Is Pentair PLC Stock a Good Investment?
Pentair PLC Investment Advice | PNR |
- Examine Pentair PLC's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Pentair PLC's leadership team and their track record. Good management can help Pentair PLC navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Pentair PLC's business and its evolving consumer preferences.
- Compare Pentair PLC's performance and market position to its competitors. Analyze how Pentair PLC is positioned in terms of product offerings, innovation, and market share.
- Check if Pentair PLC pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Pentair PLC's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Pentair PLC stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Pentair PLC is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Pentair PLC Stock
Researching Pentair PLC's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.95. Pentair PLC last dividend was issued on the 18th of October 2024. The entity had 1489:1000 split on the 1st of May 2018.
To determine if Pentair PLC is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Pentair PLC's research are outlined below:
| Pentair PLC is unlikely to experience financial distress in the next 2 years | |
| Pentair PLC has a strong financial position based on the latest SEC filings | |
| Over 95.0% of the company shares are owned by institutional investors | |
| On 1st of November 2024 Pentair PLC paid $ 0.23 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Waste Connections Up 5.9 percent Since Last Earnings Report Can It Continue |
Pentair PLC Quarterly Gross Profit |
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Pentair PLC uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Pentair PLC. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Pentair PLC's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 30th of January 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 30th of January 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Pentair PLC's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Pentair PLC's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2001-02-01 | 2000-12-31 | -0.03 | -0.01 | 0.02 | 66 | ||
2006-10-24 | 2006-09-30 | 0.3 | 0.33 | 0.03 | 10 | ||
2002-04-16 | 2002-03-31 | 0.19 | 0.22 | 0.03 | 15 | ||
2002-02-07 | 2001-12-31 | 0.11 | 0.14 | 0.03 | 27 | ||
2005-04-26 | 2005-03-31 | 0.38 | 0.42 | 0.04 | 10 | ||
2004-04-26 | 2004-03-31 | 0.36 | 0.4 | 0.04 | 11 | ||
2008-04-22 | 2008-03-31 | 0.48 | 0.53 | 0.05 | 10 | ||
2010-07-29 | 2010-06-30 | 0.55 | 0.61 | 0.06 | 10 |
Know Pentair PLC's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Pentair PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Pentair PLC backward and forwards among themselves. Pentair PLC's institutional investor refers to the entity that pools money to purchase Pentair PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Millennium Management Llc | 2024-06-30 | 2.9 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.6 M | Proshare Advisors Llc | 2024-09-30 | 2.1 M | Massachusetts Financial Services Company | 2024-09-30 | 2.1 M | Alliancebernstein L.p. | 2024-06-30 | 1.7 M | Legal & General Group Plc | 2024-06-30 | 1.7 M | Kayne Anderson Rudnick Investment Management Llc | 2024-06-30 | 1.6 M | Northern Trust Corp | 2024-09-30 | 1.5 M | Clark Capital Management Group Inc | 2024-09-30 | 1.4 M | Vanguard Group Inc | 2024-09-30 | 20.1 M | Blackrock Inc | 2024-06-30 | 15.6 M |
Pentair PLC's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 17.67 B.Market Cap |
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Pentair PLC's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.28 | 0.29 | |
| Return On Capital Employed | 0.13 | 0.12 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.19 | 0.20 |
Determining Pentair PLC's profitability involves analyzing its financial statements and using various financial metrics to determine if Pentair PLC is a good buy. For example, gross profit margin measures Pentair PLC's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Pentair PLC's profitability and make more informed investment decisions.
Pentair PLC's Earnings Breakdown by Geography
Evaluate Pentair PLC's management efficiency
Pentair PLC has Return on Asset of 0.0838 % which means that on every $100 spent on assets, it made $0.0838 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2041 %, implying that it generated $0.2041 on every 100 dollars invested. Pentair PLC's management efficiency ratios could be used to measure how well Pentair PLC manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Pentair PLC's Return On Tangible Assets are relatively stable compared to the past year. As of 11/25/2024, Return On Assets is likely to grow to 0.1, while Return On Capital Employed is likely to drop 0.12. At this time, Pentair PLC's Non Currrent Assets Other are relatively stable compared to the past year. As of 11/25/2024, Other Current Assets is likely to grow to about 166.5 M, while Non Current Assets Total are likely to drop slightly above 3.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 19.49 | 12.38 | |
| Tangible Book Value Per Share | (6.66) | (6.33) | |
| Enterprise Value Over EBITDA | 15.53 | 9.06 | |
| Price Book Value Ratio | 3.73 | 3.92 | |
| Enterprise Value Multiple | 15.53 | 9.06 | |
| Price Fair Value | 3.73 | 3.92 | |
| Enterprise Value | 12.5 B | 13.2 B |
Leadership effectiveness at Pentair PLC is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Dividend Yield 0.0086 | Forward Dividend Yield 0.0086 | Forward Dividend Rate 0.92 | Beta 1.189 |
Basic technical analysis of Pentair Stock
As of the 25th of November, Pentair PLC holds the Semi Deviation of 0.4315, coefficient of variation of 299.54, and Risk Adjusted Performance of 0.2591. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pentair PLC, as well as the relationship between them. Please check Pentair PLC standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Pentair PLC is priced some-what accurately, providing market reflects its current price of 106.93 per share. Given that Pentair PLC has jensen alpha of 0.2667, we recommend you to check out Pentair PLC's recent market performance to make sure the company can sustain itself at a future point.Pentair PLC's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Pentair PLC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Pentair PLC's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Pentair PLC insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Adrian Chiu over three weeks ago Disposition of 1495 shares by Adrian Chiu of Pentair PLC at 44.11 subject to Rule 16b-3 | ||
Theodore Harris over six months ago Acquisition by Theodore Harris of 2256 shares of Pentair PLC subject to Rule 16b-3 | ||
John Stauch over six months ago Disposition of 32596 shares by John Stauch of Pentair PLC at 71.4216 subject to Rule 16b-3 | ||
Stephen Pilla over six months ago Acquisition by Stephen Pilla of 3437 shares of Pentair PLC subject to Rule 16b-3 | ||
Demon Wiggins over six months ago Disposition of 464 shares by Demon Wiggins of Pentair PLC at 78.33 subject to Rule 16b-3 | ||
John Stauch over a year ago Bona fide gift to John Stauch of 141883 shares of Pentair PLC subject to Section 16 | ||
James Wamsley over a year ago Acquisition by James Wamsley of 13702 shares of Pentair PLC subject to Rule 16b-3 | ||
Wiggins Demon L over a year ago Payment of 454 shares by Wiggins Demon L of Pentair PLC subject to Rule 16b-3 |
Pentair PLC's Outstanding Corporate Bonds
Pentair PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Pentair PLC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Pentair bonds can be classified according to their maturity, which is the date when Pentair PLC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Pentair PLC's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Pentair PLC's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2591 | |||
| Market Risk Adjusted Performance | 0.4739 | |||
| Mean Deviation | 0.891 | |||
| Semi Deviation | 0.4315 | |||
| Downside Deviation | 0.8524 | |||
| Coefficient Of Variation | 299.54 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Information Ratio | 0.216 | |||
| Jensen Alpha | 0.2667 | |||
| Total Risk Alpha | 0.1858 | |||
| Sortino Ratio | 0.2813 | |||
| Treynor Ratio | 0.4639 | |||
| Maximum Drawdown | 5.49 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 2.15 | |||
| Downside Variance | 0.7266 | |||
| Semi Variance | 0.1862 | |||
| Expected Short fall | (1.12) | |||
| Skewness | 0.2475 | |||
| Kurtosis | 0.3735 |
| Risk Adjusted Performance | 0.2591 | |||
| Market Risk Adjusted Performance | 0.4739 | |||
| Mean Deviation | 0.891 | |||
| Semi Deviation | 0.4315 | |||
| Downside Deviation | 0.8524 | |||
| Coefficient Of Variation | 299.54 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Information Ratio | 0.216 | |||
| Jensen Alpha | 0.2667 | |||
| Total Risk Alpha | 0.1858 | |||
| Sortino Ratio | 0.2813 | |||
| Treynor Ratio | 0.4639 | |||
| Maximum Drawdown | 5.49 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 2.15 | |||
| Downside Variance | 0.7266 | |||
| Semi Variance | 0.1862 | |||
| Expected Short fall | (1.12) | |||
| Skewness | 0.2475 | |||
| Kurtosis | 0.3735 |
Consider Pentair PLC's intraday indicators
Pentair PLC intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Pentair PLC stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Pentair PLC Corporate Filings
F4 | 5th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 22nd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 25th of June 2024 Other Reports | ViewVerify | |
| 29th of May 2024 Other Reports | ViewVerify |
Pentair Stock media impact
Far too much social signal, news, headlines, and media speculation about Pentair PLC that are available to investors today. That information is available publicly through Pentair media outlets and privately through word of mouth or via Pentair internal channels. However, regardless of the origin, that massive amount of Pentair data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Pentair PLC news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Pentair PLC relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Pentair PLC's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Pentair PLC alpha.
Pentair PLC Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Pentair PLC can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Pentair PLC Historical Investor Sentiment
Investor biases related to Pentair PLC's public news can be used to forecast risks associated with an investment in Pentair. The trend in average sentiment can be used to explain how an investor holding Pentair can time the market purely based on public headlines and social activities around Pentair PLC. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Pentair PLC's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Pentair PLC and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Pentair PLC news discussions. The higher the estimate score, the more favorable the investor's outlook on Pentair PLC.
Pentair PLC Corporate Directors
| Glynis Bryan | Independent Director | Profile | |
| Billie Williamson | Independent Director | Profile | |
| Michael Speetzen | Independent Director | Profile | |
| Theodore Harris | Independent Director | Profile |
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.