Advanced Drainage Systems Inc vs Wolfspeed Inc — how do they compare? Advanced Drainage Systems Inc trades at $131.78 (market cap $10.08B), while Wolfspeed Inc trades at $27.3 (market cap $1.50B). The key difference: Advanced Drainage Systems Inc is far larger — about 6.7× Wolfspeed Inc's market cap, and Advanced Drainage Systems Inc pays a 0.6% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| WMS | WOLF | |
|---|---|---|
Market Cap | $10.08B | $1.50B |
Sector | Industrials | Technology |
52-Week High | $175.38 | $73.68 |
52-Week Low | $129.50 | $1.21 |
Enterprise Value | $11.68B | $2.21B |
Dividend Yield | 0.6% | — |
Signals from Pluang's Aura AI — not financial advice
Advanced Drainage Systems (WMS) trades at $133.67, down 1.54% on the day, amid a bearish technical signal. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $2.49 exceeding the $2.10 forecast. Revenue for 2025 was $2.90 billion, with a net income margin of 15.5%. Analyst consensus is a Buy with a $188.20 price target, though technical indicators show selling pressure. Recent news highlights institutional buying and strong Q1 2027 results.
The outlook for WMS is mixed; strong fundamentals and analyst optimism contrast with near-term technical weakness. Investment opportunities include market share gains and acquisition synergies, while risks involve cyclical construction exposure and rising investing cash outflows. The stock's current price offers a potential upside to the consensus target, but investors should weigh execution risks against growth prospects.
Wolfspeed (WOLF) trades at $28.88, up 1.87% today, with a bullish technical signal and mixed analyst sentiment. The stock faces fundamental challenges, including a negative gross margin of -16.05% and a net loss of $1.61 billion in 2025, though 2026 projections show potential profitability. Recent news highlights an ongoing law firm investigation and AI data center growth, creating volatility amid operational hurdles.
Outlook: WOLF offers high-risk exposure to AI-driven power semiconductor demand, but investors must weigh negative margins and legal scrutiny against bullish technicals and a $27.50 consensus target. Key risks include revenue shortfalls and balance sheet strain, requiring caution despite optimistic long-term catalysts.
Trailing returns across standard periods
Latest headlines on both assets
Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →