PHM vs. PNR
PHM (PulteGroup, Inc.) and PNR (Pentair plc) are both stocks. PHM operates in Residential Construction (Consumer Cyclical), while PNR operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, PHM returned 22.20%/yr vs 8.09%/yr for PNR. At a 0.34 correlation, their price movements are largely independent.
Performance
PHM vs. PNR - Performance Comparison
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Returns By Period
In the year-to-date period, PHM achieves a 5.26% return, which is significantly higher than PNR's -28.74% return. Over the past 10 years, PHM has outperformed PNR with an annualized return of 22.20%, while PNR has yielded a comparatively lower 8.09% annualized return.
PHM
- 1D
- -0.67%
- 1M
- 9.03%
- YTD
- 5.26%
- 6M
- -2.17%
- 1Y
- 19.21%
- 3Y*
- 19.48%
- 5Y*
- 18.86%
- 10Y*
- 22.20%
PNR
- 1D
- 1.69%
- 1M
- 0.23%
- YTD
- -28.74%
- 6M
- -30.00%
- 1Y
- -24.63%
- 3Y*
- 7.93%
- 5Y*
- 3.13%
- 10Y*
- 8.09%
PHM vs. PNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHM PulteGroup, Inc. | 5.26% | 8.54% | 6.22% | 128.76% | -19.22% | 34.03% | 12.55% | 51.33% | -20.76% | 83.43% |
PNR Pentair plc | -28.74% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -18.87% | 28.67% |
Correlation
The correlation between PHM and PNR is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1985 | 0.34 |
Over the past year, PHM and PNR have become more correlated (0.61) than their long-term average of 0.34, meaning their price movements have been converging.
Fundamentals
PHM:
$23.88B
PNR:
$12.08B
PHM:
$10.36
PNR:
$4.07
PHM:
11.88
PNR:
18.13
PHM:
0.84
PNR:
3.24
PHM:
1.44
PNR:
2.90
PHM:
1.84
PNR:
3.17
PHM:
$16.83B
PNR:
$4.20B
PHM:
$4.39B
PNR:
$1.72B
PHM:
$2.76B
PNR:
$922.00M
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Return for Risk
PHM vs. PNR — Risk / Return Rank
PHM
PNR
PHM vs. PNR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PulteGroup, Inc. (PHM) 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.
| PHM | PNR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.85 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | -0.67 | +1.53 |
| Martin ratioReturn relative to average drawdown | 1.66 | -1.62 | +3.28 |
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Drawdowns
PHM vs. PNR - Drawdown Comparison
The maximum PHM drawdown since its inception was -92.40%, which is greater than PNR's maximum drawdown of -77.65%. Use the drawdown chart below to compare losses from any high point for PHM and PNR.
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Drawdown Indicators
| PHM | PNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.40% | -77.65% | -14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -22.60% | -36.62% | +14.02% |
Max Drawdown (3Y)Largest decline over 3 years | -38.01% | -36.62% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -38.01% | -50.47% | +12.46% |
Max Drawdown (10Y)Largest decline over 10 years | -62.11% | -52.34% | -9.77% |
Current DrawdownCurrent decline from peak | -16.36% | -33.94% | +17.58% |
Average DrawdownAverage peak-to-trough decline | -35.47% | -19.45% | -16.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.62% | 15.19% | -3.57% |
Volatility
PHM vs. PNR - Volatility Comparison
PulteGroup, Inc. (PHM) has a higher volatility of 9.64% compared to Pentair plc (PNR) at 8.55%. This indicates that PHM'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.
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Volatility by Period
| PHM | PNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.64% | 8.55% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 23.60% | 23.72% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.34% | 27.77% | +6.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.72% | 28.90% | +5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.49% | 29.33% | +7.16% |
Dividends
PHM vs. PNR - Dividend Comparison
PHM's dividend yield for the trailing twelve months is around 0.78%, less than PNR's 1.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHM PulteGroup, Inc. | 0.78% | 0.78% | 0.75% | 0.66% | 1.34% | 1.00% | 1.16% | 1.16% | 1.46% | 1.08% | 1.96% | 1.85% |
PNR Pentair plc | 1.41% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
Financials
PHM vs. PNR - Financials Comparison
This section allows you to compare key financial metrics between PulteGroup, Inc. 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
PHM vs. PNR - Profitability Comparison
PHM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a gross profit of 822.11M and revenue of 3.41B. Therefore, the gross margin over that period was 24.1%.
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%.
PHM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported an operating income of 441.77M and revenue of 3.41B, resulting in an operating margin of 13.0%.
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%.
PHM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a net income of 347.00M and revenue of 3.41B, resulting in a net margin of 10.2%.
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
PHM and PNR have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PHM has higher volatility (9.64%) compared to PNR (8.55%). In terms of maximum drawdown, PHM dropped -92.40% vs PNR's -77.65%.
PHM currently has the higher Sharpe Ratio (0.56 vs -0.89), 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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