Advanced Drainage Systems makes corrugated high-density polyethylene pipe, stormwater chambers and retention products used in site drainage, mainly for residential and non-residential construction in North America. Its moat rests on scale in a heavy, low-value-per-mile product where freight economics favour the largest network of plants close to job sites, and on its StormTech chamber line, which is specified by engineers and gives it a position in municipal and commercial stormwater projects. Revenue growth of 20.6% is the number that matters, and it reflects acquisitions, pricing and share gains in a market where contractors are still replacing aging concrete and clay pipe. At a trailing P/E of 21.9 and a forward P/E of 20.8, the stock is not cheap, but a 26.4% ROE and a 26.3% operating margin suggest the premium is being earned rather than assumed. The open question for a deeper look is how much of the recent growth survives a normalising construction cycle and whether margins hold as resin costs and project timing move.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 17:04 CEST | Fair value | $106 | $166 | $130 |
| 24 Oct 2026, 17:04 CEST | Rating | Overvalued | first publication | $130 |
| 17 Oct 2026, 00:00 CEST | Fair value | $166 | $164 | $128 |
| 12 Oct 2026, 00:00 CEST | Fair value | $164 | $197 | $126 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $133 | first publication | $126 |
| 8 Oct 2026, 00:00 CEST | Fair value | $197 | $194 | $130 |
| 1 Oct 2026, 00:00 CEST | Fair value | $194 | $199 | $128 |
| 18 Sept 2026, 00:00 CEST | Fair value | $199 | $202 | $127 |
| 10 Sept 2026, 00:00 CEST | Fair value | $202 | $206 | $134 |
| 30 Aug 2026, 00:00 CEST | Fair value | $206 | $214 | $137 |
Answered from Advanced Drainage Systems Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| WMS Advanced Drainage Systems Inc. Common Stock | $130.40 | $106 | 23% above | 22.2x | 26.4% | 80 | 64 |
| OC Owens Corning Inc Common Stock New | $114.23 | $149 | 23% below | - | -9.4% | 38 | 40 |
| NIBE-B.ST NIBE Industrier AB (publ) | kr 44.44 | kr 25 | 75% above | 33.9x | 8.5% | 59 | 62 |
| BEAN.SW BELIMO Holding AG | CHF 762.00 | CHF 352 | 116% above | 45.7x | 35.2% | 89 | 60 |
| SPXC SPX Technologies Inc. Common Stock | $160.33 | $113 | 41% above | 28.2x | 14.7% | 76 | 59 |
| LII Lennox International Inc. Common Stock | $376.01 | $380 | 1% below | 16.6x | 71.8% | 71 | 49 |
| AWI Armstrong World Industries Inc Common Stock | $168.18 | $126 | 34% above | 23.4x | 36.6% | 85 | 61 |
Where WMS ranks against its sector peers on each metric.