Montrose Environmental Grp (MEG)vsWaste Connections Inc (WCN)
MEG
Montrose Environmental Grp
$22.14
+5.18%
INDUSTRIALS · Cap: $800.80M
WCN
Waste Connections Inc
$179.76
-1.21%
INDUSTRIALS · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 1097% more annual revenue ($9.94B vs $830.54M). WCN leads profitability with a 11.4% profit margin vs -0.1%. WCN earns a higher WallStSmart Score of 57/100 (C).
MEG
Hold38
out of 100
Grade: F
WCN
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$37.27
Current Price
$22.14
$15.13 discount
Margin of Safety
-6.1%
Fair Value
$161.86
Current Price
$179.76
$17.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.8%
Earnings expanding 28.8% YoY
Areas to Watch
2.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MEG
The strongest argument for MEG centers on Price/Book.
Bull Case : WCN
The strongest argument for WCN centers on Operating Margin, EPS Growth.
Bear Case : MEG
The primary concerns for MEG are Revenue Growth, EPS Growth, Market Cap.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, Debt/Equity, Piotroski F-Score. A P/E of 40.3x leaves little room for execution misses.
Key Dynamics to Monitor
MEG profiles as a turnaround stock while WCN is a value play — different risk/reward profiles.
MEG carries more volatility with a beta of 2.00 — expect wider price swings.
WCN is growing revenue faster at 7.3% — sustainability is the question.
WCN generates stronger free cash flow (392M), providing more financial flexibility.
Bottom Line
WCN scores higher overall (57/100 vs 38/100). MEG offers better value entry with a 34.1% margin of safety. 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.
Montrose Environmental Grp
INDUSTRIALS · WASTE MANAGEMENT · USA
Montrose Environmental Group, Inc. is an environmental services company in the United States. The company is headquartered in Irvine, California.
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
Want to dig deeper into these stocks?