HCKT vs. BMI

Last updated Jun 3, 2026

HCKT (The Hackett Group, Inc.) and BMI (Badger Meter, Inc.) are both stocks. HCKT operates in Information Technology Services (Technology), while BMI operates in Electrical Equipment & Parts (Industrials). Over the past 10 years, HCKT returned -0.76%/yr vs 13.98%/yr for BMI. At a 0.25 correlation, their price movements are largely independent.

Performance

HCKT vs. BMI - Performance Comparison

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

Returns By Period

In the year-to-date period, HCKT achieves a -40.68% return, which is significantly lower than BMI's -27.54% return. Over the past 10 years, HCKT has underperformed BMI with an annualized return of -0.76%, while BMI has yielded a comparatively higher 13.98% annualized return.

HCKT

• 1D: -4.31%
• 1M: -14.46%
• YTD: -40.68%
• 6M: -37.72%
• 1Y: -50.69%
• 3Y*: -14.65%
• 5Y*: -6.43%
• 10Y*: -0.76%

BMI

• 1D: 2.52%
• 1M: 3.34%
• YTD: -27.54%
• 6M: -27.62%
• 1Y: -49.57%
• 3Y*: -3.92%
• 5Y*: 7.17%
• 10Y*: 13.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HCKT vs. BMI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HCKT The Hackett Group, Inc.	-40.68%	-34.74%	37.26%	14.15%	1.48%	45.86%	-8.83%	3.08%	4.05%	-9.27%
BMI Badger Meter, Inc.	-27.54%	-17.15%	38.28%	42.58%	3.23%	14.11%	46.37%	33.46%	4.09%	30.91%

Correlation

The correlation between HCKT and BMI is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.36
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.41
Correlation (All Time) Calculated using the full available price history since May 29, 1998	0.25

The correlation between HCKT and BMI shifts across timeframes, from 0.21 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap HCKT : $290.42M BMI : $3.69B
EPS HCKT : $0.52 BMI : $4.42
PE Ratio HCKT : 22.13 BMI : 28.40
PS Ratio HCKT : 1.05 BMI : 4.14
PB Ratio HCKT : 4.40 BMI : 3.80
Total Revenue (TTM) HCKT : $296.56M BMI : $896.73M
Gross Profit (TTM) HCKT : $89.31M BMI : $370.96M
EBITDA (TTM) HCKT : $32.08M BMI : $199.34M

Return for Risk

HCKT vs. BMI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HCKT

HCKT Risk / Return Rank: 5
HCKT Sharpe Ratio Rank: 4
HCKT Sortino Ratio Rank: 6
HCKT Omega Ratio Rank: 4
HCKT Calmar Ratio Rank: 9
HCKT Martin Ratio Rank: 4

BMI

BMI Risk / Return Rank: 4
BMI Sharpe Ratio Rank: 2
BMI Sortino Ratio Rank: 5
BMI Omega Ratio Rank: 3
BMI Calmar Ratio Rank: 6
BMI Martin Ratio Rank: 6

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HCKT vs. BMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hackett Group, Inc. (HCKT) and Badger Meter, Inc. (BMI). 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.

	HCKT	BMI	Difference
Sharpe ratio Return per unit of total volatility	-1.05	-1.13	+0.09
Sortino ratio Return per unit of downside risk	-1.46	-1.52	+0.06
Omega ratio Gain probability vs. loss probability	0.78	0.76	+0.02
Calmar ratio Return relative to maximum drawdown	-0.81	-0.89	+0.08
Martin ratio Return relative to average drawdown	-1.56	-1.45	-0.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HCKT vs. BMI - Sharpe Ratio Comparison

The current HCKT Sharpe Ratio is -1.05, which is comparable to the BMI Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of HCKT and BMI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HCKT	BMI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.05	-1.13	+0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.19	0.21	-0.41
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.02	0.42	-0.44
Sharpe Ratio (All Time) Calculated using the full available price history	-0.00	0.44	-0.44

Drawdowns

HCKT vs. BMI - Drawdown Comparison

The maximum HCKT drawdown since its inception was -96.32%, which is greater than BMI's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for HCKT and BMI.

Drawdown Indicators

	HCKT	BMI	Difference
Max Drawdown Largest peak-to-trough decline	-96.32%	-68.22%	-28.10%
Max Drawdown (1Y) Largest decline over 1 year	-63.68%	-55.06%	-8.62%
Max Drawdown (3Y) Largest decline over 3 years	-70.50%	-55.06%	-15.44%
Max Drawdown (5Y) Largest decline over 5 years	-70.50%	-55.06%	-15.44%
Max Drawdown (10Y) Largest decline over 10 years	-70.50%	-55.06%	-15.44%
Current Drawdown Current decline from peak	-63.07%	-50.05%	-13.02%
Average Drawdown Average peak-to-trough decline	-66.33%	-19.00%	-47.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.15%	33.58%	-0.43%

Volatility

HCKT vs. BMI - Volatility Comparison

The Hackett Group, Inc. (HCKT) has a higher volatility of 37.78% compared to Badger Meter, Inc. (BMI) at 9.75%. This indicates that HCKT's price experiences larger fluctuations and is considered to be riskier than BMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HCKT	BMI	Difference
Volatility (1M) Calculated over the trailing 1-month period	37.78%	9.75%	+28.03%
Volatility (6M) Calculated over the trailing 6-month period	46.60%	38.52%	+8.08%
Volatility (1Y) Calculated over the trailing 1-year period	48.67%	43.90%	+4.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.24%	33.85%	-0.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.56%	33.67%	+1.89%

Dividends

HCKT vs. BMI - Dividend Comparison

HCKT's dividend yield for the trailing twelve months is around 4.16%, more than BMI's 1.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BMI Badger Meter, Inc.	1.27%	0.85%	0.58%	0.64%	0.78%	0.71%	0.74%	0.99%	1.14%	1.03%	1.16%	1.33%
HCKT The Hackett Group, Inc.	4.16%	2.45%	1.43%	1.93%	2.16%	1.95%	1.98%	2.23%	2.12%	1.91%	1.47%	1.24%

Financials

HCKT vs. BMI - Profitability Comparison

The chart below illustrates the profitability comparison between The Hackett Group, Inc. and Badger Meter, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HCKT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Hackett Group, Inc. reported a gross profit of 0.00 and revenue of 68.80M. Therefore, the gross margin over that period was 0.0%.

BMI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Badger Meter, Inc. reported a gross profit of 84.33M and revenue of 202.28M. Therefore, the gross margin over that period was 41.7%.

HCKT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Hackett Group, Inc. reported an operating income of 8.94M and revenue of 68.80M, resulting in an operating margin of 13.0%.

BMI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Badger Meter, Inc. reported an operating income of 35.17M and revenue of 202.28M, resulting in an operating margin of 17.4%.

HCKT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Hackett Group, Inc. reported a net income of 4.28M and revenue of 68.80M, resulting in a net margin of 6.2%.

BMI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Badger Meter, Inc. reported a net income of 27.34M and revenue of 202.28M, resulting in a net margin of 13.5%.

Frequently Asked Questions

Can I hold both HCKT and BMI in my portfolio?

HCKT and BMI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HCKT or BMI?

HCKT has higher volatility (37.78%) compared to BMI (9.75%). In terms of maximum drawdown, HCKT dropped -96.32% vs BMI's -68.22%.

Which has better risk-adjusted returns?

HCKT currently has the higher Sharpe Ratio (-1.05 vs -1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.