Badger Meter vs Itron
BMI and ITRI side by side, both in laboratory apparatus and analytical, optical, measuring, and controlling instruments. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BMI and ITRI compare
Badger Meter and Itron are about the same size, with market caps of $4.5B and $4.3B.
On earnings, Itron is cheaper: it trades at 15.9× trailing earnings, against 33.1× for Badger Meter.
Badger Meter grew revenue faster over the last twelve months (10.9% versus −3.6% for Itron).
Badger Meter keeps more of each dollar of sales as profit, with a net margin of 15.5% compared with 12.1% at Itron.
Badger Meter pays a dividend yielding 1.0%; Itron does not pay one.
Badger Meter scores higher on the StockData Score (24 against 16 for Itron), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BMI | ITRI |
|---|---|---|
| Size and price | ||
| Market cap | $4.5B | $4.3B |
| Share price | $158.71 | $98.50 |
| Change, 1 year | −15.4% | −2.4% |
| Change, 5 years | 46.4% | 47.5% |
| Beta (5Y) | 0.83 | 1.26 |
| Employees | 2,477 | 5,550 |
| StockData Score | ||
| Total score | 24 (better) | 16 |
| Valuation score | 4 | 6 (better) |
| Growth score | 4 (better) | 2 |
| Performance score | 6 (better) | 4 |
| Health score | 6 (better) | 4 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 33.1× | 15.9× (better) |
| P/S | 4.9× | 1.9× (better) |
| P/B | 7.0× | 2.5× (better) |
| EV/EBITDA | 24.3× | 13.1× (better) |
| P/FCF | 26.7× | 11.8× (better) |
| PEG | 1.16 | – |
| FCF yield | 3.7% | 8.5% (better) |
| Fair value | $196.35 | $149.03 |
| Margin of safety | 19.2% | 33.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 10.9% (better) | −3.6% |
| Revenue growth, 5Y average | 16.6% (better) | 1.7% |
| Net income growth (TTM) | 13.4% (better) | 8.6% |
| EPS growth (TTM) | 13.2% (better) | 11.3% |
| EPS growth, 5Y average | 23.2% | – |
| Profitability | ||
| Gross margin | 41.7% (better) | 40.7% |
| Operating margin | 20.0% (better) | 13.7% |
| Net margin | 15.5% (better) | 12.1% |
| FCF margin | 18.5% (better) | 15.8% |
| Return on equity | 22.5% (better) | 16.5% |
| Return on invested capital | 30.8% (better) | 13.4% |
| Financial health | ||
| Debt / equity | 0.00 | 0.93 (better) |
| Net debt / EBITDA | – | 1.91 |
| Interest coverage | – | 13.8× |
| Current ratio | 2.48 | 2.83 (better) |
| Altman Z-score | 12.23 (better) | 2.32 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.0% | – |
| Payout ratio | 30.7% | – |
| Years of dividend growth | 11 | – |
| Dividend growth, 5Y average | 16.2% | – |
| Buyback yield | 0.33% | 5.8% (better) |
| Shareholder yield | 1.4% | 5.8% (better) |
| Ownership | ||
| Held by institutions | 114% | 118% |
| Held by insiders | 0.68% | 1.6% |
| Insider net buying, 12 months | $1.5M (better) | −$15.1M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 13.5% | 13.8% |
Go deeper
- BMI stock overview
- BMI income statement
- BMI valuation and score
- ITRI stock overview
- ITRI income statement
- ITRI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.