IEX vs. PNR
IEX (IDEX Corporation) and PNR (Pentair plc) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, IEX returned 12.12%/yr vs 8.37%/yr for PNR. At a 0.49 correlation, their price movements are largely independent.
Performance
IEX vs. PNR - Performance Comparison
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Returns By Period
In the year-to-date period, IEX achieves a 27.56% return, which is significantly higher than PNR's -28.52% return. Over the past 10 years, IEX has outperformed PNR with an annualized return of 12.12%, while PNR has yielded a comparatively lower 8.37% annualized return.
IEX
- 1D
- 0.19%
- 1M
- 7.94%
- YTD
- 27.56%
- 6M
- 26.44%
- 1Y
- 32.16%
- 3Y*
- 4.97%
- 5Y*
- 1.99%
- 10Y*
- 12.12%
PNR
- 1D
- -0.39%
- 1M
- -1.06%
- YTD
- -28.52%
- 6M
- -29.28%
- 1Y
- -23.12%
- 3Y*
- 8.40%
- 5Y*
- 3.54%
- 10Y*
- 8.37%
IEX vs. PNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 27.56% | -13.69% | -2.35% | -3.80% | -2.22% | 19.82% | 17.22% | 37.94% | -3.16% | 48.53% |
PNR Pentair plc | -28.52% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -18.87% | 28.67% |
Correlation
The correlation between IEX and PNR is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 1991 | 0.49 |
The correlation between IEX and PNR shifts across timeframes, from 0.49 (all time) to 0.68 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
IEX:
$16.77B
PNR:
$12.12B
IEX:
$6.77
PNR:
$4.07
IEX:
33.30
PNR:
18.18
IEX:
9.83
PNR:
3.25
IEX:
4.79
PNR:
2.90
IEX:
4.14
PNR:
3.18
IEX:
$3.53B
PNR:
$4.20B
IEX:
$1.57B
PNR:
$1.72B
IEX:
$885.40M
PNR:
$922.00M
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Return for Risk
IEX vs. PNR — Risk / Return Rank
IEX
PNR
IEX vs. PNR - Risk-Adjusted Trends 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.
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.
| IEX | PNR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.09 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.87 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | -0.63 | +2.76 |
| Martin ratioReturn relative to average drawdown | 4.18 | -1.46 | +5.63 |
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Drawdowns
IEX vs. PNR - Drawdown Comparison
The maximum IEX drawdown since its inception was -81.60%, which is greater than PNR's maximum drawdown of -77.65%. Use the drawdown chart below to compare losses from any high point for IEX and PNR.
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Drawdown Indicators
| IEX | PNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.60% | -77.65% | -3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -36.62% | +21.45% |
Max Drawdown (3Y)Largest decline over 3 years | -34.60% | -36.62% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -50.47% | +15.87% |
Max Drawdown (10Y)Largest decline over 10 years | -35.52% | -52.34% | +16.82% |
Current DrawdownCurrent decline from peak | -5.36% | -33.73% | +28.37% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -19.45% | +8.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 15.91% | -8.19% |
Volatility
IEX vs. PNR - Volatility Comparison
The current volatility for IDEX Corporation (IEX) is 6.16%, while Pentair plc (PNR) has a volatility of 7.52%. 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.
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Volatility by Period
| IEX | PNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 7.52% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 17.02% | 23.91% | -6.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.81% | 27.83% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 28.89% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.28% | 29.35% | -5.07% |
Dividends
IEX vs. PNR - Dividend Comparison
IEX's dividend yield for the trailing twelve months is around 1.27%, less than PNR's 1.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.27% | 1.58% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% |
PNR Pentair plc | 1.40% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
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
IEX vs. PNR - Profitability Comparison
IEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IDEX Corporation reported a gross profit of 398.10M and revenue of 886.90M. Therefore, the gross margin over that period was 44.9%.
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%.
IEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IDEX Corporation reported an operating income of 172.40M and revenue of 886.90M, resulting in an operating margin of 19.4%.
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%.
IEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IDEX Corporation reported a net income of 120.00M and revenue of 886.90M, resulting in a net margin of 13.5%.
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
IEX and PNR have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PNR has higher volatility (7.52%) compared to IEX (6.16%). In terms of maximum drawdown, IEX dropped -81.60% vs PNR's -77.65%.
IEX currently has the higher Sharpe Ratio (1.25 vs -0.84), 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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