Advanced Drainage Systems (WMS) Stock Insights

WMS price $130.11 -0.83 -0.63%

Ticker
WMS
Price
$130.11
Change
-0.83 -0.63%
Market cap ?
$9.81B
P/E ?
22.32
Forward P/E ?
20.83
Dividend yield ?
0.58%
Beta ?
1.29
Sector
Basic Materials
Industry
Construction Materials
Stocklytics score
60
Value
53
Quality
62
Growth
65

Stocklytics score rationale: value 53, quality 62, growth 65.

Financials

2017201820192020202120222023202420252026
1257261000133035400013847330001673805000198278000027693150003071121000287447300029042450003050376000

Advanced Drainage Systems, Inc., established in Hilliard, Ohio in 1966, is a leading provider of innovative water management solutions. The company specializes in the design, manufacturing, and global distribution of thermoplastic corrugated pipes and related drainage products, primarily targeting the underground construction and infrastructure sectors across the United States, Canada, Mexico, and other…

Fair value

WMS fair value $141.88. Price $130.11. Price is 8% below fair value.

Around fair value, and around its usual valuation.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 550.15M. Growth 14.62%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.40% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 75.41M. Net debt 1.57B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare WMS

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-05—1.81—921.79M
2026-08-062.492.101.00B991.39M
2026-05-211.070.94676.76M651.92M
2026-02-051.271.11693.35M687.45M
2025-11-061.971.64850.38M800.97M
2025-08-071.951.75829.88M797.34M
2025-05-151.031.06615.76M658.94M
2025-02-061.091.17690.54M675.42M
2024-11-081.701.90782.61M819.41M
2024-08-082.062.08815.34M831.83M
2024-05-161.211.01653.80M611.99M
2024-02-081.341.02662.37M632.69M
2023-11-021.711.63780.22M775.35M
2023-08-032.181.54778.05M746.08M
2023-05-181.060.77617.60M567.01M
2023-02-020.991.16655.17M713.57M
2022-11-031.801.90884.21M928.04M
2022-08-042.221.40914.19M849.39M
2022-05-190.950.72678.19M623.91M
2022-02-030.860.99715.36M651.35M
2021-11-040.881.14706.47M702.39M
2021-08-050.871.26669.30M669.30M
2021-05-200.230.32443.81M402.37M
2021-02-040.620.47486.14M407.90M
2020-11-050.931.05544.19M40.13M
2020-08-060.830.68508.64M416.72M
2020-05-210.010.04370.77M1.48B
2020-02-060.280.33393.42M463.68M
2019-11-070.100.51495.90M4.64B
2019-08-010.400.55413.71M56.04M
2019-05-230.01-0.02272.22M272.22M
2019-02-070.250.31318.11M407.18M
2018-11-080.450.48406.56M433.71M
2018-08-090.610.40387.85M304.16M
2018-05-29-0.03-0.06250.11M500.20M
2018-02-080.280.20320.83M229.14M
2017-11-020.280.36401.05M515.57M
2017-08-030.270.35358.36M464.59M
2017-05-25-0.22-0.07244.18M77.70M
2017-02-090.160.14294.72M257.86M

Dividends

Yield 0.58%. Payout ratio 12.74%. Frequency Quarterly.

Safety score 91/100 · Safe. Payout ratio is 13% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 13 separate years. Yield is 0.6%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-09-01$0.202026-09-012026-09-15Quarterly
2026-06-01$0.202026-06-012026-06-15Quarterly
2026-03-02$0.182026-03-022026-03-16Quarterly
2025-12-01$0.182025-12-012025-12-15Quarterly
2025-08-29$0.182025-08-292025-09-15Quarterly
2025-05-30$0.182025-05-302025-06-16Quarterly
2025-02-28$0.162025-02-282025-03-14Quarterly
2024-12-02$0.162024-12-022024-12-16Quarterly
2024-08-30$0.162024-08-302024-09-13Quarterly
2024-05-31$0.162024-05-312024-06-14Quarterly
2024-02-29$0.142024-03-012024-03-15Quarterly
2023-11-30$0.142023-12-012023-12-15Quarterly
2023-08-31$0.142023-09-012023-09-15Quarterly
2023-05-31$0.142023-06-012023-06-15Quarterly
2023-02-28$0.122023-03-012023-03-15Quarterly
2022-11-30$0.122022-12-012022-12-15Quarterly
2022-08-31$0.122022-09-012022-09-15Quarterly
2022-05-31$0.122022-06-012022-06-15Quarterly
2022-02-28$0.112022-03-012022-03-15Quarterly
2021-11-30$0.112021-12-012021-12-15Quarterly
2021-08-31$0.112021-09-012021-09-15Quarterly
2021-05-28$0.112021-06-012021-06-15Quarterly
2021-02-26$0.092021-03-012021-03-15Quarterly
2020-11-30$0.092020-12-012020-12-15Quarterly
2020-08-31$0.092020-09-012020-09-15Quarterly
2020-05-29$0.092020-06-012020-06-15Quarterly
2020-02-28$0.092020-03-022020-03-16Quarterly
2019-11-27$0.092019-11-292019-12-13Quarterly
2019-08-29$0.092019-08-302019-09-13Semi-Annual
2019-05-31$1.092019-06-032019-06-14Special
2019-02-28$0.082019-03-012019-03-15Quarterly
2018-11-29$0.082018-11-302018-12-14Quarterly
2018-08-30$0.082018-08-312018-09-14Quarterly
2018-06-04$0.082018-06-052018-06-15Quarterly
2018-02-28$0.072018-03-012018-03-15Quarterly
2017-11-30$0.072017-12-012017-12-15Quarterly
2017-08-30$0.072017-09-012017-09-15Quarterly
2017-06-01$0.072017-06-052017-06-15Quarterly
2017-02-27$0.062017-03-012017-03-15Quarterly
2016-11-29$0.062016-12-012016-12-15Quarterly
2016-08-30$0.062016-09-012016-09-15Quarterly
2016-06-14$0.062016-06-162016-06-30Quarterly
2016-02-26$0.052016-03-012016-03-15Quarterly
2015-11-27$0.052015-12-012015-12-15Quarterly
2015-08-28$0.052015-09-012015-09-15Quarterly
2015-05-28$0.052015-06-012015-06-15Quarterly
2015-02-26$0.042015-03-022015-03-16Quarterly
2014-11-26$0.042014-12-012014-12-10Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-01Coyle Patrick M. JrSell26$130.753.40K
2026-09-01EVERSOLE ROBERT MBuy2.39K——
2026-09-01EVERSOLE ROBERT MSell2.39K——
2026-08-20BARBOUR D. SCOTTSell2.00K——
2026-07-16FRATTO TANYA DBuy1.11K——
2026-07-16GAST KELLY S.Buy1.11K——
2026-07-16COLEMAN MICHAEL B.Buy1.11K——
2026-07-16Seetharam AnilBuy1.78K——
2026-07-16CHAIBI ANESABuy1.11K——
2026-07-16PEREZ DE LA MESA MANUEL JBuy1.78K——
2026-07-16EVERSOLE ROBERT MBuy2.25K——
2026-07-16FISCHER ALEXANDER RBuy1.11K——
2026-06-12BARBOUR D. SCOTTBuy511$135.7269.35K
2026-06-12BARBOUR D. SCOTTSell511$135.7269.35K
2026-05-26TAYLOR CRAIG J.Buy1.53K——
2026-05-26TAYLOR CRAIG J.Buy3.41K$138.09470.33K
2026-05-26Martz BretBuy1.25K——
2026-05-26Martz BretBuy2.79K$138.09384.86K
2026-05-26TALLEY KEVIN CBuy1.22K——
2026-05-26TALLEY KEVIN CBuy2.71K$138.09374.09K
2026-05-26Cottrill Scott ABuy2.50K——
2026-05-26Cottrill Scott ABuy5.57K$138.09769.58K
2026-05-26BARBOUR D. SCOTTBuy9.04K——
2026-05-26BARBOUR D. SCOTTBuy20.12K$138.092.78M
2026-05-26Coyle Patrick M. JrBuy1.25K——
2026-05-26Coyle Patrick M. JrBuy2.79K$138.09384.86K
2026-05-26MAKOWSKI TIM ABuy847——
2026-05-26MAKOWSKI TIM ABuy1.89K$138.09260.44K
2026-05-26KING BRIAN W.Buy950——
2026-05-26KING BRIAN W.Buy2.12K$138.09292.06K
2026-05-22BARBOUR D. SCOTTSell1.90K$133.00252.43K
2026-05-22TAYLOR CRAIG J.Sell152$133.0020.22K
2026-05-22TALLEY KEVIN CSell324$133.0043.09K
2026-05-22MAKOWSKI TIM ASell129$133.0017.16K
2026-05-22KING BRIAN W.Sell230$133.0030.59K
2026-05-22WAUN THOMAS J. SR.Sell218$133.0028.99K
2026-05-22Coyle Patrick M. JrSell112$133.0014.90K
2026-05-22Cottrill Scott ASell604$133.0080.33K
2026-05-20WAUN THOMAS J. SR.Sell100$136.8313.68K
2026-05-20Cottrill Scott ABuy10.07K——
2026-05-20Cottrill Scott ASell339$136.8346.39K
2026-05-20MAKOWSKI TIM ABuy3.73K——
2026-05-20MAKOWSKI TIM ASell88$136.8312.04K
2026-05-20Coyle Patrick M. JrBuy3.23K——
2026-05-20Coyle Patrick M. JrSell64$136.838.76K
2026-05-20KING BRIAN W.Buy4.49K——
2026-05-20KING BRIAN W.Sell101$136.8313.82K
2026-05-20BARBOUR D. SCOTTBuy29.33K——
2026-05-20BARBOUR D. SCOTTSell1.13K$136.83154.62K
2026-05-20TAYLOR CRAIG J.Buy4.04K——
2026-05-20TAYLOR CRAIG J.Sell120$136.8316.42K
2026-05-20TALLEY KEVIN CBuy5.90K——
2026-05-20TALLEY KEVIN CSell141$136.8319.29K
2026-05-19WAUN THOMAS J. SR.Buy4.55K——
2026-05-19WAUN THOMAS J. SR.Sell117$131.5915.40K
2026-05-19Cottrill Scott ASell277$131.5936.45K
2026-05-19MAKOWSKI TIM ASell104$131.5913.69K
2026-05-19Coyle Patrick M. JrSell91$131.5911.97K
2026-05-19KING BRIAN W.Sell116$131.5915.26K
2026-05-19BARBOUR D. SCOTTSell934$131.59122.91K
2026-05-19TAYLOR CRAIG J.Sell167$131.5921.98K
2026-05-19TALLEY KEVIN CSell141$131.5918.55K
2026-05-19Martz BretSell114$131.5915.00K
2026-03-17Martz BretSell107$139.8514.96K
2026-03-13BARBOUR D. SCOTTBuy7.15K——
2026-03-13BARBOUR D. SCOTTSell7.15K——
2026-03-04BARBOUR D. SCOTTBuy511——
2026-03-04BARBOUR D. SCOTTSell511——
2025-12-05EVERSOLE ROBERT MSell1.00K——
2025-12-03EVERSOLE ROBERT MSell10.57K$152.821.62M
2025-12-02COLEMAN MICHAEL B.Sell102——
2025-12-02COLEMAN MICHAEL B.Sell34——
2025-12-02COLEMAN MICHAEL B.Sell68——
2025-11-26WAUN THOMAS J. SR.Sell1.50K$155.00232.50K
2025-11-25BARBOUR D. SCOTTBuy14.50K——
2025-11-25BARBOUR D. SCOTTBuy46.50K——
2025-11-25BARBOUR D. SCOTTSell1.80K——
2025-11-25BARBOUR D. SCOTTSell46.50K——
2025-11-25BARBOUR D. SCOTTSell14.50K——
2025-11-12WAUN THOMAS J. SR.Sell1.00K$150.00150.00K
2025-11-12BARBOUR D. SCOTTBuy80.03K$25.752.06M
2025-11-12BARBOUR D. SCOTTSell4.54K$148.01671.66K
2025-11-12BARBOUR D. SCOTTSell73.46K$148.9610.94M
2025-11-12BARBOUR D. SCOTTSell2.03K$150.66305.83K
2025-11-12BARBOUR D. SCOTTSell80.03K$25.752.06M
2025-11-12MAKOWSKI TIM ASell4.80K$149.21716.21K
2025-11-12MAKOWSKI TIM ASell101$149.1915.07K
2025-11-11WAUN THOMAS J. SR.Sell1.27K$148.30188.69K
2025-11-10EVERSOLE ROBERT MBuy4.10K——
2025-11-10EVERSOLE ROBERT MSell4.10K——
2025-11-05Coyle Patrick M. JrOther0——
2025-11-05Coyle Patrick M. JrOther0——
2025-11-05Coyle Patrick M. JrOther2.49K$96.51239.92K
2025-11-05Coyle Patrick M. JrOther1.31K$177.38232.19K
2025-11-05Coyle Patrick M. JrOther367$143.9752.84K
2025-11-05Coyle Patrick M. JrOther495$99.2949.15K
2025-11-05Coyle Patrick M. JrOther1.95K$119.30232.16K
2025-07-17Seetharam AnilBuy1.97K——
2025-07-17FISCHER ALEXANDER RBuy1.13K——
2025-07-17GAST KELLY S.Buy1.97K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 569, holders -25 vs prior quarter. Ownership 90.30%.

HolderSharesChangeChange %Value
BLACKROCK, INC.7.47M47.21K+0.64%1.17B
VANGUARD PORTFOLIO MANAGEMENT LLC3.71M89.85K+2.49%581.62M
VANGUARD CAPITAL MANAGEMENT LLC3.40M-26.67K-0.78%533.20M
STATE STREET CORP2.69M204.13K+8.20%422.80M
FIRST TRUST ADVISORS LP2.66M616.70K+30.17%417.63M
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC2.35M-103.50K-4.22%368.33M
IMPAX ASSET MANAGEMENT GROUP PLC1.85M-81.57K-4.23%289.74M
BAILLIE GIFFORD & CO1.84M-212.05K-10.36%288.07M
AMERICAN CENTURY COMPANIES INC1.63M-23.45K-1.41%256.52M
MORGAN STANLEY1.39M60.50K+4.54%218.78M
GEODE CAPITAL MANAGEMENT, LLC1.37M22.65K+1.68%214.69M
AMUNDI1.35M65.94K+5.12%212.68M
NORGES BANK1.30M1.30MNew204.63M
DIMENSIONAL FUND ADVISORS LP1.28M86.04K+7.22%200.55M
PICTET ASSET MANAGEMENT HOLDING SA1.13M-1.08M-48.84%177.04M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.04M-71.17K-6.43%162.49M
KBC GROUP NV923.70K6.71K+0.73%144.98M
WELLINGTON MANAGEMENT GROUP LLP840.49K-222.74K-20.95%131.92M
QUBE RESEARCH & TECHNOLOGIES LTD839.82K293.41K+53.70%131.82M
INVESCO LTD.835.67K-146.86K-14.95%131.17M
IMPACTIVE CAPITAL LP782.79K-73.70K-8.61%122.87M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC696.50K-6.15K-0.88%109.32M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.696.50K696.50KNew109.32M
BAMCO INC /NY/680.43K389.28K+133.70%106.80M
CAPITAL INTERNATIONAL INVESTORS657.28K18.26K+2.86%103.17M

Insights

Revenue by product
PeriodValue
FY2020Allied Products And Other Business Segments: 403273000.0, Infiltrator Water Technologies Segment: 211005000.0, Intersegment Elimination: 43687000.0, Pipe Segment: 954633000.0
FY2021Allied Products And Other Business Segments: 442447000.0, Infiltrator Water Technologies Segment: 329144000.0, Pipe Segment: 1052920000.0
FY2022Allied Products And Other Business Segments: 569352000.0, Infiltrator Water Technologies Segment: 551906000.0, International Segment: -19430000.0, Intersegment Eliminations: 131933000.0, Pipe Segment: 1555248000.0
FY2023Allied Products And Other Business Segments: 691799000.0, Infiltrator Water Technologies Segment: 442280000.0, Pipe Segment: 1717189000.0
FY2024Allied Products And Other Business Segments: 684329000.0, Infiltrator Water Technologies Segment: 531236000.0, Intersegment Eliminations: -149712000.0, Pipe Segment: 1586618000.0
FY2025Allied Products And Other Business Segments: 707276000.0, Infiltrator Water Technologies Segment: 596212000.0, Intersegment Eliminations: -162827000.0, Pipe Segment: 1557247000.0
FY2026Intersegment Eliminations: 98046000.0
Revenue by region
PeriodValue
FY2015North America: 1161909000.0
FY2016North America: 1274700000.0
FY2017Non Us: 155025000.0, UNITED STATES: 1102236000.0
FY2018Non Us: 155922000.0, UNITED STATES: 1174432000.0
FY2019Non Us: 160602000.0, UNITED STATES: 1224131000.0
FY2020North America: 1655219000.0
FY2021North America: 1966947000.0
FY2022North America: 2746521000.0
FY2023North America: 3045413000.0
FY2024North America: 2853572000.0
FY2025CANADA: 119492000.0, UNITED STATES: 2709615000.0
FY2026CANADA: 119270000.0, UNITED STATES: 2857553000.0

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Advanced Drainage Systems (WMS) Stock Insights

WMS$130.11-0.83 -0.63%

$9.81B

Market Cap

22.32

P/E

20.83

Forward P/E

60

Score

Price History