Clean Harbors Inc (CLH)vsCasella Waste Systems Inc (CWST)
CLH
Clean Harbors Inc
$311.81
-0.59%
INDUSTRIALS · Cap: $16.56B
CWST
Casella Waste Systems Inc
$93.00
-0.79%
INDUSTRIALS · Cap: $5.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Clean Harbors Inc generates 219% more annual revenue ($6.24B vs $1.96B). CLH leads profitability with a 7.0% profit margin vs 0.3%. CLH appears more attractively valued with a PEG of 0.27. CLH earns a higher WallStSmart Score of 67/100 (B-).
CLH
Strong Buy67
out of 100
Grade: B-
CWST
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.4%
Fair Value
$201.35
Current Price
$311.81
$110.46 premium
Intrinsic value data unavailable for CWST.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 36.4% YoY
16.9% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
7.0% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Operating margin of 5.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CLH
The strongest argument for CLH centers on PEG Ratio, EPS Growth. Revenue growth of 11.9% demonstrates continued momentum. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bull Case : CWST
The strongest argument for CWST centers on Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : CLH
The primary concerns for CLH are P/E Ratio, Profit Margin, Debt/Equity.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 1134.0x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLH profiles as a value stock while CWST is a growth play — different risk/reward profiles.
CLH carries more volatility with a beta of 0.86 — expect wider price swings.
CWST is growing revenue faster at 16.9% — sustainability is the question.
CWST generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
CLH scores higher overall (67/100 vs 37/100) and 11.9% revenue growth. Both earn "Strong 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.
Clean Harbors Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Clean Harbors, Inc. provides environmental and industrial services in North America. The company is headquartered in Norwell, Massachusetts.
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.
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