Zurn Elkay Water Solutions Corporation

Zurn Elkay Water Solutions Corporation

ZWSยทNYSE

$47.43

+1.5%
IndustrialsIndustrial - Pollution & Treatment Controls

Zurn Elkay Water Solutions Corporation designs, procures, manufactures, and markets water system solutions that provide and enhance water quality, safety, flow control, and conservation in and around non-residential buildings. It offers finish plumbing, drainage and interceptors, water control and backflow, fire protection, PEX pipe fittings and accessories, and repair parts under the Zurn brand name; and hand and hair dryers, and baby changing stations under the World Dryer brand name. The company also offers stainless steel products under the Just Manufacturing brand name, which include stainless steel sinks for classrooms and academic institutions; ADA commercial stainless-steel sinks and plumbing fixtures for assisted living; faucets, bubblers, drains, and accessories; and stainless steel fixtures and related products for food services, government, healthcare, hospitality, institutional, and residential markets. It serves higher education, healthcare, retail, restaurant, hospitality, education, government, and fire protection markets. The company was formerly known as Zurn Water Solutions Corporation. Zurn Elkay Water Solutions Corporation was incorporated in 2006 and is headquartered in Milwaukee, Wisconsin.

At a Glance

Live Snapshot
Market Cap$7.95B
EPS1.1400
P/E Ratio41.61
Earnings Date08/04/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 41.6).

Valuation inputs: P/E 41.6, earnings yield +2.4%, momentum +1.5%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is acceptable (ROE +12.3%, ROIC +8.9%).

Profitability stack: net margin +11.7%, ROE +12.3%, ROIC +8.9%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +40.2%, momentum +1.5%, net margin +11.7%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Zurn Elkay Water Solutions Corporation Market vs Earnings Trajectory

ZWS ยท NYSE

Loading price and EPS data...

Zurn Elkay Water Solutions Corporation

Zurn Elkay Water Solutions Corporation Fair Value Envelope

ZWS ยท NYSE

Our analysis suggests that ZWS has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $47.43, this represents a potential HIDDEN relative to our calculated worth for Zurn Elkay Water Solutions Corporation.

Intrinsic Value
Current Price: $47.43
3Y+178.0%
5Y+293.0%
10Y+75.0%
3Y+32.0%
5Y+201.0%
10Y-1.0%
3Y+221.0%
5Y+68.0%
10Y+167.0%
3Y+257.0%
5Y+77.0%
10Y+78.0%
3Y+254.0%
5Y+88.0%
10Y+125.0%
3Y-6.0%
5Y-21.0%
10Y-24.0%
Zurn Elkay Water Solutions Corporation

Zurn Elkay Water Solutions Corporation Profit Bridge

ZWS ยท NYSE
Revenue1.70B
Cost of Goods Sold (989.80M)
Gross Profit706.10M
Operating Expenses (417.60M)
Operating Income288.50M
Interest Expense (28.60M)
Other Income/Expense-32.20M
Pretax Income256.30M
Income Tax (63.90M)
Net Income198.00M
Net Income
198.00M

Profitability Analysis

Gross Margin

41.6%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

17.0%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

11.7%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

24.9%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

41.64%
Gross Profit Margin
-8%
3Y+15.0%
5Y-8.0%
10Y+14.0%
17.01%
Operating Profit Margin
9%
3Y+104.0%
5Y+18.0%
10Y+43.0%
11.68%
Net Profit Margin
14%
3Y+143.0%
5Y-44.0%
10Y+170.0%
12.35%
Return on Equity
22%
3Y+223.0%
5Y+50.0%
10Y+78.0%
7.39%
Return on Assets
22%
3Y+243.0%
5Y+113.0%
10Y+253.0%
8.95%
Return on Invested Capital
15%
3Y+218.0%
5Y+63.0%
10Y+63.0%
ZWS

Zurn Elkay Water Solutions Corporation Cash Conversion Engine

ZWS ยท NYSE
Net Income198.00M
Depreciation & Amortization88.70M
Stock-Based Compensation40.60M
Change in Working Capital26.30M
Others-2.50M
Capital Expenditures-29.90M
Free Cash Flow316.60M

Cash Flow Quality Analysis

FCF Conversion Rate

159.9%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

8.6%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+16.5%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$26.30M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

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Zurn Elkay Water Solutions Corporation Funding & Solvency Profile

ZWS ยท NYSE
Cash & Cash Equivalents273.50M
Net Receivables242.70M
Inventory292.30M
Other Current Assets28.00M
Total Current Assets837 M
Property, Plant & Equipment155.90M
Goodwill & Intangible Assets1.61B
Long-Term Investments0.00
Other Non-Current Assets77.20M
Total Non-Current Assets233 M
Total Assets
2.68B

Financial Health Analysis

Current Ratio

3.24x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.67x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

578 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

31% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Zurn Elkay Water Solutions Corporation Street Expectations Map

ZWS ยท NYSE

Wall Street analysts project that ZWS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 54.71, with estimates ranging from a low of 50.00 to a high of 58.00.

Lowest Target
50.00
5.42%
Consensus Target
54.71
15.35%
Highest Target
58.00
22.29%

The consensus 1-year price target stands at 54.71, with estimates ranging from a low of 50.00 to a high of 58.00.

Analyst Consensus Analysis

Upside Potential

+15.3%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

14.6% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Zurn Elkay Water Solutions Corporation Insider Positioning

ZWS ยท NYSE

During the last 12 months, insiders have sold $29.29M worth of ZWS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

354.8K

18.55M

Net Activity

-18.6M

-$18.55M

6-9 Months

Bought

0

0.00

Sold

61.7K

2.96M

Net Activity

-3.0M

-$2.96M

9-12 Months

Bought

0

0.00

Sold

178.4K

7.78M

Net Activity

-7.8M

-$7.78M

Top Buyers

No buying activity

Top Sellers

1
ATA

Adams Todd A.

Director, Officer: Chairman And Ceo

268.4K sharesโ€ข2 transactions

$14.13M

2
JTJ

Jahnke Timothy J

Director

123.0K sharesโ€ข11 transactions

$5.84M

3
PMW

Peterson Mark W

Officer: Chief Administrative Officer

93.0K sharesโ€ข6 transactions

$4.43M

4
TM

Troutman Michael

Officer: Chief Information Officer

92.3K sharesโ€ข3 transactions

$3.98M

5
PDJ

Pauli David J

Officer: Chief Financial Officer

8.5K sharesโ€ข2 transactions

$438K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $29.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.24%
Dividend Yield
3%
3Y-6.0%
5Y-34.0%
10Y-
ย 

zws Dividend History

ZWS
10Y CAGR +3%
Latest $0.11
Annual $0.51
5 year growth trend
Last Period: +0%