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

ZWS NYSE General Industrial Machinery & Equipment DE CIK: 0001439288
Recently Updated • Analysis: Apr 20, 2026 • SEC Data: 2025-12-31
STRONG BUY
82% Conf
Pending
Analysis scheduled

📊 ZWS Key Takeaways

Revenue: $1.7B
Net Margin: 11.7%
Free Cash Flow: $342.2M
Current Ratio: 3.13x
Debt/Equity: 0.31x
EPS: $1.15
AI Rating: STRONG BUY with 82% confidence
Zurn Elkay Water Solutions Corp (ZWS) receives a STRONG BUY rating with 82% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.7B, net profit margin of 11.7%, and return on equity (ROE) of 12.3%, 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

Zurn Elkay demonstrates exceptional fundamental strength with net income growing 23.6% YoY on modest 8.3% revenue growth, indicating significant operational leverage and margin expansion. The company maintains a fortress balance sheet with 3.13x current ratio, 0.31x debt-to-equity leverage, and generates robust free cash flow of $342.2M (20.2% margin) with minimal capital requirements.

Why Buy Zurn Elkay Water Solutions Corp Stock? ZWS Key Strengths

Claude
  • + Net income growth of 23.6% YoY significantly outpaces revenue growth of 8.3%, demonstrating operational leverage and margin expansion
  • + Exceptional free cash flow generation of $342.2M with 20.2% FCF margin and minimal $4.3M capital expenditure indicating capital-light business model
  • + Conservative capital structure with 0.31x debt-to-equity ratio and 31.7x interest coverage ratio providing substantial financial flexibility and low distress risk
  • + Strong liquidity position with 3.13x current ratio and $300.5M cash enabling strategic investments or shareholder distributions
  • + Healthy profitability margins with 45.1% gross margin, 16.4% operating margin, and 11.7% net margin demonstrating pricing power and operational efficiency

ZWS Stock Risks: Zurn Elkay Water Solutions Corp Investment Risks

Claude
  • ! Moderate revenue growth rate of 8.3% YoY may indicate market maturation or cyclical headwinds in industrial equipment sector
  • ! High operational leverage means revenue contraction would disproportionately impact profitability and cash generation
  • ! Industrial machinery sector exposure creates vulnerability to economic cycles, construction activity, and capital spending pullbacks
  • ! Exceptionally low CapEx of $4.3M relative to $2.7B asset base may suggest underinvestment in growth initiatives or asset maintenance

Key Metrics to Watch

Claude
  • * Revenue growth rate sustainability and segment-level performance trends
  • * Operating margin trajectory to confirm margin expansion is structural not cyclical
  • * Free cash flow generation and working capital efficiency
  • * Total debt levels and leverage ratios relative to operating cash flow

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

Revenue
$1.7B
Net Income
$198.0M
EPS (Diluted)
$1.15
Free Cash Flow
$342.2M
Total Assets
$2.7B
Cash Position
$300.5M

💡 AI Analyst Insight

The 20.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 3.13x current ratio provides a solid financial cushion.

ZWS Profit Margin, ROE & Profitability Analysis

Gross Margin 45.1%
Operating Margin 16.4%
Net Margin 11.7%
ROE 12.3%
ROA 7.4%
FCF Margin 20.2%

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 11.7%
vs
Sector Avg 10.0%
ZWS Sector
ROE
ZWS 12.3%
vs
Sector Avg 15.0%
ZWS Sector
Current Ratio
ZWS 3.1x
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
12.3%
Sector avg: 15%
Net Profit Margin
11.7%
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
3.13x
Quick Ratio
2.07x
Debt/Equity
0.31x
Debt/Assets
40.2%
Interest Coverage
31.69x
Long-term Debt
$496.5M

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
20.2%
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
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
Q2 2023 $284.2M $34.6M $0.20

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
$346.5M
Cash generated from operations
Stock Buybacks
$159.9M
Shares repurchased (TTM)
Capital Expenditures
$4.3M
Investment in assets
Dividends Paid
$63.9M
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
Apr 17, 2026 4 xslF345X06/wk-form4_1776461147.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776461142.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776461136.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776461130.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776461126.xml View →

Frequently Asked Questions about ZWS

What is the AI rating for ZWS?

Zurn Elkay Water Solutions Corp (ZWS) has an AI rating of STRONG BUY with 82% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ZWS's key strengths?

Claude: Net income growth of 23.6% YoY significantly outpaces revenue growth of 8.3%, demonstrating operational leverage and margin expansion. Exceptional free cash flow generation of $342.2M with 20.2% FCF margin and minimal $4.3M capital expenditure indicating capital-light business model.

What are the risks of investing in ZWS?

Claude: Moderate revenue growth rate of 8.3% YoY may indicate market maturation or cyclical headwinds in industrial equipment sector. High operational leverage means revenue contraction would disproportionately impact profitability and cash generation.

What is ZWS's revenue and growth?

Zurn Elkay Water Solutions Corp reported revenue of $1.7B.

Does ZWS pay dividends?

Zurn Elkay Water Solutions Corp pays dividends, with $63.9M 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 $1.15.

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 rating reflects both perspectives for balanced insights.

Is ZWS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Zurn Elkay Water Solutions Corp has a STRONG BUY rating with 82% 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 12.3% (sector avg: 15%), net margin of 11.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy ZWS stock in 2026?

Our dual AI analysis gives Zurn Elkay Water Solutions Corp a combined STRONG BUY rating 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 $346.5M, with capital expenditures of $4.3M. FCF margin is 20.2%.

How does ZWS compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 11.7% (avg: 10%), ROE 12.3% (avg: 15%), current ratio 3.13 (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 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI