 1.75
- Total Revenue (TTM)
- $6.97B
- Gross Profit (TTM)
- $2.71B
- EBITDA (TTM)
- $1.41B
- Year Range
- $105.29 - $154.27
- Target Price
- $158.78
- ROA (TTM)
- 5.79%
- ROE (TTM)
- 8.94%
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
XYL Performance Chart
Xylem Inc. (XYL) is down 17.3% since the beginning of the year. At $112 per share, XYL is trading 27.5% below its 52-week high of $154. Investors who bought $1,000 worth of XYL shares 5 years ago would now be looking at an investment worth $1,023.
Loading charts...
Returns By Period
Xylem Inc. (XYL) has returned -17.32% so far this year and -9.03% over the past 12 months. Over the last ten years, XYL has returned 11.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Xylem Inc.
- 1D
- 0.31%
- 1M
- 1.75%
- YTD
- -17.32%
- 6M
- -19.07%
- 1Y
- -9.03%
- 3Y*
- 1.45%
- 5Y*
- 0.45%
- 10Y*
- 11.09%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
XYL Monthly Returns History
Based on dividend-adjusted daily data since Oct 13, 2011, XYL's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.
Historically, 58% of months were positive and 42% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.24% | -5.71% | -7.76% | -1.12% | -6.93% | 2.04% | -17.32% | ||||||
| 2025 | 6.91% | 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 1.01%, beta of 1.04, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since October 13, 2011.
- This stock participated in 113.16% of S&P 500 Index downside but only 108.57% of its upside - more exposed to losses than it benefited from rallies.
- 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
- 1.01%
- Beta
- 1.04
- R²
- 0.45
- Upside Capture
- 108.57%
- Downside Capture
- 113.16%
Return for Risk
Risk / Return Rank
XYL ranks 27 for risk / return — below 27% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Xylem Inc. (XYL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XYL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.40 | ||
| Sortino ratioReturn per unit of downside risk | -3.13 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.37 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.78 | -3.09 |
| Martin ratioReturn relative to average drawdown | -0.64 | 12.44 | -13.08 |
Dividends
Dividend History
Xylem Inc. provided a 1.49% dividend yield over the last twelve months, with an annual payout of $1.66 per share. The company has been increasing its dividends for 14 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.66 | $1.60 | $1.44 | $1.32 | $1.20 | $1.12 | $1.04 | $0.96 | $0.84 | $0.72 | $0.62 | $0.56 |
Dividend yield | 1.49% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.86 | ||||||
| 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 1.49%, 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 29.87%, 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.
Loading charts...
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 26.18%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -46.69%Jun 2022 | 9mo 17d | 1y 10mo | 2y 8moSep 2021 - May 2024 |
COVID crash2020 | -36.26%Mar 2020 | 1mo 9d | 6mo 19d | 7mo 28dFeb 2020 - Oct 2020 |
2026 bear market2026 | -30.04%May 2026 | 6mo 21d | — | 7mo 26dOct 2025 - now |
2025 selloff2025 | -28.73%Apr 2025 | 10mo 21d | 3mo 24d | 1y 2moMay 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -24.78%Dec 2018 | 3mo 6d | 3mo 19d | 6mo 25dSep 2018 - Apr 2019 |
Drawdown Indicators
| XYL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.69% | -56.78% | +10.09% |
Max Drawdown (1Y)Largest decline over 1 year | -30.04% | -9.10% | -20.94% |
Max Drawdown (3Y)Largest decline over 3 years | -30.04% | -18.90% | -11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -46.69% | -25.43% | -21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -46.69% | -33.92% | -12.77% |
Current DrawdownCurrent decline from peak | -26.18% | -1.80% | -24.38% |
Average DrawdownAverage peak-to-trough decline | -10.42% | -10.71% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.05% | 2.03% | +12.02% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
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.
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 27.8. 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 1.8. 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 3.9. 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 | — |
Build a portfolio with XYL
Add Xylem Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with XYL