Stock AnalizItron, Inc. ITRI
Electrical Products · IPO 1993 · data as of November 13, 2026
Itron, Inc. (ITRI) is a industrial company listed in the US with a market value of about $4.2B. In the twelve months to September 30, 2026 it had revenue of $2.3B and net income of $280M, a net margin of 12.1%.
Its overall Stock Analiz score is 2.4 out of 5 (weak). The strongest part is value (3/5); the weakest is track record (1/5).
Key numbers: a P/E of 15.5, a price to free cash flow of 11.5, 5-year revenue growth of 2% a year, a 5-year average ROIC of 4%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 44% below the current price.
Score: 2.4 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- ROE above 15%
- Positive free cash flow
Checks not passed
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.3B | $2.4B | $2.4B | $2.2B | $1.8B | $2.0B | $2.2B | $2.5B | $2.4B | $2.0B | $2.0B |
| Net income | $280M | $301M | $239M | $97M | -$10M | -$81M | -$58M | $49M | -$99M | $57M | $32M |
| Free cash flow | $368M | $383M | $208M | $98M | $5M | $120M | $63M | $112M | $50M | $142M | $72M |
| EPS (diluted) | $6.18 | $6.50 | $5.18 | $2.11 | $-0.22 | $-1.83 | $-1.44 | $1.23 | $-2.53 | $1.45 | $0.82 |
| Net margin | 12.1% | 12.7% | 9.8% | 4.5% | -0.5% | -4.1% | -2.7% | 2.0% | -4.2% | 2.8% | 1.6% |
| ROIC | — | 9.2% | 8.3% | 5.5% | -0.3% | -3.0% | -0.4% | 5.2% | -2.4% | 8.7% | 8.5% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 9 analysts is $128.56, 34% above the current price; targets range from $105.00 to $150.00; the consensus rating is “Buy”; expected EPS is $6.77 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Itron’s P/E ratio?
About 15.5, based on the last twelve months of diluted earnings per share (forward P/E about 14.0).
Is Itron stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 44% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Itron pay a dividend?
Not currently.
Is Itron a good stock to buy?
We do not give buy or sell advice. Itron scores 2.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.