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 0.53, 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
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Key characteristics
PNR:
0.72
IEX:
-0.49
PNR:
1.25
IEX:
-0.56
PNR:
1.16
IEX:
0.93
PNR:
0.76
IEX:
-0.41
PNR:
2.15
IEX:
-1.00
PNR:
10.61%
IEX:
13.95%
PNR:
31.24%
IEX:
27.38%
PNR:
-77.69%
IEX:
-58.67%
PNR:
-6.93%
IEX:
-21.36%
Fundamentals
PNR:
$16.63B
IEX:
$14.42B
PNR:
$3.87
IEX:
$6.34
PNR:
26.12
IEX:
30.10
PNR:
1.72
IEX:
1.86
PNR:
4.08
IEX:
4.39
PNR:
4.43
IEX:
3.67
PNR:
$4.08B
IEX:
$3.28B
PNR:
$1.61B
IEX:
$1.46B
PNR:
$929.10M
IEX:
$796.70M
Returns By Period
In the year-to-date period, PNR achieves a 0.99% return, which is significantly higher than IEX's -8.52% return. Both investments have delivered pretty close results over the past 10 years, with PNR having a 10.83% annualized return and IEX not far behind at 10.67%.
PNR
0.99%
25.78%
-4.04%
21.70%
24.97%
10.83%
IEX
-8.52%
16.41%
-15.96%
-13.31%
5.48%
10.67%
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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.
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Dividends
PNR vs. IEX - Dividend Comparison
PNR's dividend yield for the trailing twelve months is around 0.95%, less than IEX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | 0.95% | 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 | 1.08% | 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 -77.69%, which is greater than IEX's maximum 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.
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Volatility
PNR vs. IEX - Volatility Comparison
Pentair plc (PNR) has a higher volatility of 11.13% compared to IDEX Corporation (IEX) at 8.20%. 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.
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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
PNR vs. IEX - Profitability Comparison
PNR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Pentair plc reported a gross profit of 403.30M and revenue of 1.01B. Therefore, the gross margin over that period was 39.9%.
IEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IDEX Corporation reported a gross profit of 368.90M and revenue of 814.30M. Therefore, the gross margin over that period was 45.3%.
PNR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Pentair plc reported an operating income of 203.10M and revenue of 1.01B, resulting in an operating margin of 20.1%.
IEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IDEX Corporation reported an operating income of 142.00M and revenue of 814.30M, resulting in an operating margin of 17.4%.
PNR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Pentair plc reported a net income of 154.90M and revenue of 1.01B, resulting in a net margin of 15.3%.
IEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IDEX Corporation reported a net income of 95.50M and revenue of 814.30M, resulting in a net margin of 11.7%.