Badger Meter

Rising Data Privacy Costs And Supply Woes Will Hurt Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

18 May 25

Updated

18 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-15.6%

-0.2%

-15.6%

-0.2%

You can edit this narrative until Dec 19 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$1726.5% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 18 Dec 25

Fair value Decreased 12%

BMI: Free Cash Flow Strength And Margin Outlook Will Shape Share Performance

Analysts have modestly reduced their fair value estimate for Badger Meter from $195.32 to $172.00 per share. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, even as they highlight resilient organic growth, strong free cash flow conversion, and an improved gross margin outlook in recent research updates.

AnalystLowTarget Fair Value

US$172

6.5% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.67%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.39%

Calculation

US$157.75m

Earnings '28

40.25x

PE Ratio '28

US$6.35b

Market Cap '28

US$6.35b

Market Cap '28

29.65m

No. shares '28

US$214.16

Share Price '28

US$214.16 Share Price '28

Discounted to 2025 @ 8.38% p.a.

US$168.25

Fair Value '25