Zurn Elkay Water Solutions Corporation (ZWS) 12-Month Stock Forecast & Price Target Cone

Per the Roarable RQD rating, ZWS scores 62 out of 100, a letter grade of C, with the verdict label "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are:

• Fundamental Cash Engine: 15 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 12.3% and an FCF yield of 3.66%. For a prospective investor, the cash-generation case is solid but not exceptional at the current price, since the FCF yield sits well below the stock's P/E-implied earnings yield.
• Whale 13F Flow: 6 / 20. Per the Roarable RQD rating, this pillar covers institutional accumulation and options positioning, and it is the weakest pillar. The source data does not provide the underlying 13F holder detail, so the low score signals limited institutional tailwind rather than a specific named sell-off.
• Insider Conviction: 15 / 20. Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The score is moderate; the source data does not itemize the individual transactions.
• Macro Regime Fit: 8 / 20. Per the Roarable RQD rating, this pillar reflects beta of 0.98 and sector sensitivity. A beta near 1.0 means the stock tracks broad market moves roughly one-for-one, offering little defensive cushion or independent upside in a shifting macro regime.
• Forensic Balance Sheet: 18 / 20. Per the Roarable RQD rating, this pillar reflects Altman Z 4.75, Piotroski F 9/9, and Debt/Equity 0.31. This is the strongest pillar and the main reason the overall grade is not lower.

Taken together, the investor implication is a trade-off: a healthy balance sheet and reasonable returns on capital are offset by a demanding valuation (trailing P/E 37.3, EV/EBITDA 22), a thin FCF yield, weak institutional flow, and a beta that offers little macro differentiation. The verdict is "Hold" rather than a directional call, indicating the risk-reward is roughly balanced at the current price.

Zurn Elkay Water Solutions Corporation is a NYSE-listed issuer in the Industrials sector, Industrial Machinery/Components industry. Per the profile, it carries a market capitalization of $7.4B. The source data does not describe its specific product lines or customer segments. Per the SEC financials, it generated FY 2025 revenue of $1695.9M, indicating revenue is generated from operations, but the source data does not detail how the company's revenue is segmented by product or end market.

Per the SEC financials, revenue grew from $1530.5M (FY 2023) to $1695.9M (FY 2025), and net income rose from $112.7M to $198.0M over the same span. Per the market data, gross margin is 45.1%, operating margin 16.4%, and net margin 11.7%, with ROIC at 12.3%. Per the Roarable RQD rating, the Altman Z-Score is 4.75 and the Piotroski F-Score is 9/9, both pointing to strong financial health. Debt/Equity is 0.31 per the Roarable RQD rating, and debt decreased from $950.4M (FY 2023) to $495.6M (FY 2025) per the SEC financials. EPS is reported as N/A for all three periods in the SEC financials.

• Seeking Alpha (GREEN, CATALYST): Headline "Zurn Elkay Water Solutions Needs To Fall More Than This To Warrant An Upgrade," published 1h prior to data timestamp, discussing market action and institutional positioning.
• Yahoo Finance (YELLOW, MARKET WIRE): "Q3 2026 Earnings Call Summary," covering market action and fundamental catalysts. The source data does not include call content or figures.
• Simply Wall St (YELLOW, MARKET WIRE): Stock analysis report, 6h prior.
• TradingView (YELLOW, MARKET WIRE): Estimates report, 9h prior. The source data does not include the estimate values.
• Stock Titan (GREEN, CATALYST): Per the headline, TIME ranked Zurn Elkay highest among three Wisconsin companies on its 2027 growth list, 12h prior.
• Yahoo Finance (YELLOW, MARKET WIRE): "Q3 Earnings Call Highlights," 15h prior.

Per the news wire, two items carry a GREEN CATALYST label (the Seeking Alpha and Stock Titan items), while the remaining four are YELLOW MARKET WIRE items. The Butterfly Supply-Chain Graph reports no supply-chain links and no proprietary signals, so there are no butterfly-derived catalysts or risk flags.

Per the Butterfly Supply-Chain Graph, the supply chain is "NONE," with no butterfly links and no proprietary signals recorded. The sector is Industrials and the industry is Industrial Machinery/Components. The source data does not identify upstream suppliers, downstream customers, or sector correlations. Investors should therefore treat second-order ripple analysis as an open gap in this dossier rather than a conclusion.

• What are the actual EPS figures? The SEC financials report EPS as N/A for every period, while the market data reports EPS (TTM) of 1.2, leaving the per-share earnings trajectory unverifiable from the source data.
• What drove the Q3 2026 earnings results referenced in the news wire, and what were the reported revenue and margin figures?
• What is the composition of institutional (13F) holders and insider (Form 4) transactions behind the Whale and Insider pillar scores?
• Does the FY 2023 cash figure of N/A and the substantial reduction in debt from $950.4M to $495.6M reflect a specific refinancing or repayment event?
• What product lines and end markets generate the company's revenue, and what supply-chain dependencies exist given the Butterfly graph reports none?