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NVT vs. PNR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NVT and PNR is 0.61, 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.


-0.50.00.51.00.6

Performance

NVT vs. PNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in nVent Electric plc (NVT) and Pentair plc (PNR). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
255.18%
151.64%
NVT
PNR

Key characteristics

Sharpe Ratio

NVT:

0.62

PNR:

1.85

Sortino Ratio

NVT:

1.03

PNR:

2.51

Omega Ratio

NVT:

1.14

PNR:

1.33

Calmar Ratio

NVT:

0.76

PNR:

3.61

Martin Ratio

NVT:

1.76

PNR:

10.52

Ulcer Index

NVT:

12.38%

PNR:

4.38%

Daily Std Dev

NVT:

35.27%

PNR:

24.89%

Max Drawdown

NVT:

-56.18%

PNR:

-58.95%

Current Drawdown

NVT:

-18.18%

PNR:

-6.65%

Fundamentals

Market Cap

NVT:

$11.97B

PNR:

$17.43B

EPS

NVT:

$3.43

PNR:

$4.00

PE Ratio

NVT:

21.17

PNR:

26.37

PEG Ratio

NVT:

6.63

PNR:

1.94

Total Revenue (TTM)

NVT:

$3.40B

PNR:

$4.09B

Gross Profit (TTM)

NVT:

$1.39B

PNR:

$1.60B

EBITDA (TTM)

NVT:

$753.10M

PNR:

$939.50M

Returns By Period

In the year-to-date period, NVT achieves a 19.01% return, which is significantly lower than PNR's 41.82% return.


NVT

YTD

19.01%

1M

-6.36%

6M

-10.53%

1Y

20.58%

5Y*

24.79%

10Y*

N/A

PNR

YTD

41.82%

1M

-2.13%

6M

28.96%

1Y

44.65%

5Y*

19.29%

10Y*

10.48%

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Risk-Adjusted Performance

NVT vs. PNR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for nVent Electric plc (NVT) 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.


Sharpe ratio
The chart of Sharpe ratio for NVT, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.621.85
The chart of Sortino ratio for NVT, currently valued at 1.03, compared to the broader market-4.00-2.000.002.004.001.032.51
The chart of Omega ratio for NVT, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.33
The chart of Calmar ratio for NVT, currently valued at 0.76, compared to the broader market0.002.004.006.000.763.61
The chart of Martin ratio for NVT, currently valued at 1.76, compared to the broader market-5.000.005.0010.0015.0020.0025.001.7610.52
NVT
PNR

The current NVT Sharpe Ratio is 0.62, which is lower than the PNR Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of NVT and PNR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.62
1.85
NVT
PNR

Dividends

NVT vs. PNR - Dividend Comparison

NVT's dividend yield for the trailing twelve months is around 1.09%, more than PNR's 0.90% yield.


TTM20232022202120202019201820172016201520142013
NVT
nVent Electric plc
1.09%1.18%1.82%1.84%3.01%2.74%1.56%0.00%0.00%0.00%0.00%0.00%
PNR
Pentair plc
0.90%1.21%1.87%1.10%1.43%1.57%2.17%1.95%2.39%2.58%1.66%1.24%

Drawdowns

NVT vs. PNR - Drawdown Comparison

The maximum NVT drawdown since its inception was -56.18%, roughly equal to the maximum PNR drawdown of -58.95%. Use the drawdown chart below to compare losses from any high point for NVT and PNR. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.18%
-6.65%
NVT
PNR

Volatility

NVT vs. PNR - Volatility Comparison

nVent Electric plc (NVT) has a higher volatility of 9.55% compared to Pentair plc (PNR) at 5.89%. This indicates that NVT'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.


5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
9.55%
5.89%
NVT
PNR

Financials

NVT vs. PNR - Financials Comparison

This section allows you to compare key financial metrics between nVent Electric 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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