LGN vs WMS
Legence Corp. Class A Common stock vs Advanced Drainage Systems — AI-powered side-by-side comparison
LGN
Legence Corp. Class A Common stock
52
Watch
VS
WMS
Advanced Drainage Systems
71
Buy
| Metric | LGN | WMS |
|---|
| AI Score |
52
|
71
|
| Price |
$64.92
|
$143.75
|
| P/E Ratio |
-176.79×
|
24.64×
|
| ROE |
-15.2%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
18.6%
|
37.6%
|
| Debt / Equity |
2.33×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.5%
|
| RSI (14) |
48.1
|
42.5
|
| Beta |
3.3092
|
1.286
|
| Expected Upside |
—
|
+2.6%
|
AI Committee View
Current Innellis committee reasoning for LGN versus WMS.
WMS leads by 19 points.
WMS scores 71/100 (Buy) versus LGN at 52/100 (Watch).
LGN Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — price-to-book of 11.6x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price-to-book of 11.6x prices in significant intangible value — Value
- ROE of only -6.2% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 2.11 adds balance-sheet risk to the value case — Value
WMS Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Bearish candlestick pattern(s) detected: Three Black Crows.