Casella Waste Systems Inc (CWST)vsLanzaTech Global Inc. (LNZA)
CWST
Casella Waste Systems Inc
$89.91
-0.03%
INDUSTRIALS · Cap: $5.86B
LNZA
LanzaTech Global Inc.
$6.11
+3.91%
INDUSTRIALS · Cap: $81.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Casella Waste Systems Inc generates 3253% more annual revenue ($1.96B vs $58.31M). LNZA leads profitability with a 295.7% profit margin vs 0.3%. LNZA trades at a lower P/E of 0.3x. LNZA earns a higher WallStSmart Score of 53/100 (C-).
CWST
Hold37
out of 100
Grade: F
LNZA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
+88.9%
Fair Value
$87.87
Current Price
$6.11
$81.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.9% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 296 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Operating margin of 5.0%
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -189.4% — below average capital efficiency
Revenue declined 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : LNZA
The strongest argument for LNZA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 295.7% and operating margin at -109.5%.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 1150.9x leaves little room for execution misses. Thin 0.3% 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 growth stock while LNZA is a declining play — different risk/reward profiles.
LNZA carries more volatility with a beta of 1.33 — expect wider price swings.
CWST is growing revenue faster at 16.9% — sustainability is the question.
CWST generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
LNZA scores higher overall (53/100 vs 37/100), backed by strong 295.7% 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.
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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