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GMS 将来の成長
Future 基準チェック /36
GMSは、32.4%と2.6%でそれぞれ年率32.4%で利益と収益が成長すると予測される一方、EPSはgrowで31.7%年率。
主要情報
32.4%
収益成長率
31.70%
EPS成長率
| Trade Distributors 収益成長 | 14.4% |
| 収益成長率 | 2.6% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 04 Sep 2025 |
今後の成長に関する最新情報
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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 4/30/2028 | 5,818 | 270 | 347 | 397 | 1 |
| 4/30/2027 | 5,752 | 223 | 321 | 367 | 5 |
| 4/30/2026 | 5,523 | 173 | 302 | 345 | 4 |
| 7/31/2025 | 5,480 | 102 | 329 | 376 | N/A |
| 4/30/2025 | 5,514 | 115 | 336 | 384 | N/A |
| 1/31/2025 | 5,593 | 146 | 339 | 391 | N/A |
| 10/31/2024 | 5,591 | 219 | 350 | 401 | N/A |
| 7/31/2024 | 5,541 | 246 | 351 | 404 | N/A |
| 4/30/2024 | 5,502 | 276 | 376 | 433 | N/A |
| 1/31/2024 | 5,393 | 295 | 375 | 434 | N/A |
| 10/31/2023 | 5,369 | 308 | 403 | 464 | N/A |
| 7/31/2023 | 5,379 | 330 | 398 | 453 | N/A |
| 4/30/2023 | 5,329 | 333 | 389 | 442 | N/A |
| 1/31/2023 | 5,314 | 334 | 395 | 436 | N/A |
| 10/31/2022 | 5,233 | 331 | 313 | 360 | N/A |
| 7/31/2022 | 4,952 | 302 | 205 | 250 | N/A |
| 4/30/2022 | 4,635 | 273 | 139 | 180 | N/A |
| 1/31/2022 | 4,278 | 231 | 20 | 65 | N/A |
| 10/31/2021 | 3,876 | 185 | 18 | 52 | N/A |
| 7/31/2021 | 3,538 | 140 | 62 | 94 | N/A |
| 4/30/2021 | 3,299 | 106 | 123 | 153 | N/A |
| 1/31/2021 | 3,137 | 31 | 214 | 236 | N/A |
| 10/31/2020 | 3,148 | 25 | 235 | 257 | N/A |
| 7/31/2020 | 3,197 | 26 | 276 | 300 | N/A |
| 4/30/2020 | 3,241 | 23 | 278 | 303 | N/A |
| 1/31/2020 | 3,251 | 81 | 197 | 224 | N/A |
| 10/31/2019 | 3,213 | 75 | 194 | 218 | N/A |
| 7/31/2019 | 3,185 | 71 | 208 | 229 | N/A |
| 4/30/2019 | 3,116 | 55 | N/A | 194 | N/A |
| 1/31/2019 | 2,972 | 48 | N/A | 130 | N/A |
| 10/31/2018 | 2,833 | 62 | N/A | 105 | N/A |
| 7/31/2018 | 2,647 | 56 | N/A | 35 | N/A |
| 4/30/2018 | 2,511 | 63 | N/A | 91 | N/A |
| 1/31/2018 | 2,491 | 67 | N/A | 97 | N/A |
| 10/31/2017 | 2,468 | 56 | N/A | 98 | N/A |
| 7/31/2017 | 2,412 | 55 | N/A | 106 | N/A |
| 4/30/2017 | 2,319 | 49 | N/A | 68 | N/A |
| 1/31/2017 | 2,231 | 44 | N/A | 66 | N/A |
| 10/31/2016 | 2,089 | 33 | N/A | 51 | N/A |
| 7/31/2016 | 1,956 | 19 | N/A | 36 | N/A |
| 4/30/2016 | 1,858 | 13 | N/A | 48 | N/A |
| 1/31/2016 | 1,735 | 7 | N/A | 65 | N/A |
| 10/31/2015 | 1,673 | -2 | N/A | 54 | N/A |
| 7/31/2015 | 1,628 | -3 | N/A | 40 | N/A |
| 4/30/2015 | 1,570 | -12 | N/A | 48 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: GMSの予測収益成長率 (年間32.4% ) は 貯蓄率 ( 3.1% ) を上回っています。
収益対市場: GMSの収益 ( 32.4% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: GMSの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: GMSの収益 ( 2.6% ) US市場 ( 11.6% ) よりも低い成長が予測されています。
高い収益成長: GMSの収益 ( 2.6% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: GMSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
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 03:49 |
| 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 |