Clean Harbors Inc (CLH)vsGfl Environmental Holdings Inc (GFL)
CLH
Clean Harbors Inc
$288.29
+1.08%
INDUSTRIALS · Cap: $15.24B
GFL
Gfl Environmental Holdings Inc
$39.67
+0.69%
INDUSTRIALS · Cap: $14.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Gfl Environmental Holdings Inc generates 10% more annual revenue ($6.62B vs $6.03B). GFL leads profitability with a 58.0% profit margin vs 6.5%. CLH trades at a lower P/E of 39.2x. GFL earns a higher WallStSmart Score of 54/100 (C-).
CLH
Buy51
out of 100
Grade: C-
GFL
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-158.0%
Fair Value
$106.43
Current Price
$288.29
$181.86 premium
Margin of Safety
-153.9%
Fair Value
$17.35
Current Price
$39.67
$22.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 58 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 22.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
4.8% revenue growth
4.9% earnings growth
6.5% margin — thin
ROE of 3.3% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLH
The strongest argument for CLH centers on PEG Ratio. PEG of 0.27 suggests the stock is reasonably priced for its growth.
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 : CLH
The primary concerns for CLH are P/E Ratio, Revenue Growth, EPS Growth.
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
CLH profiles as a value stock while GFL is a mature play — different risk/reward profiles.
CLH carries more volatility with a beta of 0.95 — expect wider price swings.
GFL is growing revenue faster at 7.3% — sustainability is the question.
CLH generates stronger free cash flow (233M), providing more financial flexibility.
Bottom Line
GFL scores higher overall (54/100 vs 51/100), backed by strong 58.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Clean Harbors Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Clean Harbors, Inc. provides environmental and industrial services in North America. The company is headquartered in Norwell, Massachusetts.
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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