Pentair vs Timken
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KIRA’s take AI analyst
I put Pentair and Timken side by side, using each one’s latest annual report. Here is what stands out:
- Timken is the larger business, with $4.6B of revenue in fiscal 2025 against $4.2B for Pentair.
- Pentair grew revenue faster (2.3%, against 0.2%).
- Pentair kept more of each dollar of sales as operating profit (20.5% operating margin, against 11.8%).
- Pentair turned more of its sales into free cash flow (17.9% FCF margin, against 8.9%).
- Pentair earned a higher return on the capital invested in it (14.0%, against 8.6%).
- Investors pay more for each dollar of Timken’s earnings: a P/E of 29.9x 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
11/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Timken
TKR
0/11
Side by side
Best in the row
| Latest fiscal year | PNR FY25 | TKR FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.0B | $7.7B |
| Revenue | $4.2B | $4.6B |
| Free cash flow | $746M | $406M |
| Net income | $654M | $288M |
| Growth | ||
| Revenue growth | 2.3% | 0.2% |
| 5-year growth | 6.7% | 5.5% |
| Share count change | −1.0% | −0.7% |
| Profitability | ||
| Gross margin | 40.5% | 30.4% |
| Operating margin | 20.5% | 11.8% |
| Net margin | 15.7% | 6.3% |
| FCF margin | 17.9% | 8.9% |
| Return on capital | 14.0% | 8.6% |
| Return on equity | 17.6% | 9.6% |
| Balance sheet | ||
| Net debt | $1.5B | $1.6B |
| Net debt / EBITDA | 1.6x | 2.0x |
| Dividends and buybacks | $389M | $156M |
| Valuation & quality | ||
| P/E | 13.5x | 29.9x |
| Piotroski F-score | 9 | 6 |
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.