GTES vs. PNR
GTES (Gates Industrial Corporation plc) and PNR (Pentair plc) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 5 years, GTES returned 7.64%/yr vs 1.86%/yr for PNR. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
GTES vs. PNR - Performance Comparison
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Returns By Period
In the year-to-date period, GTES achieves a 23.47% return, which is significantly higher than PNR's -31.01% return.
GTES
- 1D
- 2.55%
- 1M
- 10.18%
- YTD
- 23.47%
- 6M
- 19.25%
- 1Y
- 26.18%
- 3Y*
- 28.65%
- 5Y*
- 7.64%
- 10Y*
- —
PNR
- 1D
- 0.27%
- 1M
- -7.30%
- YTD
- -31.01%
- 6M
- -32.52%
- 1Y
- -27.56%
- 3Y*
- 8.11%
- 5Y*
- 1.86%
- 10Y*
- 7.59%
GTES vs. PNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GTES Gates Industrial Corporation plc | 23.47% | 4.38% | 53.28% | 17.62% | -28.28% | 24.69% | -7.27% | 3.93% | -28.43% |
PNR Pentair plc | -31.01% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -22.26% |
Correlation
The correlation between GTES and PNR is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2018 | 0.57 |
The correlation between GTES and PNR has been stable across timeframes, ranging from 0.57 to 0.60 - a consistent structural relationship.
Fundamentals
GTES:
$1.29
PNR:
$4.07
GTES:
20.61
PNR:
17.55
GTES:
17.91
PNR:
3.14
GTES:
1.49
PNR:
2.80
GTES:
$3.45B
PNR:
$4.20B
GTES:
$1.38B
PNR:
$1.72B
GTES:
$645.40M
PNR:
$922.00M
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Return for Risk
GTES vs. PNR — Risk / Return Rank
GTES
PNR
GTES vs. PNR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gates Industrial Corporation plc (GTES) and Pentair plc (PNR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GTES | PNR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | -1.02 | +1.73 |
Sortino ratioReturn per unit of downside risk | 1.18 | -1.32 | +2.50 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.83 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | -0.76 | +1.77 |
Martin ratioReturn relative to average drawdown | 2.42 | -1.96 | +4.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GTES | PNR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | -1.02 | +1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.06 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.30 | -0.19 |
Drawdowns
GTES vs. PNR - Drawdown Comparison
The maximum GTES drawdown since its inception was -70.06%, smaller than the maximum PNR drawdown of -77.65%. Use the drawdown chart below to compare losses from any high point for GTES and PNR.
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Drawdown Indicators
| GTES | PNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.06% | -77.65% | +7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -36.62% | +11.63% |
Max Drawdown (3Y)Largest decline over 3 years | -33.82% | -36.62% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -48.40% | -50.47% | +2.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.34% | — |
Current DrawdownCurrent decline from peak | -5.49% | -36.04% | +30.55% |
Average DrawdownAverage peak-to-trough decline | -26.83% | -19.44% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.48% | 14.05% | -3.57% |
Volatility
GTES vs. PNR - Volatility Comparison
Gates Industrial Corporation plc (GTES) has a higher volatility of 11.28% compared to Pentair plc (PNR) at 7.65%. This indicates that GTES's price experiences larger fluctuations and is considered to be riskier than PNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTES | PNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.28% | 7.65% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 29.15% | 23.37% | +5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.86% | 27.16% | +9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.46% | 28.82% | +5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.40% | 29.29% | +11.11% |
Dividends
GTES vs. PNR - Dividend Comparison
GTES has not paid dividends to shareholders, while PNR's dividend yield for the trailing twelve months is around 1.46%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTES Gates Industrial Corporation plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PNR Pentair plc | 1.46% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
Financials
GTES vs. PNR - Financials Comparison
This section allows you to compare key financial metrics between Gates Industrial Corporation plc and Pentair plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
GTES vs. PNR - Profitability Comparison
GTES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gates Industrial Corporation plc reported a gross profit of 338.00M and revenue of 851.10M. Therefore, the gross margin over that period was 39.7%.
PNR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pentair plc reported a gross profit of 433.40M and revenue of 1.04B. Therefore, the gross margin over that period was 41.8%.
GTES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gates Industrial Corporation plc reported an operating income of 109.90M and revenue of 851.10M, resulting in an operating margin of 12.9%.
PNR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pentair plc reported an operating income of 210.00M and revenue of 1.04B, resulting in an operating margin of 20.3%.
GTES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gates Industrial Corporation plc reported a net income of 59.70M and revenue of 851.10M, resulting in a net margin of 7.0%.
PNR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pentair plc reported a net income of 172.40M and revenue of 1.04B, resulting in a net margin of 16.6%.
Frequently Asked Questions
GTES and PNR have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GTES has higher volatility (11.28%) compared to PNR (7.65%). In terms of maximum drawdown, GTES dropped -70.06% vs PNR's -77.65%.
GTES currently has the higher Sharpe Ratio (0.71 vs -1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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