Advanced Drainage Systems (WMS) 주식 개요
는 미국, 캐나다 및 전 세계에서 열가소성 골판지 파이프 및 관련 물 관리 제품을 설계, 제조 및 판매하는 회사입니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 WMS에 대한 위험이 감지되지 않았습니다.
WMS Community Fair Values
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Analyst Price Targets
Capital Goods opportunity
Advanced Drainage Systems, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$144.08 |
| 52주 최고가 | US$179.32 |
| 52주 최저가 | US$104.69 |
| 베타 | 1.33 |
| 1개월 변동 | 2.79% |
| 3개월 변동 | -17.85% |
| 1년 변동 | 24.22% |
| 3년 변동 | 66.76% |
| 5년 변동 | 31.09% |
| IPO 이후 변동 | 800.50% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha주주 수익률
| WMS | US Building | US 시장 | |
|---|---|---|---|
| 7D | -3.5% | -1.3% | 2.1% |
| 1Y | 24.2% | 11.8% | 30.6% |
수익률 대 산업: WMS은 지난 1년 동안 11.8%의 수익을 기록한 US Building 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: WMS은 지난 1년 동안 30.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| WMS volatility | |
|---|---|
| WMS Average Weekly Movement | 5.8% |
| Building Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: WMS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: WMS의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1966 | 6,000 | Donald Barbour | www.adspipe.com |
는 미국, 캐나다 및 국제적으로 열가소성 골판지 파이프 및 관련 물 관리 제품을 설계, 제조 및 판매하는 회사입니다. 이 회사는 파이프, 침투기, 국제 및 연합 제품 및 기타 부문을 통해 운영됩니다. 이 회사는 단일, 이중, 삼중 벽 골판지 폴리프로필렌 및 폴리에틸렌 파이프, 플라스틱 침전지 챔버 및 시스템, EZflow 합성 골재 번들, 주거 및 상업용 시스템용 기계 폭기 폐수를 통한 폐수 정화, 정화조 및 액세서리를 제공합니다; 에어로핀, 고급 환경 정화조, 환경 정화조, 고급 처리 침출수를 포함한 복합 처리 및 분산 시스템, 우수 저류/저류 및 정화조, 폴리염화비닐 배수 구조물, 피팅, 수질 필터 및 분리기를 포함한 관련 제품 등을 판매합니다.
Advanced Drainage Systems, Inc. 기초 지표 요약
| WMS 기초 통계 | |
|---|---|
| 시가총액 | US$11.58b |
| 순이익 (TTM) | US$470.72m |
| 매출 (TTM) | US$2.99b |
23.8x
주가수익비율(P/E)3.8x
주가매출비율(P/S)WMS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| WMS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.99b |
| 매출원가 | US$1.83b |
| 총이익 | US$1.16b |
| 기타 비용 | US$685.25m |
| 순이익 | US$470.72m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
May 21, 2026
| 주당순이익(EPS) | 6.04 |
| 총이익률 | 38.67% |
| 순이익률 | 15.75% |
| 부채/자본 비율 | 65.6% |
WMS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.5%
현재 배당 수익률12%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 00:10 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Advanced Drainage Systems, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Halloran | Baird |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |