# Pentair plc. (PNR) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Industrials / Machinery. Price $69.73, market value $11.1 billion.

## Valuation
- **P/E (trailing): 19.0×** (5-yr avg 21.4×, 3-yr avg 23.7×). Pentair plc. trades at 19.0× trailing earnings, close to its own five-year average of 21.4×. The Industrials median in the September 2026 study was 25.7×. Forward P/E is 13.2×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 2.24**. A PEG of 2.24 means the P/E is high relative to expected earnings growth; the price already assumes a lot.
- **Price / sales: 2.8×**. Each dollar of revenue is priced at 2.8×.
- **Price / book: 2.9×**. The shares trade at 2.9× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 5.8%** (5-yr avg 4.4%). Free cash flow equals 5.8% of the market value, above its five-year average of 4.4%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 5.3%**. The inverse of the P/E: 5.3% of the price is earned each year.

## Profitability
- **Gross margin: 41.2%**. Pentair plc. keeps 41.2% of revenue after the direct cost of what it sells.
- **Operating margin: 19.6%**. 19.6% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 15.7%**. 15.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 16.9%**. 16.9% on shareholders' equity is solid.
- **Return on invested capital: 11.4%**. Return on all capital, debt included, is 11.4%.
- **Return on assets: 8.9%**. Each dollar of assets produces 8.9% of profit.

## Growth
- **Revenue growth (1 yr): 2.3%** (3-yr 0.4%/yr, 5-yr 6.7%/yr). Revenue grew 2.3% over the last year, against 6.7% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 5.9%** (3-yr 10.9%/yr, 5-yr 13.1%/yr). Earnings per share rose 5.9%, roughly in step with revenue.
- **Free-cash-flow growth (3 yr): 38.9%/yr**. Free cash flow has compounded at 38.9% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 0.42**. Debt is 0.42 times equity: a conservative balance sheet.
- **Current ratio: 1.61** (quick 1.61). Current assets cover the next year's liabilities 1.61 times.
- **Altman Z-score: 4.14**. A Z-score of 4.14 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend yield: 1.55%** ($1.06 per share, trailing). Pentair plc. yields 1.55%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 25%** (27% of free cash flow). 25% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 6**. 6 straight years of increases.
- **Dividend growth (5 yr): 5.6%/yr** (1-yr 8.7%). The dividend has grown 5.6% a year over five years.

## Analyst view
- **Analyst consensus: buy** (15 analysts). 15 analysts cover Pentair plc.; the consensus is buy, with an average price target of $73.60 (+6% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -33.0%** (YTD -31.6%, 3-mo 5.2%). The shares are down 33.0% over twelve months including dividends.
- **From 52-week high: -36.5%** (36.4% above the low). Trading 37% below its 52-week high, deep in a drawdown.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 87**. An RSI of 87 is in overbought territory; short-term pullbacks are common from here.
- **Beta (1 yr): 0.90** (volatility 36%). Beta of 0.90 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=PNR · Page: https://foliofundamentals.com/stocks/pnr

Not investment advice.