Casella Waste Systems Inc (CWST)vsLanzaTech Global Inc. (LNZA)
CWST
Casella Waste Systems Inc
$85.90
+2.69%
INDUSTRIALS · Cap: $5.68B
LNZA
LanzaTech Global Inc.
$5.45
-8.56%
INDUSTRIALS · Cap: $99.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Casella Waste Systems Inc generates 3115% more annual revenue ($1.88B vs $58.38M). CWST leads profitability with a 0.4% profit margin vs -76.0%. CWST earns a higher WallStSmart Score of 45/100 (D+).
CWST
Hold45
out of 100
Grade: D+
LNZA
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
+85.7%
Fair Value
$68.46
Current Price
$5.45
$63.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.2% YoY
Reasonable price relative to book value
Revenue surging 26.8% year-over-year
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -189.4% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : LNZA
The strongest argument for LNZA centers on Price/Book, Revenue Growth. Revenue growth of 26.8% demonstrates continued momentum.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 812.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : LNZA
The primary concerns for LNZA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CWST profiles as a value stock while LNZA is a growth play — different risk/reward profiles.
LNZA carries more volatility with a beta of 1.35 — expect wider price swings.
LNZA is growing revenue faster at 26.8% — sustainability is the question.
CWST generates stronger free cash flow (12M), providing more financial flexibility.
Bottom Line
CWST scores higher overall (45/100 vs 37/100). LNZA offers better value entry with a 85.7% margin of safety. Both earn "Hold" 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.
Casella Waste Systems Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Casella Waste Systems, Inc., is a vertically integrated solid waste service company in the northeastern United States. The company is headquartered in Rutland, Vermont.
LanzaTech Global Inc.
INDUSTRIALS · WASTE MANAGEMENT · USA
LanzaTech Global, Inc. is a nature-based carbon refining company in North America, Europe, Asia, and Australia. The company is headquartered in Skokie, Illinois.
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