XYL Xylem Inc.
too hard · 58
Owner-earnings value$83.68
Price$101.82
Margin of safety
-17.8%
Quality gate · 58/100
⚠ sub-hurdle returns (median roic 7% < 9%)
Median ROIC7.2%
Gross margin39.2%
Net debt / EBITDA0.3x
FCF conversion100%
Share count / yr+10.6%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 960.00M |
| Owner-earnings yield | 4.0% |
| Free-cash-flow yield | 4.0% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 14.9% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.7% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.06B | 10.0% | 962.31M |
| 2 | 1.15B | 9.2% | 957.80M |
| 3 | 1.25B | 8.4% | 946.52M |
| 4 | 1.35B | 7.7% | 928.67M |
| 5 | 1.44B | 6.9% | 904.57M |
| 6 | 1.53B | 6.1% | 874.68M |
| 7 | 1.61B | 5.3% | 839.59M |
| 8 | 1.68B | 4.6% | 799.95M |
| 9 | 1.75B | 3.8% | 756.51M |
| 10 | 1.80B | 3.0% | 710.07M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~15%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.