Casella Waste Systems Inc (CWST)vsMontrose Environmental Grp (MEG)
CWST
Casella Waste Systems Inc
$85.90
+2.69%
INDUSTRIALS · Cap: $5.68B
MEG
Montrose Environmental Grp
$22.14
+5.18%
INDUSTRIALS · Cap: $800.80M
Smart Verdict
WallStSmart Research — data-driven comparison
Casella Waste Systems Inc generates 126% more annual revenue ($1.88B vs $830.54M). CWST leads profitability with a 0.4% profit margin vs -0.1%. CWST earns a higher WallStSmart Score of 45/100 (D+).
CWST
Hold45
out of 100
Grade: D+
MEG
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
+34.1%
Fair Value
$37.27
Current Price
$22.14
$15.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.2% YoY
Reasonable price relative to book value
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
2.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : MEG
The strongest argument for MEG centers on Price/Book.
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 : MEG
The primary concerns for MEG are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CWST profiles as a value stock while MEG is a turnaround play — different risk/reward profiles.
MEG carries more volatility with a beta of 2.00 — expect wider price swings.
CWST is growing revenue faster at 9.6% — sustainability is the question.
MEG generates stronger free cash flow (47M), providing more financial flexibility.
Bottom Line
CWST scores higher overall (45/100 vs 38/100). MEG offers better value entry with a 34.1% 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.
Montrose Environmental Grp
INDUSTRIALS · WASTE MANAGEMENT · USA
Montrose Environmental Group, Inc. is an environmental services company in the United States. The company is headquartered in Irvine, California.
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