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BMI vs ITRI
Which Stock Would AI Choose? Badger Meter, Inc. (BMI) vs. Itron, Inc. (ITRI) Stock Comparison
Key Takeaways
- BMI and ITRI both serve the scientific and technical instruments industry, specializing in metering solutions for utilities.
- BMI shares dropped sharply in recent market activity following a Q1 earnings miss, contrasting with its strong year-to-date gains.
- ITRI has demonstrated steadier performance, outperforming the broader market in several recent sessions amid positive analyst sentiment.
- Tickeron AI analysis shows BMI in oversold territory with potential for a price bounce, while ITRI exhibits mixed signals including bullish moving average crosses.
- ITRI trades at a lower price-to-earnings (P/E) ratio, suggesting relatively attractive valuation compared to BMI.
- Both stocks benefit from sector tailwinds in smart metering but face distinct risks from project timing and economic sensitivity.
Introduction
This stock comparison examines BMI and ITRI, two leaders in flow measurement and smart metering technologies. Investors focused on the utilities and smart infrastructure sectors may find value in understanding their relative performance amid evolving market conditions. With demand for efficient resource management rising, these companies offer exposure to water and energy solutions. Recent volatility in industrials highlights the trade-offs in growth potential versus stability, aiding traders in position sizing and sector allocation decisions.
BMI Overview and Recent Performance
Badger Meter, Inc. (BMI) designs and manufactures flow measurement, quality control, and communication solutions primarily for municipal water utilities worldwide. Its products include smart water meters, valves, sensors, and cloud-based software like BEACON for consumer engagement. Operating in the technology sector's scientific instruments industry, BMI targets water/wastewater, HVAC, and industrial markets through direct sales and partners.
In recent weeks, BMI shares experienced significant pressure after Q1 2026 earnings and revenues missed estimates, with EPS at $0.93 versus $1.22 expected, prompting a roughly 17% single-session decline to around $113. Year-to-date returns stand at about 35%, supported by prior revenue growth to $896 million trailing twelve months (TTM), but sentiment has shifted cautious due to short-cycle weakness and project pacing delays. Market cap hovers near $3.3 billion, with a TTM P/E of 25.66 reflecting growth expectations now tempered by acquisition integration and outlook revisions.
ITRI Overview and Recent Performance
Itron, Inc. (ITRI) delivers end-to-end smart metering and data solutions for energy, water, and smart cities across segments like Device Solutions, Networked Solutions, and Outcomes. Offerings encompass smart meters, network infrastructure, analytics powered by artificial intelligence and machine learning, and services for utilities and municipalities. Headquartered in Washington, ITRI emphasizes distributed energy resource management and grid edge technologies.
Recent market activity shows ITRI maintaining relative strength, rising above the market in multiple sessions and drawing hedge fund interest ahead of Q1 earnings on April 28. Year-to-date performance is around 5%, with TTM revenue at $2.37 billion and EPS of $6.50 supporting a market cap of $4.3 billion and lower P/E of 15.02. Positive factors include strong free cash flow generation and collaborations like the Tantalus agreement, bolstering sentiment despite mixed share price moves.
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Head-to-Head Comparison
BMI and ITRI share sector exposure in scientific instruments but differ in scope: BMI's water-centric model contrasts ITRI's diversified energy, water, and smart city footprint, offering broader growth drivers like grid automation. Recent momentum favors ITRI's outperformance versus the S&P 500, while BMI grapples with post-earnings volatility. Risk profiles highlight BMI's higher P/E and sensitivity to utility project timing against ITRI's cash flow strength and lower multiple. Market sentiment tilts positive for ITRI via analyst upgrades, while BMI faces near-term caution.
Tickeron AI Verdict
Tickeron's AI currently leans toward ITRI due to trend consistency from bullish indicators like positive MACD (moving average convergence divergence), momentum above zero, and 10-day moving average crossing above the 50-day average, alongside relative stability and upcoming catalysts. BMI's oversold conditions suggest bounce potential, but bearish moving average crosses temper enthusiasm. This positioning favors ITRI probabilistically in the near term based on technicals and relative strength.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMI is a Buy and ITRI is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BMI’s FA Score shows that 0 FA rating(s) are green whileITRI’s FA Score has 1 green FA rating(s).
- BMI’s FA Score: 0 green, 5 red.
- ITRI’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BMI’s TA Score shows that 5 TA indicator(s) are bullish while ITRI’s TA Score has 4 bullish TA indicator(s).
- BMI’s TA Score: 5 bullish, 3 bearish.
- ITRI’s TA Score: 4 bullish, 4 bearish.
Price Growth
BMI (@Electronic Equipment/Instruments) experienced а +2.86% price change this week, while ITRI (@Electronic Equipment/Instruments) price change was +2.58% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -1.35%. For the same industry, the average monthly price growth was -8.17%, and the average quarterly price growth was +19.40%.
Reported Earning Dates
BMI is expected to report earnings on Jul 16, 2026.
ITRI is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (-1.35% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| BMI | ITRI | BMI / ITRI | |
| Capitalization | 4.05B | 3.71B | 109% |
| EBITDA | 205M | 406M | 50% |
| Gain YTD | -20.022 | -9.681 | 207% |
| P/E Ratio | 30.50 | 13.06 | 234% |
| Revenue | 897M | 2.35B | 38% |
| Total Cash | 205M | 713M | 29% |
| Total Debt | 4.48M | 1.6B | 0% |
BMI | ITRI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 30 Undervalued | |
PROFIT vs RISK RATING 1..100 | 77 | 100 | |
SMR RATING 1..100 | 46 | 47 | |
PRICE GROWTH RATING 1..100 | 60 | 71 | |
P/E GROWTH RATING 1..100 | 90 | 91 | |
SEASONALITY SCORE 1..100 | 48 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ITRI's Valuation (30) in the Electronic Equipment Or Instruments industry is in the same range as BMI (57). This means that ITRI’s stock grew similarly to BMI’s over the last 12 months.
BMI's Profit vs Risk Rating (77) in the Electronic Equipment Or Instruments industry is in the same range as ITRI (100). This means that BMI’s stock grew similarly to ITRI’s over the last 12 months.
BMI's SMR Rating (46) in the Electronic Equipment Or Instruments industry is in the same range as ITRI (47). This means that BMI’s stock grew similarly to ITRI’s over the last 12 months.
BMI's Price Growth Rating (60) in the Electronic Equipment Or Instruments industry is in the same range as ITRI (71). This means that BMI’s stock grew similarly to ITRI’s over the last 12 months.
BMI's P/E Growth Rating (90) in the Electronic Equipment Or Instruments industry is in the same range as ITRI (91). This means that BMI’s stock grew similarly to ITRI’s over the last 12 months.
| BMI | ITRI | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 4 days ago 72% | 1 day ago 73% |
| Momentum ODDS (%) | 4 days ago 64% | 1 day ago 66% |
| MACD ODDS (%) | N/A | 6 days ago 67% |
| TrendWeek ODDS (%) | 4 days ago 61% | 1 day ago 67% |
| TrendMonth ODDS (%) | 4 days ago 60% | 1 day ago 70% |
| Advances ODDS (%) | 5 days ago 60% | 4 days ago 67% |
| Declines ODDS (%) | 7 days ago 56% | 25 days ago 68% |
| BollingerBands ODDS (%) | 4 days ago 69% | 1 day ago 69% |
| Aroon ODDS (%) | 4 days ago 47% | 1 day ago 79% |
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BMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BMI has been loosely correlated with VNT. These tickers have moved in lockstep 34% of the time. This A.I.-generated data suggests there is some statistical probability that if BMI jumps, then VNT could also see price increases.
| Ticker / NAME | Correlation To BMI | 1D Price Change % | ||
|---|---|---|---|---|
| BMI | 100% | -1.57% | ||
| VNT - BMI | 34% Loosely correlated | -3.04% | ||
| BKSY - BMI | 33% Loosely correlated | +14.50% | ||
| ST - BMI | 29% Poorly correlated | +0.09% | ||
| ARBE - BMI | 28% Poorly correlated | N/A | ||
| NOVT - BMI | 27% Poorly correlated | N/A | ||
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