PNR vs. IEX
Compare and contrast key facts about Pentair plc (PNR) and IDEX Corporation (IEX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNR or IEX.
Correlation
The correlation between PNR and IEX is 0.48, 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.
Performance
PNR vs. IEX - Performance Comparison
Key characteristics
PNR:
-0.04
IEX:
-1.16
PNR:
0.13
IEX:
-1.56
PNR:
1.02
IEX:
0.79
PNR:
-0.04
IEX:
-0.94
PNR:
-0.12
IEX:
-2.03
PNR:
8.21%
IEX:
14.15%
PNR:
26.63%
IEX:
24.73%
PNR:
-58.95%
IEX:
-58.67%
PNR:
-25.16%
IEX:
-30.50%
Fundamentals
PNR:
$14.70B
IEX:
$13.85B
PNR:
$3.74
IEX:
$6.65
PNR:
23.82
IEX:
27.56
PNR:
1.54
IEX:
1.69
PNR:
$3.07B
IEX:
$2.47B
PNR:
$1.21B
IEX:
$1.09B
PNR:
$697.50M
IEX:
$661.00M
Returns By Period
The year-to-date returns for both stocks are quite close, with PNR having a -18.78% return and IEX slightly lower at -19.15%. Over the past 10 years, PNR has underperformed IEX with an annualized return of 8.23%, while IEX has yielded a comparatively higher 9.55% annualized return.
PNR
-18.78%
-9.07%
-14.26%
-1.27%
25.40%
8.23%
IEX
-19.15%
-9.25%
-19.48%
-28.59%
5.27%
9.55%
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Risk-Adjusted Performance
PNR vs. IEX — Risk-Adjusted Performance Rank
PNR
IEX
PNR vs. IEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pentair plc (PNR) and IDEX Corporation (IEX). 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. IEX - Dividend Comparison
PNR's dividend yield for the trailing twelve months is around 1.15%, less than IEX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | 1.15% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% | 1.66% |
IEX IDEX Corporation | 1.64% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% | 1.37% |
Drawdowns
PNR vs. IEX - Drawdown Comparison
The maximum PNR drawdown since its inception was -58.95%, roughly equal to the maximum IEX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for PNR and IEX. For additional features, visit the drawdowns tool.
Volatility
PNR vs. IEX - Volatility Comparison
Pentair plc (PNR) has a higher volatility of 11.71% compared to IDEX Corporation (IEX) at 9.55%. This indicates that PNR's price experiences larger fluctuations and is considered to be riskier than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PNR vs. IEX - Financials Comparison
This section allows you to compare key financial metrics between Pentair plc and IDEX 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