COMPARE · Reviewed July 2, 2026
HURN vs MWA
Verdict: Side-by-side breakdown using the Bull Rankings model. HURN scored 78.2, MWA scored 74.7 — HURN ahead by 3.5.
HURN
Huron Consulting Group Inc.
78.2
$97.16
Score gap
3.5
HURN leads
MWA
Mueller Water Products, Inc.
74.7
$24.97
The companies
HURNHuron Consulting Group Inc.
Why now
Consulting Services · market cap $1.6b. Down 48% from 52-week high of $186.78 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $184.25 (implying +90% upside).
Moat
ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 119% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.24 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
MWAMueller Water Products, Inc.
Why now
Specialty Industrial Machinery · market cap $3.9b. 19% off the 52-week high of $31.00. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +24% 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 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Base grades (each contributes ~14.3% of base composite)
| HURN | Component | MWA |
|---|---|---|
| C65 | FCF | C65 |
| B80 | Rev | B80 |
| C65 | D/E | B+85 |
| A-90 | P/E or P/S | A-90 |
| B80 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| A-90 | FCF Yield | B80 |
| A-90 | ROE | B+85 |
| 80.9 | Base composite | 81.7 |
Adjustments (signed deltas applied on top of base)
HURN
analyst consensus bullish (100% buy/strong-buy)+2
insider cluster buying (net +25.3%, 31 txns)+2
forward P/E cheaper (17 → 10)+1
DCF cross-check (avg upside 58%)+1
Total+6
MWA
DCF cross-check (avg upside -44%)-1
Total-1
DCF cross-check (per-share value vs. live price)
| HURN upside | Horizon | MWA upside |
|---|---|---|
| +30% | 1Y | -47% |
| +52% | 5Y | -44% |
| +92% | 10Y | -41% |
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.