This company has been acquired
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GMS（GMS）株式概要
GMS Inc.は、米国とカナダで壁板、天井、鉄骨フレーム、補完的な建築製品を提供する流通センターのネットワークを運営している。 詳細
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Analyst Price Targets
GMS Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$109.96 |
| 52週高値 | US$110.28 |
| 52週安値 | US$65.77 |
| ベータ | 1.76 |
| 1ヶ月の変化 | 0.42% |
| 3ヶ月変化 | 40.88% |
| 1年変化 | 32.53% |
| 3年間の変化 | 140.88% |
| 5年間の変化 | 369.91% |
| IPOからの変化 | 401.87% |
最新ニュース
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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| GMS | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 0.03% | -3.1% | -1.0% |
| 1Y | 32.5% | 15.4% | 23.3% |
業界別リターン: GMS過去 1 年間で15.4 % の収益を上げたUS Trade Distributors業界を上回りました。
リターン対市場: GMS過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。
価格変動
| GMS volatility | |
|---|---|
| GMS Average Weekly Movement | 8.3% |
| Trade Distributors Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: GMS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GMSの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | 7,113 | JT Turner | www.gms.com |
GMS Inc.は、米国とカナダで壁板、天井、鉄骨フレーム、および補完的な建設製品を提供する流通センターのネットワークを運営している。同社は、住宅や商業施設の内壁や外壁、天井用の壁板、オフィス、ホテル、病院、小売施設、学校、その他の商業施設や機関建築物で使用される吊り下げ式鉱物繊維、軟質繊維、金属天井システムなどの天井製品、商業施設や機関建築物の内壁の骨組みに使用されるスチールトラック、スタッド、その他のスチール製品で構成される鉄骨骨組み製品を提供している。また、工具やファスナー、断熱材、EIFSやスタッコ、木材やその他の木材製品、生コンや安全製品などの補完的製品も提供している。さらに、工具の販売、レンタル、サービスセンターも運営している。同社は専門業者や住宅建設業者にサービスを提供している。GMS社は1971年に設立され、ジョージア州タッカーに本社を置いている。
GMS Inc. 基礎のまとめ
| GMS 基礎統計学 | |
|---|---|
| 時価総額 | US$4.20b |
| 収益（TTM） | US$101.78m |
| 売上高(TTM) | US$5.48b |
41.2x
PER（株価収益率0.8x
P/SレシオGMS は割高か？
公正価値と評価分析を参照収益と収入
| GMS 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.48b |
| 売上原価 | US$3.77b |
| 売上総利益 | US$1.71b |
| その他の費用 | US$1.61b |
| 収益 | US$101.78m |
直近の収益報告
Jul 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.67 |
| グロス・マージン | 31.15% |
| 純利益率 | 1.86% |
| 有利子負債／自己資本比率 | 76.6% |
GMS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2025/09/05 01:05 |
| 終値 | 2025/09/03 00:00 |
| 収益 | 2025/07/31 |
| 年間収益 | 2025/04/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GMS Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4
| アナリスト | 機関 |
|---|---|
| Michael Wood | Nomura Securities Co. Ltd. |
| Kevin Hocevar | Northcoast Research |
| Matthew McCall | Seaport Research Partners |