Waste Connections, 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 WCN and WM diverge most: on implied growth (priced in), WCN reads +10.0% and WM reads +4.1%; on return on equity, WCN reads 13.4% and WM reads 28.7%. The rest of the comparable metrics sit closer together. On valuation, today's WCN price has a different growth bar priced in than WM (+10.0% implied for WCN vs +4.1% for WM); the higher figure is the steeper assumption to clear, not a better or worse stock. 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 | WCN | WM |
|---|---|---|
| Price | $152.84 | $208.84 |
| Market cap | $38.8B | $84.0B |
| Sector | Waste Management | Waste Management |
| Stage | Mature | Mature |
| Implied growth (priced in) | +10.0% | +4.1% |
| P/E | 36.8 | 29.6 |
| P/B | 4.90 | 8.47 |
| P/S | 3.97 | 3.27 |
| EV/EBITDA | 16.3 | 14.2 |
| Revenue growth | +5.7% | +7.3% |
| Operating margin | 17.1% | 18.8% |
| Net margin | 10.9% | 11.1% |
| Return on equity | 13.4% | 28.7% |
| Return on assets | 5.0% | 6.1% |
| Return on invested capital | 7.5% | 12.2% |
| FCF yield | 3.2% | 4.3% |
| Dividend yield | 0.8% | 1.6% |
| Debt / equity | 1.17 | 2.35 |
| Current ratio | 0.66 | 0.91 |
| Altman Z (solvency) | 2.57 | 2.55 |
| Piotroski F (quality) | 8 / 9 | 8 / 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.