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GMS Community
NYSE:GMS Community- 2 Narratives written by author
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- 4 Fair Values set on narratives written by author
Community Investing Ideas
Urban Growth And Green Standards Will Fuel Construction Renewal
Key Takeaways Accelerated cost savings, digital investments, and scalable infrastructure are enhancing efficiency and positioning GMS for strong margin expansion and leading free cash flow conversion. Strategic focus on premium products, green building demand, and partnerships with national builders positions GMS to capture market share and deliver above-average long-term growth.
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AN
US$110
0.04% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
2.27% p.a.
Profit Margin
5.02%
Future PE
16.89x
Share price in 2028
US$141.9
Expanding Into High-Growth Data Centers And Cost Reductions Will Support Future Success
Key Takeaways Strategic focus on high-growth areas like data centers and subsidiary consolidation aims to boost revenue and improve net margins through increased efficiency. Cost reduction and strong cash flow facilitate strategic acquisitions, enhancing revenue growth and earnings, while policy changes could further drive residential market activity.
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AN
US$108.75
1.1% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
2.43% p.a.
Profit Margin
4.96%
Future PE
16.8x
Share price in 2028
US$140.28