Pentair Plc Stock Buy Hold or Sell Recommendation
| PNR Stock | USD 108.96 0.15 0.14% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Pentair PLC is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Pentair PLC given historical horizon and risk tolerance towards Pentair PLC. When Macroaxis issues a 'buy' or 'sell' recommendation for Pentair PLC, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Pentair PLC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Pentair Stock, please use our How to Invest in Pentair PLC guide. Note, we conduct extensive research on individual companies such as Pentair and provide practical buy, sell, or hold advice based on investors' constraints. Pentair PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Pentair |
Execute Pentair PLC Buy or Sell Advice
The Pentair recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Pentair PLC. Macroaxis does not own or have any residual interests in Pentair PLC or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Pentair PLC's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Strong | 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 |
Pentair PLC Trading Alerts and Improvement Suggestions
| 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 investing.com: Pentairs SWOT analysis water solutions giant rides transformation wave |
Pentair PLC Returns Distribution Density
The distribution of Pentair PLC's historical returns is an attempt to chart the uncertainty of Pentair PLC's future price movements. The chart of the probability distribution of Pentair PLC daily returns describes the distribution of returns around its average expected value. We use Pentair PLC price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Pentair PLC returns is essential to provide solid investment advice for Pentair PLC.
| Mean Return | 0.36 | Value At Risk | -1.08 | Potential Upside | 1.95 | Standard Deviation | 1.06 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Pentair PLC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Pentair Stock Institutional Investors
The Pentair PLC's institutional investors refer to entities that pool money to purchase Pentair PLC's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| 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 Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 13.6M | (29.1M) | (121.4M) | (187M) | 109.6M | 115.1M | |
| Change In Cash | 8.2M | (400K) | 12.4M | 14.4M | 61.4M | 64.5M | |
| Free Cash Flow | 294.5M | 511.4M | 553M | 278.1M | 543.2M | 570.4M | |
| Depreciation | 80M | 75.1M | 77.5M | 106.6M | 114.8M | 101.3M | |
| Other Non Cash Items | 10.3M | 400K | (5.7M) | 10.6M | 3.5M | 3.3M | |
| Dividends Paid | 122.7M | 127.1M | 133M | 138.6M | 145.2M | 95.8M | |
| Capital Expenditures | 58.5M | 62.2M | 60.2M | 85.2M | 76M | 80.4M | |
| Net Income | 355.7M | 358.6M | 553M | 480.9M | 622.9M | 654.0M | |
| End Period Cash Flow | 82.5M | 82.1M | 94.5M | 108.9M | 170.3M | 178.8M | |
| Change To Netincome | 13.3M | 25.3M | 15.1M | (18.3M) | (21.0M) | (20.0M) | |
| Change Receivables | (17.5M) | 148.3M | (142M) | 30.4M | 35.0M | 36.7M | |
| Net Borrowings | 51.5M | (191.5M) | 55.1M | 1.4B | 1.6B | 1.7B | |
| Investments | (331.9M) | (117.9M) | (390.7M) | (1.6B) | 15.2M | 16.0M |
Pentair PLC Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Pentair PLC or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Pentair PLC's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Pentair stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 1.05 | |
Ir | Information ratio | 0.21 |
Pentair PLC Volatility Alert
Pentair PLC has low volatility with Treynor Ratio of 0.48, Maximum Drawdown of 5.19 and kurtosis of 0.39. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Pentair PLC's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Pentair PLC's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Pentair PLC Fundamentals Vs Peers
Comparing Pentair PLC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Pentair PLC's direct or indirect competition across all of the common fundamentals between Pentair PLC and the related equities. This way, we can detect undervalued stocks with similar characteristics as Pentair PLC or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Pentair PLC's fundamental indicators could also be used in its relative valuation, which is a method of valuing Pentair PLC by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Pentair PLC to competition |
| Fundamentals | Pentair PLC | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0838 | -0.14 |
| Profit Margin | 0.16 % | (1.27) % |
| Operating Margin | 0.21 % | (5.51) % |
| Current Valuation | 19.36 B | 16.62 B |
| Shares Outstanding | 165.23 M | 571.82 M |
| Shares Owned By Insiders | 0.62 % | 10.09 % |
| Shares Owned By Institutions | 95.01 % | 39.21 % |
| Number Of Shares Shorted | 2.42 M | 4.71 M |
| Price To Earning | 14.34 X | 28.72 X |
| Price To Book | 5.10 X | 9.51 X |
| Price To Sales | 4.40 X | 11.42 X |
| Revenue | 4.1 B | 9.43 B |
| Gross Profit | 1.39 B | 27.38 B |
| EBITDA | 739.2 M | 3.9 B |
| Net Income | 622.9 M | 570.98 M |
| Cash And Equivalents | 108.9 M | 2.7 B |
| Cash Per Share | 0.72 X | 5.01 X |
| Total Debt | 2.09 B | 5.32 B |
| Debt To Equity | 0.94 % | 48.70 % |
| Current Ratio | 1.42 X | 2.16 X |
| Book Value Per Share | 21.18 X | 1.93 K |
| Cash Flow From Operations | 619.2 M | 971.22 M |
| Short Ratio | 1.62 X | 4.00 X |
| Earnings Per Share | 4.00 X | 3.12 X |
| Price To Earnings To Growth | 1.97 X | 4.89 X |
| Target Price | 109.28 | |
| Number Of Employees | 10.5 K | 18.84 K |
| Beta | 1.19 | -0.15 |
| Market Capitalization | 18.03 B | 19.03 B |
| Total Asset | 6.56 B | 29.47 B |
| Retained Earnings | 1.87 B | 9.33 B |
| Working Capital | 619.4 M | 1.48 B |
Note: Disposition of 1495 shares by Adrian Chiu of Pentair PLC at 44.11 subject to Rule 16b-3 [view details]
Pentair PLC Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Pentair . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Pentair PLC Buy or Sell Advice
When is the right time to buy or sell Pentair PLC? Buying financial instruments such as Pentair Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Pentair PLC in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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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.