WallStSmart

Gfl Environmental Holdings Inc (GFL)vsWaste Connections Inc (WCN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Waste Connections Inc generates 40% more annual revenue ($9.76B vs $6.97B). WCN leads profitability with a 10.9% profit margin vs -2.9%. WCN earns a higher WallStSmart Score of 49/100 (D+).

GFL

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 3.5Value: 5.0Quality: 4.0
Piotroski: 7/9Altman Z: 0.80

WCN

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 6.5Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 1.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GFL.

WCNOvervalued (-8.2%)

Margin of Safety

-8.2%

Fair Value

$158.64

Current Price

$165.68

$7.04 premium

UndervaluedFair: $158.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GFL3 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.3%8/10

16.3% revenue growth

EPS GrowthGrowth
22.2%8/10

Earnings expanding 22.2% YoY

WCN0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

GFL4 concerns · Avg: 2.0/10
Debt/EquityHealth
1.383/10

Elevated debt levels

Return on EquityProfitability
-3.1%2/10

ROE of -3.1% — below average capital efficiency

Altman Z-ScoreHealth
0.802/10

Distress zone — elevated risk

Profit MarginProfitability
-2.9%1/10

Currently unprofitable

WCN4 concerns · Avg: 3.5/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

EPS GrowthGrowth
4.4%4/10

4.4% earnings growth

Debt/EquityHealth
1.213/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : GFL

The strongest argument for GFL centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 16.3% demonstrates continued momentum.

Bull Case : WCN

WCN has a balanced fundamental profile.

Bear Case : GFL

The primary concerns for GFL are Debt/Equity, Return on Equity, Altman Z-Score.

Bear Case : WCN

The primary concerns for WCN are PEG Ratio, EPS Growth, Debt/Equity. A P/E of 40.2x leaves little room for execution misses.

Key Dynamics to Monitor

GFL profiles as a growth stock while WCN is a value play — different risk/reward profiles.

GFL carries more volatility with a beta of 0.49 — expect wider price swings.

GFL is growing revenue faster at 16.3% — sustainability is the question.

WCN generates stronger free cash flow (437M), providing more financial flexibility.

Bottom Line

WCN scores higher overall (49/100 vs 45/100). 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.

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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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.

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