PNR vs EQH

Comparison between Pentair plc (PNR, Company) and Equitable Holdings Inc (EQH, Company).

PNR is from the Industrials sector, while EQH is from the Financial Services sector.

5-Year PerformanceEQH has outperformed PNR, delivering a return of +10.0% compared to +4.1%

PNR vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PNR(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.76%	61.62%
Sharpe Ratio	-0.96	-0.55
5Y Beta	1.07	1.37
Industry	Specialty Industrial Machinery	Asset Management
P/E Ratio	18.57	-15.94
Forward P/E	14.29	4.58
PEG Ratio	1.44	N/A
Dividend Yield	1.34%	1.85%
5Y Dividends CAGR	17.34%	14.87%
5Y EPS CAGR	16.99%	-30.68%
Debt to Equity	51.03%	1405.49%
Free Cash Flow Yield	5.89%	8.65%
P/S Ratio	2.88	1.04
P/B Ratio	3.10	164.14

Market Cap

PNR

$12B

Winner

EQH

$12B

Max Drawdown

PNR

61.76%

Winner

EQH

61.62%

Sharpe Ratio

PNR

-0.96

Winner

EQH

-0.55

5Y Beta

Winner

PNR

1.07

EQH

1.37

Industry

PNR

Specialty Industrial Machinery

EQH

Asset Management

P/E Ratio

PNR

18.57

Winner

EQH

-15.94

Forward P/E

PNR

14.29

Winner

EQH

4.58

PEG Ratio

PNR

1.44

EQH

N/A

Dividend Yield

PNR

1.34%

Winner

EQH

1.85%

5Y Dividends CAGR

Winner

PNR

17.34%

EQH

14.87%

5Y EPS CAGR

Winner

PNR

16.99%

EQH

-30.68%

Debt to Equity

Winner

PNR

51.03%

EQH

1405.49%

Free Cash Flow Yield

PNR

5.89%

Winner

EQH

8.65%

P/S Ratio

PNR

2.88

Winner

EQH

1.04

P/B Ratio

Winner

PNR

3.10

EQH

164.14

PNR vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	PNR	EQH
1 month	+3.92%	+4.91%
3 months	-10.80%	+15.04%
6 months	-27.29%	-8.14%
1 year	-24.79%	-19.45%
5 years(CAGR)	+4.09%	+9.99%
10 years(CAGR)	+9.02%	+12.80%
Max(CAGR)	+8.90%	+12.80%

PNR

+3.92%

Winner

EQH

+4.91%

PNR

-10.80%

Winner

EQH

+15.04%

PNR

-27.29%

Winner

EQH

-8.14%

PNR

-24.79%

Winner

EQH

-19.45%

5Y(CAGR)

PNR

+4.09%

Winner

EQH

+9.99%

10Y(CAGR)

PNR

+9.02%

Winner

EQH

+12.80%

Max(CAGR)

PNR

+8.90%

Winner

EQH

+12.80%

PNR vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PNR	EQH
2026	-27.15%	-6.98%
2025	+4.78%	+2.13%
2024	+43.53%	+45.79%
2023	+63.38%	+19.98%
2022	-35.55%	-11.54%
2021	+43.46%	+35.63%
2020	+16.49%	+6.06%
2019	+23.73%	+55.18%
2018	-18.43%	-17.22%
2017	+24.47%	N/A
2016	+16.58%	N/A
2015	-24.10%	N/A
2014	-12.26%	N/A
2013	+56.03%	N/A
2012	+47.19%	N/A
2011	-8.05%	N/A
2010	+11.89%	N/A
2009	+33.86%	N/A
2008	-29.21%	N/A
2007	+17.94%	N/A
2006	-6.85%	N/A
2005	-18.63%	N/A
2004	+92.41%	N/A
2003	+32.23%	N/A
2002	-3.85%	N/A
2001	+62.31%	N/A
2000	-32.45%	N/A
1999	+5.48%	N/A

PNR vs EQH Drawdown Comparison

The maximum drawdown for PNR was -58.94%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current PNR drawdown is -31.60%. The current EQH drawdown is -19.56%.

Rank	PNR	EQH
#1	-58.94% May 18, 2005 - Jul 1, 2011	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-53.67% Mar 7, 2014 - Oct 8, 2020	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-51.99% May 16, 2000 - Mar 12, 2002	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-50.46% Aug 16, 2021 - Feb 29, 2024	-34.83% Sep 4, 2018 - May 3, 2019
#5	-40.55% May 14, 2002 - Feb 4, 2004	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-36.63% Sep 11, 2025 - Jun 1, 2026	-19.60% May 5, 2021 - Nov 4, 2021
#7	-30.08% Dec 11, 2024 - Aug 13, 2025	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-28.43% Jul 7, 2011 - Mar 28, 2012	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-21.67% Mar 30, 2012 - Nov 23, 2012	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-18.87% Nov 16, 1999 - Mar 16, 2000	-12.24% May 3, 2019 - Jul 23, 2019
#11	-15.50% Jan 31, 2005 - May 17, 2005	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-12.77% Mar 28, 2024 - Jul 23, 2024	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-10.47% Mar 16, 2000 - Apr 3, 2000	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-9.58% Jun 2, 2021 - Jul 27, 2021	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-9.45% Apr 11, 2000 - May 2, 2000	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between PNR and EQH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

PNR vs EQH dividend yield comparison.

Year	PNR	EQH
2026	0.71%	1.30%
2025	0.96%	2.20%
2024	0.91%	1.99%
2023	1.21%	2.58%
2022	1.87%	2.72%
2021	1.10%	2.17%
2020	1.43%	2.58%
2019	1.57%	2.34%
2018	2.17%	1.56%
2017	1.95%	0.00%
2016	2.39%	0.00%
2015	2.58%	0.00%
2014	1.66%	0.00%
2013	1.24%	0.00%
2012	1.79%	0.00%
2011	2.40%	0.00%
2010	2.08%	0.00%
2009	2.23%	0.00%
2008	2.87%	0.00%
2007	1.72%	0.00%
2006	1.78%	0.00%
2005	1.51%	0.00%
2004	0.75%	0.00%
2003	0.90%	0.00%
2002	1.07%	0.00%
2001	0.96%	0.00%
2000	1.34%	0.00%