ARMSTRONG WORLD INDUSTRIES, INC. vs ADVANCED DRAINAGE SYSTEMS, INC., two Plastics stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AWI and WMS diverge most: on altman z (solvency), AWI reads 8.51 and WMS reads 3.92; on implied growth (priced in), AWI reads +10.7% and WMS reads +20.3%. The rest of the comparable metrics sit closer together. On valuation, today's AWI price has a different growth bar priced in than WMS (+10.7% implied for AWI vs +20.3% for WMS); the higher figure is the steeper assumption to clear, not a better or worse stock. What AWI's price implies is a bet that sits within the historical range (whole-company basis). What WMS's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AWI | WMS |
|---|---|---|
| Price | $162.15 | $125.91 |
| Market cap | $6.9B | $9.7B |
| Sector | Plastics | Plastics |
| Stage | Mature | Mature |
| Implied growth (priced in) | +10.7% | +20.3% |
| P/E | 22.2 | 21.8 |
| P/B | 7.83 | 5.33 |
| P/S | 4.08 | 3.01 |
| EV/EBITDA | 15.1 | 12.4 |
| Revenue growth | +8.5% | +9.9% |
| Gross margin | 41.3% | 40.8% |
| Operating margin | 28.4% | 25.4% |
| Net margin | 18.6% | 14.0% |
| Return on equity | 35.7% | 24.8% |
| Return on assets | 15.7% | 10.0% |
| Return on invested capital | 24.2% | 15.4% |
| FCF yield | 3.6% | 5.7% |
| Dividend yield | 0.8% | 0.6% |
| Debt / equity | 0.56 | 0.89 |
| Current ratio | 1.52 | 2.12 |
| Altman Z (solvency) | 8.51 | 3.92 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.