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

Performance

BMI vs. BDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Badger Meter, Inc. (BMI) and Belden Inc. (BDC). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
9.99%
25.13%
BMI
BDC

Returns By Period

In the year-to-date period, BMI achieves a 42.69% return, which is significantly lower than BDC's 56.42% return. Over the past 10 years, BMI has outperformed BDC with an annualized return of 23.98%, while BDC has yielded a comparatively lower 5.44% annualized return.


BMI

YTD

42.69%

1M

10.17%

6M

9.99%

1Y

47.97%

5Y (annualized)

30.71%

10Y (annualized)

23.98%

BDC

YTD

56.42%

1M

3.54%

6M

25.13%

1Y

76.08%

5Y (annualized)

18.38%

10Y (annualized)

5.44%

Fundamentals


BMIBDC
Market Cap$6.37B$4.79B
EPS$4.14$4.31
PE Ratio52.3627.54
PEG Ratio2.292.14
Total Revenue (TTM)$803.82M$2.35B
Gross Profit (TTM)$317.89M$860.54M
EBITDA (TTM)$184.33M$346.76M

Key characteristics


BMIBDC
Sharpe Ratio1.632.25
Sortino Ratio2.573.31
Omega Ratio1.321.40
Calmar Ratio2.902.30
Martin Ratio10.3916.37
Ulcer Index4.79%4.65%
Daily Std Dev30.58%33.74%
Max Drawdown-68.22%-85.69%
Current Drawdown-4.55%-8.21%

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Correlation

-0.50.00.51.00.3

The correlation between BMI and BDC is 0.34, 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.

Risk-Adjusted Performance

BMI vs. BDC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Badger Meter, Inc. (BMI) and Belden Inc. (BDC). 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 1.63, compared to the broader market-4.00-2.000.002.004.001.632.25
The chart of Sortino ratio for BMI, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.573.31
The chart of Omega ratio for BMI, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.40
The chart of Calmar ratio for BMI, currently valued at 2.90, compared to the broader market0.002.004.006.002.902.30
The chart of Martin ratio for BMI, currently valued at 10.39, compared to the broader market-10.000.0010.0020.0030.0010.3916.37
BMI
BDC

The current BMI Sharpe Ratio is 1.63, which is comparable to the BDC Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of BMI and BDC, 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
1.63
2.25
BMI
BDC

Dividends

BMI vs. BDC - Dividend Comparison

BMI's dividend yield for the trailing twelve months is around 0.40%, more than BDC's 0.17% yield.


TTM20232022202120202019201820172016201520142013
BMI
Badger Meter, Inc.
0.40%0.64%0.78%0.71%0.74%0.99%1.14%1.03%1.16%1.33%1.25%1.28%
BDC
Belden Inc.
0.17%0.26%0.28%0.30%0.48%0.36%0.50%0.26%0.27%0.42%0.25%0.28%

Drawdowns

BMI vs. BDC - Drawdown Comparison

The maximum BMI drawdown since its inception was -68.22%, smaller than the maximum BDC drawdown of -85.69%. Use the drawdown chart below to compare losses from any high point for BMI and BDC. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.55%
-8.21%
BMI
BDC

Volatility

BMI vs. BDC - Volatility Comparison

The current volatility for Badger Meter, Inc. (BMI) is 9.91%, while Belden Inc. (BDC) has a volatility of 12.63%. This indicates that BMI experiences smaller price fluctuations and is considered to be less risky than BDC 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%JuneJulyAugustSeptemberOctoberNovember
9.91%
12.63%
BMI
BDC

Financials

BMI vs. BDC - Financials Comparison

This section allows you to compare key financial metrics between Badger Meter, Inc. and Belden Inc.. 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