BMI
Badger Meter, Inc.

Badger Meter, Inc.BMI

Technology · Scientific & Technical Instruments
133.00USD
+1.14%
Sep 24, 2026
BMI overview ready
Badger Meter is a direct smart-water systems provider to municipal utilities, combining meters and sensors with cellular endpoints, communications and SaaS analytics across drinking-water, wastewater and stormwater workflows.
Narrative is still early
Exposed to the Water Infrastructure Modernization and Resilience narrative through Digital Water Management, Advanced Metering and Network Monitoring — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
Fair valuation
The price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Decline in municipal infrastructure spending.
Market Sep 23Filing Jun 30Price action Sep 23Research Sep 18

Conviction Level

NarrativeHeat6.0ThemeHeat5.2PriceAction4.9Valuation5.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$3.9B
Avg Volume (60D)
370.6K
60 sessions
Revenue Growth YoY
+10.9%
FY2025 vs FY2024
Gross Margin
+41.3%
Trailing twelve months
Operating Margin
+18.6%
Trailing twelve months
Free Cash Flow Yield
+3.9%
Distance from 200DMA
-7.6%
Next Earnings
2026-10-21
P/E
30.7x
Market metrics as of Sep 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Dec 31, 2021

Fundamentals & Valuation

Both valuation perspectives agree this company is fair.
Badger Meter, Inc. has a Fair valuation stance because the price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.

Company Research

Thesis
Badger Meter is a direct smart-water systems provider to municipal utilities, combining meters and sensors with cellular endpoints, communications and SaaS analytics across drinking-water, wastewater and stormwater workflows.
Opportunity
Moderate opportunity
Municipal and water-utility spending on connected metering, sensing, communications and analytics to reduce non-revenue water, improve billing and operations, monitor water quality and wastewater networks, and strengthen system resilience.
Key risk
Decline in municipal infrastructure spending.

Narrative & Theme

Water Infrastructure Modernization and Resilience
Part of Digital Water Management, Advanced Metering and Network Monitoring, with strong fit.
BMI has direct revenue exposure to a real, multi-company modernization cycle in water utilities rather than generic industrial or infrastructure adjacency.
Narrative HeatNeutral6.0 / 10
Theme HeatNeutral5.2 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Scientific & Technical Instruments
What they do

Badger Meter, Inc. designs, manufactures, and sells flow measurement and control devices, along with related software solutions, primarily serving municipal water utilities and original equipment manufacturers worldwide.

How it earns

Primarily transactional revenue from the sale of flow measurement products and software services.

Products & services
Utility water smart metering solutions
Flow instrumentation products including meters and valves
Customers & end markets
Municipal water utilities
Original equipment manufacturers
Market position

Niche player specializing in flow measurement and control within the water utility and OEM markets.

Demand drivers
Medium cyclicality

Demand is influenced by municipal infrastructure spending cycles and industrial OEM investment.

Peers

Companies validated as economically comparable to BMI — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Itron, Inc.Trend Under Pressure — Failed ReclaimCheap8.0High9.1Hot8.0Heating upLocked$91.321.20%
Mueller Water Products, Inc.Trend Under Pressure — Distribution PressureCheap8.0High4.8NeutralInsufficient heat dataLocked$21.720.87%
Xylem Inc.Early Trend — Reclaim AttemptFair8.0High6.0Neutral5.9NeutralLocked$106.96+0.38%