IEX vs. PNR
Compare and contrast key facts about IDEX Corporation (IEX) and Pentair plc (PNR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEX or PNR.
Performance
IEX vs. PNR - Performance Comparison
Returns By Period
In the year-to-date period, IEX achieves a 4.09% return, which is significantly lower than PNR's 44.91% return. Over the past 10 years, IEX has outperformed PNR with an annualized return of 12.67%, while PNR has yielded a comparatively lower 10.48% annualized return.
IEX
4.09%
6.60%
3.04%
13.80%
8.09%
12.67%
PNR
44.91%
5.91%
24.53%
68.88%
20.80%
10.48%
Fundamentals
| IEX | PNR | |
|---|---|---|
| Market Cap | $16.89B | $17.21B |
| EPS | $6.45 | $4.00 |
| PE Ratio | 34.59 | 26.04 |
| PEG Ratio | 2.33 | 1.90 |
| Total Revenue (TTM) | $3.19B | $4.09B |
| Gross Profit (TTM) | $1.41B | $1.60B |
| EBITDA (TTM) | $832.20M | $939.50M |
Key characteristics
| IEX | PNR | |
|---|---|---|
| Sharpe Ratio | 0.76 | 2.67 |
| Sortino Ratio | 1.25 | 3.45 |
| Omega Ratio | 1.15 | 1.45 |
| Calmar Ratio | 0.70 | 3.46 |
| Martin Ratio | 1.31 | 15.69 |
| Ulcer Index | 11.77% | 4.31% |
| Daily Std Dev | 20.31% | 25.34% |
| Max Drawdown | -58.67% | -58.95% |
| Current Drawdown | -8.36% | -2.02% |
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Correlation
The correlation between IEX and PNR is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
IEX vs. PNR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDEX Corporation (IEX) 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.
Dividends
IEX vs. PNR - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.21%, more than PNR's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.21% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% | 1.21% |
PNR Pentair plc | 0.88% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% | 1.66% | 1.24% |
Drawdowns
IEX vs. PNR - Drawdown Comparison
The maximum IEX drawdown since its inception was -58.67%, roughly equal to the maximum PNR drawdown of -58.95%. Use the drawdown chart below to compare losses from any high point for IEX and PNR. For additional features, visit the drawdowns tool.
Volatility
IEX vs. PNR - Volatility Comparison
IDEX Corporation (IEX) has a higher volatility of 9.96% compared to Pentair plc (PNR) at 4.76%. This indicates that IEX'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.
Financials
IEX vs. PNR - Financials Comparison
This section allows you to compare key financial metrics between IDEX Corporation 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