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IEX vs. PNR: IDEX vs. Pentair Stock Comparison

How do IDEX (IEX) and Pentair (PNR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

IDEX (IEX) and Pentair (PNR) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.

Company profile comparison for IDEX (IEX) and Pentair (PNR)
Profile ItemIEXPNR
NameIDEX CorporationPentair plc
Country/RegionUnited StatesUnited Kingdom
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryMachinery
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsIndustrial Machinery & Supplies & Components
Market Capitalization16.67 billion USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 2, 1989May 3, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IEX
PNR
GSPC
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IDEX (IEX) vs. Pentair (PNR), with S&P 500 (GSPC) for reference: 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 IDEX (IEX) and Pentair (PNR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for IDEX (IEX) and Pentair (PNR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Total Return (1Y)42.33%-33.74%
Total Return (3Y, Annualized)8.92%6.19%
Total Return (5Y, Annualized)1.31%0.13%

Risk Profile

Drawdown History

IEX
PNR
GSPC
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IDEX (IEX) vs. Pentair (PNR), with S&P 500 (GSPC) for reference: 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 IDEX (IEX) and Pentair (PNR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Volatility (1Y, Annualized)22.98%36.79%
Beta (5Y)0.950.99
Max Drawdown (5Y)-34.60%-53.15%
Avg. Volume (3M)666.74K3.26M

Risk-Adjusted Performance

Risk-Return Positioning

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IEX and PNR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Sharpe Ratio (1Y)1.66-1.03
Sortino Ratio (1Y)2.64-1.35

Profitability

ROE (TTM)

Both IDEX (IEX) at 13.35% and Pentair (PNR) at 15.61% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

IEX

Capital Goods industry group

13.35%

Max
40.55%
Q3
19.29%
IEX
13.35%
Median
12.12%
Q1
4.08%
Min
-17.12%

PNR

Capital Goods industry group

15.61%

Max
40.55%
Q3
19.29%
PNR
15.61%
Median
12.12%
Q1
4.08%
Min
-17.12%
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IDEX (IEX) vs. Pentair (PNR): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both IDEX (IEX) at 14.65% and Pentair (PNR) at 15.44% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

IEX

Capital Goods industry group

14.65%

Max
27.47%
IEX
14.65%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

PNR

Capital Goods industry group

15.44%

Max
27.47%
PNR
15.44%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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IDEX (IEX) vs. Pentair (PNR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both IDEX (IEX) at 22.33% and Pentair (PNR) at 21.90% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

IEX

Capital Goods industry group

22.33%

Max
36.60%
IEX
22.33%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

PNR

Capital Goods industry group

21.90%

Max
36.60%
PNR
21.90%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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IDEX (IEX) vs. Pentair (PNR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
ROE (TTM)13.35%15.61%
ROA (TTM)7.06%7.91%
Net Margin (TTM)14.65%15.44%
Operating Margin (TTM)22.33%21.90%
Gross Margin (TTM)44.91%40.17%

Growth

Revenue Growth

Both IDEX (IEX) at 5.77% and Pentair (PNR) at 2.28% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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IDEX (IEX) vs. Pentair (PNR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both IDEX (IEX) at -3.46% and Pentair (PNR) at 5.88% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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IDEX (IEX) vs. Pentair (PNR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Revenue Growth (YoY)5.77%2.28%
Revenue Growth (3Y CAGR)2.81%0.44%
EPS Growth (YoY)-3.46%5.88%
EPS Growth (3Y CAGR)-5.97%10.94%

Financial Strength

Current Ratio (MRQ)

Both IDEX (IEX) at 2.78 and Pentair (PNR) at 1.47 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

IEX

Capital Goods industry group

2.78

Max
5.22
Q3
2.95
IEX
2.78
Median
2.08
Q1
1.43
Min
0.36

PNR

Capital Goods industry group

1.47

Max
5.22
Q3
2.95
Median
2.08
PNR
1.47
Q1
1.43
Min
0.36
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IDEX (IEX) vs. Pentair (PNR): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both IDEX (IEX) at 0.44 and Pentair (PNR) at 0.42 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

IEX

Capital Goods industry group

0.44

Max
2.33
Q3
1.12
Median
0.60
IEX
0.44
Q1
0.29
Min
0.00

PNR

Capital Goods industry group

0.42

Max
2.33
Q3
1.12
Median
0.60
PNR
0.42
Q1
0.29
Min
0.00
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IDEX (IEX) vs. Pentair (PNR): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Current Ratio (MRQ)2.781.47
Debt / Equity (MRQ)0.440.42
Net Debt / EBITDA1.181.61

Dividends

Dividend Yield (TTM)

Both IDEX (IEX) at 1.30% and Pentair (PNR) at 1.52% offer top-quartile dividend income relative to share price within their industries.

IEX

Capital Goods industry group

1.30%

Max
2.66%
IEX
1.30%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

PNR

Capital Goods industry group

1.52%

Max
2.66%
PNR
1.52%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. Pentair (PNR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both IDEX (IEX) at 50.14% and Pentair (PNR) at 28.88% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

IEX

Capital Goods industry group

50.14%

Max
67.39%
IEX
50.14%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%

PNR

Capital Goods industry group

28.88%

Max
67.39%
PNR
28.88%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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IDEX (IEX) vs. Pentair (PNR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
Dividend Yield (TTM)1.30%1.52%
Dividend Payout Ratio (TTM)50.14%28.88%

Valuation

P/E Ratio (TTM)

Pentair (PNR) at 18.56 sits in the cheaper P/E ratio quartile, while IDEX (IEX) at 31.53 is closer to its industry’s usual earnings multiple — a discount for PNR, though growth and earnings durability still matter.

IEX

Capital Goods industry group

31.53

Max
59.38
Q3
35.92
IEX
31.53
Median
25.41
Q1
19.47
Min
3.03

PNR

Capital Goods industry group

18.56

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
PNR
18.56
Min
3.03
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IDEX (IEX) vs. Pentair (PNR): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Pentair (PNR) at 2.74 is priced about in line with its industry on P/S ratio, while IDEX (IEX) at 4.56 sits in the pricier quartile — IEX costs more per dollar of sales.

IEX

Capital Goods industry group

4.56

Max
7.54
IEX
4.56
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03

PNR

Capital Goods industry group

2.74

Max
7.54
Q3
3.76
PNR
2.74
Median
2.15
Q1
1.03
Min
0.03
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IDEX (IEX) vs. Pentair (PNR): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both IDEX (IEX) at 4.17 and Pentair (PNR) at 2.82 are valued close to their industries’ norm against book — neither stands out from peers.

IEX

Capital Goods industry group

4.17

Max
9.66
Q3
5.00
IEX
4.17
Median
3.12
Q1
1.81
Min
-1.08

PNR

Capital Goods industry group

2.82

Max
9.66
Q3
5.00
Median
3.12
PNR
2.82
Q1
1.81
Min
-1.08
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IDEX (IEX) vs. Pentair (PNR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for IDEX (IEX) and Pentair (PNR)
MetricIEXPNR
P/E Ratio (TTM)31.5318.56
P/S Ratio (TTM)4.562.74
P/B Ratio (MRQ)4.172.82
Free Cash Flow Yield (TTM)3.50%4.77%