Xylem Inc. (XYL) is a industrial machinery & supplies & components company in the Industrials sector. Listed on the NASDAQ, Xylem Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $107.13.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $107.13 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 2.65% |
| Risk / Std Dev (Annualized) | 26.09% |
| Sharpe Ratio (rf=4.5%) | -0.07 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Industrial Machinery & Supplies & Components
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 2.65% with an annualized volatility of 26.09%. The Sharpe ratio of -0.07 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 25.46B |
| Enterprise Value | 26.97B |
| Trailing P/E | 26.65 |
| Forward P/E | 17.58 |
| Price to Book | 2.27 |
| Price to Sales | 2.8 |
| EV/Revenue | 2.97 |
| EV/EBITDA | 14.11 |
| Profitability | | | Profit Margin | 10.79% | | Operating Margin | 12.89% | | ROE | 8.72% | | ROA | 5.01% |
| Growth | | | Revenue Growth | 2.7% | | Earnings Growth | 14.5% |
| Dividend | | | Dividend Yield | 161.0% | | Payout Ratio | 40.55% | | 5Y Avg Yield | 116.0% |
| Financial Health | | | Total Revenue | 9.09B | | Total Debt | 2.06B | | Total Cash | 0.81B | | Free Cash Flow | 0.96B | | Operating Cash Flow | 1.32B |
| Price & Technical | | | 52W High | $154.27$ | | 52W Low | $105.29$ | | 50-Day Avg | $116.38$ | | 200-Day Avg | $133.11$ | | Beta | 1.04 | | Shares Outstanding | 0.24B | | Float Shares | 0.24B | | Insider Holdings | 0.32% | | Institutional Holdings | 98.31% | | Short Ratio | 3.74 | | Short % of Float | 4.13% |
| Analyst Targets | | | Target High | $183.0$ | | Target Low | $124.0$ | | Target Mean | $150.65$ | | Target Median | $155.0$ | | # of Analysts | 17 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.