Gfl Environmental Holdings Inc (GFL)vsWaste Connections Inc (WCN)
GFL
Gfl Environmental Holdings Inc
$36.74
-1.21%
INDUSTRIALS · Cap: $13.42B
WCN
Waste Connections Inc
$151.82
-1.14%
INDUSTRIALS · Cap: $39.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 43% more annual revenue ($9.61B vs $6.70B). WCN leads profitability with a 11.0% profit margin vs 3.1%. WCN trades at a lower P/E of 37.5x. WCN earns a higher WallStSmart Score of 51/100 (C-).
GFL
Hold45
out of 100
Grade: D+
WCN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.3%
Fair Value
$47.01
Current Price
$36.74
$10.27 discount
Margin of Safety
-1.5%
Fair Value
$169.21
Current Price
$151.82
$17.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 22.2% YoY
No standout strengths identified
Areas to Watch
ROE of 3.0% — below average capital efficiency
3.1% margin — thin
Operating margin of 3.2%
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : GFL
The strongest argument for GFL centers on Price/Book, EPS Growth.
Bull Case : WCN
WCN has a balanced fundamental profile.
Bear Case : GFL
The primary concerns for GFL are Return on Equity, Profit Margin, Operating Margin. A P/E of 97.9x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
WCN carries more volatility with a beta of 0.54 — expect wider price swings.
WCN is growing revenue faster at 6.4% — sustainability is the question.
WCN generates stronger free cash flow (249M), 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.
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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