Pentair

Methodology

Pentair's water treatment and flow technologies serve residential, commercial, and industrial markets creating earnings sensitivity to construction cycles and industrial activity. Pool equipment provides some consumer exposure. The calculation works best using normalized earnings across economic cycles rather than peak or trough conditions.

Methodology

Pentair typically trades at moderate PEG ratios reflecting diversified water technology exposure offset by cyclical end markets. The metric should account for residential pool seasonality and industrial capital spending cycles. Compare to other water technology and building products companies while considering Pentair's brand positions and market fragmentation.

Methodology

Pentair offers a meaningful dividend as management balances capital returns with strategic investments in water solutions. The dividend adds value to total returns for this diversified industrial. PEGY better captures total return potential combining modest growth from water infrastructure trends with reliable dividend income.