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 0.4% and WCN reads 11.0%; on return on equity, CWST reads 0.5% and WCN reads 13.1%. 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 WCN'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 | CWST | WCN |
|---|---|---|
| Price | $96.84 | $171.13 |
| Market cap | $6.2B | $43.8B |
| Sector | Waste Management | Waste Management |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +15.1% |
| P/E | — | 41.7 |
| P/B | 3.92 | 5.43 |
| P/S | 3.28 | 4.56 |
| EV/EBITDA | 19.0 | 18.0 |
| Revenue growth | +15.2% | +5.9% |
| Operating margin | 1.1% | 15.4% |
| Net margin | 0.4% | 11.0% |
| Return on equity | 0.5% | 13.1% |
| Return on assets | 0.2% | 5.0% |
| Return on invested capital | 1.9% | 7.6% |
| FCF yield | 1.7% | 2.6% |
| Dividend yield | — | 0.8% |
| Debt / equity | 0.74 | 1.14 |
| Current ratio | 1.38 | 0.69 |
| Altman Z (solvency) | 6.56 | 2.83 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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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.