GMS Inc.

NYSE:GMS Lagerbericht

Marktkapitalisierung: US$4.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

GMS Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für GMS wird ein Gewinn- und Umsatzwachstum von 32.4% bzw. 2.6% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 31.7% pro Jahr steigen soll.

Wichtige Informationen

32.4%

Wachstumsrate der Gewinne

31.70%

EPS-Wachstumsrate

Trade Distributors Gewinnwachstum14.5%
Wachstumsrate der Einnahmen2.6%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Low

Zuletzt aktualisiert04 Sep 2025

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Sep 01

GMS Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, GMS Inc. ( NYSE:GMS ) last week released its latest quarterly, and things did not turn out so great...

Recent updates

Seeking Alpha Jun 22

GMS: Will QXO's Bid Unlock Its Potential? (Rating Upgrade)

Summary I upgrade GMS to 'Hold' as QXO's acquisition offer and reasonable valuation provide a floor, despite ongoing end-market challenges. Wallboard and Ceiling segments show signs of stabilization, but Steel Framing and commercial markets remain weak amid high rates and policy uncertainty. Cost reductions and steady pricing support margin recovery, yet cash flow remains pressured and EBITDA growth is likely limited near-term. Read the full article on Seeking Alpha
Analyseartikel Jun 18

We Think GMS (NYSE:GMS) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel May 22

What Is GMS Inc.'s (NYSE:GMS) Share Price Doing?

While GMS Inc. ( NYSE:GMS ) might not have the largest market cap around , it received a lot of attention from a...
Analyseartikel Apr 25

GMS (NYSE:GMS) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analyseartikel Mar 19

Does GMS (NYSE:GMS) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Mar 05

GMS Inc. (NYSE:GMS) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for GMS is US$140 based on 2 Stage Free Cash Flow to Equity GMS' US$78.19 share...
Analyseartikel Feb 18

GMS Inc.'s (NYSE:GMS) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.8x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analyseartikel Jan 07

What Does GMS Inc.'s (NYSE:GMS) Share Price Indicate?

GMS Inc. ( NYSE:GMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Seeking Alpha Dec 17

GMS Looks To Assemble Growth Momentum

Summary The housing market shows signs of recovery, with single-family home sales improving and complementary product sales on a higher growth trajectory. GMS's acquisitions have strengthened its product portfolio and expanded complementary offerings, contributing to revenue and EBITDA growth. Despite high leverage and reduced cash flows, strong liquidity supports share repurchase confidence, justifying a "Hold" rating with potential for gradual returns improvement. Read the full article on Seeking Alpha
Analyseartikel Dec 10

Is GMS (NYSE:GMS) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Nov 26

GMS (NYSE:GMS) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Nov 13

An Intrinsic Calculation For GMS Inc. (NYSE:GMS) Suggests It's 27% Undervalued

Key Insights The projected fair value for GMS is US$139 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Oct 31

GMS Inc. (NYSE:GMS) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.5x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analyseartikel Oct 03

Is Now An Opportune Moment To Examine GMS Inc. (NYSE:GMS)?

GMS Inc. ( NYSE:GMS ), is not the largest company out there, but it saw a decent share price growth of 15% on the NYSE...
Seeking Alpha Sep 10

GMS Effectively Paddles Through Industry Challenges

Summary GMS Inc. employs a growth strategy through M&A and cost-reduction measures despite a challenging housing market and high leverage. The company’s diversified revenue mix and stable pricing help maintain margins as single-family units grow amid declining multi-family and commercial volumes. Given the stock's reasonable valuation and potential for moderate EBITDA growth, I recommend holding GMS with an expected medium-term return. Read the full article on Seeking Alpha
User avatar
Neues Narrativ Sep 04

Decisive Growth And Efficiency Optimizations Propel Revenue And EBITDA Despite Market Headwinds

Strategic acquisitions and expansion into complementary products are expected to enhance revenue growth and diversification.
Analyseartikel Sep 01

GMS Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, GMS Inc. ( NYSE:GMS ) last week released its latest quarterly, and things did not turn out so great...
Analyseartikel Aug 09

GMS Inc.'s (NYSE:GMS) Intrinsic Value Is Potentially 87% Above Its Share Price

Key Insights The projected fair value for GMS is US$165 based on 2 Stage Free Cash Flow to Equity GMS' US$88.01 share...
Analyseartikel Jul 26

GMS Inc.'s (NYSE:GMS) Low P/E No Reason For Excitement

With a price-to-earnings (or "P/E") ratio of 13.2x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analyseartikel Jun 20

Should You Think About Buying GMS Inc. (NYSE:GMS) Now?

GMS Inc. ( NYSE:GMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analyseartikel Jun 05

The Return Trends At GMS (NYSE:GMS) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Analyseartikel Apr 22

GMS Inc.'s (NYSE:GMS) Intrinsic Value Is Potentially 61% Above Its Share Price

Key Insights The projected fair value for GMS is US$146 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Apr 08

Is GMS (NYSE:GMS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Mar 16

Should You Think About Buying GMS Inc. (NYSE:GMS) Now?

While GMS Inc. ( NYSE:GMS ) might not have the largest market cap around , it received a lot of attention from a...
Analyseartikel Feb 24

GMS (NYSE:GMS) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analyseartikel Jan 10

An Intrinsic Calculation For GMS Inc. (NYSE:GMS) Suggests It's 33% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, GMS fair value estimate is US$121 GMS is estimated to be 33...
Analyseartikel Dec 28

Improved Earnings Required Before GMS Inc. (NYSE:GMS) Stock's 27% Jump Looks Justified

The GMS Inc. ( NYSE:GMS ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Analyseartikel Dec 21

These 4 Measures Indicate That GMS (NYSE:GMS) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Dec 14

GMS Stock: Mixed Q2 Results Keep Us On The Fence

Summary GMS reported Q2 results, which beat expectations, balanced by a soft growth outlook. The company has benefited from resilient activity in multi-family and commercial construction, while lower steel prices has pressured sales for framing products. The company has overall solid fundamentals but we see limited upside for the share price through 2024. Read the full article on Seeking Alpha
Analyseartikel Dec 03

Is GMS Inc. (NYSE:GMS) Potentially Undervalued?

GMS Inc. ( NYSE:GMS ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Sep 29

Are Investors Undervaluing GMS Inc. (NYSE:GMS) By 37%?

Key Insights The projected fair value for GMS is US$105 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Sep 14

GMS Continues To Perform In Adverse Market Conditions

Summary GMS Inc. offers ceiling, steel, and residential building materials and has risen over 15% since the last report. Q1 FY24 net sales increased by 3.6% compared to Q1 FY23, driven by increased sales of wallboard, ceilings, and complementary products. Despite market headwinds, GMS continues to make acquisitions and has a diverse operation, but sales growth may not be significant due to current market conditions. Hold rating advised. Read the full article on Seeking Alpha
Analyseartikel Sep 11

Does GMS (NYSE:GMS) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Aug 29

Is It Time To Consider Buying GMS Inc. (NYSE:GMS)?

While GMS Inc. ( NYSE:GMS ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Analyseartikel Aug 15

GMS (NYSE:GMS) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Aug 03

Investors Shouldn't Overlook GMS' (NYSE:GMS) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Gewinn- und Umsatzwachstumsprognosen

NYSE:GMS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
4/30/20285,8182703473971
4/30/20275,7522233213675
4/30/20265,5231733023454
7/31/20255,480102329376N/A
4/30/20255,514115336384N/A
1/31/20255,593146339391N/A
10/31/20245,591219350401N/A
7/31/20245,541246351404N/A
4/30/20245,502276376433N/A
1/31/20245,393295375434N/A
10/31/20235,369308403464N/A
7/31/20235,379330398453N/A
4/30/20235,329333389442N/A
1/31/20235,314334395436N/A
10/31/20225,233331313360N/A
7/31/20224,952302205250N/A
4/30/20224,635273139180N/A
1/31/20224,2782312065N/A
10/31/20213,8761851852N/A
7/31/20213,5381406294N/A
4/30/20213,299106123153N/A
1/31/20213,13731214236N/A
10/31/20203,14825235257N/A
7/31/20203,19726276300N/A
4/30/20203,24123278303N/A
1/31/20203,25181197224N/A
10/31/20193,21375194218N/A
7/31/20193,18571208229N/A
4/30/20193,11655N/A194N/A
1/31/20192,97248N/A130N/A
10/31/20182,83362N/A105N/A
7/31/20182,64756N/A35N/A
4/30/20182,51163N/A91N/A
1/31/20182,49167N/A97N/A
10/31/20172,46856N/A98N/A
7/31/20172,41255N/A106N/A
4/30/20172,31949N/A68N/A
1/31/20172,23144N/A66N/A
10/31/20162,08933N/A51N/A
7/31/20161,95619N/A36N/A
4/30/20161,85813N/A48N/A
1/31/20161,7357N/A65N/A
10/31/20151,673-2N/A54N/A
7/31/20151,628-3N/A40N/A
4/30/20151,570-12N/A48N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: GMSDas prognostizierte Gewinnwachstum (32.4% pro Jahr) liegt über der Sparquote (3.1%).

Ertrag vs. Markt: GMSDie Erträge des Unternehmens (32.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: GMSEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: GMSDie Einnahmen des Unternehmens (2.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: GMSDie Einnahmen des Unternehmens (2.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von GMS in 3 Jahren voraussichtlich hoch sein wird


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2025/09/05 18:38
Aktienkurs zum Tagesende2025/09/03 00:00
Gewinne2025/07/31
Jährliche Einnahmen2025/04/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

GMS Inc. wird von 4 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael WoodNomura Securities Co. Ltd.
Kevin HocevarNorthcoast Research
Matthew McCallSeaport Research Partners