ZWS
Zurn Elkay Water Solutions Corporation

Zurn Elkay Water Solutions CorporationZWS

Industrials · Pollution & Treatment Controls
49.15USD
-0.34%
Oct 28, 2026
ZWS overview ready
Focused supplier of commercial water-safety and filtration solutions
ZWS is a direct, focused supplier of commercial-building water-management and water-safety products, with a portfolio spanning behind-the-wall controls, backflow prevention, drainage, fixtures, drinking-water dispensing and filtration.
Narrative is still early
Exposed to the Water Infrastructure Modernization and Water Quality Resilience narrative through Commercial Building Water Safety, Efficiency and Point-of-Use Filtration…
An early price trend
Longer-term context reads established trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk….
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to construction and infrastructure spending cycles.
Market Oct 27Filing Sep 30Price action Aug 9Research Jul 29

Conviction Level

CompanyFit8.0PriceAction10.0Valuation5.4CompanyPosition7.3BusinessQuality8.3

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
+4.4pp
Theme return
+4.9%
Beating SPY
6 of 9
21 sessions to Oct 27, 2026 · ranked 21 of 59 themes
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads established trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$8.1B
Avg Volume (60D)
902.3K
60 sessions
Revenue Growth YoY
+8.3%
FY2025 vs FY2024
Gross Margin
+50.4%
Trailing twelve months
Operating Margin
+22.1%
Trailing twelve months
Free Cash Flow Yield
+4.0%
P/E
27.9x
EV / Sales
4.5x
Market metrics as of Oct 27, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
Zurn Elkay Water Solutions Corporation has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

What changed

Company Research

Thesis
ZWS is a direct, focused supplier of commercial-building water-management and water-safety products, with a portfolio spanning behind-the-wall controls, backflow prevention, drainage, fixtures, drinking-water dispensing and filtration.
Opportunity
Moderate opportunity
Code-driven replacement, retrofit and new-construction demand from commercial, institutional and public facilities for plumbing controls, backflow protection, hygienic water access, water conservation and point-of-use filtration.
Key risk
Exposure to construction and infrastructure spending cycles.

Economic classification

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Business & Markets

Industrials · Pollution & Treatment Controls
What they do

Zurn Elkay Water Solutions Corporation designs, manufactures, and markets water management products primarily in the US, Canada, and internationally, operating under multiple brand names.

How it earns

The company generates revenue through transactional sales of water dispensing, filtration, and water control products.

Products & services
Filtered bottle filling stations
Water fountains and dispensers
Filtered faucets
Water filters
Backflow preventers
Fire system valves
Pressure reducing valves
Thermostatic mixing valves
Customers & end markets
Commercial and institutional facilities
Municipal and industrial water management sectors
Market position

Established player with recognized brands in water management solutions serving multiple markets.

Demand drivers
Medium cyclicality

Business tied to construction and infrastructure spending cycles which can fluctuate with economic conditions.

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