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Advanced Drainage Systems, Inc.NYSE:WMS 株式レポート

時価総額 US$11.6b
株価
US$143.20
US$190.3
24.8% 割安 内在価値ディスカウント
1Y24.2%
7D-3.5%
ポートフォリオ価値
表示

Advanced Drainage Systems, Inc.

NYSE:WMS 株式レポート

時価総額:US$11.6b

Advanced Drainage Systems(WMS)株式概要

は、熱可塑性コルゲートパイプおよび関連する水管理製品の設計、製造、販売を米国、カナダ、および海外で行っている。 詳細

WMS ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績4/6
財務の健全性5/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、WMS 、リスクは検出されなかった。

WMS Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Capital Goods opportunity

Advanced Drainage Systems, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Advanced Drainage Systems
過去の株価
現在の株価US$144.08
52週高値US$179.32
52週安値US$104.69
ベータ1.33
1ヶ月の変化2.79%
3ヶ月変化-17.85%
1年変化24.22%
3年間の変化66.76%
5年間の変化31.09%
IPOからの変化800.50%

最新ニュース

ナラティブ更新 May 06

WMS: Expanded Buyback And Analyst Day Will Support Higher Future P/E Multiple

Analysts held the fair value estimate for Advanced Drainage Systems at $190.30, making modest adjustments to underlying assumptions. This reflects a mix of recent Street research in which several firms raised longer term price targets, while others trimmed them by $5 to $17 based on their updated views of the business and its outlook.
ナラティブ更新 Apr 20

WMS: Expanded Buyback And Earnings Outlook Will Support Higher Future P/E Multiple

Analysts have trimmed the fair value estimate for Advanced Drainage Systems by about $7 to $190.30, reflecting recent adjustments to Street price targets and updated assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Advanced Drainage Systems shows a mix of higher and lower price targets, with several firms revising their views over the same general period.
ナラティブ更新 Apr 04

WMS: Buyback Expansion And Earnings Framework Will Support Higher Future P E Multiple

Advanced Drainage Systems' updated analyst price target now sits at $197.20, with recent target increases from several firms generally linked by analysts to consistent assumptions around revenue growth, profit margins and future P/E expectations, despite a slightly higher discount rate. Analyst Commentary Recent Street research on Advanced Drainage Systems clusters around a series of higher price targets, including one move to $197 from $183.
ナラティブ更新 Mar 21

WMS: Buyback Expansion And Earnings Outlook Will Support Higher Future P E Framework

Advanced Drainage Systems' analyst price target has been updated to $197, with recent Street research citing revised views on the discount rate, long-term revenue growth, profit margin, and future P/E assumptions as key reasons for the change. Analyst Commentary Recent Street research around Advanced Drainage Systems focuses on how updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels feed into higher valuation frameworks, with several bullish price target revisions supporting the new US$197 target.

Recent updates

ナラティブ更新 May 06

WMS: Expanded Buyback And Analyst Day Will Support Higher Future P/E Multiple

Analysts held the fair value estimate for Advanced Drainage Systems at $190.30, making modest adjustments to underlying assumptions. This reflects a mix of recent Street research in which several firms raised longer term price targets, while others trimmed them by $5 to $17 based on their updated views of the business and its outlook.
ナラティブ更新 Apr 20

WMS: Expanded Buyback And Earnings Outlook Will Support Higher Future P/E Multiple

Analysts have trimmed the fair value estimate for Advanced Drainage Systems by about $7 to $190.30, reflecting recent adjustments to Street price targets and updated assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Advanced Drainage Systems shows a mix of higher and lower price targets, with several firms revising their views over the same general period.
ナラティブ更新 Apr 04

WMS: Buyback Expansion And Earnings Framework Will Support Higher Future P E Multiple

Advanced Drainage Systems' updated analyst price target now sits at $197.20, with recent target increases from several firms generally linked by analysts to consistent assumptions around revenue growth, profit margins and future P/E expectations, despite a slightly higher discount rate. Analyst Commentary Recent Street research on Advanced Drainage Systems clusters around a series of higher price targets, including one move to $197 from $183.
ナラティブ更新 Mar 21

WMS: Buyback Expansion And Earnings Outlook Will Support Higher Future P E Framework

Advanced Drainage Systems' analyst price target has been updated to $197, with recent Street research citing revised views on the discount rate, long-term revenue growth, profit margin, and future P/E assumptions as key reasons for the change. Analyst Commentary Recent Street research around Advanced Drainage Systems focuses on how updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels feed into higher valuation frameworks, with several bullish price target revisions supporting the new US$197 target.
ナラティブ更新 Mar 06

WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile

Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.
ナラティブ更新 Feb 20

WMS: Buybacks And Revenue Outlook Will Support Future Premium P E Profile

The analyst price target for Advanced Drainage Systems has moved from $179.22 to $198.00 as analysts factor in higher modeled revenue growth, an updated long term P/E of 29.23, and recent Street research that has reset price targets upward across several firms. Analyst Commentary Recent Street research on Advanced Drainage Systems has centered on higher price targets and an updated long term P/E framework, with several firms adjusting their models in a relatively tight time window.
Seeking Alpha Feb 12

Advanced Drainage Systems Is Doing Great, But That Doesn't Mean Gains Deserve To Flow

Summary Advanced Drainage Systems delivered solid Q3 results, outperforming the S&P 500 with a 20.9% stock gain since September 2025. WMS's recent $875M net acquisition of National Diversified Sales adds $313M revenue and expected $25M synergies within three years. Despite operational strength and optimistic 2026 guidance, WMS appears fairly valued both absolutely and relative to peers. Maintain 'hold' rating as risk/reward remains balanced; upside depends on synergy realization and further operational outperformance. Read the full article on Seeking Alpha
ナラティブ更新 Feb 06

WMS: Margin Execution And Buybacks Will Support Future Premium P E Profile

Our updated analyst price target for Advanced Drainage Systems moves to US$179.22 from US$174.90, reflecting analysts' recent target increases and their supporting views on the company's margin profile and P/E assumptions. Analyst Commentary Recent Street research has been clustered around higher price targets for Advanced Drainage Systems, with analysts focusing on valuation inputs like P/E assumptions and expectations for the company’s margin profile.
ナラティブ更新 Jan 23

WMS: End Market Outperformance And Price Cost Discipline Will Support Future Premium P E

Analysts have nudged their fair value estimate for Advanced Drainage Systems higher to $174.90 from $173, reflecting updated views on margins, discount rate, and future P/E after a series of recent price target increases across the Street. Analyst Commentary Recent Street research has clustered around higher price targets for Advanced Drainage Systems, with several bullish analysts pointing to execution on earnings, margin structure, and end market exposure as key drivers behind their updated views.
ナラティブ更新 Jan 08

WMS: End Market Outperformance And Price Cost Discipline Will Sustain Margin Resilience

Narrative Update on Advanced Drainage Systems We are lifting our analyst price target on Advanced Drainage Systems by about $1 to $173, reflecting incremental adjustments to our fair value and P/E assumptions in line with recent analyst research that cites stronger end market performance, solid FY26 EBITDA results, and upward price target revisions from multiple firms. Analyst Commentary Recent Street research on Advanced Drainage Systems has tilted constructive, with several bullish analysts lifting their price targets after reviewing the latest earnings and outlook.
分析記事 Dec 31

Returns At Advanced Drainage Systems (NYSE:WMS) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブ更新 Dec 15

WMS: End Market Outperformance Will Sustain Future Margin Resilience

Analysts have nudged up their price target on Advanced Drainage Systems by about $0.50 per share to reflect stronger than expected EBITDA growth, resilient pricing, and consistent outperformance compared with building products peers. Analyst Commentary Bullish analysts are framing the modest price target increase as a validation of Advanced Drainage Systems' ability to consistently outperform both internal plans and broader building products peers.
ナラティブ更新 Nov 30

WMS: End Market Outperformance And Segment Strength Will Sustain Future Upside

Analysts have slightly revised their price target for Advanced Drainage Systems, lowering it from $171.78 to $171.10, citing continued end-market strength and robust segment performance, even as there is some moderation in residential-exposed businesses. Analyst Commentary Recent price target adjustments and research updates reflect a nuanced view of Advanced Drainage Systems’ performance and outlook, with analysts highlighting several areas of strength and caution.
ナラティブ更新 Nov 16

WMS: Margin Expansion Will Drive Outperformance Versus Building Products Peers

Analysts have raised their price target for Advanced Drainage Systems to approximately $172 from $161. They cite the company’s strong margin expansion and robust revenue growth in recent results.
ナラティブ更新 Nov 01

WMS: Strong Q1 Delivery And Buyback Momentum Will Support Future Upside

Analysts have increased the price target for Advanced Drainage Systems from $146 to $167, citing solid first quarter results and the company's steadfast fiscal 2026 outlook as key factors behind the upward revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's solid first quarter performance, viewing this as evidence of strong operational execution.
分析記事 Oct 31

These 4 Measures Indicate That Advanced Drainage Systems (NYSE:WMS) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 Oct 18

Resilient Stormwater Management Will Unlock Future Market Potential

Analysts have slightly increased their price target for Advanced Drainage Systems to $167 from $146, citing solid quarterly results and the company's reaffirmed fiscal 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's solid first quarter results, reinforcing confidence in management's execution abilities and operational discipline.
ナラティブ更新 Oct 04

Resilient Stormwater Management Will Unlock Future Market Potential

Analysts have raised their price target for Advanced Drainage Systems to approximately $161.33 from $157, citing stronger-than-expected quarterly results and a maintained long-term outlook. Analyst Commentary Recent updates from the analyst community reflect both optimism and caution regarding Advanced Drainage Systems following the company’s latest quarterly report and maintained long-term guidance.
ナラティブ更新 Sep 19

Resilient Stormwater Management Will Unlock Future Market Potential

Analysts have modestly raised their price target for Advanced Drainage Systems to $157.00, citing stronger-than-expected Q1 results, resilient execution, and enhanced visibility into future growth. Analyst Commentary Solid Q1 financial results surpassed expectations.
分析記事 Aug 31

Advanced Drainage Systems, Inc.'s (NYSE:WMS) 27% Price Boost Is Out Of Tune With Earnings

Advanced Drainage Systems, Inc. ( NYSE:WMS ) shares have continued their recent momentum with a 27% gain in the last...
分析記事 Aug 10

Advanced Drainage Systems, Inc. Just Beat EPS By 5.7%: Here's What Analysts Think Will Happen Next

NYSE:WMS 1 Year Share Price vs Fair Value Explore Advanced Drainage Systems's Fair Values from the Community and select...
ナラティブ更新 Aug 08

Resilient Stormwater Management Will Unlock Future Market Potential

Driven by higher revenue growth forecasts and improved net profit margin expectations, the consensus analyst price target for Advanced Drainage Systems has been raised from $138.89 to $155.12. What's in the News Advanced Drainage Systems confirmed fiscal 2026 net sales guidance at $2.825 billion to $2.975 billion.
分析記事 Aug 05

Is It Too Late To Consider Buying Advanced Drainage Systems, Inc. (NYSE:WMS)?

NYSE:WMS 1 Year Share Price vs Fair Value Explore Advanced Drainage Systems's Fair Values from the Community and select...
分析記事 Jul 23

Advanced Drainage Systems (NYSE:WMS) 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 Jul 10

What Advanced Drainage Systems, Inc.'s (NYSE:WMS) P/E Is Not Telling You

There wouldn't be many who think Advanced Drainage Systems, Inc.'s ( NYSE:WMS ) price-to-earnings (or "P/E") ratio of...
分析記事 May 13

Why The 21% Return On Capital At Advanced Drainage Systems (NYSE:WMS) Should Have Your Attention

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Seeking Alpha Mar 16

Advanced Drainage Systems: Do Not Get Wet Feet

Summary Advanced Drainage Systems has experienced a significant stock correction after a substantial run-up, driven by post-pandemic margin gains that are now reversing. Despite the pullback, current margins remain above long-term averages, making the stock less attractive at present levels. The company's growth is in part driven by pricing, with historical operating margins peaking in the twenties, now facing potential declines. Shares trade at 18 times earnings, with further margin declines likely, suggesting current valuation levels are still too demanding. Read the full article on Seeking Alpha
Seeking Alpha Dec 21

Advanced Drainage Systems: Short-Term Hold, Longer-Term More Promising (Rating Downgrade)

Summary Advanced Drainage Systems, Inc. receives a Sell rating from Seeking Alpha’s Quant system, but I believe this is overly negative, particularly for the long-term. The company shows strong profitability metrics and future earnings growth, suggesting it is fairly valued despite short-term challenges. Growth prospects are promising beyond 2025, with expected EPS increases of 9.32% in fiscal 2026 and 14.15% in fiscal 2027. I rate ADS a Hold due to current downtrend but anticipate upgrading as earnings growth resumes. Read the full article on Seeking Alpha

株主還元

WMSUS BuildingUS 市場
7D-3.5%-1.3%2.1%
1Y24.2%11.8%30.6%

業界別リターン: WMS過去 1 年間で11.8 % の収益を上げたUS Building業界を上回りました。

リターン対市場: WMSは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is WMS's price volatile compared to industry and market?
WMS volatility
WMS Average Weekly Movement5.8%
Building Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: WMS 、 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: WMSの 週次ボラティリティ ( 6% ) 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
19666,000Donald Barbourwww.adspipe.com

は、熱可塑性コルゲートパイプおよび関連水管理製品の設計、製造、販売を米国、カナダ、および海外で行っている。パイプ部門、インフィルトレーター部門、国際部門、関連製品・その他部門を通じて事業を展開している。同社は、シングル、ダブル、トリプルウォールの波形ポリプロピレンおよびポリエチレンパイプ、プラスチック製浸出場チャンバーおよびシステム、EZflow合成骨材バンドル、住宅用および商業用システム向けの機械曝気廃水による廃水浄化、浄化槽および付属品を提供している;AeroFin、advanced enviro-septic、enviro-septic、advanced treatment leachfieldなどの複合処理・分散システム、雨水貯留/貯留槽、浄化槽、ポリ塩化ビニル排水構造、継手、水質フィルター・分離器などの関連製品。また、土壌の安定化、補強、ろ過、分離、侵食防止、地下排水用の建設用織物やその他のジオシンセティック製品、排水格子なども購入・販売している。また、PVCハブ、ゴムスリーブ、ステンレスバンドも提供している。非住宅用、住宅用、農業用、インフラ用製品を流通センター網を通じて提供している。アドバンスト・ドレナージ・システムズ社は1966年に設立され、オハイオ州ヒリアードに本社を置いている。

Advanced Drainage Systems, Inc. 基礎のまとめ

Advanced Drainage Systems の収益と売上を時価総額と比較するとどうか。
WMS 基礎統計学
時価総額US$11.58b
収益(TTM)US$470.72m
売上高(TTM)US$2.99b
23.8x
PER(株価収益率
3.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
WMS 損益計算書(TTM)
収益US$2.99b
売上原価US$1.83b
売上総利益US$1.16b
その他の費用US$685.25m
収益US$470.72m

直近の収益報告

Dec 31, 2025

次回決算日

May 21, 2026

一株当たり利益(EPS)6.04
グロス・マージン38.67%
純利益率15.75%
有利子負債/自己資本比率65.6%

WMS の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.5%
現在の配当利回り
12%
配当性向

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2026/05/07 16:43
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/03/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Advanced Drainage Systems, Inc. 9 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。13

アナリスト機関
Michael HalloranBaird
Stephen KimBarclays
Matthew BouleyBarclays