Added to YB: 2026-06-24
Pitch date: 2026-06-18
ERII [bullish]
Energy Recovery, Inc.
Author Info
No bio for this author
Company Info
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.
Market Cap
$458.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.69
P/E
23.25
EV/Sales
2.79
Sector
Machinery
Category
value
$ERII: One both humans and data depend on to run - IT'S WATER.
ERII: $500M water-tech, down 50% in 3mo on ME desal concentration (50% rev), Iran War guidance pull & CEO/CFO exits. PX Pressure Exchanger=90% rev, 63% GM, IP-like biz priced as industrial. $77M net cash, ~$27M FCF, 9% buyback yield, 24x PE (cheapest vs XYL/BMI/FELE). Catalysts: ME peace, guidance reinstatement Q2/Q3, new CEO, AI/datacenter water demand. Risks: re-escalation, lumpy revenue, leadership gap.
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