WMS stock sentiment todayAdvanced Drainage Systems Inc
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
WMS
Advanced Drainage Systems IncA dominant infrastructure play benefiting from a transition to thermoplastic pipes and a robust recovery in residential construction.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for WMS. Not financial advice.
Price · last 12 months
Gossip
Market sentiment remains high as ADS is increasingly viewed as an 'ESG-Infrastructure' hybrid. Analysts are focused on the company's ability to take market share from traditional concrete and steel pipes while benefiting from federal infrastructure spending and the rebound in housing starts.
- ·Material conversion narrative (Concrete to Plastic)
- ·Expected rate cuts boosting residential construction
- ·Sustainable water management demand
- ·Infrastructure Investment and Jobs Act (IIJA) tailwinds
Financial
WMS displays exceptional operational efficiency with EBITDA margins significantly higher than the industry average. While revenue growth has been cyclical, their pricing power and vertical integration (recycling facilities) provide a moat that protects the bottom line.
- ·Forward P/E: ~19.5x (Premium but justified by margins)
- ·EBITDA Margin: ~30%+
- ·Free Cash Flow: Strong growth with active share repurchases
- ·Debt-to-EBITDA: ~1.5x (Conservative leverage)
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Volatility in raw material costs (high-density polyethylene)
- ·Slowdown in non-residential construction markets
- ·Potential regulatory changes in plastic recycling standards
Peer temperature
How direct competitors stack up against WMS right now.
- NEUTRALMLIMueller Industries
COLDER — focuses on copper/brass piping with lower margins and higher sensitivity to volatile commodity price fluctuations.
See full analysis → - NEUTRALFBHSFortune Brands Innovations
COLDER — more exposed to the consumer/retail segment of home improvement rather than high-margin municipal infrastructure.
See full analysis → - COLDWLKWestlake Corporation
COLDER — trading at a lower P/E but carries much higher commodity risk as a basic chemical producer compared to WMS’s specialized product focus.
See full analysis →
- WMS+6.9%
- MLI-10.0%
- FBHS—
- WLK+9.6%
Analyst price target
Consensus average of 9 analysts · median 185.00
Source: StockAnalysis.com · updated 2026-10-13
AI-generated analysis for informational purposes only. Not financial advice.