Badger Meter Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Badger Meter Inc trades at $141.46 (market cap $4.13B), while Consumer Discretionary Select Sector SPDR Fund trades at $115.97. The key difference: Badger Meter Inc pays a 1.13% dividend while Consumer Discretionary Select Sector SPDR Fund pays none, and Consumer Discretionary Select Sector SPDR Fund is trading nearer its 52-week high, Badger Meter Inc nearer its low. Which is the better fit depends on your goals.
| BMI | XLY | |
|---|---|---|
Market Cap | $4.13B | — |
Sector | Technology | — |
52-Week High | $245.81 | $124.52 |
52-Week Low | $113.41 | $105.64 |
Enterprise Value | $3.92B | — |
Dividend Yield | 1.13% | — |
Signals from Pluang's Aura AI — not financial advice
Badger Meter (BMI) trades at $140.12, down 2.82% today, with a mixed technical picture showing bullish moving averages but neutral oscillators. Fundamentally, the company reported $917M revenue and $142M net income for 2025, with strong profitability margins but recent earnings misses in Q4 2025 and Q1 2026. A securities class action lawsuit filed in July 2026 adds significant near-term uncertainty, though analyst consensus remains a Buy with a $144.60 price target.
The stock faces headwinds from legal risks and earnings volatility, but solid fundamentals and analyst support suggest potential recovery if legal concerns subside. Investors should weigh the high valuation multiples against operational strength and monitor lawsuit developments closely for directional cues.
XLY trades at $116.04, down 1.02% today amid a bearish technical signal with selling pressure outweighing buys 12 to 4. Analyst consensus is unanimously bullish with a 100% buy rating. Recent news highlights consumer discretionary as a potential sleeper opportunity for Q3 2026, though inflation and weak consumer sentiment pose headwinds. The stock shows neutral oscillators but bearish moving averages, with support at $114 and resistance at $118.
The outlook for XLY is cautiously optimistic given strong analyst support, but risks include persistent inflation eroding discretionary spending and technical weakness. Investment opportunity hinges on a consumer spending rebound, while key risks are macroeconomic pressures and sector underperformance. The dividend scheduled for June 2026 offers minor income support.
Trailing returns across standard periods
Latest headlines on both assets
Badger Meter provides industry-leading water management solutions. Its smart measurement hardware and software analytics help water utilities and industrial customers optimize operations and conserve natural resources.
Read more on BMI →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
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