COMPARE · Data as of August 21, 2026
BMI vs ITRI
Verdict: Side-by-side breakdown using the Bull Rankings model. BMI scored 59.1, ITRI scored 58.5 — BMI leads.
Compare another set
BMI
Badger Meter, Inc.
59.1
$131.81 · $3.8B
fundamentals as of
Score gap
0.6
BMI leads
ITRI
Itron, Inc.
58.5
$99.34 · $4.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestITRI16.6x
- Fastest growthBMI+0.8%
- Strongest balance sheetBMI0.03
- Highest qualityBMI87 / 100
- Largest discount to fair valueITRI-11%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BMI
stronger →← stronger
ITRI
87
Qualityreturns · margins · balance sheet
65
46
Growthrevenue & earnings expansion
39
51
Valuevaluation vs sector peers
79
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
30.9xB
P/E
16.6xA-
3.17D
PEG
0.85B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BMI
ITRI
4% above
Price vs fair valuelower is cheaper
11% below
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
-13%
1-yr DCF upside
+7%
-4%
5-yr DCF upside
+12%
+12%
10-yr DCF upside
+20%
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 $3.8b. Down 35% from 52-week high of $204.00 — deep drawdown territory. 9 sell-side analysts publish a mean 1-yr target of $155.44 (implying +18% 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 35% 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 31x 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 $4.3b. Down 30% from 52-week high of $142.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.85 — 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 +30% 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. Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.
Where BMI and ITRI diverge
On the headline score the gap is 0.6 points in favor of BMI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBMI 51.0 · ITRI 79.1ITRI +28.1
- QualityBMI 87.2 · ITRI 65.0BMI +22.2
- GrowthBMI 46.4 · ITRI 38.9BMI +7.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.