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The Screen · Industrials · Pollution & Treatment Controls
Zurn Elkay Water Solutions Corporation
ZWS · the NYSE · USD · Market cap $7.8B · 2,600 employees
Zurn Elkay Water Solutions Corporation engages in design, procurement, manufacture, and marketing of water management solutions in the United States, Canada, and internationally.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical passes the values gate
Price47.20 USD
Fair value49.36
Ethical score70.0/100
Our investment reviews on this name
2026-09-19Read Markdown46.18+2.2% to today
2026-08-19Read Markup51.84-9.0% to today
2026-07-02Read Distribution48.39-2.5% to today ✓
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Zurn Elkay Water Solutions Corporation holds its Accumulation at $47.20. Elevated stress, defensive posture warranted, held for 25 days.
As held on the ledger · 2026-10-01
Phase
Accumulation
Quantitative state
Elevated stress, defensive posture warranted, held for 25 days
Price at the screen
$47.20
Valuation
29.32 trailing · 23.19 forward price to earnings
Values screen
PASS· score 70.0
Beta
0.77
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
20.65%
Below 33%
Interest-bearing debt is just 20.6% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
18.11%
Below 49%
Money owed to the company is 18.1% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Zurn Elkay Water Solutions clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 21%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-10-04. It updates when the underlying figures move, and past reads are kept below.
Fair value range in USD, drawn from the 2026-10-01 screen. The gold marker is the market price at the same screen. A 4.6% margin of safety to the base estimate.
Third-party analyst targets: 9 covering, consensus Buy. The average target sits +23% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-01 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Everyday water use meets a tight valuation
Think of the bottle filler in an office or the filter keeping a factory's water clean. Zurn Elkay sits behind those quiet moments, selling dispensing and treatment gear across North America and beyond. Revenue is rising 11 percent, margins sit at 12 percent and return on equity reaches 13 percent, yet our fair value lands at 47.27 dollars against the current 47.73 dollars.
That leaves almost no margin of safety. The forward multiple of 24.8 times already prices in steady demand while the unknown moat and industrial exposure add uncertainty. Analysts lean buy with a 56 dollar median target, yet the numbers show the shares priced for perfection rather than a bargain.
Cyclical construction and replacement spending can swing sharply when budgets tighten, and an unknown competitive edge leaves room for margin pressure. The ethical screen clears, but the absence of any discount keeps us on the sidelines. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ZWS trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-02Markdown$47.20+2.2%Entry 6
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.2% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (9 analysts) rates it buy, with a mean price target of $56.
2026-09-19Markdown · changed$46.18-10.9%Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 10.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (9 analysts) rates it buy, with a mean price target of $56.
2026-08-19Markup · changed$51.84+7.1%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 7.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (9 analysts) rates it buy, with a mean price target of $56.
2026-07-18Distribution$48.39+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 29%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (9 analysts) rates it buy, with a mean price target of $56.
2026-07-03Distribution$48.39+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Distribution$48.39Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
