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Badger Meter, Inc.Informe acción NYSE:BMI

Capitalización bursátil US$3.7b
Precio de las acciones
US$130.34
US$147
11.3% infravalorado descuento intrínseco
1Y-47.4%
7D6.4%
1D
Valor de la cartera
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Badger Meter, Inc.

Informe acción NYSE:BMI

Capitalización de mercado: US$3.7b

Badger Meter (BMI) Resumen de Acciones

Badger Meter, Inc. fabrica y comercializa soluciones de medición de caudal, calidad, control y comunicación en todo el mundo. Saber más

Análisis fundamental de BMI
Puntuación del snowflake
Valoración2/6
Crecimiento futuro1/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos4/6

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Competidores de Badger Meter, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Badger Meter
Precios históricos de las acciones
Precio actual de la acciónUS$130.34
Máximo en las últimas 52 semanasUS$251.54
Mínimo de 52 semanasUS$112.09
Beta0.67
Cambio en 1 mes9.97%
Variación en 3 meses-11.45%
Cambio de 1 año-47.41%
Variación en 3 años-15.14%
Variación en 5 años37.68%
Variación desde la OPV12,167.29%

Noticias y actualizaciones recientes

Actualización de narrativa May 30

BMI: Rebased Fair Value And Guidance Execution Will Drive Future Upside

Badger Meter's updated fair value estimate has shifted from $178 to $147 as analysts factor in slightly lower assumed revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple following a series of recent price target cuts alongside one upward revision. Analyst Commentary Recent Street research on Badger Meter has been mixed, with several firms trimming price targets and one raising its target.
Seeking Alpha May 27

Badger Meter: Sales Growth Is Slowing

Summary Badger Meter remains a Dividend Aristocrat with a 33-year streak, strong safety metrics, and double-digit dividend growth. Despite technical leadership and a net cash position, BMI faces slowing sales and EPS growth, with recent quarterly revenue down 9%. Current valuation at ~27x 2026 EPS is below historical averages but still overvalued relative to fair value estimates of $88–$98 per share. I maintain a long-term 'hold' rating on BMI due to softening secular drivers, cyclical headwinds, and a tempered growth outlook. Read the full article on Seeking Alpha
Actualización de narrativa May 15

BMI: Premium P/E And Reset Expectations Will Shape Balanced Forward Return Profile

Narrative Update on Badger Meter The updated analyst price target for Badger Meter has been reduced by approximately $25 to $30 per share, as analysts respond to what they view as optimistic company guidance and adjust their models accordingly. Analyst Commentary Recent research highlights a clear shift toward more cautious views on Badger Meter, with several bearish analysts adjusting their ratings and valuation frameworks.

Recent updates

Actualización de narrativa May 30

BMI: Rebased Fair Value And Guidance Execution Will Drive Future Upside

Badger Meter's updated fair value estimate has shifted from $178 to $147 as analysts factor in slightly lower assumed revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple following a series of recent price target cuts alongside one upward revision. Analyst Commentary Recent Street research on Badger Meter has been mixed, with several firms trimming price targets and one raising its target.
Seeking Alpha May 27

Badger Meter: Sales Growth Is Slowing

Summary Badger Meter remains a Dividend Aristocrat with a 33-year streak, strong safety metrics, and double-digit dividend growth. Despite technical leadership and a net cash position, BMI faces slowing sales and EPS growth, with recent quarterly revenue down 9%. Current valuation at ~27x 2026 EPS is below historical averages but still overvalued relative to fair value estimates of $88–$98 per share. I maintain a long-term 'hold' rating on BMI due to softening secular drivers, cyclical headwinds, and a tempered growth outlook. Read the full article on Seeking Alpha
Actualización de narrativa May 15

BMI: Premium P/E And Reset Expectations Will Shape Balanced Forward Return Profile

Narrative Update on Badger Meter The updated analyst price target for Badger Meter has been reduced by approximately $25 to $30 per share, as analysts respond to what they view as optimistic company guidance and adjust their models accordingly. Analyst Commentary Recent research highlights a clear shift toward more cautious views on Badger Meter, with several bearish analysts adjusting their ratings and valuation frameworks.
Actualización de narrativa Apr 29

BMI: Premium P/E And Optimistic Guidance Will Shape Balanced Future Return Profile

Analysts have reduced the Badger Meter fair value estimate from about $137.24 to about $111.24. This change reflects lower assumptions for revenue growth, profit margin, and future P/E after a series of price target cuts and rating downgrades, which some attribute to what they view as optimistic guidance.
Actualización de narrativa Apr 15

BMI: Premium P/E Will Constrain Future Returns Despite Modest Forecast Adjustments

Badger Meter's analyst price target has shifted modestly higher by about $1 to roughly $137, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research on Badger Meter shows a split view, with some firms lifting targets or ratings and others cutting targets by wide dollar amounts.
Actualización de narrativa Apr 01

BMI: Premium P/E And Utility Funding Constraints Will Pressure Future Returns

Badger Meter's updated analyst price target has been reset to $136, reflecting mixed recent research in which several firms trimmed their targets, while others highlighted steady revenue growth, margin expectations, and valuation assumptions that now point to a slightly lower future P/E multiple. Analyst Commentary The latest research around Badger Meter reflects a split view, with one recent upgrade contrasted against a cluster of price target cuts and at least one downgrade.
Actualización de narrativa Mar 18

BMI: Premium P/E And Expanded Buyback Authorization Will Drive Future Upside

Analysts have trimmed the Badger Meter fair value estimate slightly to $178.0 from $178.7, reflecting lower Street price targets and expectations for more moderate revenue growth, partly offset by a small lift to projected profit margins and a reduced assumed future P/E multiple. Analyst Commentary Recent Street research has tilted more cautious on Badger Meter, with several firms trimming price targets and at least one initiating with an Underweight rating.
Actualización de narrativa Mar 04

BMI: Recent Pullback Will Set Up A Stronger Long Term Entry

The analyst fair value estimate for Badger Meter has shifted from $264.00 to $220.00 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple following a wave of recent price target cuts and cautious commentary on growth and valuation. Analyst Commentary Recent Street research on Badger Meter has leaned cautious, with several firms trimming price targets and at least one initiating coverage with an Underweight rating.
Actualización de narrativa Feb 17

BMI: Premium P/E And Slower Utility Spending Will Pressure Future Returns

We are lowering our Badger Meter fair value estimate to $136 from $172 as analysts reset price targets across the Street, reflecting a shift toward more conservative valuation multiples, even as they continue to model higher revenue growth and slightly stronger profit margins ahead. Analyst Commentary Recent Street research has tilted more cautious on Badger Meter, with multiple bearish analysts cutting price targets in quick succession and one firm moving to a more negative rating.
Actualización de narrativa Feb 03

BMI: Premium P/E And Share Repurchases Will Drive Future Upside

Analysts have trimmed their price targets on Badger Meter, and our updated fair value estimate moves from US$211.60 to US$178.70. They are factoring in slower expected revenue growth, a lower future P/E assumption, and a more cautious stance on the company's premium valuation and market setup.
Actualización de narrativa Jan 20

BMI: Premium P/E And Cash Returns Will Support Future Upside

Narrative Update We are trimming our Badger Meter fair value estimate to $211.60 from $219 as analysts cite a rich P/E multiple, a fresh Underweight initiation with a US$157 target, and a reduced US$229 target that reflects solid recent execution but a less favorable risk/reward setup. Analyst Commentary Recent research paints a mixed picture for Badger Meter, with some analysts highlighting strong execution and others focusing on valuation and growth constraints.
Artículo de análisis Jan 07

Risks To Shareholder Returns Are Elevated At These Prices For Badger Meter, Inc. (NYSE:BMI)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Actualización de narrativa Jan 05

BMI: Free Cash Flow Strength And Buybacks Will Support Future Upside

Analysts have slightly adjusted their view on Badger Meter, trimming the blended fair value estimate by about $0.50 to roughly $219 per share. The change reflects updated price targets and recent research highlighting solid Q3 execution, strong free cash flow conversion, and a higher gross margin target range of 39% to 42%.
Actualización de narrativa Dec 18

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.
Actualización de narrativa Dec 04

BMI: Free Cash Flow And Buybacks Are Expected To Drive Stronger Returns

Our Badger Meter price target is unchanged at $219.50 per share, as analysts balance slightly higher risk assumptions with continued confidence in the company’s solid Q3 execution, raised gross margin framework, sustained organic growth, and supportive rating and target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Badger Meter, with recent notes highlighting both incremental upside drivers and valuation-driven caution following the post-earnings move.
Actualización de narrativa Nov 20

BMI: Free Cash Flow Strength Is Expected To Drive Future Shareholder Returns

Analysts have slightly adjusted Badger Meter's price target down to $229 from $264, citing solid quarterly results, ongoing organic growth, and positive cash flow. However, there are some concerns over elevated short-interest and market positioning.
Actualización de narrativa Nov 01

BMI: Consistent Margin Expansion And Cash Flow Will Drive Long-Term Gains

Analysts have lowered their average price target for Badger Meter from $232.57 to $219.50. They cite recent earnings, modest topline performance, margin improvements, and ongoing market dynamics as key factors behind the adjustment.
Actualización de narrativa Oct 18

Water Infrastructure Modernization Will Secure Long-Term Market Strength

Analysts have slightly reduced their fair value estimate for Badger Meter to approximately $232.57, down from $237.43. They cite higher discount rate assumptions and near-term expectations for flat earnings, despite ongoing optimism for long-term growth and industry tailwinds.
Artículo de análisis Sep 23

Calculating The Intrinsic Value Of Badger Meter, Inc. (NYSE:BMI)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Badger Meter fair value estimate is US$149 Current share price...
Actualización de narrativa Aug 27

Water Infrastructure Modernization Will Secure Long-Term Market Strength

Badger Meter’s analyst price target was revised downward to $218.86 due to expectation of flat near-term earnings from rising operating expenses offsetting revenue gains, despite long-term sales optimism, reflecting a reduced fair value. Analyst Commentary Bullish analysts anticipate a reacceleration of Badger Meter's sales beginning in FY26.
Artículo de análisis Aug 16

Badger Meter's (NYSE:BMI) Dividend Will Be Increased To $0.40

Badger Meter, Inc. ( NYSE:BMI ) has announced that it will be increasing its periodic dividend on the 5th of September...
Artículo de análisis Aug 03

More Unpleasant Surprises Could Be In Store For Badger Meter, Inc.'s (NYSE:BMI) Shares After Tumbling 25%

The Badger Meter, Inc. ( NYSE:BMI ) share price has fared very poorly over the last month, falling by a substantial...
Artículo de análisis Jul 19

Should You Be Adding Badger Meter (NYSE:BMI) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis May 04

Subdued Growth No Barrier To Badger Meter, Inc. (NYSE:BMI) With Shares Advancing 33%

Badger Meter, Inc. ( NYSE:BMI ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Apr 21

Badger Meter, Inc. Just Recorded A 26% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a pretty great week for Badger Meter, Inc. ( NYSE:BMI ) shareholders, with its shares surging 10% to US$202...
Artículo de análisis Apr 19

We Discuss Why The CEO Of Badger Meter, Inc. (NYSE:BMI) Is Due For A Pay Rise

Key Insights Badger Meter to hold its Annual General Meeting on 25th of April Salary of US$830.0k is part of CEO Ken...
Artículo de análisis Apr 06

Calculating The Intrinsic Value Of Badger Meter, Inc. (NYSE:BMI)

Key Insights The projected fair value for Badger Meter is US$173 based on 2 Stage Free Cash Flow to Equity Badger...
Artículo de análisis Mar 23

Returns on Capital Paint A Bright Future For Badger Meter (NYSE:BMI)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Seeking Alpha Mar 20

Badger Meter: An Impressive, Yet Expensive Performer

Summary Badger Meter continues to justify its premium valuation with strong performance, strategic acquisitions, and consistent growth, justifying high earnings multiples. The company reported impressive 2024 results, with 18% sales growth, 35% earnings increase, and significant SaaS revenue contributions. A recent $185 million acquisition of SmartCover Systems is expected to be strategic, though initially dilutive, enhancing long-term growth prospects. Despite stellar performance and strong capital position, current valuations remain high, making it challenging to recommend buying at these levels. Read the full article on Seeking Alpha
Artículo de análisis Mar 05

Is Now An Opportune Moment To Examine Badger Meter, Inc. (NYSE:BMI)?

While Badger Meter, Inc. ( NYSE:BMI ) might not have the largest market cap around , it saw significant share price...
Artículo de análisis Feb 18

Here's What Analysts Are Forecasting For Badger Meter, Inc. (NYSE:BMI) After Its Yearly Results

The annual results for Badger Meter, Inc. ( NYSE:BMI ) were released last week, making it a good time to revisit its...
Seeking Alpha Jan 08

Badger Meter: Risk/Reward Skew More Balanced, Can't Overlook Embedded Expectations

Summary Badger Meter has rallied significantly, but current high market multiples suggest a balanced risk/reward calculus, with potential consolidation towards $180–200 and upside to the $230s. BMI's industry advantages and exceptional economics, including high ROIC and operating margins, justify a premium valuation, but embedded expectations are exquisitely high. Despite high valuations, the Company remains a high-quality business with strong fundamentals. The valuation range is $213–234 based on discounted excess NOPAT and EV/IC estimates, with downside risk to $171 if market optimism contracts. Read the full article on Seeking Alpha
Artículo de análisis Dec 20

Here's Why We Think Badger Meter (NYSE:BMI) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Nov 29

Badger Meter, Inc.'s (NYSE:BMI) Business Is Trailing The Market But Its Shares Aren't

Badger Meter, Inc.'s ( NYSE:BMI ) price-to-earnings (or "P/E") ratio of 53.5x might make it look like a strong sell...
Artículo de análisis Nov 08

Why We Like The Returns At Badger Meter (NYSE:BMI)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Oct 24

Badger Meter: Slowing Growth And A High Price Tag

Summary Badger Meter has a track record of strong revenue growth, improved profit margins, and an attractive ROIC, making it a high-quality business for dividend growth-focused investors. Despite an impressive 32-year streak of dividend growth, recent earnings indicate a slowdown in revenue growth, affecting the stock's valuation. The company's Q3 earnings report showed a mixed performance, with a record operating margin but slowing revenue growth, leading to a stock price dip. Currently, Badger Meter is rated as a HOLD due to its high valuation relative to historical free cash flow and uncertainty about future growth rates. Read the full article on Seeking Alpha
User avatar
Nueva narrativa Aug 28

Innovating In Smart Water Solutions Elevates Revenue And Market Prospects Amid Challenges

The company's successful revenue growth and high operating margins hint at robust market demand and operational efficiency, signaling potential for further earnings increases.
Artículo de análisis Aug 25

Here's Why We Think Badger Meter (NYSE:BMI) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Aug 21

Badger Meter: Compounding Intrinsic Worth At Attractive Rates

Summary Badger Meter stock is up 32% following my last buy recommendation, with potential for further multiple expansion. The company is compounding capital at high rates, creating economic value for shareholders, and is worth more than its current market value in my view. Valuation scenarios suggest a potential for a further 17% expansion in EV/IC multiples. Read the full article on Seeking Alpha
Artículo de análisis Aug 03

Badger Meter, Inc.'s (NYSE:BMI) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 50.9x Badger Meter, Inc. ( NYSE:BMI ) may be sending very bearish signals...
Artículo de análisis Jul 12

The Trend Of High Returns At Badger Meter (NYSE:BMI) Has Us Very Interested

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Rentabilidad de los accionistas

BMIUS ElectronicMercado US
7D6.4%-1.4%-2.5%
1Y-47.4%86.5%22.7%

Rentabilidad vs. Industria: Los resultados de BMI fueron inferiores a los de la industria US Electronic, que obtuvo un rendimiento del 86.5% el año pasado.

Rentabilidad vs. Mercado: BMI obtuvo unos resultados inferiores a los del mercado US, que fueron del 22.7% el año pasado.

Volatilidad de los precios

Is BMI's price volatile compared to industry and market?
BMI volatility
BMI Average Weekly Movement8.4%
Electronic Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: BMI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BMI (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19052,477Ken Bockhorstwww.badgermeter.com

Badger Meter, Inc. fabrica y comercializa soluciones de medición de caudal, calidad, control y comunicación en todo el mundo. La empresa ofrece soluciones de medición inteligente de agua y tecnologías y servicios de software al mercado de servicios municipales de agua. También suministra productos de instrumentación de caudal, incluidos contadores, válvulas y otros instrumentos de detección para medir y controlar fluidos, como agua, aire, vapor y otros líquidos y gases, a fabricantes de equipos originales como dispositivo principal de medición de caudal dentro de un producto o sistema, así como a través de representantes de fabricantes.

Resumen de fundamentos de Badger Meter, Inc.

¿Cómo se comparan los beneficios e ingresos de Badger Meter con su capitalización de mercado?
Estadísticas fundamentales de BMI
Capitalización bursátilUS$3.69b
Beneficios(TTM)US$130.57m
Ingresos (TTM)US$896.73m
29.1x
Ratio precio-beneficio (PE)
4.2x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BMI
IngresosUS$896.73m
Coste de los ingresosUS$525.77m
Beneficio brutoUS$370.96m
Otros gastosUS$240.39m
BeneficiosUS$130.57m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)4.47
Margen bruto41.37%
Margen de beneficio neto14.56%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado BMI a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.2%
Rentabilidad actual por dividendo
35%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 02:58
Precio de las acciones al final del día2026/06/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Badger Meter, Inc. está cubierta por 29 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Quinn FredricksonBaird
Robert MasonBaird