The theme: Water utilities, treatment technology, pumps, pipes and metering — an infrastructure-replacement thesis split across Utilities, Machinery and Building Products.
Filings scatter these 15 companies over 6 industries with no single one holding more than 5, making this one of the most fragmented themes we track.
Only 5 of the 28 themes tracked carry a higher median score than this one's 62.0.
The Water group at a glance
Where these companies are filed
The 15 members report under 6 different industries, which is exactly why no standard sector view groups them:
Specialty Industrial Machinery5
Utilities - Regulated Water5
Pollution & Treatment Controls2
Building Products & Equipment1
Scientific & Technical Instruments1
Specialty Chemicals1
What kind of businesses these are
Average pillar scores across the 15 scored members, against every stock the model scores:
Pillar
Water
Market
Read
Quality
68.5
57.7
10.8 above
Growth
60.9
58.0
2.9 above
Value
49.9
38.4
11.5 above
Pillars run 0–100, and Value is judged against sector peers.
Most of this list sits near its own top end: the median name scores 62.0 against BMI at 71.0, with HTO at 34.9 the one straggler below. A theme is a thesis, not a quality filter — membership says a company is exposed to Water, and the score says what the model makes of the business.
Where analysts are moving on Water
Across the 15 Water names with a reading, the median forward earnings estimate is roughly unchanged — +0.1% over 90 days, in line with the market (+0.5%). The split is one-sided: 6 of the 15 moving up against 3 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. How this is measured, across the market →
Common questions
What counts as a Water stock?
Water utilities, treatment technology, pumps, pipes and metering — an infrastructure-replacement thesis split across Utilities, Machinery and Building Products. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
How are the best Water stocks ranked?
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Are analysts raising or cutting Water earnings estimates?
Across the 15 Water names with a reading, the median forward earnings estimate is roughly unchanged — +0.1% over 90 days, in line with the market (+0.5%). The split is one-sided: 6 of the 15 moving up against 3 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
How often is the ranking updated?
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.
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.