GMS Inc.

NYSE:GMS Stok Raporu

Piyasa değeri: 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 Yönetim

Yönetim kriter kontrolleri 4/4

GMS CEO'su JT Turner, May2019 tarihinde atandı, in görev süresi 6.33 yıldır. in toplam yıllık tazminatı $ 4.64M olup, şirket hissesi ve opsiyonları dahil olmak üzere 20% maaş ve 80% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.21% ine doğrudan sahiptir ve bu hisseler $ 8.81M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.1 yıl ve 6.2 yıldır.

Anahtar bilgiler

JT Turner

İcra Kurulu Başkanı

US$4.6m

Toplam tazminat

CEO maaş yüzdesi19.95%
CEO görev süresi6.3yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi6.1yrs
Yönetim Kurulu ortalama görev süresi6.2yrs

Son yönetim güncellemeleri

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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

JT Turner'un ücretlendirmesi GMS'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jul 31 2025n/an/a

US$102m

Apr 30 2025US$5mUS$925k

US$115m

Jan 31 2025n/an/a

US$146m

Oct 31 2024n/an/a

US$219m

Jul 31 2024n/an/a

US$246m

Apr 30 2024US$5mUS$865k

US$276m

Jan 31 2024n/an/a

US$295m

Oct 31 2023n/an/a

US$308m

Jul 31 2023n/an/a

US$330m

Apr 30 2023US$5mUS$834k

US$333m

Jan 31 2023n/an/a

US$334m

Oct 31 2022n/an/a

US$331m

Jul 31 2022n/an/a

US$302m

Apr 30 2022US$5mUS$773k

US$273m

Jan 31 2022n/an/a

US$231m

Oct 31 2021n/an/a

US$185m

Jul 31 2021n/an/a

US$140m

Apr 30 2021US$4mUS$758k

US$106m

Jan 31 2021n/an/a

US$31m

Oct 31 2020n/an/a

US$25m

Jul 31 2020n/an/a

US$26m

Apr 30 2020US$5mUS$750k

US$23m

Tazminat ve Piyasa: JT 'nin toplam tazminatı ($USD 4.64M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.11M ).

Tazminat ve Kazançlar: JT 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

JT Turner (56 yo)

6.3yrs
Görev süresi
US$4,636,439
Tazminat

Mr. John C. Turner, Jr. also known as JT, has been the President of GMS Inc. since May 1, 2019 and has been its Chief Executive Officer and Director since August 2, 2019. He joined GMS Inc (Gypsum Manageme...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Turner
President6.3yrsUS$4.64m0.21%
$ 8.8m
Scott Deakin
Senior VP & CFO5.9yrsUS$1.49m0.062%
$ 2.6m
George Hendren
Senior VP & COO3.1yrsUS$1.26m0.063%
$ 2.7m
Craig Apolinsky
Senior VP10.2yrsUS$1.11m0.042%
$ 1.8m
Leigh Dobbs
Senior VP & Chief Human Resources Officer3yrsUS$727.41k0.0078%
$ 328.6k
William Bell
Chief Accounting Officer5yrsVeri yok0.0020%
$ 82.7k
Eric Sundby
Senior VP8.4yrsVeri yokVeri yok
Carey Phelps
Vice President of Investor & Media Relationsno dataVeri yokVeri yok
Darryl Little
Senior Vice President of Supply Chain & Operations10.7yrsVeri yokVeri yok
Don Taylor
Vice President of Operations - Western Regionno dataVeri yokVeri yok
6.1yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: GMS 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.1 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Turner
President6.1yrsUS$4.64m0.21%
$ 8.8m
Lisa Bachmann
Independent Director5.7yrsUS$245.00k0.034%
$ 1.4m
John Gavin
Independent Non-Executive Chairman11.7yrsUS$371.25k0.072%
$ 3.0m
J. Smith
Independent Director11.7yrsUS$270.00k0.089%
$ 3.7m
Mitchell Lewis
Independent Director6.2yrsUS$257.50k0.044%
$ 1.8m
William Southern
Independent Director1.7yrsUS$242.50k0.0046%
$ 195.2k
Teri McClure
Independent Director6.4yrsUS$250.00k0.047%
$ 2.0m
Theron Gilliam
Independent Director11.7yrsUS$242.50k0.086%
$ 3.6m
Randolph Melville
Independent Director4.8yrsUS$245.00k0.024%
$ 1.0m
6.2yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GMS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/09/05 15:50
Gün Sonu Hisse Fiyatı2025/09/03 00:00
Kazançlar2025/07/31
Yıllık Kazançlar2025/04/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

GMS Inc. 4 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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