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Deutsche Bank cuts Zurn Water Solutions target to $37 on a modest 2Q results

Published 08/01/2024, 04:22 AM
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On Wednesday, Deutsche Bank adjusted its price target for Zurn Water Solutions (NYSE:ZWS), a company specializing in water-efficient solutions, from $350.00 to $37.00, while reaffirming its Buy rating on the stock. The revision follows Zurn Elkay's announcement of a modest second-quarter beat for 2024, which was slightly ahead of consensus expectations, particularly in adjusted EBITDA, due to better-than-expected margins.

The company, after preannouncing its second-quarter results on July 10, 2024, indicated that its third-quarter adjusted EBITDA is projected to be conservative but still 1% higher than the market consensus. Additionally, Zurn Elkay has raised its margin expectations for 2024, fully incorporating the positive results from the second quarter into its updated adjusted EBITDA range. However, the new midpoint for the projections aligns with current consensus estimates, which may explain the lackluster response from the market.

Despite the modest share reaction, Deutsche Bank remains optimistic about Zurn Elkay's prospects. The bank suggests that the company's guidance may include a degree of conservatism that could lead to future performance exceeding expectations. The potential for interest rate cuts by the Federal Reserve is also highlighted as a factor that could benefit Zurn Elkay by stimulating construction activity in 2025.

The company's effective execution and growing flexibility in capital allocation, including a willingness to pursue share buybacks, have been positively noted. Deutsche Bank points out that Zurn Elkay's relative valuation, particularly its price to free cash flow ratio, is attractive and continues to support the firm's Buy rating on the shares.

In other recent news, Zurn Elkay Water Solutions Corporation has announced a quarterly dividend of $0.08 per share, scheduled for payout in June. This declaration is part of the company's ongoing efforts to deliver shareholder value, while maintaining its commitment to sustainable water management practices. The dividend is set to be paid in cash to shareholders recorded by May 20, 2024.

Despite the company's forward-looking statements, it has been noted that they are subject to risks and uncertainties. Actual results may deviate from those currently anticipated. To gain a comprehensive understanding of the business's performance and risk factors, shareholders and interested parties are advised to consult the company's filings with the SEC, including its most recent Form 10-K.

InvestingPro Insights

Following Deutsche Bank's price target adjustment for Zurn Water Solutions, insights from InvestingPro provide a deeper financial perspective on the company's current status. Zurn Water Solutions boasts a perfect Piotroski Score of 9, indicating strong financial health and suggesting that the company is well-positioned to maintain its operational performance. This score may underpin Deutsche Bank's confidence in the firm's future prospects.

Analyzing the company's earnings outlook, InvestingPro Tips reveal that Zurn Water Solutions is expected to see net income growth this year, aligning with the bank's optimistic view. Additionally, while the stock is trading at a high earnings multiple, it is also trading at a low price-to-earnings (P/E) ratio relative to its near-term earnings growth, potentially offering an attractive entry point for investors considering the company's growth trajectory.

From a solvency standpoint, Zurn Water Solutions operates with a moderate level of debt and has liquid assets that exceed short-term obligations, reinforcing the company's financial stability. For investors seeking longer-term assurance, analysts predict the company will be profitable this year, and the company has been profitable over the last twelve months. Moreover, Zurn Water Solutions has provided a strong return over the last five years, which may appeal to those looking for established performance in their investments.

For further insights and a comprehensive list of financial metrics and additional InvestingPro Tips for Zurn Water Solutions, interested readers can visit https://www.investing.com/pro/ZWS. The platform offers a wealth of data and analysis tools to help investors make informed decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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