Added to YB: 2026-08-12
Pitch date: 2026-08-09
BMI [neutral]
Badger Meter, Inc.
-2.28%
current return
Author Info
Quality Stocks helps you find valuable insights to become a better investor, discover quality companies, and find investment ideas. Sign up for the newsletter.
Company Info
Badger Meter, Inc. manufactures and markets flow measurement, quality, control, and communication solutions worldwide.
Market Cap
$4.0B
Pitch Price
$138.84
Price Target
N/A
Dividend
1.15%
EV/EBITDA
19.58
P/E
32.51
EV/Sales
4.49
Sector
Electronic Equipment, Instruments and Components
Category
growth
Badger Meter Stock Analysis: Quality But Not At The Right Price
BMI (overview): Water IoT/SaaS play via BlueEdge, disciplined debt-free serial acquirer ($200M+ net cash, bought SmartCover, UDlive). Q1'26 shocked: EPS $0.93 vs $1.20 est, rev -9% to $202M, op margin 22.2%→17.4%, FY26 guide flat. Bull: SaaS mix, secular water tailwinds. Bear: 30x fwd PE too rich for cyclical muni exposure. ~9.5% TSR. Wait for better entry.
Read full article (6 min)