Badger Meter Inc

10-Year Study

BMI.US · Technology · US · Common Stock

Executive Summary: Badger Meter Inc has compounded at 16.2% annually over the last 10 years, with a maximum drawdown of 40.7% and an annualized volatility of 30.9%.

1Y CAGR
-41.0%
3Y CAGR
+4.1%
5Y CAGR
+10.7%
10Y CAGR
+16.2%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
40.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.63
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.96
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
27.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +46.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · -17.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-16.04.0-0.1-0.0————————-12.7%
20250.8-1.5-9.516.112.6-1.3-22.9-2.9-2.41.0-0.8-2.3-17.2%
2024-6.710.42.013.05.6-3.410.60.55.5-8.48.6-2.238.3%
20236.35.10.28.64.47.011.61.0-13.4-3.76.64.742.6%
2022-5.1-1.50.3-19.1-1.72.218.9-1.3-2.421.73.2-5.93.2%
2021-2.518.6-14.30.32.52.73.06.2-5.61.10.34.114.1%
2020-9.02.2-11.010.13.92.8-0.5-1.26.012.212.714.146.4%
20197.311.7-5.4-0.3-4.613.0-10.4-3.34.17.67.64.733.5%
20180.8-1.0-0.9-10.03.42.216.75.7-3.6-7.313.3-11.34.1%
20174.3-4.80.48.2-1.11.713.61.76.8-10.66.23.030.9%
2016———7.25.4-2.6-4.5-5.01.6-4.113.11.912.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 30.9%. The dominant macroeconomic risk driver is HYG.US, accounting for 17.4% of variance. Idiosyncratic stock-specific factors contribute 37.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110724.71836089334
2016-05-0111307.134857368732
2016-06-0111010.145595889056
2016-07-0110514.131365702615
2016-08-019983.431056064299
2016-09-0110139.23842150339
2016-10-019727.7488635615
2016-11-0111003.162263653732
2016-12-0111215.62685288886
2017-01-0111701.297845707886
2017-02-0111145.101785361354
2017-03-0111190.756966862113
2017-04-0112104.288820080375
2017-05-0111972.033730812309
2017-06-0112170.531655576784
2017-07-0113819.750971737269
2017-08-0114058.831280057975
2017-09-0115008.33388233744
2017-10-0113415.640028987416
2017-11-0114252.355227617101
2017-12-0114682.390144278279
2018-01-0114805.257263324329
2018-02-0114658.508465643323
2018-03-0114519.928849067792
2018-04-0113072.53442255748
2018-05-0113513.307859542789
2018-06-0113806.739574412015
2018-07-0116107.879306937217
2018-08-0117019.862968575006
2018-09-0116400.388694907437
2018-10-0115211.015218393833
2018-11-0117237.16977402991
2018-12-0115283.6155214441
2019-01-0116395.480598194878
2019-02-0118320.343896172344
2019-03-0117324.00026352197
2019-04-0117274.19461097569
2019-05-0116486.889781935566
2019-06-0118638.316094604386
2019-07-0116702.351933592465
2019-08-0116159.397852295933
2019-09-0116823.57204031886
2019-10-0118108.04400816918
2019-11-0119477.468871467157
2019-12-0120397.918176427956
2020-01-0118553.857302852626
2020-02-0118964.457474141906
2020-03-0116882.502141116016
2020-04-0118592.792674089204
2020-05-0119324.75788918901
2020-06-0119871.104815864022
2020-07-0119770.044139930164
2020-08-0119538.441267540682
2020-09-0120703.966005665723
2020-10-0123228.210027011
2020-11-0126167.731734633373
2020-12-0129856.11700375519
2021-01-0129110.18512418473
2021-02-0134524.86988602675
2021-03-0129590.486856841686
2021-04-0129692.2392779498
2021-05-0130443.112194479218
2021-06-0131255.38573028526
2021-07-0132182.357204031887
2021-08-0134177.21852559457
2021-09-0132278.312141774823
2021-10-0132632.5515514856
2021-11-0132727.09005863364
2021-12-0134069.93214309243
2022-01-0132346.630212793993
2022-02-0131849.331312998216
2022-03-0131945.45095197312
2022-04-0125851.735950984912
2022-05-0125421.239870874237
2022-06-0125983.365175571515
2022-07-0130898.01699716714
2022-08-0130486.06627577574
2022-09-0129745.569536860134
2022-10-0136213.68337835167
2022-11-0137360.794518743
2022-12-0135170.49871533039
2023-01-0137386.58673166875
2023-02-0139306.607813426446
2023-03-0139371.236576849595
2023-04-0142768.0018446538
2023-05-0144631.03630015153
2023-06-0147767.870083668226
2023-07-0153296.98926147968
2023-08-0153852.42769615917
2023-09-0146650.70162724817
2023-10-0144925.653863890904
2023-11-0147873.31181237236
2023-12-0150147.2758416233
2024-01-0146775.31457935305
2024-02-0151640.19368864879
2024-03-0152655.47796297516
2024-04-0159525.001647012316
2024-05-0162877.33052243231
2024-06-0160723.43369128401
2024-07-0167178.63495618947
2024-08-0167545.78694248632
2024-09-0171289.61064628763
2024-10-0165296.8575004941
2024-11-0170880.55866657883
2024-12-0169344.09381382173
2025-01-0169929.24435074774
2025-02-0168871.46715857435
2025-03-0162296.3963370446
2025-04-0172306.37723170168
2025-05-0181391.92305158442
2025-06-0180319.68509124448
2025-07-0161894.8547335134
2025-08-0160110.97569009817
2025-09-0158684.761842018575
2025-10-0159299.29507872719
2025-11-0158811.515910139
2025-12-0157451.08373410633
2026-01-0148283.81316292246
2026-02-0150210.81757691548
2026-03-0150184.46537980104
2026-04-0150164.70123196521
Annual Return Matrix
YearAnnual Return
20170.3091011618754478
20180.04094874003876803
20190.3346264925212292
20200.4636845165041019
20210.14113741377712463
20220.032303163024088866
20230.4258335159678788
20240.3828087897102612
2025-0.17150718144282495
2026-0.12682759016111467
Total Factor Risk
0.30936034428129955
VTI.US Exposure
-0.06569179075061674
VEA.US Exposure
-0.06668915595369693
VWO.US Exposure
0.03456160759681301
QQQ.US Exposure
0.038930730596080924
VTV.US Exposure
-0.06472815245426881
IJR.US Exposure
0.13596898411158956
QUAL.US Exposure
0.16170514006414194
SHV.US Exposure
0.12461078175214059
TLT.US Exposure
0.021806868764573828
LQD.US Exposure
-0.02104768801931075
HYG.US Exposure
0.17398758427716365
GLD.US Exposure
-0.001585822694812546
USO.US Exposure
0.014232824759563518
VNQ.US Exposure
-0.01845413041225422
BTC-USD.CC Exposure
-0.011647559264244135
CPER.US Exposure
0.03189181265098504
VIX.INDX Exposure
0.06536428672684569
UUP.US Exposure
0.07372418714578771
TIP.US Exposure
-0.0009514393850877792
Idiosyncratic Exposure
0.37401093048860645
Value Score
36.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
11.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
30.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →32.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.96%
Market Cap$4.6B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$132
Avg Yield on Cost
1.32%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$131.761.32%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.1%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-13.8%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
39.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.90
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Badger Meter Inc a high-risk investment?

Badger Meter Inc (BMI.US) has an annualized volatility of 30.9% and experienced a maximum drawdown of 40.7% over the last 10 years. Its primary macro risk driver is HYG.US.

What is the 10-year return of BMI.US?

Over the past 10 years, BMI.US has generated a Compound Annual Growth Rate (CAGR) of 16.2%. It has had a positive return in 80% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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