GMS (GMS) Stock Price, News & Analysis

Company Overview

GMS Inc (NYSE: GMS) is a leading distributor of interior and exterior building products in North America. The company supplies a broad range of construction materials—such as gypsum wallboard, steel framing components, acoustical and insulation products, ceiling systems, finishing compounds, windows and doors, roofing, and siding—to contractors, homebuilders, and maintenance professionals. GMS operates through a network of branch locations that supports both national accounts and regional contractors with local inventory and delivery capabilities.

Beyond basic product distribution, GMS offers value-added services designed to streamline customers’ supply chains and reduce jobsite costs. These services include project “takeoff” and estimating assistance, just-in-time delivery, inventory management, and on-site support. The company’s integrated logistics and warehousing platforms help ensure consistent product availability and efficient order fulfillment, making it a key partner for both large commercial projects and residential construction.

Originally founded as Gypsum Management & Supply in 1976 and headquartered in Tucker, Georgia, GMS has expanded through a combination of organic growth and strategic acquisitions. Today it serves customers across 44 U.S. states and ten Canadian provinces, operating more than 200 branch locations. The company completed its initial public offering in December 2014, marking a significant milestone in its growth trajectory and providing capital to fund further expansion.

GMS is led by Chief Executive Officer Michael W. McDermott, who has overseen the company’s transformation into a diversified building-products platform, and Chief Financial Officer Jeff Hames, who manages the company’s capital structure and financial strategy. Under their leadership, GMS has focused on enhancing its service offering, expanding geographic reach, and integrating acquired businesses to drive long-term shareholder value.

Key Stats

• Today's Range: $109.93 to $109.96
• 50-Day Range: $97.54 to $110.04
• 52-Week Range: $65.77 to $110.28
• Volume: 1.03 million shs
• Average Volume: 845,350 shs
• Market Capitalization: $4.20 billion
• P/E Ratio: 42.28
• 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 140th out of 214 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: 1.9 / 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 42.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 270.84.

Price to Earnings Ratio vs. Sector

The P/E ratio of GMS is 42.28, which means that it is trading at a more expensive P/E ratio than the Retail/Wholesale sector average P/E ratio of about 27.30.

Price to Book Value per Share Ratio

GMS has a P/B Ratio of 2.97. 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

2.41% 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 0.7, 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 24.79%, 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

2.41% 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 0.7, 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 24.79%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 2.4 / 5
• News Sentiment: 0.27

News Sentiment

GMS has a news sentiment score of 0.27. 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 lower news sentiment than the 1.03 average news sentiment score of Retail/Wholesale companies.

News Coverage This Week

MarketBeat has tracked 20 news articles for GMS this week, compared to 16 articles on an average week.

Search Interest

3 people have searched for GMS on MarketBeat in the last 30 days. This is an increase of 50% 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 $37,808,097.00 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 at the beginning of 2025. Since then, GMS shares have increased by 29.6% and is now trading at $109.9350.

How were GMS's earnings last quarter?

GMS Inc. (NYSE:GMS) posted its quarterly earnings data on Thursday, September, 4th. The company reported $1.76 earnings per share for the quarter, missing analysts' consensus estimates of $1.77 by $0.01. The company's revenue was down 2.4% on a year-over-year basis.

When did GMS IPO?

GMS (GMS) raised $154 million in an initial public offering (IPO) on Thursday, May 26th 2016. The company issued 7,000,000 shares at a price of $21.00-$23.00 per share. Barclays and Credit Suisse acted 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 shareholders of GMS include State Street Corp (3.88%), American Century Companies Inc. (3.53%), Geode Capital Management LLC (2.37%) and HBK Investments L P (1.85%). 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

• Today: 9/01/2025
• Last Earnings: 9/04/2025
• 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: 1971

Price Target and Rating

• Average Price Target for GMS: $101.11
• High Price Target: $110.00
• Low Price Target: $80.00
• Potential Upside/Downside: -8.0%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.60
• Trailing P/E Ratio: 18.35
• Forward P/E Ratio: 15.14
• P/E Growth: N/A
• Net Income: $115.47 million
• Net Margins: 1.86%
• Pretax Margin: 2.87%
• Return on Equity: 16.36%
• Return on Assets: 6.05%

Debt

• Debt-to-Equity Ratio: 0.87
• Current Ratio: 2.11
• Quick Ratio: 1.31

Sales & Book Value

• Annual Sales: $5.51 billion
• Price / Sales: 0.76
• Cash Flow: $10.68 per share
• Price / Cash Flow: 10.29
• Book Value: $36.99 per share
• Price / Book: 2.97

Miscellaneous

• Outstanding Shares: 38,170,000
• Free Float: 37,445,000
• Market Cap: $4.20 billion
• Optionable: Optionable
• Beta: 1.76