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Company Analysis

Advanced Drainage Systems, Inc. WMS

A comprehensive view of key metrics, scores, and financial health for Advanced Drainage Systems, Inc.

Overview of Advanced Drainage Systems, Inc.

WMS NYQ
Industrials Building Products & Equipment Framework: General Corporate Large Cap
Advanced Drainage Systems, Inc. (WMS), is a Large Cap company, in the Building Products & Equipment industry, last closed at $133.67, about 47.9% overvalued vs fair value, -5.5% 1Y return, placing in the top 25% of its sector.
Metrics P/E 24.2× Rev Growth 5.0% ROE 24.0% Gross Margin 38.3% Div Yield 0.48%
USD 133.67
-1.54%
(Delayed)
• Vol 90d: 40.6%
52-Week Range
Market Cap
$11.33B
Enterprise Value
$12.94B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 61%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.adspipe.com
HQ Hilliard, OH
Employees 6,000
Fiscal year Mar 31

Next Events

Dividend Sep 15
Earnings Nov 5 Estimated

Fair Value Snapshot

Bear Base Bull
$62
$70
$78
Current: $133.67 -48% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.1B
5%%
Gross Profit
$1.2B
6.7%%
Operating Income
$638.4M
-3.5%%
Net Income
$426.5M
-5.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2026
133.5%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$148.1M
26.0% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Advanced Drainage Systems, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
75
/100
Strong
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Cost Leadership Position Operating margin at 90.7th percentile with strong OpEx control demonstrates cost leadership.
  • ROIC Sustainably Above Peers ROIC at 80.2th percentile exceeds peers and WACC, demonstrating superior capital allocation.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
67
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing WMS's balance between Growth (25.0%), Profitability (44.7%), and Safety (30.3%). Growth 25% Safety 30% Profitability 45%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

47th percentile vs peers
47
Key Signals
Rev Growth YoY 5.0% 54p Revenue CAGR 3Y -0.2% 36p EPS Growth YoY -5.5% 40p TSR 40.7% 74p EPS CAGR 3Y -3.7% 41p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Operating Margin in top 20% of peers (20.9%, 90th percentile)
  • FCF Margin in top 20% of peers (18.7%, 91th percentile)
  • EBIT Margin in top 20% of peers (21.4%, 89th percentile)
Risks

No significant risks identified for this axis.

Profitability

84th percentile vs peers
85
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
58
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Advanced Drainage Systems, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$69.58
- - -
-47.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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