Advanced Drainage Systems, Inc.

Advanced Drainage Systems, Inc.

WMSยทNYSE

$132.51

-1.6%
IndustrialsConstruction

Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products, and drainage solutions for use in the underground construction and infrastructure marketplace in the United States, Canada, Mexico, and internationally. The company operates through Pipe, International, Infiltrator, and Allied Products & Other segments. It offers single, double, and triple wall corrugated polypropylene and polyethylene pipes; plastic leachfield chambers and systems, EZflow synthetic aggregate bundles, mechanical aeration wastewater solutions, septic tanks and accessories, and combined treatment and dispersal systems; and allied products, including storm retention/detention and septic chambers, polyvinyl chloride drainage structures, fittings, and water quality filters and separators. The company also purchases and distributes construction fabrics and other geosynthetic products for soil stabilization, reinforcement, filtration, separation, erosion control, and sub-surface drainage, as well as drainage grates and other products. It offers its products for non-residential, residential, agriculture, and infrastructure applications through a network of approximately 38 distribution centers. The company was incorporated in 1966 and is headquartered in Hilliard, Ohio.

At a Glance

Live Snapshot
Market Cap$10.15B
EPS6.2800
P/E Ratio21.10
Earnings Date08/06/2026
wms

Advanced Drainage Systems, Inc. Street Expectations Map

WMS ยท NYSE

Wall Street analysts project that WMS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 189.43, with estimates ranging from a low of 168.00 to a high of 205.00.

Lowest Target
168.00
26.78%
Consensus Target
189.43
42.96%
Highest Target
205.00
54.71%

The consensus 1-year price target stands at 189.43, with estimates ranging from a low of 168.00 to a high of 205.00.

Analyst Consensus Analysis

Upside Potential

+43.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

19.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Advanced Drainage Systems, Inc. Forward Estimates of Revenue

WMS ยท NYSE
Latest Revenue
3.19B
FY 2026
Avg Estimate
3.45B
FY 2027
Estimate Range
3.41B - 3.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

wms

Advanced Drainage Systems, Inc. Forward Estimates of Net Income

WMS ยท NYSE
Latest Net Income
489.16M
FY 2026
Avg Estimate
493.04M
FY 2027
Estimate Range
491.16M - 494.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Advanced Drainage Systems, Inc. Forward Estimates of EPS

WMS ยท NYSE
Latest EPS
6.28
FY 2026
Avg Estimate
$6.29
FY 2027
Estimate Range
$6.26 - $6.31
Analyst Spread

Forward Growth Analysis

Projected Growth+0.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Advanced Drainage Systems, Inc. Forward Estimates of EBIT

WMS ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
1.01B
FY 2027
Estimate Range
997.27M - 1.02B
Analyst Spread

Forward Growth Analysis

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

wms

Advanced Drainage Systems, Inc. Forward Estimates of EBITDA

WMS ยท NYSE
Latest EBITDA
586.61M
FY 2026
Avg Estimate
1.32B
FY 2027
Estimate Range
1.31B - 1.34B
Analyst Spread

Forward Growth Analysis

Projected Growth+125.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Advanced Drainage Systems, Inc. Forward Estimates of SG&A Expense

WMS ยท NYSE
Latest SG&A Expense
591.96M
FY 2026
Avg Estimate
442.04M
FY 2027
Estimate Range
437.30M - 446.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-25.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

wms

Advanced Drainage Systems, Inc. Insider Positioning

WMS ยท NYSE

During the last 12 months, insiders have sold $3.03M worth of WMS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

16.5K

2.51M

Net Activity

-2.5M

-$2.51M

9-12 Months

Bought

0

0.00

Sold

4.5K

519.56K

Net Activity

-520K

-$520K

Top Buyers

No buying activity

Top Sellers

1
ERM

Eversole Robert M

Director

10.6K sharesโ€ข1 transactions

$1.62M

2
WTJS

Waun Thomas J. Sr.

Officer: Evp, International

3.8K sharesโ€ข3 transactions

$571K

3
HDS

Harvey Darin S.

Officer: Evp, Supply Chain & Logistics

4.5K sharesโ€ข1 transactions

$520K

4
BDS

Barbour D. Scott

Director, Officer: See Remarks

2.0K sharesโ€ข1 transactions

$306K

5
MTA

Makowski Tim A

Officer: See Remarks

101 sharesโ€ข1 transactions

$15K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.03M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.