Casella Waste Systems Inc (CWST)vsGfl Environmental Holdings Inc (GFL)
CWST
Casella Waste Systems Inc
$89.91
-0.03%
INDUSTRIALS · Cap: $5.86B
GFL
Gfl Environmental Holdings Inc
$42.85
+2.93%
INDUSTRIALS · Cap: $15.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Gfl Environmental Holdings Inc generates 257% more annual revenue ($6.97B vs $1.96B). CWST leads profitability with a 0.3% profit margin vs -2.9%. GFL earns a higher WallStSmart Score of 43/100 (D).
CWST
Hold37
out of 100
Grade: F
GFL
Hold43
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.9% revenue growth
Reasonable price relative to book value
16.3% revenue growth
Earnings expanding 22.2% YoY
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Operating margin of 5.0%
Weak financial health signals
Elevated debt levels
ROE of -3.1% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : GFL
The strongest argument for GFL centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 1150.9x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Bear Case : GFL
The primary concerns for GFL are Debt/Equity, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CWST carries more volatility with a beta of 0.74 — expect wider price swings.
CWST is growing revenue faster at 16.9% — sustainability is the question.
GFL generates stronger free cash flow (122M), providing more financial flexibility.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GFL scores higher overall (43/100 vs 37/100) and 16.3% revenue growth. Both earn "Hold" 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.
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.
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.
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