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Energy Recovery, Inc. (ERII)

Special Industry Machinery, NEC

Latest Price
$7.09
TTM P/E
26.26
Normalized P/E
24.96
Div Yield
--
Book Value
3.31
P/B Ratio
2.14

Valuation metrics

adjust assumptions →
EPS: $0.42
Book value / share: $3.90
Formula: √(22.5 × EPS × BVPS)
Graham Number
$6.07
14% downside
Norm. op. income: $20M (median of 7yr)
Tax rate: 11%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$4.76
33% downside
Base FCF: $17M (median of recent 5yr)
Growth: -9%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$3.46
51% downside
EPS: $0.42
Target P/E: 25×
Formula: EPS × P/E
P/E Fair Value
$10.50
+48% upside

Institutional Ownership

86.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.6.34M$57.0M12.40%+253.3K2026-06-30
Amundi4.00M$36.0M7.82%+263.2K2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC2.18M$19.0M4.27%-46.6K2026-06-30
Legal & General Group Plc2.06M$18.0M4.02%+157.2K2026-06-30
FIL Ltd1.72M$15.0M3.35%-272.2K2026-06-30
GEODE CAPITAL MANAGEMENT, LLC1.70M$15.0M3.32%+402.4K2026-06-30
STATE STREET CORP1.63M$14.0M3.18%-147.1K2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC1.26M$11.0M2.47%+2.0K2026-06-30
MORGAN STANLEY1.24M$11.0M2.42%+444.3K2026-06-30
MACKENZIE FINANCIAL CORP1.19M$10.0M2.32%+1.07M2026-06-30
View all institutional holders →