COMPARE · Reviewed August 3, 2026
BMI vs ITRI
Verdict: Side-by-side breakdown using the Bull Rankings model. BMI scored 62.7, ITRI scored 58.7 — BMI leads.
Compare another set
BMI
Badger Meter, Inc.
62.7
$136.95 · $4.0B
fundamentals as of
Score gap
4.0
BMI leads
ITRI
Itron, Inc.
58.7
$100.95 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
BMI
stronger →← stronger
ITRI
87
Qualityreturns · margins · balance sheet
65
61
Growthrevenue & earnings expansion
41
46
Valuevaluation vs sector peers
76
BMI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BMI
ITRI
$150mC
FCF
$385mC
+0.8%C
Rev
-5.7%D
0.03A-
D/E
0.98C
32.1xB
P/E
16.9xA-
3.38D
PEG
0.88B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BMI
ITRI
8% above
Price vs fair valuelower is cheaper
9% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-17%
1-yr DCF upside
+5%
-7%
5-yr DCF upside
+10%
+8%
10-yr DCF upside
+17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BMI
Why this score
- Raising its dividend
- Durable high returns
ITRI
Why this score
- Buying back stock
The companies
BMIBadger Meter, Inc.
Why now
Scientific & Technical Instruments · market cap $4.0b. Down 33% from 52-week high of $204.00 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $155.44 (implying +14% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
ITRIItron, Inc.
Why now
Scientific & Technical Instruments · market cap $4.4b. Down 29% from 52-week high of $142.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.88 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $129.60 (implying +28% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.