Casella Waste Systems Inc (CWST)vsWaste Management Inc (WM)
CWST
Casella Waste Systems Inc
$89.91
-0.03%
INDUSTRIALS · Cap: $5.86B
WM
Waste Management Inc
$213.46
-0.17%
INDUSTRIALS · Cap: $85.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Management Inc generates 1213% more annual revenue ($25.67B vs $1.96B). WM leads profitability with a 11.1% profit margin vs 0.3%. WM appears more attractively valued with a PEG of 1.97. WM earns a higher WallStSmart Score of 58/100 (C).
CWST
Hold37
out of 100
Grade: F
WM
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
Margin of Safety
-87.6%
Fair Value
$113.80
Current Price
$213.46
$99.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.9% revenue growth
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Generating 1.1B in free cash flow
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
Premium valuation, high expectations priced in
Trading at 8.6x book value
4.0% revenue growth
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 : WM
The strongest argument for WM centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 1150.9x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Bear Case : WM
The primary concerns for WM are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
CWST profiles as a growth stock while WM is a value play — different risk/reward profiles.
CWST carries more volatility with a beta of 0.74 — expect wider price swings.
CWST is growing revenue faster at 16.9% — sustainability is the question.
WM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
WM scores higher overall (58/100 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 Management Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Management, Inc. is an American waste management, comprehensive waste, and environmental services company in North America. Founded in 1968, the company is headquartered 800 Capitol in Houston, Texas.
Compare with Other WASTE MANAGEMENT Stocks
Want to dig deeper into these stocks?