CLEAN HARBORS, INC vs WASTE MANAGEMENT INC, two Waste Management stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CLH and WM diverge most: on implied growth (priced in), CLH reads +21.7% and WM reads +4.1%; on revenue growth, CLH reads +2.0% and WM reads +7.3%. The rest of the comparable metrics sit closer together. On valuation, today's CLH price has a different growth bar priced in than WM (+21.7% implied for CLH vs +4.1% for WM); the higher figure is the steeper assumption to clear, not a better or worse stock. What CLH's price implies is a somewhat stretched bet versus history (whole-company basis). What WM's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CLH | WM |
|---|---|---|
| Price | $316.94 | $208.84 |
| Market cap | $16.8B | $84.0B |
| Sector | Waste Management | Waste Management |
| Stage | Mature | Mature |
| Implied growth (priced in) | +21.7% | +4.1% |
| P/E | 43.0 | 29.6 |
| P/B | 6.05 | 8.47 |
| P/S | 2.77 | 3.27 |
| EV/EBITDA | 16.8 | 14.2 |
| Revenue growth | +2.0% | +7.3% |
| Operating margin | 8.2% | 18.8% |
| Net margin | 6.5% | 11.1% |
| Return on equity | 14.3% | 28.7% |
| Return on assets | 5.2% | 6.1% |
| Return on invested capital | 9.2% | 12.2% |
| FCF yield | 2.8% | 4.3% |
| Dividend yield | — | 1.6% |
| Debt / equity | 1.00 | 2.35 |
| Current ratio | 2.34 | 0.91 |
| Altman Z (solvency) | 7.60 | 2.55 |
| Piotroski F (quality) | 4 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.