Advanced Drainage Systems, Inc.

NYSE:WMS 株式レポート

時価総額：US$10.0b

Advanced Drainage Systems 過去の業績

過去 基準チェック /36

Advanced Drainage Systemsは、平均年間14.1%の収益成長を遂げていますが、 Building業界の収益は、年間 成長しています。収益は、平均年間10.9% 4.5%収益成長率で 成長しています。 Advanced Drainage Systemsの自己資本利益率は22.8%であり、純利益率は14%です。

主要情報

14.09%

収益成長率

13.08%

EPS成長率

Building 業界の成長13.32%
収益成長率4.53%
株主資本利益率22.84%
ネット・マージン14.02%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 07

WMS: Conservative Volume Guidance And Margin Discipline Will Support Future Re Rating

Narrative Update on Advanced Drainage Systems The updated analyst framework trims the implied fair value for Advanced Drainage Systems from $185.75 to $180.00. This reflects lower revenue growth assumptions, a slightly adjusted discount rate, and a modestly lower future P/E multiple, even as analysts point to conservative volume guidance, pricing resilience, and disciplined margin management as key supports.
ナラティブの更新 • May 24

WMS: Margin Discipline And Buybacks Will Support Higher Future P/E Multiple

The analyst price target for Advanced Drainage Systems has been adjusted from $190.30 to $185.75, reflecting recent Street revisions that balance lower estimates with ongoing confidence in margin management and long-term opportunities. Analyst Commentary Recent research updates show that Street targets for Advanced Drainage Systems have been trimmed, but most covering analysts remain constructive on the long-term story and execution, even as they factor in more cautious assumptions.
Seeking Alpha • May 21

If Advanced Drainage Systems Keeps Getting Cheaper, An Upgrade Could Be In Store

Summary Advanced Drainage Systems delivered strong Q4 FY2026 revenue and adjusted EPS beats, yet shares remain under pressure and valuation is approaching attractive levels. WMS's growth was fueled by the National Diversified Sales acquisition, with Stormwater and Wastewater segments both posting double-digit product line gains and rising segment profits. Despite robust operational performance, reported EPS fell due to one-time charges; adjusted EPS and net income rose, and management guides for continued revenue and EBITDA growth in FY2027. I reaffirm a 'Hold' rating on WMS: valuation is reasonable but not compelling, with macro headwinds in residential, agriculture, and infrastructure warranting caution. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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...
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

収支内訳

Advanced Drainage Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:WMS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 263,0504284170
31 Dec 252,9894713890
30 Sep 252,9874583990
30 Jun 252,9194333820
31 Mar 252,9044503710
31 Dec 242,9424683900
30 Sep 242,9144923810
30 Jun 242,9124983780
31 Mar 242,8745103710
31 Dec 232,8385013460
30 Sep 232,8314773410
30 Jun 232,9354943380
31 Mar 233,0715073380
31 Dec 223,1324613380
30 Sep 223,1924423320
30 Jun 223,0143533180
31 Mar 222,7692303100
31 Dec 212,5352063050
30 Sep 212,3061882900
30 Jun 212,1431912820
31 Mar 211,9831852680
31 Dec 201,9101692610
30 Sep 201,8171442610
30 Jun 201,769872520
31 Mar 201,674-2052710
31 Dec 191,575-2042280
30 Sep 191,500-2092080
30 Jun 191,411-1921970
31 Mar 191,385701880
31 Dec 181,363641820
30 Sep 181,365791820
30 Jun 181,360691830
31 Mar 181,330561880
31 Dec 171,324441980
30 Sep 171,298231970
30 Jun 171,258281930
31 Mar 171,257282010
31 Dec 161,258331980
30 Sep 161,277371960
30 Jun 161,299272000
31 Mar 161,291211810
31 Dec 151,25281740
30 Sep 151,219-81690
30 Jun 151,20321570

質の高い収益: WMSは 高品質の収益 を持っています。

利益率の向上: WMSの現在の純利益率 (14%)は、昨年(15.5%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: WMSの収益は過去 5 年間で年間14.1%増加しました。

成長の加速: WMSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: WMSは過去 1 年間で収益成長率がマイナス ( -5% ) となったため、 Building業界平均 ( -7.9% ) と比較することが困難です。

株主資本利益率

高いROE: WMSの 自己資本利益率 ( 22.8% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/09 05:40
終値2026/06/09 00:00
収益2026/03/31
年間収益2026/03/31

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

Advanced Drainage Systems, Inc. 8 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。12

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