Casella Waste Systems Inc (CWST)vsPACCAR Inc (PCAR)
CWST
Casella Waste Systems Inc
$78.11
+0.46%
INDUSTRIALS · Cap: $4.97B
PCAR
PACCAR Inc
$118.14
-1.23%
INDUSTRIALS · Cap: $62.52B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 1412% more annual revenue ($27.78B vs $1.84B). PCAR leads profitability with a 8.9% profit margin vs 0.4%. PCAR appears more attractively valued with a PEG of 1.18. PCAR earns a higher WallStSmart Score of 52/100 (C-).
CWST
Hold45
out of 100
Grade: D+
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
-24.7%
Fair Value
$103.83
Current Price
$118.14
$14.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.2% YoY
Large-cap with strong market position
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
Operating margin of 4.4%
Weak financial health signals
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 650.9x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
PCAR carries more volatility with a beta of 1.06 — expect wider price swings.
CWST is growing revenue faster at 9.7% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (52/100 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.
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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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