Armstrong World Industries vs Advanced Drainage Systems
AWI and WMS side by side, both in miscellaneous plastics products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AWI and WMS compare
Advanced Drainage Systems is the larger company, worth 1.5 times as much as Armstrong World Industries ($10.2B against $7.0B).
On earnings, Armstrong World Industries is cheaper: it trades at 22.8× trailing earnings, against 23.4× for Advanced Drainage Systems.
Advanced Drainage Systems grew revenue faster over the last twelve months (10.4% versus 8.6% for Armstrong World Industries).
Armstrong World Industries keeps more of each dollar of sales as profit, with a net margin of 18.6% compared with 14.0% at Advanced Drainage Systems.
Both pay dividends: Armstrong World Industries yields 0.82% and Advanced Drainage Systems 0.56%.
Armstrong World Industries scores higher on the StockData Score (20 against 17 for Advanced Drainage Systems), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AWI | WMS |
|---|---|---|
| Size and price | ||
| Market cap | $7.0B | $10.2B |
| Share price | $166.34 | $135.43 |
| Change, 1 year | −13.4% | −3.1% |
| Change, 5 years | 49.2% | 9.4% |
| Beta (5Y) | 0.91 | 1.43 |
| Employees | 2,500 | 4,950 |
| StockData Score | ||
| Total score | 20 (better) | 17 |
| Valuation score | 4 (better) | 2 |
| Growth score | 2 | 3 (better) |
| Performance score | 5 | 5 |
| Health score | 5 (better) | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 22.8× (better) | 23.4× |
| P/S | 4.1× | 3.2× (better) |
| P/B | 7.9× | 5.7× (better) |
| EV/EBITDA | 13.3× | 13.0× (better) |
| P/FCF | 28.5× | 18.6× (better) |
| PEG | 1.31 | – |
| FCF yield | 3.5% | 5.4% (better) |
| Fair value | $180.13 | $132.53 |
| Margin of safety | 7.7% (better) | −2.2% |
| Growth | ||
| Revenue growth (TTM) | 8.6% | 10.4% (better) |
| Revenue growth, 5Y average | 11.6% (better) | 9.0% |
| Net income growth (TTM) | 6.5% (better) | 4.2% |
| EPS growth (TTM) | 8.1% (better) | 4.5% |
| EPS growth, 5Y average | – | 16.0% |
| Profitability | ||
| Gross margin | 40.3% (better) | 38.6% |
| Operating margin | 25.8% (better) | 20.7% |
| Net margin | 18.6% (better) | 14.0% |
| FCF margin | 14.6% | 17.1% (better) |
| Return on equity | 36.6% (better) | 26.1% |
| Return on invested capital | 26.5% (better) | 18.4% |
| Financial health | ||
| Debt / equity | 0.56 (better) | 0.90 |
| Net debt / EBITDA | 0.74 (better) | 1.62 |
| Interest coverage | 14.1× | – |
| Current ratio | 1.52 | 2.12 (better) |
| Altman Z-score | 6.77 (better) | 4.34 |
| Piotroski F-score | 9 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 0.82% (better) | 0.56% |
| Payout ratio | 18.5% | 12.7% |
| Years of dividend growth | 7 (better) | 5 |
| Dividend growth, 5Y average | 9.3% | 14.9% (better) |
| Buyback yield | 3.0% | 3.2% (better) |
| Shareholder yield | 3.9% (better) | 3.7% |
| Ownership | ||
| Held by institutions | 103% | 92.4% |
| Held by insiders | 1.6% | 1.2% |
| Insider net buying, 12 months | $100.0K (better) | −$14.8M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 3.5% | 4.0% |
Go deeper
- AWI stock overview
- AWI income statement
- AWI valuation and score
- WMS stock overview
- WMS income statement
- WMS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.