GMS Inc.

NYSE:GMS Stock Report

Market Cap: US$4.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

GMS Future Growth

Future criteria checks 3/6

GMS is forecast to grow earnings and revenue by 32.4% and 2.6% per annum respectively while EPS is expected to grow by 31.7% per annum.

Key information

32.4%

Earnings growth rate

31.70%

EPS growth rate

Trade Distributors earnings growth14.5%
Revenue growth rate2.6%
Future return on equityn/a
Analyst coverage

Low

Last updated04 Sep 2025

Recent future growth updates

Analysis Article • 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...

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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
User avatar
New Narrative • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...

Earnings and Revenue Growth Forecasts

NYSE:GMS - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
4/30/20285,8182703473971
4/30/20275,7522233213675
4/30/20265,5231733023454
7/31/20255,480102329376N/A
4/30/20255,514115336384N/A
1/31/20255,593146339391N/A
10/31/20245,591219350401N/A
7/31/20245,541246351404N/A
4/30/20245,502276376433N/A
1/31/20245,393295375434N/A
10/31/20235,369308403464N/A
7/31/20235,379330398453N/A
4/30/20235,329333389442N/A
1/31/20235,314334395436N/A
10/31/20225,233331313360N/A
7/31/20224,952302205250N/A
4/30/20224,635273139180N/A
1/31/20224,2782312065N/A
10/31/20213,8761851852N/A
7/31/20213,5381406294N/A
4/30/20213,299106123153N/A
1/31/20213,13731214236N/A
10/31/20203,14825235257N/A
7/31/20203,19726276300N/A
4/30/20203,24123278303N/A
1/31/20203,25181197224N/A
10/31/20193,21375194218N/A
7/31/20193,18571208229N/A
4/30/20193,11655N/A194N/A
1/31/20192,97248N/A130N/A
10/31/20182,83362N/A105N/A
7/31/20182,64756N/A35N/A
4/30/20182,51163N/A91N/A
1/31/20182,49167N/A97N/A
10/31/20172,46856N/A98N/A
7/31/20172,41255N/A106N/A
4/30/20172,31949N/A68N/A
1/31/20172,23144N/A66N/A
10/31/20162,08933N/A51N/A
7/31/20161,95619N/A36N/A
4/30/20161,85813N/A48N/A
1/31/20161,7357N/A65N/A
10/31/20151,673-2N/A54N/A
7/31/20151,628-3N/A40N/A
4/30/20151,570-12N/A48N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: GMS's forecast earnings growth (32.4% per year) is above the savings rate (3.1%).

Earnings vs Market: GMS's earnings (32.4% per year) are forecast to grow faster than the US market (15.1% per year).

High Growth Earnings: GMS's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: GMS's revenue (2.6% per year) is forecast to grow slower than the US market (9.3% per year).

High Growth Revenue: GMS's revenue (2.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if GMS's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/05 15:35
End of Day Share Price 2025/09/03 00:00
Earnings2025/07/31
Annual Earnings2025/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GMS Inc. is covered by 4 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael WoodNomura Securities Co. Ltd.
Kevin HocevarNorthcoast Research
Matthew McCallSeaport Research Partners