Casella Waste Systems Inc (CWST)vsRepublic Services Inc (RSG)
CWST
Casella Waste Systems Inc
$76.43
+0.49%
INDUSTRIALS · Cap: $4.85B
RSG
Republic Services Inc
$215.55
+0.13%
INDUSTRIALS · Cap: $66.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Republic Services Inc generates 803% more annual revenue ($16.59B vs $1.84B). RSG leads profitability with a 12.9% profit margin vs 0.4%. RSG appears more attractively valued with a PEG of 3.08. RSG earns a higher WallStSmart Score of 49/100 (D+).
CWST
Hold45
out of 100
Grade: D+
RSG
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1810.0%
Fair Value
$5.62
Current Price
$76.43
$70.81 premium
Margin of Safety
-77.0%
Fair Value
$127.68
Current Price
$215.55
$87.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.2% YoY
Conservative balance sheet, low leverage
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
Premium valuation, high expectations priced in
2.2% revenue growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : RSG
The strongest argument for RSG centers on Debt/Equity, Market Cap.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 636.9x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : RSG
The primary concerns for RSG are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
CWST carries more volatility with a beta of 0.78 — expect wider price swings.
CWST is growing revenue faster at 9.7% — sustainability is the question.
RSG generates stronger free cash flow (404M), providing more financial flexibility.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RSG scores higher overall (49/100 vs 45/100). 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.
Republic Services Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Republic Services, Inc is the second largest provider of non-hazardous solid waste collection, transfer, disposal, recycling, and energy services in the United States, as measured by revenue.
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