S&P 500 comparison · Industrials

IDEX Corporation vs Pentair

Prices at close . Model readings .

IDEX Corporation

$238.54+2.29%
Month: positiveLong run: neutral

Pentair

$64.37+3.34%
Month: positiveLong run: positive
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), IDEX Corporation is the larger company by market value ($17.65B against $10.32B). Over the past year IDEX Corporation returned +43.8% and Pentair −40.4%, while the S&P 500 returned +12.7%. The latest filed P/E is 33.7 for IDEX Corporation and 13.8 for Pentair, and the operating margin 21.9% against 20.1%. Over the next 21 sessions the model expects +0.56% for IDEX Corporation, with a 75% chance of a rise, and +0.36% for Pentair, with a 73% chance. IDEX Corporation's long-run fair value is $230.68, a gap of −3.3% to its price; the long-run model view is neutral. Pentair's long-run fair value is $87.66, a gap of +36.2% to its price; the long-run model view is positive.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
IEX+0.56%
PNR+0.36%
Chance of a risenext 21 sessions
IEX75%
PNR73%
Expected returnnext 63 sessions
IEX+2.01%
PNR+2.32%
Range of outcomes63 sessions, 80% band
IEX−13.9% to +17.9%
PNR−22.6% to +27.2%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
IEX$230.6828 Oct 2026
PNR$87.6628 Oct 2026
Gap to pricefair value against the close
IEX−3.3%
PNR+36.2%
Past readings that matchedsign of the 21-session outcome
IEX56.9%of 269
PNR36.1%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
IEX+3.8%
PNR+20.4%
6 monthsS&P 500: +8.5%
IEX+10.5%
PNR−20%
Year to dateS&P 500: +13.3%
IEX+35.5%
PNR−37.6%
1 yearS&P 500: +12.7%
IEX+43.8%
PNR−40.4%
5 yearsS&P 500: +70.7%
IEX+16.4%
PNR−6.6%
1 year against the S&P 500percentage points
IEX+31.1 pts
PNR−53.1 pts
Position in the 52-week range0% low, 100% high
IEX94%close $238.54 in $158.93 to $243.80
PNR23%close $64.37 in $51.13 to $109.03
Against the 200-day average
IEX+11%
PNR−15.5%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to
Market value
IEX$17.65B28 Oct 2026
PNR$10.32B28 Oct 2026
Enterprise valueat the last filing
IEX$17.97B30 Sep 2026
PNR$9.90B30 Sep 2026
P/Elatest filed
IEX33.7
PNR13.8
Price to book
IEX4.19
PNR2.20
EV / EBITDA
IEX22.49
PNR11.24
Free cash flow yield
IEX3.97%
PNR7.61%
Dividend yield
IEX1.27%
PNR2.02%
Questions

IDEX Corporation or Pentair: common questions

Which is larger by market value, IDEX Corporation or Pentair?

IDEX Corporation, at $17.65B against $10.32B for Pentair, on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, IDEX Corporation or Pentair?

IDEX Corporation has the higher latest filed P/E, 33.7; Pentair's is 13.8. Filings: quarter to 30 Sep 2026.

How did IDEX Corporation and Pentair move over the past year against the S&P 500?

Over the past year IDEX Corporation returned +43.8% and Pentair −40.4%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for IDEX Corporation and Pentair over the next month?

+0.56% for IDEX Corporation with a 75% chance of a rise, and +0.36% for Pentair with a 73% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of IDEX Corporation and Pentair compare?

The operating margin is 21.9% for IDEX Corporation and 20.1% for Pentair, and the gross margin 45.1% against 40.5%. Filings: quarter to 30 Sep 2026.

Do IDEX Corporation and Pentair shares move together?

Over the past year the correlation of their daily returns was 0.32 (loosely together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

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The two company pagesIDEX Corporation (IEX) forecast and analysisPentair (PNR) forecast and analysis
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BrowseAll Industrials companiesAll comparisonsHow the model readings are made

Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.