IHG vs. PNR
IHG (InterContinental Hotels Group PLC) and PNR (Pentair plc) are both stocks. IHG operates in Lodging (Consumer Cyclical), while PNR operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, IHG returned 17.77%/yr vs 7.89%/yr for PNR. At a 0.44 correlation, their price movements are largely independent.
Performance
IHG vs. PNR - Performance Comparison
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Returns By Period
In the year-to-date period, IHG achieves a 17.02% return, which is significantly higher than PNR's -29.78% return. Over the past 10 years, IHG has outperformed PNR with an annualized return of 17.77%, while PNR has yielded a comparatively lower 7.89% annualized return.
IHG
- 1D
- 0.74%
- 1M
- 9.18%
- YTD
- 17.02%
- 6M
- 23.63%
- 1Y
- 42.02%
- 3Y*
- 35.03%
- 5Y*
- 19.34%
- 10Y*
- 17.77%
PNR
- 1D
- -0.59%
- 1M
- -5.34%
- YTD
- -29.78%
- 6M
- -29.86%
- 1Y
- -26.21%
- 3Y*
- 8.33%
- 5Y*
- 2.31%
- 10Y*
- 7.89%
IHG vs. PNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHG InterContinental Hotels Group PLC | 17.02% | 14.53% | 39.13% | 59.59% | -8.70% | 0.14% | -5.17% | 27.65% | -12.53% | 50.75% |
PNR Pentair plc | -29.78% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -18.87% | 28.67% |
Correlation
The correlation between IHG and PNR is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2003 | 0.44 |
The correlation between IHG and PNR has been stable across timeframes, ranging from 0.44 to 0.52 - a consistent structural relationship.
Fundamentals
IHG:
$25.12B
PNR:
$11.90B
IHG:
$8.92
PNR:
$4.07
IHG:
18.31
PNR:
17.86
IHG:
0.43
PNR:
3.20
IHG:
2.51
PNR:
2.85
IHG:
$10.13B
PNR:
$4.20B
IHG:
$4.63B
PNR:
$1.72B
IHG:
$2.53B
PNR:
$922.00M
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Return for Risk
IHG vs. PNR — Risk / Return Rank
IHG
PNR
IHG vs. PNR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InterContinental Hotels Group PLC (IHG) 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.
| IHG | PNR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.60 | ||
| Sortino ratioReturn per unit of downside risk | +3.75 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.84 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | -0.72 | +3.96 |
| Martin ratioReturn relative to average drawdown | 9.66 | -1.80 | +11.46 |
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
| IHG | PNR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | -0.97 | +2.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.08 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.27 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.30 | +0.35 |
Drawdowns
IHG vs. PNR - Drawdown Comparison
The maximum IHG drawdown since its inception was -77.84%, roughly equal to the maximum PNR drawdown of -77.65%. Use the drawdown chart below to compare losses from any high point for IHG and PNR.
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Drawdown Indicators
| IHG | PNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.84% | -77.65% | -0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -36.62% | +23.58% |
Max Drawdown (3Y)Largest decline over 3 years | -28.92% | -36.62% | +7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -33.93% | -50.47% | +16.54% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -52.34% | -6.95% |
Current DrawdownCurrent decline from peak | 0.00% | -34.91% | +34.91% |
Average DrawdownAverage peak-to-trough decline | -13.86% | -19.44% | +5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 14.55% | -10.19% |
Volatility
IHG vs. PNR - Volatility Comparison
The current volatility for InterContinental Hotels Group PLC (IHG) is 6.41%, while Pentair plc (PNR) has a volatility of 7.26%. This indicates that IHG 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
| IHG | PNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 7.26% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 18.96% | 23.40% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.84% | 27.27% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.78% | 28.84% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.52% | 29.30% | +1.22% |
Dividends
IHG vs. PNR - Dividend Comparison
IHG's dividend yield for the trailing twelve months is around 1.13%, less than PNR's 1.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHG InterContinental Hotels Group PLC | 1.13% | 1.23% | 1.26% | 1.57% | 2.22% | 0.00% | 0.00% | 5.52% | 1.97% | 8.04% | 30.47% | 2.72% |
PNR Pentair plc | 1.43% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
Financials
IHG vs. PNR - Financials Comparison
This section allows you to compare key financial metrics between InterContinental Hotels Group 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
IHG vs. PNR - Profitability Comparison
IHG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported a gross profit of 979.00M and revenue of 2.67B. Therefore, the gross margin over that period was 36.7%.
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%.
IHG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported an operating income of 575.00M and revenue of 2.67B, resulting in an operating margin of 21.5%.
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%.
IHG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported a net income of 289.00M and revenue of 2.67B, resulting in a net margin of 10.8%.
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
IHG and PNR have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PNR has higher volatility (7.26%) compared to IHG (6.41%). In terms of maximum drawdown, IHG dropped -77.84% vs PNR's -77.65%.
IHG currently has the higher Sharpe Ratio (1.64 vs -0.97), 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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