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

Company Info

ISIN

US0565251081

CUSIP

056525108

Sector

Industrials

IPO Date

Sep 7, 1984

Highlights

Market Cap

$6.45B

EPS (TTM)

$4.03

PE Ratio

54.40

PEG Ratio

2.29

Total Revenue (TTM)

$803.82M

Gross Profit (TTM)

$317.89M

EBITDA (TTM)

$184.33M

Year Range

$138.84 - $230.76

Target Price

$217.19

Short %

4.87%

Short Ratio

4.86

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BMI vs. EXRO.TO BMI vs. BDC BMI vs. VOO BMI vs. SPY BMI vs. COOP BMI vs. ASR BMI vs. CHD BMI vs. CR BMI vs. SPXC BMI vs. SWISX
Popular comparisons:
BMI vs. EXRO.TO BMI vs. BDC BMI vs. VOO BMI vs. SPY BMI vs. COOP BMI vs. ASR BMI vs. CHD BMI vs. CR 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.


-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
9.45%
12.14%
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

Returns By Period

Badger Meter, Inc. had a return of 42.69% year-to-date (YTD) and 47.97% in the last 12 months. Over the past 10 years, Badger Meter, Inc. had an annualized return of 23.98%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


BMI

YTD

42.69%

1M

10.17%

6M

9.99%

1Y

47.97%

5Y (annualized)

30.71%

10Y (annualized)

23.98%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of BMI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.72%10.40%1.97%13.05%5.63%-3.43%10.63%0.55%5.54%-8.41%42.69%
20236.30%5.14%0.16%8.63%4.36%7.03%11.58%1.04%-13.37%-3.70%6.56%4.75%42.58%
2022-5.06%-1.54%0.30%-19.08%-1.67%2.21%18.91%-1.33%-2.43%21.74%3.17%-5.86%3.23%
2021-2.50%18.60%-14.29%0.34%2.53%2.67%2.97%6.20%-5.56%1.10%0.29%4.10%14.11%
2020-9.04%2.21%-10.98%10.13%3.94%2.83%-0.51%-1.17%5.97%12.19%12.65%14.10%46.37%
20197.28%11.74%-5.44%-0.29%-4.56%13.05%-10.39%-3.25%4.11%7.64%7.56%4.73%33.46%
20180.84%-0.99%-0.95%-9.97%3.37%2.17%16.67%5.66%-3.64%-7.25%13.32%-11.33%4.09%
20174.33%-4.75%0.41%8.16%-1.09%1.66%13.55%1.73%6.75%-10.61%6.24%3.02%30.91%
2016-4.71%18.02%1.25%7.25%5.43%-2.63%-4.51%-5.05%1.56%-4.06%13.11%1.93%27.70%
20150.86%-2.13%2.64%3.80%4.01%-1.60%-7.36%-0.56%-0.39%4.34%0.74%-3.68%0.00%
2014-6.53%8.18%0.33%-10.07%0.32%6.30%-5.22%4.75%-3.13%12.82%-2.89%7.73%10.43%
20134.39%2.92%5.44%-18.39%2.40%-0.02%6.94%-5.00%3.15%11.85%5.97%-0.78%16.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BMI is 87, placing it in the top 13% of stocks on our website 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 8787
Combined Rank
The Sharpe Ratio Rank of BMI is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BMI is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BMI is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BMI is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BMI is 8989
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for BMI, currently valued at 1.63, compared to the broader market-4.00-2.000.002.004.001.632.54
The chart of Sortino ratio for BMI, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.573.40
The chart of Omega ratio for BMI, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.47
The chart of Calmar ratio for BMI, currently valued at 2.90, compared to the broader market0.002.004.006.002.903.66
The chart of Martin ratio for BMI, currently valued at 10.39, compared to the broader market0.0010.0020.0030.0010.3916.26
BMI
^GSPC

The current Badger Meter, Inc. Sharpe ratio is 1.63. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Badger Meter, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.63
2.54
BMI (Badger Meter, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Badger Meter, Inc. provided a 0.40% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The company has been increasing its dividends for 19 consecutive years.


0.60%0.80%1.00%1.20%1.40%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.88$0.99$0.85$0.76$0.70$0.64$0.56$0.49$0.43$0.39$0.37$0.35

Dividend yield

0.40%0.64%0.78%0.71%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.34$0.00$0.00$0.00$0.88
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$0.99
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$0.85
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$0.76
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$0.70
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$0.64
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$0.56
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$0.49
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$0.43
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$0.39
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$0.37
2013$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.35

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.4%
Badger Meter, Inc. has a dividend yield of 0.40%, 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
200.0%400.0%600.0%800.0%21.8%
Badger Meter, Inc. has a payout ratio of 21.84%, which is below the market average. This means Badger Meter, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.55%
-0.88%
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.

The current Badger Meter, Inc. drawdown is 4.55%.


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
-45.98%Jul 14, 198795Dec 7, 198752Feb 24, 1988147
-38.97%Feb 21, 202022Mar 23, 2020140Oct 9, 2020162
-36.13%May 3, 200660Jul 27, 2006245Jul 19, 2007305

Volatility

Volatility Chart

The current Badger Meter, Inc. volatility is 9.91%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
9.91%
3.96%
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

Valuation

The Valuation section provides an assessment of the market value of Badger Meter, Inc. compared to its peers in the Electrical Equipment & Parts industry.


PE Ratio
50.0100.0150.054.4
The chart displays the price to earnings (P/E) ratio for BMI in comparison to other companies of the Electrical Equipment & Parts industry. Currently, BMI has a PE value of 54.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.01.02.03.04.02.3
The chart displays the price to earnings to growth (PEG) ratio for BMI in comparison to other companies of the Electrical Equipment & Parts industry. Currently, BMI has a PEG value of 2.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Badger Meter, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items