Pentair vs Valmont Industries
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KIRA’s take AI analyst
I put Pentair and Valmont Industries side by side, using each one’s latest annual report. Here is what stands out:
- Pentair is the larger business, with $4.2B of revenue in fiscal 2025 against $4.1B for Valmont Industries.
- Pentair grew revenue faster (2.3%, against 0.7%).
- Pentair kept more of each dollar of sales as operating profit (20.5% operating margin, against 10.1%).
- Pentair turned more of its sales into free cash flow (17.9% FCF margin, against 7.6%).
- Valmont Industries earned a higher return on the capital invested in it (17.9%, against 14.0%).
- Investors pay more for each dollar of Valmont Industries’s earnings: a P/E of 16.7x against 13.5x for Pentair.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Pentair
PNR
6/11
Revenue growthGross marginOperating marginNet marginFCF marginPiotroski F-score
Valmont Industries
VMI
5/11
5-year growthReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | PNR FY25 | VMI FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.0B | $8.4B |
| Revenue | $4.2B | $4.1B |
| Free cash flow | $746M | $311M |
| Net income | $654M | $350M |
| Growth | ||
| Revenue growth | 2.3% | 0.7% |
| 5-year growth | 6.7% | 7.2% |
| Share count change | −1.0% | −1.6% |
| Profitability | ||
| Gross margin | 40.5% | 30.2% |
| Operating margin | 20.5% | 10.1% |
| Net margin | 15.7% | 8.5% |
| FCF margin | 17.9% | 7.6% |
| Return on capital | 14.0% | 17.9% |
| Return on equity | 17.6% | 22.1% |
| Balance sheet | ||
| Net debt | $1.5B | $609M |
| Net debt / EBITDA | 1.6x | 1.2x |
| Dividends and buybacks | $389M | $251M |
| Valuation & quality | ||
| P/E | 13.5x | 16.7x |
| Piotroski F-score | 9 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.