Advanced Drainage Systems, Inc. (WMS) Stock

Advanced Drainage Systems, Inc. (WMS) is a Materials stock trading at $143.71 (as of 2026-08-21), with a market capitalization of $11.01B and a trailing P/E of 24.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated piping and related water-management drainage products, along with wastewater and septic solutions and allied drainage components. Products are sold for underground construction and infrastructure applications, including through pipe and international-related segments, serving customers in the United States, Canada, Mexico, and other international markets.

Understand Advanced Drainage Systems, Inc.: how it makes money

Advanced Drainage Systems designs, manufactures, and markets thermoplastic corrugated pipes and related water management products for underground construction and infrastructure, generating money by selling pipe and wastewater drainage solutions to customers in the United States, Canada, Mexico, and internationally.

Results are structurally driven by manufacturing output and the ability to deliver product efficiently, with management highlighting production per line versus pre-COVID and fleet delivery share as key operating indicators that connect throughput to cost-to-serve in the pipe and water-management product business.

Revenue by segment (latest quarter)
Pipe$0.3B
Infiltrator$0.1B
Allied Products & Other$0.2B
International$0.1B

Business quality (Mixed): The input provides a clean top-level operating KPI set and an identifiable segment revenue breakdown (Pipe, Infiltrator, Allied Products & Other, International), but it does not provide latest-quarter segment detail or trend direction.

Valuation: At 25× earnings, WMS trades in line with the Rubber & Plastic Products average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Production throughput focus: The company tracks Advanced Drainage Systems Production per Line versus Pre-COVID, suggesting investors can monitor manufacturing efficiency as a driver of operating performance in its thermoplastic pipe business.
  • Delivery execution is explicitly tracked: The company tracks Fleet Delivery Share, indicating logistics and delivery approach are treated as a material operating lever that can affect customer service and cost-to-serve.
  • Product and end-market mix: The company tracks Onsite Wastewater and Allied Products Revenue Mix and New Products Share of Revenue, which can signal how much revenue comes from higher value categories and newer offerings.

Bear case

  • Demand exposure to infrastructure activity: The company serves the underground construction and infrastructure marketplace, so weaker construction and infrastructure spending conditions could pressure order activity and deliveries.
  • Operational execution risk: Because production per line and fleet delivery share are highlighted operating indicators, disruptions in manufacturing output or delivery execution could hurt performance.
  • Geographic and end-market concentration: The company operates across the United States, Canada, Mexico, and internationally, and it tracks Residential Market Share of Domestic Sales, which means changes in residential or geographic demand mix could affect segment results.
Valuation — source: SEC EDGAR (first-party)
Price$143.71
Market Cap$11.01B
P/E Ratio24.5
EV / EBITDA14.4
Price / Book5.85
Price / Sales3.79
FCF Yield12.2%
DCF Value (model)$59.42
DCF Upside vs Price-58.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.05B
Net Margin14.0%
Revenue Growth (YoY)5.0%
EPS Growth (YoY)-5.7%
FCF Growth (YoY)54.5%
Financial Health — source: SEC EDGAR
Altman Z-Score4.42 (safe)
Valuation vs Sector & Industry
Stock P/E24.5
Sector P/E (Materials)25.9
Industry P/E (Rubber & Plastic Products)24.5
vs Sector-5.6%
vs Industry-0.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($1.07B)
Institutional Holders Tracked10
Congressional Trades (recent)6
Company
SectorMaterials
IndustryRubber & Plastic Products
CEODonald Scott Barbour
Employees5,705
CountryUS
IPO Date2014-07-25

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WMS earnings history · WMS institutional & insider holders · WMS KPIs & operating metrics · WMS financials · WMS investor presentations & press releases · WMS SEC filings · WMS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.