Professional
Added to YB: 2021-11-19
Pitch date: 2021-11-19
GMS [bullish]
Gypsum Management & Supply Inc.
+86.25%
current return
Author Info
No bio for this author
Company Info
Gypsum Management & Supply Inc. operates a network of distribution centers that offer wallboard, ceilings, steel framing, and complementary construction products in the United States and Canada.
Market Cap
$4.2B
Pitch Price
$59.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.33
P/E
42.21
EV/Sales
1.06
Sector
Trading Companies and Distributors
Category
special_situation
Choice Equities Capital new position: GMS (GMS)
GMS: Leading US wallboard distributor w/ strong culture, mgmt & industry structure. 25% EPS CAGR since 2016 IPO but shares lag peers on inconsistent pricing. Consolidation suggests pricing upside ahead as 4 key drivers (pricing, resi/com vol growth, M&A) may finally align. Trades at FCF yield >10%, P/E <10x.
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