PNR vs. PUK
PNR (Pentair plc) and PUK (Prudential plc) are both stocks. PNR operates in Specialty Industrial Machinery (Industrials), while PUK operates in Insurance - Life (Financial Services). Over the past 10 years, PNR returned 7.89%/yr vs 0.89%/yr for PUK. At a 0.42 correlation, their price movements are largely independent.
Performance
PNR vs. PUK - Performance Comparison
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Returns By Period
In the year-to-date period, PNR achieves a -29.78% return, which is significantly lower than PUK's -16.71% return. Over the past 10 years, PNR has outperformed PUK with an annualized return of 7.89%, while PUK has yielded a comparatively lower 0.89% annualized return.
PNR
- 1D
- -0.59%
- 1M
- -5.34%
- YTD
- -29.78%
- 6M
- -29.86%
- 1Y
- -26.21%
- 3Y*
- 8.33%
- 5Y*
- 2.31%
- 10Y*
- 7.89%
PUK
- 1D
- 0.35%
- 1M
- -18.04%
- YTD
- -16.71%
- 6M
- -11.33%
- 1Y
- 9.86%
- 3Y*
- -1.12%
- 5Y*
- -6.27%
- 10Y*
- 0.89%
PNR vs. PUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | -29.78% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -18.87% | 28.67% |
PUK Prudential plc | -16.71% | 99.34% | -27.35% | -17.04% | -19.12% | -0.05% | -0.57% | 27.95% | -28.44% | 31.12% |
Correlation
The correlation between PNR and PUK is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2000 | 0.42 |
Fundamentals
PNR:
$11.90B
PUK:
$32.99B
PNR:
$4.07
PUK:
$4.25
PNR:
17.86
PUK:
6.01
PNR:
3.20
PUK:
0.14
PNR:
2.85
PUK:
0.99
PNR:
3.12
PUK:
2.21
PNR:
$4.20B
PUK:
$33.63B
PNR:
$1.72B
PUK:
$20.95B
PNR:
$922.00M
PUK:
$15.89B
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Return for Risk
PNR vs. PUK — Risk / Return Rank
PNR
PUK
PNR vs. PUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pentair plc (PNR) and Prudential plc (PUK). 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 | PUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.08 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 0.43 | -1.15 |
| Martin ratioReturn relative to average drawdown | -1.80 | 1.52 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PNR | PUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.97 | 0.36 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | -0.18 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.02 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.08 | +0.22 |
Drawdowns
PNR vs. PUK - Drawdown Comparison
The maximum PNR drawdown since its inception was -77.65%, smaller than the maximum PUK drawdown of -82.52%. Use the drawdown chart below to compare losses from any high point for PNR and PUK.
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Drawdown Indicators
| PNR | PUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.65% | -82.52% | +4.87% |
Max Drawdown (1Y)Largest decline over 1 year | -36.62% | -23.16% | -13.46% |
Max Drawdown (3Y)Largest decline over 3 years | -36.62% | -48.78% | +12.16% |
Max Drawdown (5Y)Largest decline over 5 years | -50.47% | -63.59% | +13.12% |
Max Drawdown (10Y)Largest decline over 10 years | -52.34% | -63.59% | +11.25% |
Current DrawdownCurrent decline from peak | -34.91% | -33.73% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -19.44% | -26.38% | +6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.55% | 6.50% | +8.05% |
Volatility
PNR vs. PUK - Volatility Comparison
The current volatility for Pentair plc (PNR) is 7.26%, while Prudential plc (PUK) has a volatility of 11.24%. This indicates that PNR experiences smaller price fluctuations and is considered to be less risky than PUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNR | PUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 11.24% | -3.98% |
Volatility (6M)Calculated over the trailing 6-month period | 23.40% | 22.96% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 27.39% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.84% | 35.05% | -6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.30% | 36.91% | -7.61% |
Dividends
PNR vs. PUK - Dividend Comparison
PNR's dividend yield for the trailing twelve months is around 1.43%, less than PUK's 2.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | 1.43% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
PUK Prudential plc | 2.08% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
Financials
PNR vs. PUK - Financials Comparison
This section allows you to compare key financial metrics between Pentair plc and Prudential 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
PNR vs. PUK - Profitability Comparison
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%.
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a gross profit of 11.35B and revenue of 11.35B. Therefore, the gross margin over that period was 100.0%.
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%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
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%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a net income of 1.99B and revenue of 11.35B, resulting in a net margin of 17.6%.
Frequently Asked Questions
PNR and PUK have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PUK has higher volatility (11.24%) compared to PNR (7.26%). In terms of maximum drawdown, PNR dropped -77.65% vs PUK's -82.52%.
PUK currently has the higher Sharpe Ratio (0.36 vs -0.97), 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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