Badger Meter, Inc.

Report azionario NYSE:BMI

Capitalizzazione di mercato: US$3.6b

Badger Meter Performance degli utili passati

Criteri Il passato verificati 2/6

Badger Meter ha registrato una crescita degli utili a un tasso medio annuo di 21.9%, mentre il settore Electronic ha registrato utili in crescita a un tasso medio annuo di 4.7%. I ricavi sono stati in crescita a un tasso medio annuo di 15.4%. Il ritorno sul capitale proprio di Badger Meter è 18.9% e ha margini netti di 14.6%.

Informazioni chiave

21.90%

Tasso di crescita degli utili

21.69%

Tasso di crescita dell'EPS

Electronic Crescita del settore15.34%
Tasso di crescita dei ricavi15.37%
Rendimento del capitale proprio18.91%
Margine netto14.56%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Seeking Alpha Jan 10

Badger Meter: Deserving Of An Upgrade Following A Healthy Value Contraction (Rating Upgrade)

Summary When I initially wrote about Badger Meter (BMI), its PE multiple was trading at 50x. I titled my article "Priced to Perfection" as I believed the valuation was underserved. Since the multiple has contracted to 36 PE, which I think is fair given that it is in line with Xylem's valuation while having a superior business model. The firm is expanding margins. increasing revenue and maintaining a healthy balance; therefore, I think an upgrade to hold is warranted. Read the full article on Seeking Alpha
Articolo di analisi 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...
Aggiornamento dell'analisi 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%.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
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Nuova analisi 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.
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jun 18

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

Badger Meter, Inc. ( NYSE:BMI ), might not be a large cap stock, but it received a lot of attention from a substantial...

Ripartizione dei ricavi e delle spese

Come Badger Meter guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:BMI Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 268971312020
31 Dec 259171421990
30 Sep 259011391920
30 Jun 258741361860
31 Mar 258521341770
31 Dec 248271251710
30 Sep 248041191670
30 Jun 247821131650
31 Mar 247411021610
31 Dec 23704931590
30 Sep 23668851540
30 Jun 23630771460
31 Mar 23592721390
31 Dec 22566661330
30 Sep 22554661300
30 Jun 22535641280
31 Mar 22520611270
31 Dec 21505611270
30 Sep 21482571220
30 Jun 21467561160
31 Mar 21435511080
31 Dec 20426491030
30 Sep 20421491010
30 Jun 20416461010
31 Mar 20428481030
31 Dec 19425471020
30 Sep 19421461020
30 Jun 19423361170
31 Mar 19434311250
31 Dec 18434281250
30 Sep 18426241260
30 Jun 18415291100
31 Mar 18406331020
31 Dec 17402351000
30 Sep 1739933970
30 Jun 1739534970
31 Mar 1739533970
31 Dec 16394321000
30 Sep 16396321000
30 Jun 1640031970
31 Mar 1639530960
31 Dec 1537826930
30 Sep 1537126910
30 Jun 1536828890

Guadagni di qualità: BMI ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di BMI (14.6%) sono inferiori rispetto allo scorso anno (15.7%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di BMI sono cresciuti in modo significativo del 21.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: BMI ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: BMI ha avuto una crescita negativa degli utili ( -2.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Electronic ( 11.1% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 18.9% ) di BMI è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 22:24
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Badger Meter, Inc. è coperta da 29 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Quinn FredricksonBaird
Robert MasonBaird