Advanced Drainage Systems (WMS) AI Stock Analysis
Advanced Drainage Systems
(BMV:WMS)
No summary available
Advanced Drainage Systems (WMS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 10.21B
- Dividend Yield
- 0.52%
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 23.2
- Beta (1Y)
- 0.00
- Revenue Growth
- 0.64%
- EPS Growth
- -3.87%
- Country
- Mexico
- Employees
- 6,425
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Construction Materials
Advanced Drainage Systems Business Overview & Revenue Model
Company Description
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 an...
Advanced Drainage Systems Earnings Call Summary
The call highlighted a very strong fiscal first quarter with record revenue, robust adjusted EBITDA and margin expansion, strong free cash flow and successful early integration of the NDS acquisition. Those positives were balanced against clear near-term headwinds from higher procured resin and transportation costs, expected sequential margin pressure in Q2–Q3, and some residential market softness. Management has pricing and recycling levers and expects to offset inflation on a full-year dollar-for-dollar basis, though timing will create short-term cadence and margin volatility.
Q1-2027 Updates
Positive Updates
Negative Updates
Company Guidance
Management reiterated FY27 guidance of net sales $3.350–$3.550 billion and adjusted EBITDA $1.00–$1.05 billion, while noting normal seasonality (55–60% of revenue in H1) but with Q1 including $25–$30 million of pull‑ahead; they expect pricing to offset inflationary costs dollar‑for‑dollar for the year even as resin costs peak in Q2–Q3 and transportation costs remain elevated, and warned Q2 EBITDA margin will be worse than the typical ~300 bp sequential decline from Q1. Q1 actuals included record revenue just over $1.0 billion (up 21% YoY), organic sales ex‑NDS +9% (mid‑single‑digit after adjusting for pull‑ahead), adjusted EBITDA $358 million (35.8% margin), free cash flow $203 million and NDS contribution of $95 million; liquidity and capital posture: net leverage ~1.5x (target 2x), available liquidity ~$901 million, planned FY capex ≈ $200 million, 1.5M shares repurchased in Q1, and continued focus on strategic M&A and disciplined capital returns.
Advanced Drainage Systems Risk Analysis
Advanced Drainage Systems disclosed 28 risk factors in its most recent earnings report. Advanced Drainage Systems reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksAdvanced Drainage Systems Peers Comparison
Overall Rating
NWPX73Outperform
CRH70Outperform
AMRZ68Neutral
KNF55Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| NWPX | 73Outperform | $941.91M | 17.62 | 12.93% | ― | 15.95% | 49.06% |
| CRH | 70Outperform | $60.41B | 17.00 | 14.87% | 1.70% | 5.58% | 5.51% |
| AMRZ | 68Neutral | $22.63B | 24.15 | 10.79% | 1.59% | 3.86% | 4.25% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| KNF | 55Neutral | $3.26B | 23.37 | 8.72% | ― | 12.13% | -8.86% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:WMS | Advanced Drainage Systems | 2354.55 | -335.07 | -12.46% | |
| NWPX | Northwest Pipe | 97.81 | 34.13 | 53.60% | |
| CRH | CRH (CRH) | 90.81 | -24.81 | -21.46% | |
| KNF | Knife River Corporation | 57.50 | -8.72 | -13.17% | |
| AMRZ | Amrize Ltd | 41.38 | -8.97 | -17.81% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.