Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CWST
SELLCasella Waste Systems, Inc. · Industrials · United States · $5.7B · Avg Vol: $68M/d
COMPANY DESCRIPTION
Casella Waste Systems, Inc. is a regional solid waste management company providing integrated collection, transfer, disposal, and recycling services primarily across the Northeastern United States. The company distinguishes itself through its focus on resource management and sustainability initiatives, operating a vertically integrated network of facilities that provides a competitive moat in its service areas.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.1B | 1.3B | 1.6B | 1.8B | 19.2% | 1.9B | 2.1B | 2.2B | 10.0% |
| EPS | 0.80 | 1.03 | 0.46 | 0.23 | 0.12 | -37.8% | 0.10 | 0.11 | 0.14 | 8.8% |
| Shares | — | 51.7M | 58.0M | 63.4M | 63.5M | +22.9% | 62.6M | — | — | — |
| Debt | — | 658.3M | 1.1B | 1.2B | 1.2B | 23.5% | 1.2B | — | — | — |
| Equity | — | 497.9M | 1.0B | 1.6B | 1.6B | 46.6% | — | — | — | — |
| Op CF | — | 217.3M | 233.1M | 281.4M | 329.8M | 14.9% | 341.9M | — | — | — |
| Inv CF | — | -206.9M | -1.0B | -670.6M | -469.1M | — | — | — | — | — |
| Fin CF | — | 26.9M | 922.3M | 551.6M | -27.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of CWST are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CWST | Casella Waste Systems, Inc.(you) | $5.7B | 24 | SELL |
| GFL.TO | GFL Environmental Inc. | $15.0B | 17 | STRONG SELL |
| ONT | Onterris, Inc. | $710M | 41 | HOLD |
| CLH | Clean Harbors, Inc. | $16.1B | 68 | BUY |
| NVRI | Enviri Corporation | $621M | 45 | HOLD |
| PESI | Perma-Fix Environmental Services, Inc. | $339M | 15 | STRONG SELL |
| AGLX.OL | Agilyx ASA | $283M | 9 | STRONG SELL |
| ABAT | American Battery Technology Company | $301M | 7 | STRONG SELL |
| RSG | Republic Services, Inc. | $66.7B | 52 | HOLD |
| WM | Waste Management, Inc. | $95.9B | 56 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%