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CWST vs RSG stock comparison

CASELLA WASTE SYSTEMS, INC. vs REPUBLIC SERVICES, INC., two Waste Management stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Where CWST and RSG diverge most: on return on equity, CWST reads 0.5% and RSG reads 18.1%; on net margin, CWST reads 0.4% and RSG reads 11.3%. The rest of the comparable metrics sit closer together. What CWST's price implies is a somewhat stretched bet versus history (whole-company basis). What RSG'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.

CWST vs RSG: the numbers

MetricCWSTRSG
Price$96.84$219.11
Market cap$6.2B$67.8B
SectorWaste ManagementWaste Management
StageGrowthMature
Implied growth (priced in)+8.1%
P/E31.4
P/B3.925.66
P/S3.283.54
EV/EBITDA19.015.7
Revenue growth+15.2%+3.0%
Operating margin1.1%17.7%
Net margin0.4%11.3%
Return on equity0.5%18.1%
Return on assets0.2%6.3%
Return on invested capital1.9%10.5%
FCF yield1.7%3.8%
Dividend yield1.1%
Debt / equity0.741.11
Current ratio1.380.67
Altman Z (solvency)6.567.05
Piotroski F (quality)6 / 97 / 9
Full CWST report → Full RSG report →
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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.