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Badger Meter, Inc.NYSE:BMI 주식 보고서

시가총액 US$3.6b
주가
US$122.56
US$178
31.1% 저평가 내재 할인율
1Y-46.5%
7D1.4%
포트폴리오 가치
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Badger Meter, Inc.

NYSE:BMI 주식 리포트

시가총액: US$3.6b

Badger Meter (BMI) 주식 개요

는 유량 측정, 품질, 제어 및 통신 솔루션을 전 세계에 제조 및 판매하는 회사입니다. 자세히 보기

BMI 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장1/6
과거 실적2/6
재무 건전성6/6
배당4/6

강점

위험 분석

BMI가 우리의 위험 점검을 통과했습니다.

BMI Community Fair Values

Create Narrative

See what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.

Badger Meter, Inc. 경쟁사

가격 이력 및 성과

Badger Meter 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$122.56
52주 최고가US$256.08
52주 최저가US$112.09
베타0.68
1개월 변동-19.33%
3개월 변동-18.96%
1년 변동-46.54%
3년 변동-10.96%
5년 변동32.81%
IPO 이후 변동11,435.06%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
내러티브 업데이트 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%.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
새 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

BMIUS ElectronicUS 시장
7D1.4%6.5%3.2%
1Y-46.5%101.8%31.0%

수익률 대 산업: BMI은 지난 1년 동안 101.8%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: BMI은 지난 1년 동안 31%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is BMI's price volatile compared to industry and market?
BMI volatility
BMI Average Weekly Movement8.3%
Electronic Industry Average Movement9.0%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: BMI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BMI의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19052,477Ken Bockhorstwww.badgermeter.com

는 전 세계적으로 유량 측정, 품질, 제어 및 통신 솔루션을 제조 및 판매하는 회사입니다. 이 회사는 유틸리티 수도 스마트 미터링 솔루션과 소프트웨어 기술 및 서비스를 도시 수도 유틸리티 시장에 제공합니다. 또한 물, 공기, 증기, 기타 액체 및 가스를 포함한 유체를 측정하고 제어하는 계량기, 밸브 및 기타 감지 기기를 포함한 유량 계측 제품을 제품 또는 시스템 내의 기본 유량 측정 장치로 OEM 제조업체에 공급할 뿐만 아니라 제조업체의 대리점을 통해서도 공급합니다.

Badger Meter, Inc. 기초 지표 요약

Badger Meter의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BMI 기초 통계
시가총액US$3.61b
순이익 (TTM)US$130.57m
매출 (TTM)US$896.73m
27.4x
주가수익비율(P/E)
4.0x
주가매출비율(P/S)

BMI는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BMI 손익계산서 (TTM)
매출US$896.73m
매출원가US$525.77m
총이익US$370.96m
기타 비용US$240.39m
순이익US$130.57m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.47
총이익률41.37%
순이익률14.56%
부채/자본 비율0%

BMI의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.3%
현재 배당 수익률
35%
배당 성향

BMI는 안정적으로 배당을 지급합니까?

BMI 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BMI를 매수해야 하나요?
Badger Meter 배당 일정
배당락일May 22 2026
배당 지급일Jun 05 2026
배당락일까지 남은 일수14 days
배당 지급일까지 남은 일수28 days

BMI는 안정적으로 배당을 지급합니까?

BMI 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 06:10
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Badger Meter, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Quinn FredricksonBaird
Robert MasonBaird