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BMI vs. ASR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BMI and ASR is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

BMI vs. ASR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Badger Meter, Inc. (BMI) and Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR). The values are adjusted to include any dividend payments, if applicable.

4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%10,000.00%JulyAugustSeptemberOctoberNovemberDecember
9,170.20%
3,816.87%
BMI
ASR

Key characteristics

Sharpe Ratio

BMI:

1.46

ASR:

-0.24

Sortino Ratio

BMI:

2.35

ASR:

-0.13

Omega Ratio

BMI:

1.29

ASR:

0.98

Calmar Ratio

BMI:

2.62

ASR:

-0.28

Martin Ratio

BMI:

9.22

ASR:

-0.49

Ulcer Index

BMI:

4.90%

ASR:

14.40%

Daily Std Dev

BMI:

30.91%

ASR:

29.94%

Max Drawdown

BMI:

-68.22%

ASR:

-61.33%

Current Drawdown

BMI:

-8.39%

ASR:

-23.67%

Fundamentals

Market Cap

BMI:

$6.68B

ASR:

$8.14B

EPS

BMI:

$4.03

ASR:

$20.99

PE Ratio

BMI:

56.37

ASR:

13.19

PEG Ratio

BMI:

2.29

ASR:

18.25

Total Revenue (TTM)

BMI:

$803.82M

ASR:

$29.19B

Gross Profit (TTM)

BMI:

$317.89M

ASR:

$20.54B

EBITDA (TTM)

BMI:

$182.03M

ASR:

$18.90B

Returns By Period

In the year-to-date period, BMI achieves a 41.93% return, which is significantly higher than ASR's -7.43% return. Over the past 10 years, BMI has outperformed ASR with an annualized return of 23.49%, while ASR has yielded a comparatively lower 9.68% annualized return.


BMI

YTD

41.93%

1M

0.60%

6M

15.93%

1Y

43.80%

5Y*

28.25%

10Y*

23.49%

ASR

YTD

-7.43%

1M

-1.97%

6M

-15.19%

1Y

-8.77%

5Y*

10.12%

10Y*

9.68%

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Risk-Adjusted Performance

BMI vs. ASR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Badger Meter, Inc. (BMI) and Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BMI, currently valued at 1.46, compared to the broader market-4.00-2.000.002.001.46-0.24
The chart of Sortino ratio for BMI, currently valued at 2.35, compared to the broader market-4.00-2.000.002.004.002.35-0.13
The chart of Omega ratio for BMI, currently valued at 1.29, compared to the broader market0.501.001.502.001.290.98
The chart of Calmar ratio for BMI, currently valued at 2.62, compared to the broader market0.002.004.006.002.62-0.28
The chart of Martin ratio for BMI, currently valued at 9.22, compared to the broader market-5.000.005.0010.0015.0020.0025.009.22-0.49
BMI
ASR

The current BMI Sharpe Ratio is 1.46, which is higher than the ASR Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of BMI and ASR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.46
-0.24
BMI
ASR

Dividends

BMI vs. ASR - Dividend Comparison

BMI's dividend yield for the trailing twelve months is around 0.56%, less than ASR's 4.59% yield.


TTM20232022202120202019201820172016201520142013
BMI
Badger Meter, Inc.
0.56%0.64%0.78%0.71%0.74%0.99%1.14%1.03%1.16%1.33%1.25%1.28%
ASR
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
4.59%3.86%3.18%2.00%0.00%2.80%2.29%1.84%2.09%2.35%0.00%5.35%

Drawdowns

BMI vs. ASR - Drawdown Comparison

The maximum BMI drawdown since its inception was -68.22%, which is greater than ASR's maximum drawdown of -61.33%. Use the drawdown chart below to compare losses from any high point for BMI and ASR. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.39%
-23.67%
BMI
ASR

Volatility

BMI vs. ASR - Volatility Comparison

The current volatility for Badger Meter, Inc. (BMI) is 7.61%, while Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) has a volatility of 8.22%. This indicates that BMI experiences smaller price fluctuations and is considered to be less risky than ASR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
7.61%
8.22%
BMI
ASR

Financials

BMI vs. ASR - Financials Comparison

This section allows you to compare key financial metrics between Badger Meter, Inc. and Grupo Aeroportuario del Sureste, S. A. B. de C. V.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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