WallStSmart

Avalon Holdings Corporation (AWX)vsGfl Environmental Holdings Inc (GFL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Gfl Environmental Holdings Inc generates 8200% more annual revenue ($6.62B vs $79.71M). GFL leads profitability with a 58.0% profit margin vs 0.2%. AWX trades at a lower P/E of 70.8x. GFL earns a higher WallStSmart Score of 54/100 (C-).

AWX

Hold

41

out of 100

Grade: D

Growth: 6.7Profit: 4.0Value: 2.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.14

GFL

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 6.0Value: 3.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWXSignificantly Overvalued (-438.8%)

Margin of Safety

-438.8%

Fair Value

$0.49

Current Price

$2.59

$2.10 premium

UndervaluedFair: $0.49Overvalued
GFLSignificantly Overvalued (-153.9%)

Margin of Safety

-153.9%

Fair Value

$17.35

Current Price

$39.67

$22.32 premium

UndervaluedFair: $17.35Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWX1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

GFL3 strengths · Avg: 8.7/10
Profit MarginProfitability
58.0%10/10

Keeps 58 of every $100 in revenue as profit

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
22.2%8/10

Earnings expanding 22.2% YoY

Areas to Watch

AWX4 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.4%4/10

3.4% earnings growth

Market CapQuality
$11.04M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.2%3/10

0.2% margin — thin

PEG RatioValuation
4.392/10

Expensive relative to growth rate

GFL4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

P/E RatioValuation
96.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.772/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AWX

The strongest argument for AWX centers on Price/Book.

Bull Case : GFL

The strongest argument for GFL centers on Profit Margin, Price/Book, EPS Growth. Profitability is solid with margins at 58.0% and operating margin at 6.4%.

Bear Case : AWX

The primary concerns for AWX are EPS Growth, Market Cap, Profit Margin. A P/E of 70.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.

Bear Case : GFL

The primary concerns for GFL are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 96.1x leaves little room for execution misses.

Key Dynamics to Monitor

AWX profiles as a value stock while GFL is a mature play — different risk/reward profiles.

AWX carries more volatility with a beta of 0.68 — expect wider price swings.

GFL is growing revenue faster at 7.3% — sustainability is the question.

GFL generates stronger free cash flow (197M), providing more financial flexibility.

Bottom Line

GFL scores higher overall (54/100 vs 41/100), backed by strong 58.0% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Avalon Holdings Corporation

INDUSTRIALS · WASTE MANAGEMENT · USA

Avalon Holdings Corporation provides waste management services to industrial, commercial, municipal and government clients in the United States. The company is headquartered in Warren, Ohio.

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Gfl Environmental Holdings Inc

INDUSTRIALS · WASTE MANAGEMENT · USA

GFL Environmental Inc. is a diversified environmental services company in Canada and the United States. The company is headquartered in Vaughan, Canada.

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