Added to YB: 2026-01-08
Pitch date: 2026-01-06
BMI [neutral]
Badger Meter, Inc.
-6.51%
current return
Author Info
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Company Info
Badger Meter, Inc. manufactures and markets flow measurement, quality, control, and communication solutions worldwide.
Market Cap
$5.2B
Pitch Price
$178.29
Price Target
149.00 (-18%)
Dividend
0.90%
EV/EBITDA
23.49
P/E
37.75
EV/Sales
5.57
Sector
Electronic Equipment, Instruments and Components
Category
growth
Badger Meter: The Future of Water Infrastructure
BMI (overvalued): Smart water infrastructure play benefiting from $625B US water system investment needs by 2041. 20% 10-yr revenue CAGR, 33-yr dividend growth streak. AMI market growing 12% CAGR vs 40% current penetration. Strong moat via integrated solutions, switching costs. 17% EPS growth potential, improving margins from SaaS mix. DCF fair value $149 vs $174 current price - overvalued by 31%, entry target $120.
Read full article (17 min)