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.
Correlation
The correlation between IEX and PNR is 0.49, 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.
Performance
IEX vs. PNR - Performance Comparison
Key characteristics
IEX:
-1.25
PNR:
-0.17
IEX:
-1.71
PNR:
-0.06
IEX:
0.78
PNR:
0.99
IEX:
-0.94
PNR:
-0.17
IEX:
-2.18
PNR:
-0.55
IEX:
14.29%
PNR:
8.39%
IEX:
24.98%
PNR:
26.85%
IEX:
-58.67%
PNR:
-58.95%
IEX:
-33.06%
PNR:
-27.71%
Fundamentals
IEX:
$12.28B
PNR:
$12.99B
IEX:
$6.65
PNR:
$3.74
IEX:
24.43
PNR:
21.06
IEX:
2.34
PNR:
1.43
IEX:
$2.47B
PNR:
$3.07B
IEX:
$1.09B
PNR:
$1.21B
IEX:
$661.00M
PNR:
$697.50M
Returns By Period
The year-to-date returns for both investments are quite close, with IEX having a -22.13% return and PNR slightly higher at -21.55%. Over the past 10 years, IEX has outperformed PNR with an annualized return of 9.25%, while PNR has yielded a comparatively lower 8.06% annualized return.
IEX
-22.13%
-13.78%
-22.54%
-30.49%
4.47%
9.25%
PNR
-21.55%
-13.63%
-17.47%
-3.87%
24.51%
8.06%
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Risk-Adjusted Performance
IEX vs. PNR — Risk-Adjusted Performance Rank
IEX
PNR
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 1.70%, more than PNR's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.70% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
PNR Pentair plc | 1.19% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% | 1.66% |
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
The current volatility for IDEX Corporation (IEX) is 10.08%, while Pentair plc (PNR) has a volatility of 12.04%. This indicates that IEX experiences smaller price fluctuations and is considered to be less risky 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