PNR vs. COST
Compare and contrast key facts about Pentair plc (PNR) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNR or COST.
Key characteristics
| PNR | COST | |
|---|---|---|
| YTD Return | 45.16% | 43.82% |
| 1Y Return | 73.88% | 72.37% |
| 3Y Return (Ann) | 13.52% | 24.70% |
| 5Y Return (Ann) | 21.01% | 27.73% |
| 10Y Return (Ann) | 10.57% | 23.95% |
| Sharpe Ratio | 2.80 | 3.61 |
| Sortino Ratio | 3.59 | 4.23 |
| Omega Ratio | 1.47 | 1.63 |
| Calmar Ratio | 3.27 | 6.92 |
| Martin Ratio | 16.65 | 17.90 |
| Ulcer Index | 4.32% | 3.97% |
| Daily Std Dev | 25.71% | 19.72% |
| Max Drawdown | -58.95% | -53.39% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| PNR | COST | |
|---|---|---|
| Market Cap | $17.24B | $418.17B |
| EPS | $4.06 | $17.08 |
| PE Ratio | 25.70 | 55.26 |
| PEG Ratio | 1.88 | 5.66 |
| Total Revenue (TTM) | $4.09B | $254.45B |
| Gross Profit (TTM) | $1.60B | $32.10B |
| EBITDA (TTM) | $929.60M | $10.63B |
Correlation
The correlation between PNR and COST is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PNR vs. COST - Performance Comparison
The year-to-date returns for both stocks are quite close, with PNR having a 45.16% return and COST slightly lower at 43.82%. Over the past 10 years, PNR has underperformed COST with an annualized return of 10.57%, while COST has yielded a comparatively higher 23.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PNR vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pentair plc (PNR) and Costco Wholesale Corporation (COST). 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
PNR vs. COST - Dividend Comparison
PNR's dividend yield for the trailing twelve months is around 0.88%, less than COST's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | 0.88% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% | 1.66% | 1.24% |
COST Costco Wholesale Corporation | 2.07% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
PNR vs. COST - Drawdown Comparison
The maximum PNR drawdown since its inception was -58.95%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for PNR and COST. For additional features, visit the drawdowns tool.
Volatility
PNR vs. COST - Volatility Comparison
The current volatility for Pentair plc (PNR) is 3.99%, while Costco Wholesale Corporation (COST) has a volatility of 4.39%. This indicates that PNR experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PNR vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Pentair plc and Costco Wholesale Corporation. 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