PNR vs SPY
Comparison between Pentair plc (PNR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PNR, delivering a return of +13.3% compared to +3.8%
PNR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PNR
$13B
Winner
SPY
$652B
Expense Ratio
PNR
N/A
SPY
0.09%
Max Drawdown
PNR
61.76%
Winner
SPY
56.47%
Sharpe Ratio
PNR
-0.60
Winner
SPY
2.07
5Y Beta
PNR
1.09
Winner
SPY
1.00
Industry
PNR
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
PNR
19.84
SPY
28.24
Forward P/E
Winner
PNR
14.41
SPY
21.85
PEG Ratio
PNR
1.54
SPY
N/A
Dividend Yield
PNR
1.29%
SPY
N/A
5Y Dividends CAGR
Winner
PNR
17.34%
SPY
5.43%
5Y EPS CAGR
PNR
16.99%
Winner
SPY
25.79%
Debt to Equity
PNR
51.03%
Winner
SPY
22.35%
Free Cash Flow Yield
PNR
5.51%
SPY
N/A
P/S Ratio
Winner
PNR
3.07
SPY
3.55
P/B Ratio
Winner
PNR
3.27
SPY
5.29
PNR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PNR
-14.89%
Winner
SPY
+9.11%
3M
PNR
-20.99%
Winner
SPY
+6.59%
6M
PNR
-28.05%
Winner
SPY
+10.56%
1Y
PNR
-17.03%
Winner
SPY
+32.04%
5Y(CAGR)
PNR
+3.83%
Winner
SPY
+13.35%
10Y(CAGR)
PNR
+8.84%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PNR
+8.97%
SPY
+8.50%
PNR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PNR | SPY |
|---|---|---|
| 2026 | -26.76% | +8.27% |
| 2025 | +4.78% | +18.00% |
| 2024 | +43.53% | +25.59% |
| 2023 | +63.38% | +26.72% |
| 2022 | -35.55% | -18.64% |
| 2021 | +43.46% | +30.52% |
| 2020 | +16.49% | +17.28% |
| 2019 | +23.73% | +31.09% |
| 2018 | -18.43% | -5.24% |
| 2017 | +24.47% | +20.78% |
| 2016 | +16.58% | +13.59% |
| 2015 | -24.10% | +1.31% |
| 2014 | -12.26% | +14.56% |
| 2013 | +56.03% | +29.00% |
| 2012 | +47.19% | +14.17% |
| 2011 | -8.05% | +0.85% |
| 2010 | +11.89% | +13.14% |
| 2009 | +33.86% | +22.67% |
| 2008 | -29.21% | -36.25% |
| 2007 | +17.94% | +5.32% |
| 2006 | -6.85% | +13.85% |
| 2005 | -18.63% | +5.32% |
| 2004 | +92.41% | +10.75% |
| 2003 | +32.23% | +24.18% |
| 2002 | -3.85% | -22.42% |
| 2001 | +62.31% | -10.13% |
| 2000 | -32.45% | -8.84% |
| 1999 | +5.48% | +8.61% |
PNR vs SPY Drawdown Comparison
The maximum drawdown for PNR was -58.94%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PNR drawdown is -31.24%.
| Rank | PNR | SPY |
|---|---|---|
| #1 | -58.94% May 18, 2005 - Jul 1, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -53.67% Mar 7, 2014 - Oct 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -51.99% May 16, 2000 - Mar 12, 2002 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -50.46% Aug 16, 2021 - Feb 29, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -40.55% May 14, 2002 - Feb 4, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.24% Sep 11, 2025 - May 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -30.08% Dec 11, 2024 - Aug 13, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -28.43% Jul 7, 2011 - Mar 28, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.67% Mar 30, 2012 - Nov 23, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.87% Nov 16, 1999 - Mar 16, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.50% Jan 31, 2005 - May 17, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.77% Mar 28, 2024 - Jul 23, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.47% Mar 16, 2000 - Apr 3, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.58% Jun 2, 2021 - Jul 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.45% Apr 11, 2000 - May 2, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PNR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
PNR vs SPY dividend yield comparison.
| Year | PNR | SPY |
|---|---|---|
| 2026 | 0.70% | 0.24% |
| 2025 | 0.96% | 1.07% |
| 2024 | 0.91% | 1.21% |
| 2023 | 1.21% | 1.40% |
| 2022 | 1.87% | 1.65% |
| 2021 | 1.10% | 1.20% |
| 2020 | 1.43% | 1.52% |
| 2019 | 1.57% | 1.75% |
| 2018 | 2.17% | 2.04% |
| 2017 | 1.95% | 1.80% |
| 2016 | 2.39% | 2.03% |
| 2015 | 2.58% | 2.06% |
| 2014 | 1.66% | 1.87% |
| 2013 | 1.24% | 1.81% |
| 2012 | 1.79% | 2.18% |
| 2011 | 2.40% | 2.05% |
| 2010 | 2.08% | 1.80% |
| 2009 | 2.23% | 1.95% |
| 2008 | 2.87% | 3.02% |
| 2007 | 1.72% | 1.85% |
| 2006 | 1.78% | 1.73% |
| 2005 | 1.51% | 1.73% |
| 2004 | 0.75% | 1.82% |
| 2003 | 0.90% | 1.47% |
| 2002 | 1.07% | 1.70% |
| 2001 | 0.96% | 1.25% |
| 2000 | 1.34% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: PNR vs SPY
More Comparisons
Compare with similar stocks