ERIIEnergy Recovery, Inc.
Is the price fair?
Undemanding: modest expectations priced in and cheap against its own history.
Priced for a decline (~−5% a year). The price demands less than its three-year revenue growth of 4% a year, expectations look modest.
Cheap vs its own history: P/E 25.3 vs a 44.4 median over 38 quarters (−43% vs median).
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What ERII's price assumes
Energy Recovery, Inc. trades at 25.3× earnings against 26.5× for the median Industrials name, cheaper than its own group.
Trailing P/E · Industrials median 26.5 · cheaper than the typical name in its group
- Free cash flow yield
- 11%
Free cash flow yield · Industrials median 4.2%
- Growth the price implies
- −4.9%
Growth the price implies · The price pays for −4.9% free cash flow growth a year for a decade; the business has delivered +76% a year over the last three.
Details›
- Industrials median P/E440 names
- 26.5
- Free cash flow, trailing twelve months
- $39M
- Market capitalisation
- $353M
- 3-year revenue growth
- +4.1%
- 3-year free cash flow growth
- +76%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $7.93 |
| Its own P/E history, median | $11.98 |
| Its own P/E history, upper quartile | $20.41 |
| 52-week range | $6.67 – $18.11 |
| Today | $6.84 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.