COMP <GO>
PNR vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Pentair plc. Ordinary Share (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: PNR 7
— UNP 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $66.26 (+0.64%) • MKT CAP: $10.51B
roic
12.50%
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PNR VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PNR | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 40.50% | 41.00% | -0.50 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 12.50% | 20.10% | -7.60 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.2x | 15.3x | -2.10 | PNR | /valuation <GO> |
| Free Cash Flow Yield | 7.10% | 3.06% | +4.04 | PNR | /fcf-yield <GO> |
| Operating Margin | 20.50% | 40.20% | -19.70 | UNP | /operating-margins <GO> |
| Net Profit Margin | 15.70% | 29.10% | -13.40 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 2.30% | 1.10% | +1.20 | PNR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.56% | 1.80% | -0.24 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.80 | 4.31 | -0.51 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | PNR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 82.5 | 70.0 | +12.52 | PNR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.03 | +0.01 | PNR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 23.3x | -8.30 | PNR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.51B | $179.42B | -$168.91B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PNR REV | UNP REV | PNR GROSS % | UNP GROSS % | PNR FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.18B | $24.51B | 40.5% | 44.0% | $746.0M | $5.50B |
| FY 2024 | $4.08B | $24.25B | 39.2% | 44.0% | $692.3M | $5.89B |
| FY 2023 | $4.10B | $24.12B | 44.0% | 44.0% | $434.5M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PNR // BETA 1.04
UNP // BETA 1.03