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Zurn Water Solutions Corporation (ZWS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS98983L1089
CUSIP98983L108
SectorUtilities
IndustryUtilities—Regulated Water

Highlights

Market Cap$5.49B
EPS$0.59
PE Ratio53.71
PEG Ratio1.50
Revenue (TTM)$1.53B
Gross Profit (TTM)$465.50M
EBITDA (TTM)$302.80M
Year Range$19.84 - $34.58
Target Price$34.00
Short %3.75%
Short Ratio7.37

Share Price Chart


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Zurn Water Solutions Corporation

Popular comparisons: ZWS vs. BTU, ZWS vs. T.TO

Performance

Performance Chart

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


160.00%180.00%200.00%220.00%240.00%260.00%280.00%NovemberDecember2024FebruaryMarchApril
219.93%
253.97%
ZWS (Zurn Water Solutions Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Zurn Water Solutions Corporation had a return of 8.02% year-to-date (YTD) and 54.23% in the last 12 months. Over the past 10 years, Zurn Water Solutions Corporation had an annualized return of 8.54%, while the S&P 500 had an annualized return of 10.22%, indicating that Zurn Water Solutions Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date8.02%4.14%
1 month-2.73%-4.93%
6 months24.48%17.59%
1 year54.23%20.28%
5 years (annualized)3.25%11.33%
10 years (annualized)8.54%10.22%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.82%7.35%5.42%
2023-5.40%-5.57%11.56%-0.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ZWS is 89, placing it in the top 11% 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 ZWS is 8989
Zurn Water Solutions Corporation(ZWS)
The Sharpe Ratio Rank of ZWS is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of ZWS is 9292Sortino Ratio Rank
The Omega Ratio Rank of ZWS is 8888Omega Ratio Rank
The Calmar Ratio Rank of ZWS is 7979Calmar Ratio Rank
The Martin Ratio Rank of ZWS is 9191Martin 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 Zurn Water Solutions Corporation (ZWS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ZWS
Sharpe ratio
The chart of Sharpe ratio for ZWS, currently valued at 1.98, compared to the broader market-2.00-1.000.001.002.003.001.98
Sortino ratio
The chart of Sortino ratio for ZWS, currently valued at 2.92, compared to the broader market-4.00-2.000.002.004.002.92
Omega ratio
The chart of Omega ratio for ZWS, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ZWS, currently valued at 0.76, compared to the broader market0.001.002.003.004.005.000.76
Martin ratio
The chart of Martin ratio for ZWS, currently valued at 8.98, compared to the broader market0.0010.0020.0030.008.98
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-2.00-1.000.001.002.003.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.44, compared to the broader market-4.00-2.000.002.004.002.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.29, compared to the broader market0.501.001.501.29
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.27, compared to the broader market0.001.002.003.004.005.001.27
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.65, compared to the broader market0.0010.0020.0030.006.65

Sharpe Ratio

The current Zurn Water Solutions Corporation Sharpe ratio is 1.98. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.98
1.66
ZWS (Zurn Water Solutions Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Zurn Water Solutions Corporation granted a 0.95% dividend yield in the last twelve months. The annual payout for that period amounted to $0.30 per share.


PeriodTTM2023202220212020201920182017
Dividend$0.30$0.29$0.20$0.30$0.32$0.00$0.00$10.86

Dividend yield

0.95%0.99%0.95%0.82%0.81%0.00%0.00%41.74%

Monthly Dividends

The table displays the monthly dividend distributions for Zurn Water Solutions Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.08$0.00
2023$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00
2022$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.07$0.00$0.00$0.07$0.00
2021$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.03$0.00
2020$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$10.86$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.0%
Zurn Water Solutions Corporation has a dividend yield of 0.95%, 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%30.9%
Zurn Water Solutions Corporation has a payout ratio of 30.93%, which is quite average when compared to the overall market. This suggests that Zurn Water Solutions Corporation 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-50.33%
-5.46%
ZWS (Zurn Water Solutions Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Zurn Water Solutions Corporation. 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 Zurn Water Solutions Corporation was 69.31%, occurring on Mar 23, 2023. The portfolio has not yet recovered.

The current Zurn Water Solutions Corporation drawdown is 50.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.31%Sep 30, 2021372Mar 23, 2023
-52.43%Mar 10, 2014470Jan 19, 2016260Jan 30, 2017730
-45.35%Feb 14, 202035Apr 3, 2020152Nov 9, 2020187
-31.93%May 1, 201286Aug 30, 2012285Oct 21, 2013371
-31.89%Sep 24, 201864Dec 24, 2018243Dec 11, 2019307

Volatility

Volatility Chart

The current Zurn Water Solutions Corporation volatility is 5.97%, 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%NovemberDecember2024FebruaryMarchApril
5.97%
3.15%
ZWS (Zurn Water Solutions Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items