BMI vs ITRI

For growth investors, Badger Meter, Inc.

(BMI) is the stronger pick with 10. 9% revenue growth year-over-year, versus -3. 0% for Itron, Inc. (ITRI). Itron, Inc. (ITRI) offers the better valuation at 12. 7x trailing P/E (13. 8x forward), making it the more compelling value choice. Analysts rate Badger Meter, Inc. (BMI) a "Hold" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Itron, Inc.

(ITRI) is the cheapest at 12. 7x versus Badger Meter, Inc. at 25. 8x. On forward P/E, Itron, Inc. is actually cheaper at 13. 8x.

Over the past 5 years, Badger Meter, Inc.

(BMI) delivered a total return of +40. 9%, compared to -2. 0% for Itron, Inc. (ITRI). Over 10 years, the gap is even starker: BMI returned +253. 2% versus ITRI's +97. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Badger Meter, Inc.

(BMI) is the lower-risk stock at 0. 87β versus Itron, Inc. 's 1. 53β — meaning ITRI is approximately 76% more volatile than BMI relative to the S&P 500.

By revenue growth (latest reported year), Badger Meter, Inc.

(BMI) is pulling ahead at 10. 9% versus -3. 0% for Itron, Inc. (ITRI). On earnings-per-share growth, the picture is similar: Itron, Inc. grew EPS 25. 7% year-over-year, compared to 13. 2% for Badger Meter, Inc.. Over a 3-year CAGR, BMI leads at 17. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Badger Meter, Inc.

(BMI) is the more profitable company, earning 15. 5% net margin versus 12. 7% for Itron, Inc. — meaning it keeps 15. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BMI leads at 20. 0% versus 13. 5% for ITRI. At the gross margin level — before operating expenses — BMI leads at 41. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Itron, Inc.

(ITRI) trades at 13. 8x forward P/E versus 27. 5x for Badger Meter, Inc. — 13. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ITRI: 65. 1% to $137. 00.

In this comparison, BMI (1.

2% yield) pays a dividend. ITRI does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Badger Meter, Inc.

(BMI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 87), 1. 2% yield, +253. 2% 10Y return). Itron, Inc. (ITRI) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BMI: +253. 2%, ITRI: +97. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: BMI is a small-cap quality compounder stock; ITRI is a small-cap deep-value stock. BMI pays a dividend while ITRI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.