PNR:NYE-Pentair plc. (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 85.02

Change

+2.38 (+2.88)%

Market Cap

USD 10.47B

Volume

1.97M

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: 2024-03-27 )

Largest Industry Peers for Specialty Industrial Machinery

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

+7.20 (+2.27%)

USD 132.17B
ITW Illinois Tool Works Inc

+0.12 (+0.05%)

USD 74.82B
PH Parker-Hannifin Corporation

+4.26 (+0.78%)

USD 72.77B
EMR Emerson Electric Company

+0.29 (+0.26%)

USD 65.48B
CMI Cummins Inc

-0.47 (-0.16%)

USD 41.12B
AME Ametek Inc

-0.42 (-0.24%)

USD 41.04B
OTIS Otis Worldwide Corp

-0.82 (-0.88%)

USD 38.44B
IR Ingersoll Rand Inc

+1.47 (+1.60%)

USD 35.66B
ROK Rockwell Automation Inc

+3.17 (+1.14%)

USD 30.94B
XYL Xylem Inc

+1.79 (+1.37%)

USD 30.72B

ETFs Containing PNR

PIO Invesco Global Water ETF 8.18 % 0.75 %

+0.26 (+0%)

USD 0.29B
AQWA:SW Global X Clean Water UCIT.. 7.09 % 0.00 %

+0.01 (+0%)

USD 0.01B
AQWA Global X Clean Water ETF 7.02 % 0.00 %

+0.01 (+0%)

USD 9.40M
LYWAT:SW Lyxor MSCI Water ESG Filt.. 5.56 % 0.00 %

+0.55 (+0%)

USD 1.51B
WATU:LSE Lyxor MSCI Water ESG Filt.. 5.49 % 0.00 %

+0.62 (+0%)

USD 1.51B
WATC:SW Lyxor MSCI Water ESG Filt.. 5.25 % 0.00 %

N/A

USD 0.04B
AKWA:XETRA Global X Clean Water UCIT.. 4.70 % 0.00 %

+0.38 (+0%)

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 4.58 % 0.00 %

+0.34 (+0%)

USD 4.08M
AQWG:LSE Global X Clean Water UCIT.. 4.58 % 0.00 %

+0.27 (+0%)

USD 0.01B
EBLU Ecofin Global Water ESG F.. 4.10 % 0.00 %

+0.16 (+0%)

USD 0.05B
PHO Invesco Water Resources E.. 4.01 % 0.60 %

+0.03 (+0%)

USD 2.04B
IH2O:SW iShares Global Water UCIT.. 3.29 % 0.00 %

+1.23 (+0%)

USD 2.24B
SIMS SPDR S&P Kensho Intellige.. 3.07 % 0.46 %

+0.32 (+0%)

USD 0.02B
GLGG:LSE L&G Clean Water UCITS ETF 2.20 % 0.00 %

+9.00 (+0%)

USD 0.42B
GLUG:LSE L&G Clean Water UCITS ETF 2.20 % 0.00 %

+0.20 (+0%)

USD 0.42B
KNG 1.66 % 0.00 %

N/A

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

+0.34 (+0%)

USD 0.99B
CWW.A:CA 0.00 % 1.49 %

N/A

N/A
QRI:CA 0.00 % 1.06 %

N/A

N/A
XKII 0.00 % 0.46 %

N/A

N/A
WBID 0.00 % 1.06 %

N/A

N/A
IH2O:LSE iShares Global Water UCIT.. 0.00 % 0.00 %

+57.50 (+0%)

USD 2.26B
WATL:LSE Lyxor MSCI Water ESG Filt.. 0.00 % 0.00 %

+65.50 (+0%)

USD 1.53B
ENG:PA BNP Paribas EASY ECPI Glo.. 0.00 % 0.00 %

-0.02 (0%)

USD 0.21B
WAT:PA Multi Units France - Lyxo.. 0.00 % 0.00 %

+0.90 (+0%)

USD 1.51B
IQQQ:F iShares Global Water UCIT.. 0.00 % 0.00 %

+0.64 (+0%)

USD 2.29B
XU61:F BNP Paribas Easy SICAV - .. 0.00 % 0.00 %

+0.27 (+0%)

USD 0.24B
IQQQ:XETRA iShares Global Water UCIT.. 0.00 % 0.00 %

+0.72 (+0%)

USD 2.29B
LYM8:XETRA Lyxor MSCI Water ESG Filt.. 0.00 % 0.00 %

+0.87 (+0%)

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

+0.49 (+0%)

USD 0.27B
XMLC:XETRA L&G Clean Water UCITS ETF 0.00 % 0.00 %

+0.25 (+0%)

USD 0.42B
ENGUS:PA BNP Paribas Easy ECPI Glo.. 0.00 % 0.00 %

-0.07 (0%)

N/A

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 16.93% 74% C 89% A-
Dividend Return 0.32% 46% F 17% F
Total Return 17.25% 72% C 89% A-
Trailing 12 Months  
Capital Gain 57.68% 80% B- 92% A
Dividend Return 1.65% 63% D 23% F
Total Return 59.33% 80% B- 92% A
Trailing 5 Years  
Capital Gain 91.01% 73% C 84% B
Dividend Return 9.10% 56% F 34% F
Total Return 100.11% 68% D+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 20.14% 80% B- 85% B
Dividend Return 21.80% 80% B- 85% B
Total Return 1.67% 61% D- 41% F
Risk Return Profile  
Volatility (Standard Deviation) 39.61% 22% F 26% F
Risk Adjusted Return 55.05% 73% C 82% B
Market Capitalization 10.47B 73% C 87% B+

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 21.50 76% 37%
Price/Book Ratio 4.14 37% 21%
Price / Cash Flow Ratio 21.53 45% 15%
Price/Free Cash Flow Ratio 17.90 37% 18%
Management Effectiveness  
Return on Equity 21.02% 77% 83%
Return on Invested Capital 14.53% 74% 77%
Return on Assets 7.52% 69% 85%
Debt to Equity Ratio 61.80% 36% 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 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.

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.

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.