GMS INC. operates a network of distribution centers that offer wallboard, ceilings, steel framing, and complementary construction products in the United States and Canada. The company offers wallboards for interior and exterior walls and ceilings in residential and commercial structures; ceiling products, including suspended mineral fibers, soft fibers, and metal ceiling systems used in offices, hotels, hospitals, retail facilities, schools, and other commercial and institutional buildings; and steel framing products comprising steel track, studs, and other steel products used to frame the interior walls of a commercial or institutional building. It also provides complementary products, such as tools and fasteners, insulation, EIFS and stucco, lumber and other wood products, ready-mix joint compound and safety products. In addition, the company operates tool sales, rental, and service centers. It serves professional contractors and homebuilders. GMS INC. was formerly known as GYP Holdings I Corp. and changed its name to GMS INC. in July 2015. The company was founded in 1971 and is based in Tucker, Georgia. As of September 3, 2025, GMS INC. operates as a subsidiary of SRS Distribution Inc.
Future Outlook | Analysts maintain a cautious stance with price targets ranging from $71 to $110, reflecting the complex landscape of acquisition benefits and market uncertainties |
Strategic Integration | Delve into potential synergies and challenges as GMS integrates with Home Depot, including expanded distribution channels and economies of scale in procurement |
Market Dynamics | Explore GMS's performance amidst softening demand, stable wallboard prices, and steel price deflation, with analysts projecting EPS of 5.95 for FY1 and 6.56 for FY2 |
Acquisition Spotlight | GMS Inc. agrees to be acquired by The Home Depot for $110 per share, valuing the company at $4.1 billion and representing a multiple of 11 times forward EBITDA |
Metrics to compare | GMS | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipGMSPeersSector | |
|---|---|---|---|---|
P/E Ratio | 0.0x | 1.0x | 12.8x | |
PEG Ratio | 0.00 | 0.16 | 0.03 | |
Price / Book | 0.0x | 1.5x | 1.4x | |
Price / LTM Sales | 0.0x | 0.8x | 1.3x | |
Upside (Analyst Target) | 0.0% | −3.4% | 18.2% | |
Fair Value Upside | Unlock | −12.1% | 5.2% | Unlock |