PNR:NYE-Pentair plc. (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 85.96

Change

+0.14 (+0.16)%

Market Cap

USD 10.47B

Volume

0.72M

Analyst Target

USD 48.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Pentair PLC is a diversified industrial manufacturing company. The Company's business segments are Valves & Controls, Flow & Filtration Solutions, Water Quality Systems and Technical Solutions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-28 )

Largest Industry Peers for Specialty Industrial Machinery

Symbol Name Price(Change) Market Cap
ETN Eaton Corporation PLC

+2.42 (+0.80%)

USD 113.45B
EMR Emerson Electric Company

+0.56 (+0.55%)

USD 57.18B
CMI Cummins Inc

+4.88 (+1.64%)

USD 40.18B
AME Ametek Inc

+0.62 (+0.37%)

USD 38.78B
OTIS Otis Worldwide Corp

+1.46 (+1.57%)

USD 36.62B
XYL Xylem Inc

-0.18 (-0.14%)

USD 31.53B
ROK Rockwell Automation Inc

+4.92 (+1.91%)

USD 29.27B
IEX IDEX Corporation

+1.67 (+0.84%)

USD 14.77B
GGG Graco Inc

+0.77 (+0.94%)

USD 13.52B
AOS Smith AO Corporation

+0.57 (+0.72%)

USD 11.66B

ETFs Containing PNR

AQWA Global X Clean Water ETF 7.22 % 0.00 %

+0.20 (+0.00%)

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 5.41 % 0.00 %

+0.55 (+0.00%)

USD 0.02B
AKWA:XETRA Global X Clean Water UCIT.. 5.34 % 0.00 %

+0.39 (+0.00%)

USD 0.01B
AQWA:SW Global X Clean Water UCIT.. 4.98 % 0.00 %

+0.27 (+0.00%)

N/A
AQWG:LSE Global X Clean Water UCIT.. 4.91 % 0.00 %

+0.45 (+0.00%)

N/A
WAT:PA Multi Units France - Lyxo.. 4.84 % 0.00 %

+0.80 (+0.00%)

USD 1.52B
LYWAT:SW Lyxor MSCI Water ESG Filt.. 4.84 % 0.00 %

N/A

USD 1.53B
WATC:SW Lyxor MSCI Water ESG Filt.. 4.84 % 0.00 %

+0.02 (+0.00%)

USD 0.07B
CGRN:CA CI Global Sustainable Inf.. 4.82 % 0.00 %

N/A

N/A
WATU:LSE Lyxor MSCI Water ESG Filt.. 4.53 % 0.00 %

+1.19 (+0.00%)

N/A
LYM8:F Multi Units France - Lyxo.. 4.49 % 0.00 %

+0.79 (+0.00%)

N/A
EBLU Ecofin Global Water ESG F.. 4.26 % 0.00 %

+0.35 (+0.00%)

USD 0.05B
GLGG:LSE L&G Clean Water UCITS ETF 2.34 % 0.00 %

+22.90 (+0.00%)

USD 0.46B
GLUG:LSE L&G Clean Water UCITS ETF 2.34 % 0.00 %

+0.38 (+0.00%)

USD 0.46B
LVNG:LSE Rize Environmental Impact.. 1.21 % 0.00 %

+6.10 (+0.00%)

USD 0.08B
WRLD:XETRA Rize Environmental Impact.. 1.21 % 0.00 %

+0.07 (+0.00%)

USD 0.08B
ENG:PA BNP Paribas EASY ECPI Glo.. 1.08 % 0.00 %

+0.83 (+0.00%)

USD 0.20B
XU61:F BNP Paribas Easy SICAV - .. 1.08 % 0.00 %

-0.02 (0.00%)

USD 0.24B
ENGUS:PA BNP Paribas Easy ECPI Glo.. 1.08 % 0.00 %

N/A

N/A
CGW Invesco S&P Global Water .. 0.00 % 0.60 %

+0.57 (+0.00%)

USD 0.98B
CWW.A:CA 0.00 % 1.49 %

N/A

N/A
FTRI First Trust Indxx Global .. 0.00 % 0.70 %

+0.17 (+0.00%)

USD 0.15B
PHO Invesco Water Resources E.. 0.00 % 0.60 %

+0.74 (+0.00%)

USD 2.23B
PIO Invesco Global Water ETF 0.00 % 0.75 %

+0.27 (+0.00%)

USD 0.28B
QRI:CA 0.00 % 1.06 %

N/A

N/A
XKII SPDR Kensho Intelligent S.. 0.00 % 0.46 %

+0.48 (+0.00%)

N/A
WBID 0.00 % 1.06 %

N/A

N/A
WATL:LSE Lyxor MSCI Water ESG Filt.. 0.00 % 0.00 %

+53.00 (+0.00%)

N/A
LYM8:XETRA Lyxor MSCI Water ESG Filt.. 0.00 % 0.00 %

+0.73 (+0.00%)

USD 1.57B
XU61:XETRA BNP Paribas EASY ECPI Glo.. 0.00 % 0.00 %

+0.64 (+0.00%)

USD 0.27B

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.22% 71% C- 82% B
Dividend Return 0.95% 56% F 25% F
Total Return 19.17% 75% C 81% B-
Trailing 12 Months  
Capital Gain 23.54% 69% C- 80% B-
Dividend Return 1.31% 58% F 18% F
Total Return 24.85% 69% C- 78% C+
Trailing 5 Years  
Capital Gain 139.31% 85% B 90% A-
Dividend Return 11.55% 65% D 41% F
Total Return 150.86% 87% B+ 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 23.81% 76% C+ 86% B+
Dividend Return 25.42% 80% B- 85% B
Total Return 1.62% 57% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 39.03% 24% F 25% F
Risk Adjusted Return 65.14% 78% C+ 82% B
Market Capitalization 10.47B 75% C 89% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Specialty Industrial Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.92 76% 37%
Price/Book Ratio 4.19 39% 21%
Price / Cash Flow Ratio 23.21 22% 14%
Price/Free Cash Flow Ratio 18.15 38% 21%
Management Effectiveness  
Return on Equity 20.72% 88% 84%
Return on Invested Capital 14.53% 79% 80%
Return on Assets 8.01% 76% 89%
Debt to Equity Ratio 61.80% 33% 54%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.