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Company Analysis

Casella Waste Systems, Inc. CWST

A comprehensive view of key metrics, scores, and financial health for Casella Waste Systems, Inc.

Overview of Casella Waste Systems, Inc.

CWST NMS
Industrials Waste Management Mid Cap
Casella Waste Systems, Inc. (CWST), is a Mid Cap company, in the Waste Management industry, last closed at $88.09, about 50.4% overvalued vs fair value, -19.5% 1Y return, ranked 213/656 in sector.
$88.09
-2.86%
As of March 13, 2026
Previous close • Vol 90d: 33.0%
52-Week Range
Market Cap
$5.60B
Enterprise Value
$6.72B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.casella.com
HQ Rutland, VT
Employees 5,600
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$38
$44
$50
Current: $88.09 -50% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.8B
18%%
Gross Profit
$313.4M
-40.9%%
Operating Income
$89.2M
-15.9%%
Net Income
$7.9M
-41.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
989.0%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$192.0K
0.2% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
0/4
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Casella Waste Systems, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
47
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing CWST's balance between Growth (33.8%), Profitability (32.4%), and Safety (33.8%). Growth 34% Safety 34% Profitability 32%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

56th percentile vs peers
56
Key Signals
Rev Growth YoY 17.9% 85p Revenue CAGR 3Y 19.2% 73p EPS Growth YoY -50.6% 28p EPS CAGR 3Y -34.2% 7p
Strengths
  • Rev Growth Yoy in top 20% of peers (17.9%, 85th percentile)
  • Debt/Fcf Ratio in top 20% of peers (15.52, 85th percentile)
  • Consistently strong margins across 3 metrics
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

54th percentile vs peers
54
Key Signals
Strengths
Risks
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Safety

56th percentile vs peers
56
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Casella Waste Systems, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$43.67
- - -
-50.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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