Gfl Environmental Holdings Inc (GFL)vsWaste Connections Inc (WCN)
GFL
Gfl Environmental Holdings Inc
$42.78
+1.06%
INDUSTRIALS · Cap: $15.15B
WCN
Waste Connections Inc
$152.83
-1.20%
INDUSTRIALS · Cap: $38.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 40% more annual revenue ($9.76B vs $6.97B). WCN leads profitability with a 10.9% profit margin vs -2.9%. WCN earns a higher WallStSmart Score of 56/100 (C).
GFL
Hold43
out of 100
Grade: D
WCN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GFL.
Margin of Safety
-8.4%
Fair Value
$158.32
Current Price
$152.83
$5.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
16.3% revenue growth
Earnings expanding 22.2% YoY
No standout strengths identified
Areas to Watch
Elevated debt levels
ROE of -3.1% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.4% earnings growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GFL
The strongest argument for GFL centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 16.3% demonstrates continued momentum.
Bull Case : WCN
WCN has a balanced fundamental profile.
Bear Case : GFL
The primary concerns for GFL are Debt/Equity, Return on Equity, Altman Z-Score.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
GFL profiles as a growth stock while WCN is a value play — different risk/reward profiles.
GFL carries more volatility with a beta of 0.49 — expect wider price swings.
GFL is growing revenue faster at 16.3% — sustainability is the question.
WCN generates stronger free cash flow (437M), providing more financial flexibility.
Bottom Line
WCN scores higher overall (56/100 vs 43/100). 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.
Gfl Environmental Holdings Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
GFL Environmental Inc. is a diversified environmental services company in Canada and the United States. The company is headquartered in Vaughan, Canada.
Visit Website →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.
Visit Website →Compare with Other WASTE MANAGEMENT Stocks
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