Advanced Drainage Systems, Inc.

NYSE:WMS Stok Raporu

Piyasa değeri: US$10.7b

Advanced Drainage Systems Yönetim

Yönetim kriter kontrolleri 4/4

Advanced Drainage Systems CEO'su Donald Barbour, Sep2017 tarihinde atandı, in görev süresi 8.67 yıldır. in toplam yıllık tazminatı $ 7.40M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.2% maaş ve 85.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.46% ine doğrudan sahiptir ve bu hisseler $ 48.90M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.7 yıl ve 8.3 yıldır.

Anahtar bilgiler

Donald Barbour

İcra Kurulu Başkanı

US$7.4m

Toplam tazminat

CEO maaş yüzdesi14.19%
CEO görev süresi8.7yrs
CEO sahipliği0.5%
Yönetim ortalama görev süresi5.7yrs
Yönetim Kurulu ortalama görev süresi8.3yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha 16h

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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

CEO Tazminat Analizi

Donald Barbour'un ücretlendirmesi Advanced Drainage Systems'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025n/an/a

US$471m

Sep 30 2025n/an/a

US$458m

Jun 30 2025n/an/a

US$433m

Mar 31 2025US$7mUS$1m

US$450m

Dec 31 2024n/an/a

US$468m

Sep 30 2024n/an/a

US$492m

Jun 30 2024n/an/a

US$498m

Mar 31 2024US$8mUS$975k

US$510m

Dec 31 2023n/an/a

US$501m

Sep 30 2023n/an/a

US$477m

Jun 30 2023n/an/a

US$494m

Mar 31 2023US$7mUS$930k

US$507m

Dec 31 2022n/an/a

US$461m

Sep 30 2022n/an/a

US$442m

Jun 30 2022n/an/a

US$353m

Mar 31 2022US$6mUS$900k

US$230m

Dec 31 2021n/an/a

US$206m

Sep 30 2021n/an/a

US$188m

Jun 30 2021n/an/a

US$191m

Mar 31 2021US$6mUS$870k

US$185m

Dec 31 2020n/an/a

US$169m

Sep 30 2020n/an/a

US$144m

Jun 30 2020n/an/a

US$87m

Mar 31 2020US$6mUS$870k

-US$205m

Tazminat ve Piyasa: Donald 'nin toplam tazminatı ($USD 7.40M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.80M ).

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


CEO

Donald Barbour (63 yo)

8.7yrs
Görev süresi
US$7,398,322
Tazminat

Mr. Donald Scott Barbour has been Chief Executive Officer and President of Advanced Drainage Systems, Inc. since September 1, 2017. He serves as Independent Director at Allison Transmission Holdings, Inc....


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Donald Barbour
CEO, President & Director8.7yrsUS$7.40m0.46%
$ 48.9m
Scott Cottrill
Executive VP10.5yrsUS$2.66m0.15%
$ 16.0m
Kevin Talley
Executive VP & Chief Administrative Officer9.8yrsUS$1.67m0.10%
$ 10.7m
Craig Taylor
Executive Vice President of Infiltrator Water Technologies3yrsUS$1.86m0.013%
$ 1.3m
Tim Makowski
Chief Accounting Officerno dataVeri yok0.026%
$ 2.7m
Michael Higgins
Vice President of Corporate Strategy & Investor Relationsno dataVeri yokVeri yok
Brian King
Executive Vice President of Product Management & Marketing5.5yrsVeri yok0.024%
$ 2.5m
Bret Martz
Executive Vice President of Sales1.2yrsVeri yok0.0025%
$ 266.5k
Patrick Coyle
Executive Vice President of Supply Chain1.3yrsVeri yok0.013%
$ 1.4m
Thomas Waun
Executive Vice President of International5.9yrsVeri yok0.018%
$ 2.0m
5.7yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: WMS 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Donald Barbour
CEO, President & Director8.7yrsUS$7.40m0.46%
$ 48.9m
Joseph Chlapaty
Chairman Emeritus8.7yrsUS$9.23mVeri yok
Manuel Perez de la Mesa
Independent Director6.8yrsUS$272.32k0.030%
$ 3.2m
Anil Seetharam
Independent Director4.8yrsUS$247.63k0.020%
$ 2.1m
Tanya Fratto
Independent Director13.3yrsUS$242.32k0.038%
$ 4.0m
Robert Eversole
Independent Chairman of Board18.3yrsUS$395.37k0.066%
$ 7.0m
Luther Kissam
Independent Director1.8yrsUS$208.99k0.0025%
$ 269.7k
Anesa Chaibi
Independent Director5.8yrsUS$255.66k0.0097%
$ 1.0m
M.A. Haney
Independent Director12.3yrsUS$242.32k0.011%
$ 1.1m
Michael Coleman
Independent Director8yrsUS$262.32k0.015%
$ 1.6m
Alexander Fischer
Independent Director12.3yrsUS$262.32k0.021%
$ 2.3m
Kelly Gast
Independent Director3.8yrsUS$247.63k0.010%
$ 1.1m
8.3yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: WMS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 13:57
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

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

Advanced Drainage Systems, Inc. 13 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael HalloranBaird
Stephen KimBarclays
Matthew BouleyBarclays