Gfl Environmental Holdings Inc (GFL)vsWaste Connections Inc (WCN)
GFL
Gfl Environmental Holdings Inc
$39.67
+0.69%
INDUSTRIALS · Cap: $14.12B
WCN
Waste Connections Inc
$157.06
-0.46%
INDUSTRIALS · Cap: $40.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 43% more annual revenue ($9.47B vs $6.62B). GFL leads profitability with a 58.0% profit margin vs 11.4%. WCN trades at a lower P/E of 37.8x. GFL earns a higher WallStSmart Score of 54/100 (C-).
GFL
Buy54
out of 100
Grade: C-
WCN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-153.9%
Fair Value
$17.35
Current Price
$39.67
$22.32 premium
Margin of Safety
-505.4%
Fair Value
$28.36
Current Price
$157.06
$128.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 58 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 22.2% YoY
No standout strengths identified
Areas to Watch
ROE of 3.3% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 6.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GFL
The strongest argument for GFL centers on Profit Margin, Price/Book, EPS Growth. Profitability is solid with margins at 58.0% and operating margin at 6.4%.
Bull Case : WCN
PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : GFL
The primary concerns for GFL are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 96.1x leaves little room for execution misses.
Bear Case : WCN
The primary concerns for WCN are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
GFL profiles as a mature stock while WCN is a value play — different risk/reward profiles.
WCN carries more volatility with a beta of 0.59 — expect wider price swings.
GFL is growing revenue faster at 7.3% — sustainability is the question.
GFL generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
GFL scores higher overall (54/100 vs 51/100), backed by strong 58.0% margins. Both earn "Buy" and "Buy" 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.
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
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