Casella Waste Systems Inc (CWST)vsWaste Connections Inc (WCN)
CWST
Casella Waste Systems Inc
$88.53
-5.53%
INDUSTRIALS · Cap: $5.60B
WCN
Waste Connections Inc
$179.76
-1.21%
INDUSTRIALS · Cap: $42.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 399% more annual revenue ($9.76B vs $1.96B). WCN leads profitability with a 10.9% profit margin vs 0.3%. WCN appears more attractively valued with a PEG of 1.51. WCN earns a higher WallStSmart Score of 53/100 (C-).
CWST
Hold37
out of 100
Grade: F
WCN
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
-8.6%
Fair Value
$158.10
Current Price
$179.76
$21.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.9% revenue growth
No standout strengths identified
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Operating margin of 5.0%
Weak financial health signals
Expensive relative to growth rate
4.4% earnings growth
Elevated debt levels
Weak financial health signals
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 : WCN
WCN has a balanced fundamental profile.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 977.8x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, EPS Growth, Debt/Equity. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
CWST profiles as a growth stock while WCN is a value play — different risk/reward profiles.
CWST carries more volatility with a beta of 0.78 — expect wider price swings.
CWST is growing revenue faster at 16.9% — sustainability is the question.
WCN generates stronger free cash flow (392M), providing more financial flexibility.
Bottom Line
WCN scores higher overall (53/100 vs 37/100). 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.
Waste Connections Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Connections, Inc. provides waste collection, transfer, disposal and recycling services in the United States and Canada. The company is headquartered in Vaughan, Canada.
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