Casella Waste Systems Inc (CWST)vsWaste Connections Inc (WCN)
CWST
Casella Waste Systems Inc
$76.43
+0.49%
INDUSTRIALS · Cap: $4.85B
WCN
Waste Connections Inc
$157.06
-0.46%
INDUSTRIALS · Cap: $40.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 415% more annual revenue ($9.47B vs $1.84B). WCN leads profitability with a 11.4% profit margin vs 0.4%. WCN appears more attractively valued with a PEG of 1.22. WCN earns a higher WallStSmart Score of 51/100 (C-).
CWST
Hold45
out of 100
Grade: D+
WCN
Buy51
out of 100
Grade: C-
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
-505.4%
Fair Value
$28.36
Current Price
$157.06
$128.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.2% YoY
No standout strengths identified
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
Weak financial health signals
Earnings declined 6.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : WCN
PEG of 1.22 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 636.9x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : WCN
The primary concerns for WCN are P/E Ratio, Piotroski F-Score, EPS Growth.
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.
WCN generates stronger free cash flow (157M), providing more financial flexibility.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WCN scores higher overall (51/100 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.
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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