NASDAQ · ERII
Energy Recovery, Inc.
Industrials · Industrial - Pollution & Treatment Controls
$6.80▲ 0.49% ($0.03)today
As of 12:29 PM ET
Market cap
$350.66M
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 4.3% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
That's below its past 4-year pace of 6.7%.
Value per share
Base case
$5.90
Price used $6.80 is 15% above this
USD · TTM ending Jun 30, 2026 · Price Oct 5, 4:29 PM UTC
Revenue each value needs
Revenue today $120M. The price needs $183M by 2036. Base case: $130M. At its recent pace: $230M. Bear to Bull: $128M to $185M.
Revenue today $120M. The price needs $183M by 2036. Base case: $130M. At its recent pace: $230M. Bear to Bull: $128M to $185M.
Revenue in 2036
today $120M
+$52.4Mmore than the Base case · 1.4×
Value per share · Base case
$5.90
Price $6.80
15% above this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 16.4%
- Discount rate
- 10.3%
USD · TTM ending Jun 30, 2026 · Price Oct 5, 4:29 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 57.04% over the last year. Revenue declined 15.16% over the trailing twelve months. Operating margin moved from 15.22% to 16.4%. Free cash flow grew 91.29% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 16.4%. A decisive move in revenue — currently down 15.16% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Energy Recovery, Inc. (ERII) is a global technology firm that engineers, manufactures, and distributes cutting-edge solutions predominantly for the seawater reverse osmosis (SWRO) desalination and industrial wastewater treatment industries.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
10
Buy
5
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q3 FY26 · EPS est -$0.06 · Revenue est $16.15M
View
Institutional Sentiment
Energy Recovery, Inc. · ERII
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.