Jun 06, 2023 / NTS GMT
Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
All right. Good afternoon, everybody. Hope you're enjoying the day. Welcome to Xylem. We're very happy to have Matthew Pine, Chief Operating Officer; and Andrea van der Berg, who's Vice President of Investor Relations and FP&A, with us today. Now the Evoqua deal is we can talk about that. So that should be interesting.
Questions and Answers:
Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - AnalystSo I'm going to present 3 bear cases on the stock, and Matthew and Andrea are going to tell me why I'm stupid for presenting those. And then I'm going to present 3 bull cases, and they're going to tell me why I'm brilliant for presenting those. So we're going to start off with the bear cases, so I feel better at the end after the bull cases. So first one here is Xylem's track record with acquisitions has not been overly impressive. Sensus is still earning margins well below peers, 6-plus years after its acquisition, and almost the
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