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Badger Meter, Inc. (BMI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0565251081
CUSIP056525108
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$5.20B
EPS$3.14
PE Ratio56.30
PEG Ratio2.29
Revenue (TTM)$703.59M
Gross Profit (TTM)$219.97M
EBITDA (TTM)$146.03M
Year Range$128.05 - $181.00
Target Price$169.80
Short %5.43%
Short Ratio7.95

Share Price Chart


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Badger Meter, Inc.

Popular comparisons: BMI vs. BDC, BMI vs. EXRO.TO, BMI vs. SPY, BMI vs. VOO, BMI vs. CHD, BMI vs. SPXC, BMI vs. SWISX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Badger Meter, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
34.05%
18.82%
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Badger Meter, Inc. had a return of 17.55% year-to-date (YTD) and 34.46% in the last 12 months. Over the past 10 years, Badger Meter, Inc. had an annualized return of 23.15%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.


PeriodReturnBenchmark
Year-To-Date17.55%5.05%
1 month13.04%-4.27%
6 months34.05%18.82%
1 year34.46%21.22%
5 years (annualized)27.66%11.38%
10 years (annualized)23.15%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-6.72%10.40%1.97%
2023-13.37%-3.70%6.56%4.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BMI is 84, placing it in the top 16% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of BMI is 8484
Badger Meter, Inc.(BMI)
The Sharpe Ratio Rank of BMI is 8585Sharpe Ratio Rank
The Sortino Ratio Rank of BMI is 8383Sortino Ratio Rank
The Omega Ratio Rank of BMI is 8282Omega Ratio Rank
The Calmar Ratio Rank of BMI is 9292Calmar Ratio Rank
The Martin Ratio Rank of BMI is 8181Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Badger Meter, Inc. (BMI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BMI
Sharpe ratio
The chart of Sharpe ratio for BMI, currently valued at 1.22, compared to the broader market-2.00-1.000.001.002.003.001.22
Sortino ratio
The chart of Sortino ratio for BMI, currently valued at 2.04, compared to the broader market-4.00-2.000.002.004.002.04
Omega ratio
The chart of Omega ratio for BMI, currently valued at 1.26, compared to the broader market0.501.001.501.26
Calmar ratio
The chart of Calmar ratio for BMI, currently valued at 1.81, compared to the broader market0.001.002.003.004.005.001.81
Martin ratio
The chart of Martin ratio for BMI, currently valued at 3.97, compared to the broader market0.0010.0020.0030.003.97
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Badger Meter, Inc. Sharpe ratio is 1.22. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.22
1.81
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Badger Meter, Inc. granted a 0.57% dividend yield in the last twelve months. The annual payout for that period amounted to $1.04 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.04$0.99$0.85$0.76$0.70$0.64$0.56$0.49$0.43$0.39$0.37$0.35

Dividend yield

0.57%0.64%0.78%0.72%0.74%0.99%1.14%1.03%1.16%1.33%1.25%1.28%

Monthly Dividends

The table displays the monthly dividend distributions for Badger Meter, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.27$0.00
2023$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.27$0.00$0.00$0.27$0.00
2022$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.23$0.00
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.20$0.00
2020$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2019$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17$0.00
2018$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2017$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2016$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.12$0.00$0.00$0.12$0.00
2015$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2014$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2013$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.6%
Badger Meter, Inc. has a dividend yield of 0.57%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%25.1%
Badger Meter, Inc. has a payout ratio of 25.06%, which is quite average when compared to the overall market. This suggests that Badger Meter, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril0
-4.64%
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Badger Meter, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Badger Meter, Inc. was 68.22%, occurring on Oct 27, 2008. Recovery took 1365 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.22%Aug 11, 200855Oct 27, 20081365Apr 1, 20141420
-60.13%Sep 8, 1997999Nov 7, 2001718Sep 30, 20041717
-54.47%Sep 25, 1980390Aug 16, 1982502Feb 7, 1985892
-52.18%Mar 20, 1987170Dec 7, 19871018Jan 25, 19931188
-38.97%Feb 21, 202022Mar 23, 2020140Oct 9, 2020162

Volatility

Volatility Chart

The current Badger Meter, Inc. volatility is 16.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
16.55%
3.30%
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Badger Meter, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items