Clean Harbors Inc (CLH)vsGfl Environmental Holdings Inc (GFL)
CLH
Clean Harbors Inc
$291.15
+3.11%
INDUSTRIALS · Cap: $15.35B
GFL
Gfl Environmental Holdings Inc
$36.74
-1.21%
INDUSTRIALS · Cap: $13.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Gfl Environmental Holdings Inc generates 11% more annual revenue ($6.70B vs $6.03B). CLH leads profitability with a 6.5% profit margin vs 3.1%. CLH trades at a lower P/E of 39.6x. CLH earns a higher WallStSmart Score of 51/100 (C-).
CLH
Buy51
out of 100
Grade: C-
GFL
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.5%
Fair Value
$231.79
Current Price
$291.15
$59.36 premium
Margin of Safety
+6.3%
Fair Value
$47.01
Current Price
$36.74
$10.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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 3.0% — below average capital efficiency
3.1% margin — thin
Operating margin of 3.2%
Elevated debt levels
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 Price/Book, EPS Growth.
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, Profit Margin, Operating Margin. A P/E of 97.9x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLH carries more volatility with a beta of 0.92 — expect wider price swings.
GFL is growing revenue faster at 5.4% — sustainability is the question.
CLH generates stronger free cash flow (-93M), providing more financial flexibility.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CLH scores higher overall (51/100 vs 45/100). 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.
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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