PNR vs. CWCO

Last updated Jun 3, 2026

PNR (Pentair plc) and CWCO (Consolidated Water Co. Ltd.) are both stocks. PNR operates in Specialty Industrial Machinery (Industrials), while CWCO operates in Utilities - Regulated Water (Utilities). Over the past 10 years, PNR returned 7.56%/yr vs 10.73%/yr for CWCO. At a 0.21 correlation, their price movements are largely independent.

Performance

PNR vs. CWCO - Performance Comparison

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

Returns By Period

In the year-to-date period, PNR achieves a -31.19% return, which is significantly lower than CWCO's -14.29% return. Over the past 10 years, PNR has underperformed CWCO with an annualized return of 7.56%, while CWCO has yielded a comparatively higher 10.73% annualized return.

PNR

• 1D: 0.65%
• 1M: -9.91%
• YTD: -31.19%
• 6M: -31.86%
• 1Y: -26.92%
• 3Y*: 8.01%
• 5Y*: 1.79%
• 10Y*: 7.56%

CWCO

• 1D: -0.17%
• 1M: -6.63%
• YTD: -14.29%
• 6M: -9.74%
• 1Y: 12.27%
• 3Y*: 16.05%
• 5Y*: 20.78%
• 10Y*: 10.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PNR vs. CWCO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PNR Pentair plc	-31.19%	4.53%	40.00%	64.16%	-37.38%	39.24%	17.89%	23.68%	-18.87%	28.67%
CWCO Consolidated Water Co. Ltd.	-14.29%	38.70%	-26.46%	144.17%	42.62%	-9.12%	-24.11%	43.03%	-4.40%	18.30%

Correlation

The correlation between PNR and CWCO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.36
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.27
Correlation (All Time) Calculated using the full available price history since Jun 2, 1995	0.21

The correlation between PNR and CWCO shifts across timeframes, from 0.21 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS PNR : $4.07 CWCO : $1.44
PE Ratio PNR : 17.50 CWCO : 20.80
PEG Ratio PNR : 3.13 CWCO : 0.09
PS Ratio PNR : 2.80 CWCO : 2.81
Total Revenue (TTM) PNR : $4.20B CWCO : $128.33M
Gross Profit (TTM) PNR : $1.72B CWCO : $46.99M
EBITDA (TTM) PNR : $922.00M CWCO : $22.17M

Return for Risk

PNR vs. CWCO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PNR

PNR Risk / Return Rank: 6
PNR Sharpe Ratio Rank: 4
PNR Sortino Ratio Rank: 7
PNR Omega Ratio Rank: 7
PNR Calmar Ratio Rank: 12
PNR Martin Ratio Rank: 1

CWCO

CWCO Risk / Return Rank: 51
CWCO Sharpe Ratio Rank: 54
CWCO Sortino Ratio Rank: 47
CWCO Omega Ratio Rank: 48
CWCO Calmar Ratio Rank: 52
CWCO Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PNR vs. CWCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pentair plc (PNR) and Consolidated Water Co. Ltd. (CWCO). 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.

	PNR	CWCO	Difference
Sharpe ratio Return per unit of total volatility	-0.99	0.41	-1.40
Sortino ratio Return per unit of downside risk	-1.28	0.77	-2.05
Omega ratio Gain probability vs. loss probability	0.83	1.10	-0.27
Calmar ratio Return relative to maximum drawdown	-0.75	0.51	-1.26
Martin ratio Return relative to average drawdown	-1.98	1.46	-3.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PNR vs. CWCO - Sharpe Ratio Comparison

The current PNR Sharpe Ratio is -0.99, which is lower than the CWCO Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of PNR and CWCO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PNR	CWCO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.99	0.41	-1.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.06	0.56	-0.50
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.26	0.28	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.24	+0.06

Drawdowns

PNR vs. CWCO - Drawdown Comparison

The maximum PNR drawdown since its inception was -77.65%, roughly equal to the maximum CWCO drawdown of -81.47%. Use the drawdown chart below to compare losses from any high point for PNR and CWCO.

Drawdown Indicators

	PNR	CWCO	Difference
Max Drawdown Largest peak-to-trough decline	-77.65%	-81.47%	+3.82%
Max Drawdown (1Y) Largest decline over 1 year	-36.62%	-25.29%	-11.33%
Max Drawdown (3Y) Largest decline over 3 years	-36.62%	-38.23%	+1.61%
Max Drawdown (5Y) Largest decline over 5 years	-50.47%	-38.23%	-12.24%
Max Drawdown (10Y) Largest decline over 10 years	-52.34%	-47.74%	-4.60%
Current Drawdown Current decline from peak	-36.21%	-21.60%	-14.61%
Average Drawdown Average peak-to-trough decline	-19.44%	-38.29%	+18.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.87%	8.80%	+5.07%

Volatility

PNR vs. CWCO - Volatility Comparison

The current volatility for Pentair plc (PNR) is 7.93%, while Consolidated Water Co. Ltd. (CWCO) has a volatility of 9.60%. This indicates that PNR experiences smaller price fluctuations and is considered to be less risky than CWCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PNR	CWCO	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.93%	9.60%	-1.67%
Volatility (6M) Calculated over the trailing 6-month period	23.36%	22.26%	+1.10%
Volatility (1Y) Calculated over the trailing 1-year period	27.17%	30.16%	-2.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.83%	37.36%	-8.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.30%	38.02%	-8.72%

Dividends

PNR vs. CWCO - Dividend Comparison

PNR's dividend yield for the trailing twelve months is around 1.46%, less than CWCO's 1.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CWCO Consolidated Water Co. Ltd.	1.87%	1.42%	1.16%	1.01%	2.30%	3.20%	2.82%	2.09%	3.64%	1.79%	2.76%	2.45%
PNR Pentair plc	1.46%	0.96%	0.91%	1.21%	1.87%	1.10%	1.43%	1.57%	2.17%	1.95%	2.39%	2.58%

Financials

PNR vs. CWCO - Profitability Comparison

The chart below illustrates the profitability comparison between Pentair plc and Consolidated Water Co. Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

CWCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Consolidated Water Co. Ltd. reported a gross profit of 10.92M and revenue of 29.97M. Therefore, the gross margin over that period was 36.4%.

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%.

CWCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Consolidated Water Co. Ltd. reported an operating income of 3.44M and revenue of 29.97M, resulting in an operating margin of 11.5%.

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%.

CWCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Consolidated Water Co. Ltd. reported a net income of 3.78M and revenue of 29.97M, resulting in a net margin of 12.6%.

Frequently Asked Questions

Can I hold both PNR and CWCO in my portfolio?

PNR and CWCO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PNR or CWCO?

CWCO has higher volatility (9.60%) compared to PNR (7.93%). In terms of maximum drawdown, PNR dropped -77.65% vs CWCO's -81.47%.

Which has better risk-adjusted returns?

CWCO currently has the higher Sharpe Ratio (0.41 vs -0.99), 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.