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Zurn Elkay Water Solutions Corp (ZWS) Fundamental Analysis & AI Grade 2026

ZWS NYSE General Industrial Machinery & Equipment DE CIK: 0001439288
Update Pending • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
78% Confidence
N/A
A
78% Conf
Pending
Analysis scheduled

📊 ZWS Key Takeaways

Revenue: $433.0M
Net Margin: 13.6%
Free Cash Flow: $41.8M
Current Ratio: 3.24x
Debt/Equity: 0.31x
EPS: $0.35
AI Grade: A with 78% confidence
Zurn Elkay Water Solutions Corp (ZWS) receives a A fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $433.0M, net profit margin of 13.6%, and return on equity (ROE) of 3.7%, Zurn Elkay Water Solutions Corp demonstrates strong fundamentals in the Industrial sector. Below is our complete ZWS stock analysis for 2026.

Is Zurn Elkay Water Solutions Corp (ZWS) a Good Investment?

Claude

ZWS demonstrates solid operational execution with revenue growth of 8.3% YoY accompanied by stronger net income expansion of 23.6%, indicating improving operational leverage and margin management. The company maintains a fortress balance sheet with 3.24x current ratio, 0.31x debt/equity, and robust 9.3x interest coverage, while generating healthy free cash flow of $41.8M with minimal capex requirements, positioning it as a fundamentally sound business with low financial risk.

Zurn Elkay Water Solutions Corp Key Strengths (ZWS)

Claude
  • + Net income growing 2.8x faster than revenue (+23.6% vs +8.3%) demonstrates improving operational leverage and cost management
  • + Strong profitability margins across the board (gross 47.5%, operating 19.0%, net 13.6%) with excellent cash conversion
  • + Conservative balance sheet with 3.24x current ratio, 0.31x debt/equity, and 9.3x interest coverage ratio providing financial flexibility
  • + Efficient capital deployment with low capex ($4.3M) and healthy free cash flow generation ($41.8M, 9.7% of revenue)

ZWS Stock Risks: Zurn Elkay Water Solutions Corp Investment Risks

Claude
  • ! Very low return on equity (3.7%) and return on assets (2.2%) indicate significant capital inefficiency despite profitability
  • ! Moderate revenue growth rate (8.3%) may be insufficient for long-term shareholder value creation in competitive industrial markets
  • ! Substantial long-term debt ($499M) represents 31% of equity base and constrains financial flexibility despite manageable coverage ratios
  • ! Cyclical business exposure as industrial machinery supplier leaves cash generation vulnerable to economic downturns

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and margin sustainability as operational leverage gains are realized
  • * Return on equity trend and capital efficiency improvements to validate business model strength
  • * Free cash flow generation and debt reduction pace to enhance financial position

Zurn Elkay Water Solutions Corp (ZWS) Financial Metrics & Key Ratios

Revenue
$433.0M
Net Income
$58.9M
EPS (Diluted)
$0.35
Free Cash Flow
$41.8M
Total Assets
$2.7B
Cash Position
$273.5M

💡 AI Analyst Insight

Strong liquidity with a 3.24x current ratio provides a solid financial cushion.

ZWS Profit Margin, ROE & Profitability Analysis

Gross Margin 47.5%
Operating Margin 19.0%
Net Margin 13.6%
ROE 3.7%
ROA 2.2%
FCF Margin 9.7%

ZWS vs Industrial Sector: How Zurn Elkay Water Solutions Corp Compares

How Zurn Elkay Water Solutions Corp compares to Industrial sector averages

Net Margin
ZWS 13.6%
vs
Sector Avg 10.0%
ZWS Sector
ROE
ZWS 3.7%
vs
Sector Avg 15.0%
ZWS Sector
Current Ratio
ZWS 3.2x
vs
Sector Avg 1.8x
ZWS Sector
Debt/Equity
ZWS 0.3x
vs
Sector Avg 0.7x
ZWS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Zurn Elkay Water Solutions Corp Stock Overvalued? ZWS Valuation Analysis 2026

Based on fundamental analysis, Zurn Elkay Water Solutions Corp has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
3.7%
Sector avg: 15%
Net Profit Margin
13.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.31x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Zurn Elkay Water Solutions Corp Balance Sheet: ZWS Debt, Cash & Liquidity

Current Ratio
3.24x
Quick Ratio
2.11x
Debt/Equity
0.31x
Debt/Assets
40.1%
Interest Coverage
9.33x
Long-term Debt
$499.0M

ZWS Revenue & Earnings Growth: 5-Year Financial Trend

ZWS 5-year financial data: Year 2021: Revenue $910.9M, Net Income $151.6M, EPS $1.24. Year 2022: Revenue $1.3B, Net Income $146.7M, EPS $1.19. Year 2023: Revenue $1.5B, Net Income $120.9M, EPS $0.97. Year 2024: Revenue $1.6B, Net Income $61.7M, EPS $0.40. Year 2025: Revenue $1.7B, Net Income $112.7M, EPS $0.64.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Zurn Elkay Water Solutions Corp's revenue has grown significantly by 86% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.64 reflects profitable operations.

ZWS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.7%
Free cash flow / Revenue

ZWS Quarterly Earnings & Performance

Quarterly financial performance data for Zurn Elkay Water Solutions Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $388.8M $43.6M $0.26
Q3 2025 $410.0M $43.5M $0.25
Q2 2025 $412.0M $46.0M $0.27
Q1 2025 $373.8M $34.3M $0.19
Q3 2024 $398.4M $41.4M $0.24
Q2 2024 $403.2M $34.6M $0.20
Q1 2024 $372.1M $22.8M $0.13
Q3 2023 $398.4M -$19.1M $-0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Zurn Elkay Water Solutions Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$46.1M
Cash generated from operations
Stock Buybacks
$50.0M
Shares repurchased (TTM)
Capital Expenditures
$4.3M
Investment in assets
Dividends Paid
$18.4M
Returned to shareholders

ZWS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Zurn Elkay Water Solutions Corp (CIK: 0001439288)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 4 xslF345X06/wk-form4_1780432006.xml View →
May 27, 2026 8-K zws-20260527.htm View →
May 1, 2026 8-K zws-20260430.htm View →
Apr 21, 2026 10-Q zws-20260331.htm View →
Apr 21, 2026 8-K zws-20260421.htm View →

Frequently Asked Questions about ZWS

What is the AI rating for ZWS?

Zurn Elkay Water Solutions Corp (ZWS) has an AI grade of A with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ZWS's key strengths?

Claude: Net income growing 2.8x faster than revenue (+23.6% vs +8.3%) demonstrates improving operational leverage and cost management. Strong profitability margins across the board (gross 47.5%, operating 19.0%, net 13.6%) with excellent cash conversion.

What are the risks of investing in ZWS?

Claude: Very low return on equity (3.7%) and return on assets (2.2%) indicate significant capital inefficiency despite profitability. Moderate revenue growth rate (8.3%) may be insufficient for long-term shareholder value creation in competitive industrial markets.

What is ZWS's revenue and growth?

Zurn Elkay Water Solutions Corp reported revenue of $433.0M.

Does ZWS pay dividends?

Zurn Elkay Water Solutions Corp pays dividends, with $18.4M distributed to shareholders in the trailing twelve months.

Where can I find ZWS SEC filings?

Official SEC filings for Zurn Elkay Water Solutions Corp (CIK: 0001439288) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ZWS's EPS?

Zurn Elkay Water Solutions Corp has a diluted EPS of $0.35.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ZWS's fundamental grade?

Based on our AI fundamental analysis in June 2026, Zurn Elkay Water Solutions Corp has a A grade with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is ZWS stock overvalued or undervalued?

Valuation metrics for ZWS: ROE of 3.7% (sector avg: 15%), net margin of 13.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is ZWS's AI grade for 2026?

Our dual AI analysis gives Zurn Elkay Water Solutions Corp a combined A grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ZWS's free cash flow?

Zurn Elkay Water Solutions Corp's operating cash flow is $46.1M, with capital expenditures of $4.3M. FCF margin is 9.7%.

How does ZWS compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 13.6% (avg: 10%), ROE 3.7% (avg: 15%), current ratio 3.24 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI