Added to YB: 2025-10-20
Pitch date: 2025-08-31
WMS [neutral]
Advanced Drainage Systems, Inc.
+4.47%
current return
Author Info
No bio for this author
Company Info
Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products in the United States, Canada, and internationally.
Market Cap
$11.6B
Pitch Price
$141.12
Price Target
N/A
Dividend
0.48%
EV/EBITDA
13.64
P/E
25.53
EV/Sales
4.11
Sector
Building Products
Category
growth
Bell Global Emerging Companies Fund Portfolio Holding: Advanced Drainage Systems, Inc.
WMS (holding update): ADS delivered strong Q results, 33.5% adj EBITDA margin (historical high), +13% dividend increase. Market leader in stormwater mgmt benefits from material conversion trend (concrete/metal to plastic pipes) & infrastructure spending via IIJA. Diversified into high-margin septic systems via Infiltrator acquisition.
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