Xylem Inc.
XYL · Industrials · $30.2B mkt cap · FY2025 filings · Narrow moat
On the watchlist
The four filters
Pricing power66
Median gross margin 38.6% over 10y, very stable.
Returns on capital33
Median ROIC 8.7%, above the 9% hurdle in 50% of years.
Balance-sheet safety96
Net debt/EBITDA 0.3x, interest coverage 42x.
Capital discipline60
Owner earnings +17.2%/yr, share count growing (dilution).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $774.0M
- Est. intrinsic value / share
- $57.20
- Recent price
- $123.78
- Discount to value
- 116% above value
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.