VMI vs. PNR
VMI (Valmont Industries, Inc.) and PNR (Pentair plc) are both stocks. Both are in the Industrials sector — VMI in Conglomerates, PNR in Specialty Industrial Machinery. Over the past 10 years, VMI returned 15.91%/yr vs 7.66%/yr for PNR. At a 0.35 correlation, their price movements are largely independent.
Performance
VMI vs. PNR - Performance Comparison
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Returns By Period
In the year-to-date period, VMI achieves a 36.36% return, which is significantly higher than PNR's -26.43% return. Over the past 10 years, VMI has outperformed PNR with an annualized return of 15.91%, while PNR has yielded a comparatively lower 7.66% annualized return.
VMI
- 1D
- 0.02%
- 1M
- 0.14%
- 6M
- 28.91%
- YTD
- 36.36%
- 1Y
- 64.28%
- 3Y*
- 25.81%
- 5Y*
- 19.61%
- 10Y*
- 15.91%
PNR
- 1D
- 2.17%
- 1M
- 3.24%
- 6M
- -25.66%
- YTD
- -26.43%
- 1Y
- -28.12%
- 3Y*
- 6.25%
- 5Y*
- 3.24%
- 10Y*
- 7.66%
VMI vs. PNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMI Valmont Industries, Inc. | 36.36% | 32.22% | 32.51% | -28.75% | 33.13% | 44.43% | 18.62% | 36.52% | -32.34% | 18.85% |
PNR Pentair plc | -26.43% | 4.53% | 40.00% | 64.16% | -37.38% | 39.24% | 17.89% | 23.68% | -18.87% | 28.67% |
Correlation
The correlation between VMI and PNR is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.35 |
The correlation between VMI and PNR shifts across timeframes, from 0.35 (all time) to 0.57 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
VMI:
$10.62B
PNR:
$12.31B
VMI:
$5.21
PNR:
$4.08
VMI:
105.03
PNR:
18.67
VMI:
2.99
PNR:
3.34
VMI:
2.31
PNR:
2.98
VMI:
$3.13B
PNR:
$4.20B
VMI:
$639.41M
PNR:
$1.72B
VMI:
$215.96M
PNR:
$922.00M
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Return for Risk
VMI vs. PNR — Risk / Return Rank
VMI
PNR
VMI vs. PNR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Valmont Industries, Inc. (VMI) and Pentair plc (PNR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VMI | PNR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.05 | ||
| Sortino ratioReturn per unit of downside risk | +4.19 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 0.83 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | -0.78 | +3.97 |
| Martin ratioReturn relative to average drawdown | 11.01 | -1.63 | +12.64 |
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Drawdowns
VMI vs. PNR - Drawdown Comparison
The maximum VMI drawdown since its inception was -67.92%, smaller than the maximum PNR drawdown of -77.65%. Use the drawdown chart below to compare losses from any high point for VMI and PNR.
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Drawdown Indicators
| VMI | PNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.92% | -77.65% | +9.73% |
Max Drawdown (1Y)Largest decline over 1 year | -19.48% | -36.62% | +17.14% |
Max Drawdown (3Y)Largest decline over 3 years | -33.05% | -36.62% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -45.16% | -50.47% | +5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -48.86% | -52.34% | +3.48% |
Current DrawdownCurrent decline from peak | -6.17% | -31.80% | +25.63% |
Average DrawdownAverage peak-to-trough decline | -18.76% | -19.46% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.65% | 17.53% | -11.88% |
Volatility
VMI vs. PNR - Volatility Comparison
Valmont Industries, Inc. (VMI) has a higher volatility of 11.06% compared to Pentair plc (PNR) at 7.99%. This indicates that VMI's price experiences larger fluctuations and is considered to be riskier than PNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMI | PNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.06% | 7.99% | +3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 24.80% | 23.80% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.74% | 27.80% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.48% | 28.92% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.22% | 29.26% | +1.96% |
Dividends
VMI vs. PNR - Dividend Comparison
VMI's dividend yield for the trailing twelve months is around 0.53%, less than PNR's 1.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNR Pentair plc | 1.37% | 0.96% | 0.91% | 1.21% | 1.87% | 1.10% | 1.43% | 1.57% | 2.17% | 1.95% | 2.39% | 2.58% |
VMI Valmont Industries, Inc. | 0.53% | 0.68% | 0.78% | 1.03% | 0.67% | 0.80% | 1.03% | 1.00% | 1.35% | 0.90% | 1.06% | 1.41% |
Financials
VMI vs. PNR - Financials Comparison
This section allows you to compare key financial metrics between Valmont Industries, Inc. and Pentair 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
Frequently Asked Questions
VMI and PNR have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VMI has higher volatility (11.06%) compared to PNR (7.99%). In terms of maximum drawdown, VMI dropped -67.92% vs PNR's -77.65%.
VMI currently has the higher Sharpe Ratio (2.02 vs -1.03), 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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