GMS (GMS) Stock Price, News & Analysis

Company Overview

GMS Inc. (NYSE:GMS) is a leading distributor of interior building products in North America, serving the non-residential construction market. Headquartered in Tucker, Georgia, the company offers a comprehensive range of materials and services that support general contractors, subcontractors and professional remodelers. GMS’s portfolio includes gypsum wallboard, metal framing, ceilings, acoustical treatments, coatings, joint compounds and specialty fastening systems, enabling customers to source critical supplies from a single, reliable partner.

GMS operates a network of distribution centers strategically located throughout the United States and Canada. These facilities are staffed with regional specialists who provide product expertise, project take-off support and just-in-time delivery. The company’s logistics capabilities are supported by a modern fleet of trucks and sophisticated inventory management systems, ensuring high service levels and efficient order fulfillment for projects ranging from large commercial builds to specialty retrofit work.

Founded in 1972, GMS has grown through a combination of organic expansion and targeted acquisitions, broadening its product offerings and geographic reach. Over the decades, the company has established strong relationships with leading manufacturers of drywall, steel framing and ceiling systems. This growth strategy has enabled GMS to participate in key construction sectors including education, healthcare, hospitality and office developments, while maintaining a focus on customer service and technical support.

GMS is led by President and Chief Executive Officer John Turner, whose tenure has emphasized operational excellence and disciplined expansion. Under Turner’s leadership, the company has invested in advanced distribution technology and workforce training programs to enhance safety and productivity. With a management team that combines deep industry experience and a customer-centric approach, GMS continues to support construction professionals across North America with a robust product mix, technical expertise and responsive service.

Key Stats

• Today's Range: $109.26 to $109.43
• 50-Day Range: $72.25 to $109.70
• 52-Week Range: $65.77 to $109.70
• Volume: 2.53 million shs
• Average Volume: 551,069 shs
• Market Capitalization: $4.16 billion
• P/E Ratio: 37.83
• Dividend Yield: N/A
• Price Target: $101.11
• Consensus Rating: Hold

GMS Stock Analysis - MarketRank™

GMS scored higher than 57% of companies evaluated by MarketBeat, and ranked 132nd out of 213 stocks in the retail/wholesale sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.0 / 5
• Analyst Rating: Hold

Consensus Rating

GMS has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no buy ratings, 9 hold ratings, and no sell ratings.

Amount of Analyst Coverage

GMS has been the subject of 9 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: 13.50%

Earnings Growth

Earnings for GMS are expected to grow by 13.50% in the coming year, from $7.26 to $8.24 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of GMS is 37.83, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 25.85.

Price to Earnings Ratio vs. Sector

The P/E ratio of GMS is 37.83, which means that it is trading at a more expensive P/E ratio than the Retail/Wholesale sector average P/E ratio of about 29.04.

Price to Book Value per Share Ratio

GMS has a P/B Ratio of 2.96. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.44% of the float of GMS has been sold short.

Short Interest Ratio / Days to Cover

GMS has a short interest ratio ("days to cover") of 1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in GMS has recently decreased by 50.18%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

GMS does not currently pay a dividend.

Dividend Growth

GMS does not have a long track record of dividend growth.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

2.44% of the float of GMS has been sold short.

Short Interest Ratio / Days to Cover

GMS has a short interest ratio ("days to cover") of 1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in GMS has recently decreased by 50.18%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 3.4 / 5
• News Sentiment: 1.04

News Sentiment

GMS has a news sentiment score of 1.04. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.84 average news sentiment score of Retail/Wholesale companies.

News Coverage This Week

MarketBeat has tracked 13 news articles for GMS this week, compared to 14 articles on an average week.

Search Interest

10 people have searched for GMS on MarketBeat in the last 30 days. This is an increase of 900% compared to the previous 30 days.

MarketBeat Follows

3 people have added GMS to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, GMS insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $541,150.00 in company stock.

Percentage Held by Insiders

Only 1.90% of the stock of GMS is held by insiders.

Percentage Held by Institutions

95.28% of the stock of GMS is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

GMS Stock Analysis - Frequently Asked Questions

How have GMS shares performed this year?

GMS's stock was trading at $84.83 on January 1st, 2025. Since then, GMS stock has increased by 28.9% and is now trading at $109.33.

How were GMS's earnings last quarter?

GMS Inc. (NYSE:GMS) announced its quarterly earnings results on Wednesday, June, 18th. The company reported $1.29 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.11 by $0.18. The company's quarterly revenue was down 5.6% on a year-over-year basis.
Read the conference call transcript.

When did GMS IPO?

GMS (GMS) raised $154 million in an IPO on Thursday, May 26th 2016. The company issued 7,000,000 shares at $21.00-$23.00 per share. Barclays and Credit Suisse served as the underwriters for the IPO and RBC Capital Markets, Baird, Wells Fargo Securities, SunTrust Robinson Humphrey, Raymond James and Stephens were co-managers.

Who are GMS's major shareholders?

Top institutional investors of GMS include Reinhart Partners LLC. (1.69%), Harbor Capital Advisors Inc. (0.15%) and Assenagon Asset Management S.A. (0.04%). Insiders that own company stock include Coliseum Capital Management, L, John C Turner Jr, Theron I Gilliam, George T Hendren, John J Gavin, Scott M Deakin, Craig D Apolinsky and William Forrest Bell.
View institutional ownership trends.

How do I buy shares of GMS?

Shares of GMS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of GMS own?

Based on aggregate information from My MarketBeat watchlists, some other companies that GMS investors own include Humana (HUM), American Water Works (AWK), Voyager Therapeutics (VYGR), Waste Connections (WCN), The RMR Group (RMR), DiamondRock Hospitality (DRH) and AU Optronics (AUOTY).

Company Calendar

• Last Earnings: 6/18/2025
• Today: 7/13/2025
• Next Earnings (Estimated): 9/04/2025
• Fiscal Year End: 4/30/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Retail/Wholesale
• Industry: BLDG PRD - RT/WHL
• Sub-Industry: Wholesale
• Current Symbol: NYSE:GMS
• CIK: 1600438
• Web: www.gms.com
• Phone: (800) 392-4619
• Fax: 770-491-9487
• Employees: 7,113
• Year Founded: N/A

Price Target and Rating

• Average Price Target for GMS: $101.11
• High Price Target: $110.00
• Low Price Target: $80.00
• Potential Upside/Downside: -7.5%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.89
• Trailing P/E Ratio: 37.83
• Forward P/E Ratio: 15.06
• P/E Growth: N/A
• Net Income: $115.47 million
• Net Margins: 2.09%
• Pretax Margin: 3.16%
• Return on Equity: 16.97%
• Return on Assets: 6.28%

Debt

• Debt-to-Equity Ratio: 0.85
• Current Ratio: 1.91
• Quick Ratio: 1.17

Sales & Book Value

• Annual Sales: $5.51 billion
• Price / Sales: 0.75
• Cash Flow: $10.68 per share
• Price / Cash Flow: 10.24
• Book Value: $36.99 per share
• Price / Book: 2.96

Miscellaneous

• Outstanding Shares: 38,060,000
• Free Float: 37,336,000
• Market Cap: $4.16 billion
• Optionable: Optionable
• Beta: 1.71