$PNR

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

-7.7%

Win rate (1m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 2, 2:00 PM ET

$PNRr/ValueInvestingStock Analysisbullish

u/Cold_Screen7717 · 40d agono track record yet

Four Water Stocks to Watch as AI Data Centers Drive a New Infrastructure Boom

Pentair faces near-term Pool destocking headwinds but has a compelling 2027 setup: inventory normalization, easier comps, Taco acquisition accretion, and data-center cooling exposure. Management sees accretive contribution from Taco by 2027, and the stock trades at a valuation discount to peers and historical levels.

At post $55.25Now $70.73+28.0% since postedas of Nov 2, 2:00 PM ET

1d-4.0%

3d-2.9%

1w-4.1%

1m+0.1%

3m—

6m—

1y—

original post →

$PNRr/ValueInvestingStock Analysisbullish

u/spyapple · 83d ago9 prior · 57% at 3mo

Long PNR

Pentair/PNR is undervalued. LONG

Pentair trades at 16.3x EV/FCF and 14x P/E, well below historical averages for a quality water tech business. A DCF model using 748M in current FCF growing 8-9% annually yields ~$125 intrinsic value; current price of ~$67 implies 85%+ upside once the market reprices the stock, with the recent pool segment decline viewed as temporary inventory destocking rather than fundamental deterioration.

At post $67.19Now $70.73+5.3% since postedas of Nov 2, 2:00 PM ET

1d-2.1%

3d-1.5%

1w-5.4%

1m-15.6%

3m—

6m—

1y—

original post →

End of results.