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Pentair (PNR) Stock Analysis

This is a peer-relative look at Pentair (PNR): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Pentair (PNR)
Profile ItemPNR
NamePentair plc
Country/RegionUnited Kingdom
GICS SectorIndustrials
GICS Industry GroupCapital Goods
GICS IndustryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & Components
Market Capitalization10.88 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMay 3, 1973
Security TypeCommon Stock

Price Performance

Cumulative Growth

PNR
GSPC
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Pentair (PNR) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Pentair (PNR) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Pentair (PNR) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Total Return (1Y)-33.74%6.84%
Total Return (3Y, Annualized)6.19%17.66%
Total Return (5Y, Annualized)0.13%9.09%

Risk Profile

Drawdown History

PNR
GSPC
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Pentair (PNR) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Pentair (PNR) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Volatility (1Y, Annualized)36.79%44.38%
Beta (5Y)0.991.19
Max Drawdown (5Y)-53.15%-49.95%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. PNR is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Sharpe Ratio (1Y)-1.030.06
Sortino Ratio (1Y)-1.350.09

Profitability

ROE (TTM)

Pentair (PNR) posts ROE of 15.61%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

PNR

Capital Goods industry group

15.61%

Group distribution
Max
40.55%
Q3
19.29%
PNR
15.61%
Median
12.12%
Q1
4.08%
Min
-17.12%
Largest peers
GEV
93.04%
CAT
56.14%
GE
50.17%
DE
18.24%
PNR
15.61%
RTX
12.85%
BA
--
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Where Pentair (PNR) stands on ROE within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Pentair (PNR) keeps 15.44% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

PNR

Capital Goods industry group

15.44%

Group distribution
Max
27.47%
PNR
15.44%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
Largest peers
GEV
23.54%
GE
17.31%
PNR
15.44%
CAT
15.21%
DE
10.17%
RTX
8.75%
BA
8.07%
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Where Pentair (PNR) stands on net margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Pentair (PNR) turns 21.90% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

PNR

Capital Goods industry group

21.90%

Group distribution
Max
36.60%
PNR
21.90%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
Largest peers
PNR
21.90%
CAT
20.19%
GE
18.49%
RTX
15.54%
DE
13.37%
GEV
12.77%
BA
0.30%
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Where Pentair (PNR) stands on operating margin within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
ROE (TTM)15.61%12.12%
ROA (TTM)7.91%5.29%
Net Margin (TTM)15.44%6.30%
Operating Margin (TTM)21.90%11.12%
Gross Margin (TTM)40.17%29.63%

Growth

Revenue Growth

Pentair (PNR) grew revenue 2.28%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Pentair (PNR): Revenue Growth across different time periods, set against Capital Goods industry-group medians.

EPS Growth

Pentair (PNR) grew earnings per share 5.88%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

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Pentair (PNR): EPS Growth across different time periods, set against Capital Goods industry-group medians.

Growth Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Revenue Growth (YoY)2.28%8.11%
Revenue Growth (3Y CAGR)0.44%6.45%
EPS Growth (YoY)5.88%5.45%
EPS Growth (3Y CAGR)10.94%7.15%

Financial Strength

Current Ratio (MRQ)

Pentair (PNR) has current ratio of 1.47, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.

PNR

Capital Goods industry group

1.47

Group distribution
Max
5.22
Q3
2.95
Median
2.08
PNR
1.47
Q1
1.43
Min
0.36
Largest peers
DE
2.13
PNR
1.47
CAT
1.42
BA
1.13
RTX
1.05
GE
0.98
GEV
0.83
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Where Pentair (PNR) stands on current ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Pentair (PNR) has debt-to-equity ratio of 0.42, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

PNR

Capital Goods industry group

0.42

Group distribution
Max
2.33
Q3
1.12
Median
0.60
PNR
0.42
Q1
0.29
Min
0.00
Largest peers
BA
7.39
DE
2.30
CAT
2.10
GE
1.16
RTX
0.55
PNR
0.42
GEV
0.30
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Where Pentair (PNR) stands on debt-to-equity ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Current Ratio (MRQ)1.472.08
Debt / Equity (MRQ)0.420.60
Net Debt / EBITDA1.611.78

Dividends

Dividend Yield (TTM)

Pentair (PNR) has dividend yield of 1.52%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.

PNR

Capital Goods industry group

1.52%

Group distribution
Max
2.66%
PNR
1.52%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
Largest peers
PNR
1.52%
RTX
1.47%
CAT
1.13%
DE
0.98%
GE
0.56%
GEV
0.26%
BA
0.00%
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Where Pentair (PNR) stands on dividend yield within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Pentair (PNR) has payout ratio of 28.88%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.

PNR

Capital Goods industry group

28.88%

Group distribution
Max
67.39%
PNR
28.88%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
Largest peers
RTX
45.85%
DE
36.02%
PNR
28.88%
CAT
24.18%
GE
20.23%
GEV
4.59%
BA
0.00%
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Where Pentair (PNR) stands on payout ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
Dividend Yield (TTM)1.52%0.24%
Dividend Payout Ratio (TTM)28.88%6.86%

Valuation

P/E Ratio (TTM)

Pentair (PNR) trades at P/E ratio of 18.56, in the cheaper earnings-multiple quartile for its industry. Investors are paying less for each dollar of TTM earnings than they usually pay for comparable businesses.

PNR

Capital Goods industry group

18.56

Group distribution
Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
PNR
18.56
Min
3.03
Largest peers
DE
37.33
GE
36.94
RTX
30.82
CAT
21.92
GEV
20.32
PNR
18.56
BA
17.89
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Where Pentair (PNR) stands on P/E ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Pentair (PNR) trades at 2.74 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

PNR

Capital Goods industry group

2.74

Group distribution
Max
7.54
Q3
3.76
PNR
2.74
Median
2.15
Q1
1.03
Min
0.03
Largest peers
GE
6.38
GEV
4.65
DE
3.78
CAT
3.29
PNR
2.74
RTX
2.66
BA
1.45
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Where Pentair (PNR) stands on P/S ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Pentair (PNR) trades at 2.82 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

PNR

Capital Goods industry group

2.82

Group distribution
Max
9.66
Q3
5.00
Median
3.12
PNR
2.82
Q1
1.81
Min
-1.08
Largest peers
BA
20.99
GE
19.06
GEV
18.00
CAT
11.90
DE
6.47
RTX
3.69
PNR
2.82
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Where Pentair (PNR) stands on P/B ratio within its Capital Goods peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Pentair (PNR) metric values compared with Capital Goods industry-group medians
MetricCurrent stock: PNRIndustry group median
P/E Ratio (TTM)18.5625.41
P/S Ratio (TTM)2.742.15
P/B Ratio (MRQ)2.823.12
Free Cash Flow Yield (TTM)4.77%3.03%