Pentair Plc Stock Buy Hold or Sell Recommendation

PNR Stock  USD 91.20  1.35  1.50%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Pentair PLC is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Pentair PLC within the specified time frame.
  
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.

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

3  Months

Risk Tolerance

I am an educated risk taker
Execute Advice
Sell Pentair PLCBuy Pentair PLC
JavaScript chart by amCharts 3.21.15
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Pentair PLC has a Risk Adjusted Performance of (0.16), Jensen Alpha of (0.23), Total Risk Alpha of (0.21) and Treynor Ratio of (0.25)
Macroaxis provides advice on Pentair PLC to complement and cross-verify current analyst consensus on Pentair PLC. Our recommendation engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Pentair PLC is not overpriced, please check all Pentair PLC fundamentals, including its revenue, earnings per share, five year return, as well as the relationship between the total debt and total asset . Given that Pentair PLC has a price to earning of 14.34 X, we recommend you to check out Pentair PLC market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your recent risk tolerance and investing horizon.

Pentair PLC Trading Alerts and Improvement Suggestions

Pentair PLC generated a negative expected return over the last 90 days
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 7th of February 2025 Pentair PLC paid $ 0.25 per share dividend to its current shareholders
Latest headline from thelincolnianonline.com: Natixis Advisors LLC Sells 7,636 Shares of Pentair plc

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
-0.26
Value At Risk
-2.61
Potential Upside
1.93
Standard Deviation
1.48
   Return Density   
JavaScript chart by amCharts 3.21.15-6.05-4.52-2.99-1.53-0.07661.212.644.075.56.93VARUpside 0.050.100.15
JavaScript chart by amCharts 3.21.15GOOGLE
       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
Morgan Stanley - Brokerage Accounts2024-12-31
2.5 M
Dimensional Fund Advisors, Inc.2024-12-31
2.5 M
Massachusetts Financial Services Company2024-12-31
M
Northern Trust Corp2024-12-31
M
Proshare Advisors Llc2024-12-31
1.9 M
Citadel Advisors Llc2024-12-31
1.8 M
Kayne Anderson Rudnick Investment Management Llc2024-12-31
1.7 M
Legal & General Group Plc2024-12-31
1.6 M
Dekabank Deutsche Girozentrale2024-12-31
1.5 M
Vanguard Group Inc2024-12-31
20.2 M
Blackrock Inc2024-12-31
15.3 M
Note, although Pentair PLC's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Pentair PLC Cash Flow Accounts

202020212022202320242025 (projected)
Change To Inventory(29.1M)(121.4M)(187M)109.6M53.6M56.3M
Change In Cash(400K)12.4M14.4M61.4M(51.6M)(49.0M)
Free Cash Flow511.4M553M278.1M543.2M692.3M726.9M
Depreciation75.1M77.5M106.6M114.8M114.6M102.0M
Other Non Cash Items400K(5.7M)10.6M3.5M(1.6M)(1.5M)
Dividends Paid127.1M133M138.6M(145.2M)(152.3M)(144.7M)
Capital Expenditures62.2M60.2M85.2M76M74.4M79.8M
Net Income358.6M553M480.9M622.9M625.4M656.7M
End Period Cash Flow82.1M94.5M108.9M170.3M118.7M78.8M
Change To Netincome13.3M25.3M15.1M(18.3M)(21.0M)(20.0M)
Change Receivables(17.5M)148.3M(142M)30.4M35.0M36.7M
Net Borrowings51.5M(191.5M)55.1M1.4B1.6B1.7B
Investments(117.9M)(390.7M)(1.6B)15.2M(187.6M)(178.2M)

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
-0.23
β
Beta against Dow Jones1.07
σ
Overall volatility
1.45
Ir
Information ratio -0.16

Pentair PLC Volatility Alert

Pentair PLC exhibits very low volatility with skewness of -0.44 and kurtosis of 0.42. 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
FundamentalsPentair PLCPeer Average
Return On Equity0.18-0.31
Return On Asset0.0863-0.14
Profit Margin0.15 %(1.27) %
Operating Margin0.21 %(5.51) %
Current Valuation16.06 B16.62 B
Shares Outstanding164.82 M571.82 M
Shares Owned By Insiders0.60 %10.09 %
Shares Owned By Institutions95.40 %39.21 %
Number Of Shares Shorted2.31 M4.71 M
Price To Earning14.34 X28.72 X
Price To Book4.04 X9.51 X
Price To Sales3.63 X11.42 X
Revenue4.08 B9.43 B
Gross Profit1.6 B27.38 B
EBITDA803.8 M3.9 B
Net Income625.4 M570.98 M
Cash And Equivalents108.9 M2.7 B
Cash Per Share0.72 X5.01 X
Total Debt1.65 B5.32 B
Debt To Equity0.94 %48.70 %
Current Ratio1.42 X2.16 X
Book Value Per Share21.62 X1.93 K
Cash Flow From Operations766.7 M971.22 M
Short Ratio1.46 X4.00 X
Earnings Per Share3.74 X3.12 X
Price To Earnings To Growth1.53 X4.89 X
Target Price112.58
Number Of Employees9.75 K18.84 K
Beta1.22-0.15
Market Capitalization14.81 B19.03 B
Total Asset6.45 B29.47 B
Retained Earnings2.34 B9.33 B
Working Capital541 M1.48 B
Note: Disposition of 355 shares by Stephen Pilla of Pentair PLC at 101.06 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.

Use Investing Ideas to Build Portfolios

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?

Run Obamacare Repeal Thematic Idea Now

Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Obamacare Repeal Theme or any other thematic opportunities.
View All  Next Launch

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.