Pentair plc

PNR · Industrials · FY2025 filings · · not refreshed in 34 days · Narrow moat ·

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Narrow moat
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The five investor questions

70

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $3.8B to $4.2B, increasing; diluted EPS 3.30 to 3.96, increasing.

58

Median gross margin 35.2% over 10y, very stable.

79

Median ROIC 16.8%, above the 12% hurdle in 80% of years.

78

Net debt/EBITDA 1.6x, no material interest expense disclosed.

49

Owner earnings changed +3.1%/yr over up to the ten most recent annual observations, share count n/a.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
$662M
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$62.88
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. The recent FY revenue series does not trigger the three-consecutive-declines flag.

Among the current top-score group, the median current price is 239% above the zero-growth estimate across 48 of the current top 50 companies by Moat Score with both values.

Score records captured Jul 26, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOGL, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, GRMN, SSD, MNST, DOCS, MCO, CPRT, NTAP, LRCX, NVDA, CORT, SFM, MPTI, ULTA, SN, RMD, ROL, PAYC, IRMD, INTU, DECK, MORN, LGCY, DAL, GWW, ISRG, MPWR, CTAS, LOPE, MRK, CMG, FAST, BKNG, ORLY

Missing a usable price or zero-growth estimate: ANF, BKNG.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 4% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

19 years of fundamentals

The business, in plain English

Pentair plc booked $4.2B of revenue in FY2025 in the Industrials sector and kept 40.5% of it as gross profit — a solid-margin business by that measure. After every other cost, 15.7% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $3.4B (FY2008) to $4.2B (FY2025) — about 1.3% a year compounded over 17 years.

It earned 13.6% on invested capital in the latest filed year, FY2025. Across the full 18-year measurable filed record, median ROIC was 9.6%. Over the v3 recent window (10 measurable filed years), median ROIC was 16.8%. The Returns on Capital filter above scores it 79/100.

The balance sheet carried $1.6B of total debt in FY2025 against $703M of owner earnings — roughly 2.3 years of owner earnings to retire it all. Balance-Sheet Safety scores it 78/100.

Put together: Returns on Capital is the strongest of the five filters (79/100) and Capital Allocation the weakest (49/100), which is how PNR lands at 67/100 — a Narrow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2007–FY2025 · 19 fiscal years, normalized from PNR’s SEC filings

Sales, as filed$4.2B FY2025
$0$5B2007201320192025
Revenue kept after cost of goods40.5% FY2025
0%20%40%2007201320192025
Standard ROIC or separately labeled Operating ROICROIC 13.6% FY2025
0%10%20%2007201320192025
Cash an owner could take out$703M FY2025
$0$500M2007201320192025

Gaps in a line mean that item isn’t in PNR’s filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Visual explainers

The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.

Moat Score history

16 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale66.7 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Jul 26, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for PNR.

Track record

How Pentair plc’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

Point-in-time scores 20112025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

Point-in-time Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored PNR on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatPoint-in-time Moat Score100200500Indexed price · log scale (2012 = 100)201120142017202020232026

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the 1 year PNR rated Wide-moat (2024), the median forward total return that followed — measured only after each year’s filings were public — was:

  • 1 year 6% vs the S&P 500’s 17% (price basis) · median over 1 year
  • 3 years None of the 1 year it rated Wide has a fully elapsed 3-year window with a benchmark to compare against yet.
  • 5 years None of the 1 year it rated Wide has a fully elapsed 5-year window with a benchmark to compare against yet.

These are medians computed from the data, not a claim about any one year. The company figures are total returns (dividends reinvested); the S&P 500 is the price-only ^GSPC index, which excludes dividends and so understates the index — the gap flatters the company. A quality rating is not a return forecast, and past returns don’t predict future ones. Educational only, not investment advice.

Industrials context

#81 of 446 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #79HBB HAMILTON BEACH BRANDS HOLDING COMPANY66.8 out of 100, Narrow moatNarrow moat
  2. #80MATX Matson, Inc.66.7 out of 100, Narrow moatNarrow moat
  3. #82TTC THE TORO COMPANY66.7 out of 100, Narrow moatNarrow moat
  4. #83FDX FedEx Corporation66.7 out of 100, Narrow moatNarrow moat

Compare PNR with its nearest peersAll Industrials companies on the Index →

Common questions about PNR

Does Pentair plc have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Pentair plc (PNR) 66.7 out of 100 — a Narrow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 70, pricing power 58, returns on capital 79, balance-sheet safety 78, capital allocation 49.
How has PNR's Moat Score changed over time?
The record logs 16 readings since Jul 17, 2026; the latest reads 66.7 out of 100 (narrow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.