CASELLA WASTE SYSTEMS, INC. vs Waste Connections, Inc., two Waste Management stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CWST and WCN diverge most: on net margin, CWST reads 0.3% and WCN reads 10.9%; on return on equity, CWST reads 0.4% and WCN reads 13.4%. The rest of the comparable metrics sit closer together. What CWST's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CWST | WCN |
|---|---|---|
| Price | $83.75 | $152.84 |
| Market cap | $5.3B | $38.8B |
| Sector | Waste Management | Waste Management |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +10.0% |
| P/E | — | 36.8 |
| P/B | 3.38 | 4.90 |
| P/S | 2.73 | 3.97 |
| EV/EBITDA | 17.0 | 16.3 |
| Revenue growth | +13.5% | +5.7% |
| Operating margin | 3.7% | 17.1% |
| Net margin | 0.3% | 10.9% |
| Return on equity | 0.4% | 13.4% |
| Return on assets | 0.2% | 5.0% |
| Return on invested capital | 1.8% | 7.5% |
| FCF yield | 2.0% | 3.2% |
| Dividend yield | — | 0.8% |
| Debt / equity | 0.85 | 1.17 |
| Current ratio | 0.99 | 0.66 |
| Altman Z (solvency) | 6.52 | 2.57 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.