Pentair Plc Stock Return On Equity

PNR Stock

USD 106.05 1.88 1.80%

Pentair PLC fundamentals help investors to digest information that contributes to Pentair PLC's financial success or failures. It also enables traders to predict the movement of Pentair Stock. The fundamental analysis module provides a way to measure Pentair PLC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pentair PLC stock.

		Last Reported	Projected for Next Year
	Return On Equity	0.19	0.20

As of 11/22/2024, Return On Equity is likely to grow to 0.20.

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Pentair PLC Company Return On Equity Analysis

Pentair PLC's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Pentair PLC Return On Equity

0.2

Most of Pentair PLC's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pentair PLC is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Pentair Return On Equity Driver Correlations

Understanding the fundamental principles of building solid financial models for Pentair PLC is extremely important. It helps to project a fair market value of Pentair Stock properly, considering its historical fundamentals such as Return On Equity. Since Pentair PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Pentair PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Pentair PLC's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Common Stock	Long Term Debt	Good Will	Property Plant Equipment	Current Deferred Revenue	Net Tangible Assets	Total Permanent Equity	Capital Surpluse	Deferred Long Term Liab	Long Term Debt Total	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.93	0.62	0.77	0.88	0.95	0.98	-0.15	0.9	0.83	0.6	0.83	0.91	0.83	0.44	-0.61	-0.19	0.66	0.9	0.64	0.25	0.51	0.54	0.51	0.2
Total Stockholder Equity	0.93		0.34	0.73	0.88	0.78	0.93	0.03	0.78	0.84	0.76	0.58	0.84	0.84	0.44	-0.48	-0.06	0.71	0.77	0.38	0.17	0.38	0.51	0.46	0.19
Net Debt	0.62	0.34		0.63	0.35	0.8	0.55	-0.22	0.59	0.36	-0.1	0.87	0.52	0.28	0.08	-0.5	-0.42	0.15	0.67	0.78	0.2	0.36	0.33	0.4	0.09
Retained Earnings	0.77	0.73	0.63		0.54	0.72	0.69	0.18	0.59	0.5	0.26	0.64	0.58	0.49	0.33	-0.37	-0.16	0.51	0.59	0.53	0.08	0.32	0.55	0.67	0.03
Net Receivables	0.88	0.88	0.35	0.54		0.78	0.95	-0.33	0.88	0.95	0.79	0.61	0.95	0.89	0.63	-0.5	-0.21	0.79	0.73	0.43	0.31	0.52	0.42	0.37	0.16
Total Liab	0.95	0.78	0.8	0.72	0.78		0.92	-0.28	0.9	0.74	0.4	0.95	0.87	0.72	0.39	-0.65	-0.28	0.54	0.92	0.79	0.29	0.55	0.51	0.49	0.19
Total Current Assets	0.98	0.93	0.55	0.69	0.95	0.92		-0.26	0.93	0.9	0.7	0.78	0.96	0.89	0.54	-0.58	-0.23	0.73	0.87	0.61	0.31	0.56	0.52	0.48	0.18
Short Term Debt	-0.15	0.03	-0.22	0.18	-0.33	-0.28	-0.26		-0.49	-0.2	-0.23	-0.38	-0.43	-0.33	-0.48	0.12	0.44	-0.27	-0.2	-0.51	-0.35	-0.66	-0.21	-0.17	-0.05
Intangible Assets	0.9	0.78	0.59	0.59	0.88	0.9	0.93	-0.49		0.78	0.61	0.86	0.98	0.84	0.57	-0.39	-0.24	0.62	0.77	0.74	0.34	0.63	0.49	0.57	0.02
Accounts Payable	0.83	0.84	0.36	0.5	0.95	0.74	0.9	-0.2	0.78		0.71	0.54	0.87	0.76	0.49	-0.57	-0.11	0.72	0.68	0.3	0.18	0.36	0.22	0.17	0.24
Common Stock	0.6	0.76	-0.1	0.26	0.79	0.4	0.7	-0.23	0.61	0.71		0.21	0.68	0.76	0.56	-0.22	0.03	0.75	0.42	0.09	0.18	0.34	0.28	0.21	0.12
Long Term Debt	0.83	0.58	0.87	0.64	0.61	0.95	0.78	-0.38	0.86	0.54	0.21		0.78	0.61	0.33	-0.53	-0.34	0.37	0.84	0.91	0.32	0.59	0.51	0.57	0.07
Good Will	0.91	0.84	0.52	0.58	0.95	0.87	0.96	-0.43	0.98	0.87	0.68	0.78		0.86	0.55	-0.41	-0.18	0.65	0.76	0.6	0.29	0.54	0.41	0.44	0.06
Property Plant Equipment	0.83	0.84	0.28	0.49	0.89	0.72	0.89	-0.33	0.84	0.76	0.76	0.61	0.86		0.68	-0.47	-0.38	0.74	0.79	0.54	0.57	0.66	0.61	0.52	0.1
Current Deferred Revenue	0.44	0.44	0.08	0.33	0.63	0.39	0.54	-0.48	0.57	0.49	0.56	0.33	0.55	0.68		-0.34	-0.41	0.86	0.34	0.42	0.65	0.7	0.54	0.48	0.08
Net Tangible Assets	-0.61	-0.48	-0.5	-0.37	-0.5	-0.65	-0.58	0.12	-0.39	-0.57	-0.22	-0.53	-0.41	-0.47	-0.34		0.44	-0.5	-0.77	-0.46	-0.4	-0.48	-0.41	-0.11	-0.58
Total Permanent Equity	-0.19	-0.06	-0.42	-0.16	-0.21	-0.28	-0.23	0.44	-0.24	-0.11	0.03	-0.34	-0.18	-0.38	-0.41	0.44		-0.27	-0.42	-0.54	-0.66	-0.71	-0.56	-0.39	-0.36
Capital Surpluse	0.66	0.71	0.15	0.51	0.79	0.54	0.73	-0.27	0.62	0.72	0.75	0.37	0.65	0.74	0.86	-0.5	-0.27		0.52	0.35	0.36	0.62	0.57	0.41	0.21
Deferred Long Term Liab	0.9	0.77	0.67	0.59	0.73	0.92	0.87	-0.2	0.77	0.68	0.42	0.84	0.76	0.79	0.34	-0.77	-0.42	0.52		0.71	0.42	0.58	0.59	0.4	0.31
Long Term Debt Total	0.64	0.38	0.78	0.53	0.43	0.79	0.61	-0.51	0.74	0.3	0.09	0.91	0.6	0.54	0.42	-0.46	-0.54	0.35	0.71		0.43	0.79	0.68	0.71	0.11
Short Long Term Debt	0.25	0.17	0.2	0.08	0.31	0.29	0.31	-0.35	0.34	0.18	0.18	0.32	0.29	0.57	0.65	-0.4	-0.66	0.36	0.42	0.43		0.52	0.4	0.31	0.11
Cash And Equivalents	0.51	0.38	0.36	0.32	0.52	0.55	0.56	-0.66	0.63	0.36	0.34	0.59	0.54	0.66	0.7	-0.48	-0.71	0.62	0.58	0.79	0.52		0.79	0.65	0.33
Net Invested Capital	0.54	0.51	0.33	0.55	0.42	0.51	0.52	-0.21	0.49	0.22	0.28	0.51	0.41	0.61	0.54	-0.41	-0.56	0.57	0.59	0.68	0.4	0.79		0.81	0.23
Net Working Capital	0.51	0.46	0.4	0.67	0.37	0.49	0.48	-0.17	0.57	0.17	0.21	0.57	0.44	0.52	0.48	-0.11	-0.39	0.41	0.4	0.71	0.31	0.65	0.81		-0.06
Capital Stock	0.2	0.19	0.09	0.03	0.16	0.19	0.18	-0.05	0.02	0.24	0.12	0.07	0.06	0.1	0.08	-0.58	-0.36	0.21	0.31	0.11	0.11	0.33	0.23	-0.06

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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

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Predict Pentair PLC

Return On Equity Over Time

Pentair Total Stockholder Equity

Total Stockholder Equity

1.98 Billion

At this time, Pentair PLC's Total Stockholder Equity is relatively stable compared to the past year.

Based on the latest financial disclosure, Pentair PLC has a Return On Equity of 0.2041. This is 53.61% lower than that of the Machinery sector and significantly higher than that of the Industrials industry. The return on equity for all United States stocks is 165.84% lower than that of the firm.

Pentair Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pentair PLC's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Pentair PLC could also be used in its relative valuation, which is a method of valuing Pentair PLC by comparing valuation metrics of similar companies.

Pentair PLC is currently under evaluation in return on equity category among its peers.

Pentair PLC ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Pentair PLC's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Pentair PLC's managers, analysts, and investors.

Environmental

Governance

Social

Pentair Fundamentals

	Return On Equity	0.2
	Return On Asset	0.0838
	Profit Margin	0.16 %
	Operating Margin	0.21 %
	Current Valuation	18.74 B
	Shares Outstanding	165.23 M
	Shares Owned By Insiders	0.62 %
	Shares Owned By Institutions	95.13 %
	Number Of Shares Shorted	3.15 M
	Price To Earning	14.34 X
	Price To Book	4.92 X
	Price To Sales	4.20 X
	Revenue	4.1 B
	Gross Profit	1.39 B
	EBITDA	739.2 M
	Net Income	622.9 M
	Cash And Equivalents	108.9 M
	Cash Per Share	0.72 X
	Total Debt	2.09 B
	Debt To Equity	0.94 %
	Current Ratio	1.42 X
	Book Value Per Share	21.18 X
	Cash Flow From Operations	619.2 M
	Short Ratio	1.93 X
	Earnings Per Share	4.00 X
	Price To Earnings To Growth	1.90 X
	Target Price	108.45
	Number Of Employees	10.5 K
	Beta	1.19
	Market Capitalization	17.21 B
	Total Asset	6.56 B
	Retained Earnings	1.87 B
	Working Capital	619.4 M
	Current Asset	2.78 B
	Current Liabilities	1.49 B
	Annual Yield	0.01 %
	Five Year Return	1.82 %
	Net Asset	6.56 B
	Last Dividend Paid	0.91

About Pentair PLC Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Pentair PLC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pentair PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pentair PLC based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Pentair PLC

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pentair PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pentair PLC will appreciate offsetting losses from the drop in the long position's value.

Moving together with Pentair Stock

0.81	B	Barnes Group	Pair Corr
0.76	BW	Babcock Wilcox Enter	Pair Corr
0.8	CR	Crane Company	Pair Corr
0.9	IR	Ingersoll Rand Sell-off Trend	Pair Corr

Moving against Pentair Stock

0.89	RR	Richtech Robotics Class	Pair Corr
0.88	CVV	CVD Equipment	Pair Corr
0.39	AOS	Smith AO	Pair Corr
0.35	CXT	Crane NXT	Pair Corr

The ability to find closely correlated positions to Pentair PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pentair PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pentair PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pentair PLC to buy it.

The correlation of Pentair PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pentair PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pentair PLC moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Pentair PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Pentair Stock Analysis

When running Pentair PLC's price analysis, check to measure Pentair PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pentair PLC is operating at the current time. Most of Pentair PLC's value examination focuses on studying past and present price action to predict the probability of Pentair PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pentair PLC's price. Additionally, you may evaluate how the addition of Pentair PLC to your portfolios can decrease your overall portfolio volatility.

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