- Pentair has derated significantly lower as the robust revenue growth and margin leverage of the pandemic era is set to slow.
- The outlook for the pool business over the next few years is the hot point of debate, with demand likely pulled forward, but to an unknown extent.
- Water treatment and specialized industrial filtration offer worthwhile growth opportunities, but not enough to fully offset a slowing pool business.
- Pentair's valuation is starting to look rather attractive, but it's a contrarian call now and investors have to have above-average patience and risk tolerance for the near term.
For further details see:
Pentair Punished As Investors Shift Away From Expensive Water-Theme Stocks