GMS Inc.

Informe acción NYSE:GMS

Capitalización de mercado: 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 Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de GMS de 32.4% y 2.6% respectivamente, mientras que el BPA crecerá en un 31.7% al año.

Información clave

32.4%

Tasa de crecimiento de los beneficios

31.70%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Trade Distributors14.4%
Tasa de crecimiento de los ingresos2.6%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización04 Sep 2025

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Nueva narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...

Previsiones de crecimiento de beneficios e ingresos

NYSE:GMS - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (32.4% al año) de GMS es superior a la tasa de ahorro (3.1%).

Beneficios vs. Mercado: Se prevé que los beneficios (32.4% al año) de GMS crezcan más rápidamente que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de GMS crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (2.6% al año) de GMS crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.6% al año) de GMS crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de GMS se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/09/05 03:49
Precio de las acciones al final del día2025/09/03 00:00
Beneficios2025/07/31
Ingresos anuales2025/04/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

GMS Inc. está cubierta por 4 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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