Price
$143.95-2.64%Social Signal Score
Analyst Ratings
22 analystsRevenue
$1.00B+177.48%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Donald Scott Barbour
- Sector
- Basic Materials
- Industry
- Construction Materials
- Employees
- 6,425
- Beta
- 1.28
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 4.25
Financials
Revenue
$1.00B+177.5%Net Income
$168.52M+610.0%EBITDA
$319.12M+414.7%Free Cash Flow
$203.24M+489.0%EPS (diluted)
$2.19+409.3%Shares Outstanding (diluted)
77.02M+39.3%Operating Expenses
$130.82MCash & Debt
$162.25MReturn of Capital
$248.54MRevenue by Segment (annual)
$98.05MDividend per Share
$0.20Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $3.05B | $426.46M | $5.48 |
| 2025 | $2.90B | $450.17M | $5.81 |
| 2024 | $2.87B | $509.92M | $6.52 |
| 2023 | $3.07B | $507.09M | $6.16 |
| 2022 | $2.77B | $271.33M | $3.22 |
| 2021 | $1.98B | $224.23M | $2.64 |
| 2020 | $1.67B | $-193.17M | $-3.04 |
| 2019 | $1.38B | $77.77M | $1.36 |
| 2018 | $1.33B | $62.01M | $1.11 |
| 2017 | $1.26B | $32.95M | $0.60 |
| 2016 | $1.29B | $20.63M | $0.38 |
| 2015 | $1.18B | $26.30M | $0.51 |
| 2014 | $1.07B | $11.12M | $0.21 |
| 2013 | $1.02B | $20.66M | $0.39 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from WMS's reported EPS growth of 22.5% a year over 13 years.
- EPS in 5 years
- $15.12
- Implied price
- $377.94
- Return from $127.27
- 24.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $187.90 — today's price is already 32.3% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| 12.5% | 5.7% | 10.3% | 14.2% | 17.6% | 20.7% |
| 17.5% | 10.4% | 15.2% | 19.2% | 22.8% | 26.1% |
| 22.5% | 15.1% | 20.1% | 24.3% | 28.1% | 31.4% |
| 27.5% | 19.8% | 25.0% | 29.4% | 33.3% | 36.8% |
| 32.5% | 24.5% | 29.9% | 34.5% | 38.5% | 42.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70+40.87%Social Signal Score
Mentions (11)
- News (Marketaux)gurufocus.com·6h ago·Positive
Advanced Drainage Systems (WMS) Expands Stormwater Solutions with $530M StormTrap Acquisition On October 05, 2026, Advanced <[+223 characters]
View source ↗ - Newsgurufocus.com·1d ago·Neutral
Logistics Reply Introduces the LEA AI Agent Authority Model - Bringing Governed Agentic AI Into Warehouse Execution With LEA Dynamic Intelligence [url="]Logistics Reply[/url], the Reply group company specializing in innovative solutions for supply chain execution and warehouse management, today unveiled t
View source ↗ - News (RSS)businessinsider·5d ago·Neutral
PULPO WMS Launches Merchant Portal and Activity-Based Billing, Turning the Warehouse Into a Self-Service Business for 3PLs <link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css" />Wilmington, DELAWARE, Sept. 30, 2026 (GLOBE NEWSWIRE) -- PULPO WMS, a G2 Leader in Warehouse Management, is a provider of cloud warehouse management software for e-commerce brands and fulfillment providers, today announced the general availability...
View source ↗ - Newsbusinesswire.com·21d ago·Neutral
Advanced Drainage Systems Releases 2026 Sustainability Report HILLIARD, Ohio--(BUSINESS WIRE)--Advanced Drainage Systems, Inc. (NYSE: WMS) (“ADS” or the “Company”), a leading provider of innovative water management solutions in the stormwater and onsite wastewater industries, released its Fiscal 2026 Sustainability Report, reflecting the Company's continued commitment to responsible operations and environmental stewardship.“Sustainability remains central to how we manage risk, improve operationa…
View source ↗ - News (RSS)seekingalpha·23d ago·Neutral
Mueller Water Products: WMS Strength Is Clear, But Margins Need To Prove Durable
View source ↗ - News (RSS)investing·25d ago·Neutral
Advanced Drainage Systems stock hits 52-week low at 127.92 USD
View source ↗ - News (RSS)seekingalpha·28d ago·Positive
Advanced Drainage Systems: Structural Share Gains And NDS Synergies Support A Buy
View source ↗ - Newsseekingalpha.com·28d ago·Neutral
Advanced Drainage Systems: Structural Share Gains And NDS Synergies Support A Buy Advanced Drainage Systems is rated Buy, supported by secular growth, business mix improvement, and acquisition synergies. WMS outperforms construction markets via thermoplastic pipe share gains and specification-driven selling, driving sustained revenue growth. Transitioning toward higher-margin allied and wastewater products, now 48% of revenue, enhances profitability and reduces resin dependency.
View source ↗ - News (RSS)seekingalpha·38d ago·Neutral
Advanced Drainage Systems: Why We Reinitiated A Position In Q2
View source ↗ - News (RSS)yahoo·54d ago·Neutral
Here are the Compelling Reasons to Own Advanced Drainage Systems (WMS)
View source ↗ - Newsmarketbeat.com·57d ago·Neutral
Advanced Drainage Systems Q1 Earnings Call Highlights Advanced Drainage Systems NYSE: WMS reported first-quarter fiscal 2027 net sales of $1 billion, up 21% from a year earlier, as organic growth, the contribution from NDS and customer purchases ahead of price increases supported results. The company said it recorded more than $1 billion in quarterly revenue for the first time.
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $1.80 per share
Typical surprise +14.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$2.49 vs $2.10beat
- Thu, May 21$1.07 vs $0.94beat
- Thu, Feb 5$1.27 vs $1.11beat
- Thu, Nov 6$1.97 vs $1.64beat
- Thu, Aug 7$1.95 vs $1.75beat
- Thu, May 15$1.03 vs $1.06miss
Estimates and results for WMS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by WMS officers and directors.
- Bought
- —
- Sold
- $14.8m
0 trades
9 trades
- Eversole Robert Msold
- Waun Thomas J. Sr.sold
- Waun Thomas J. Sr.sold
- Barbour D. Scottsold
- Barbour D. Scottsold
- Barbour D. Scottsold
- Makowski Tim Asold
- Makowski Tim Asold
91 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (28d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Feb 14, 2025 (32d later)Sell$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed Jun 14, 2024 (38d later)Sell$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed Nov 16, 2023 (30d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 7, 2023 (29d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jan 3, 2023 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (34d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.