REPUBLIC SERVICES, 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 RSG and WCN diverge most: on altman z (solvency), RSG reads 7.05 and WCN reads 2.83; on revenue growth, RSG reads +3.0% and WCN reads +5.9%. The rest of the comparable metrics sit closer together. On valuation, today's RSG price has a different growth bar priced in than WCN (+8.1% implied for RSG vs +15.1% for WCN); the higher figure is the steeper assumption to clear, not a better or worse stock. What RSG's price implies is a bet that sits within the historical range (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 | RSG | WCN |
|---|---|---|
| Price | $219.11 | $171.13 |
| Market cap | $67.8B | $43.8B |
| Sector | Waste Management | Waste Management |
| Stage | Mature | Mature |
| Implied growth (priced in) | +8.1% | +15.1% |
| P/E | 31.4 | 41.7 |
| P/B | 5.66 | 5.43 |
| P/S | 3.54 | 4.56 |
| EV/EBITDA | 15.7 | 18.0 |
| Revenue growth | +3.0% | +5.9% |
| Operating margin | 17.7% | 15.4% |
| Net margin | 11.3% | 11.0% |
| Return on equity | 18.1% | 13.1% |
| Return on assets | 6.3% | 5.0% |
| Return on invested capital | 10.5% | 7.6% |
| FCF yield | 3.8% | 2.6% |
| Dividend yield | 1.1% | 0.8% |
| Debt / equity | 1.11 | 1.14 |
| Current ratio | 0.67 | 0.69 |
| Altman Z (solvency) | 7.05 | 2.83 |
| Piotroski F (quality) | 7 / 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.