業種
Water Utilities
Water Utilities のすべてのレポート — 全 2 件。
40/100
77Buffett
Pentair plc In-Depth Value Investment Research
Pentair plc is a leading water treatment and pool equipment company with solid cash flow, including $748 million of FCF in 2025. The core thesis is that Pool still contributes 46% of segment profit and carries single-customer concentration, while the current $70.84 share price sits inside the fair value range with limited margin of safety and an ideal entry point of $55 to $62. Research rating Watch: a durable but not obviously cheap compounder that belongs on a disciplined watchlist.
45/100
Xylem Inc.: A Deep Value Investment Study
A global water-technology platform spanning the full chain of transport, metering, monitoring, and treatment. 2025 revenue of $9.035 billion and net income of $957 million; at $110 today the stock already carries a high-quality premium, with an ideal buy zone of $70-85. Rating Watch: a good company in a good industry, but not at a good-enough price.