Casella Waste Systems, Inc. CWST

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
62/100
Moderate

About Casella Waste Systems, Inc.

Casella Waste Systems, Inc., together with its subsidiaries, operates as a vertically integrated solid waste services company in the United States. The company offers resource management expertise and services primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services to residential, commercial, municipal, institutional, and industrial customers. It also provides non-hazardous solid waste services, including … Full CWST analysis →

Competitive advantage assessment

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 1.00), suggesting sticky customer base.
  • Cash Generation Consistent Cash generation is consistent (score 0.72), indicating reliable business model.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
62

Where CWST ranks in Waste Management

Casella Waste Systems, Inc. ranks #5 of 19 scored companies in Waste Management by moat score — the top 26%. The widest moat in the group is Republic Services, Inc. (RSG) at 88/100.

Moat scores for companies ranked near CWST in Waste Management
# Company Moat score Rating
1 Republic Services, Inc. RSG 88/100 Strong
2 Waste Management, Inc. WM 81/100 Strong
3 Waste Connections, Inc. WCN 79/100 Strong
4 Clean Harbors, Inc. CLH 77/100 Strong
5 Casella Waste Systems, Inc. CWST 62/100 Moderate
6 Avalon Holdings Corporation AWX 61/100 Moderate
7 GFL Environmental Inc. Subordin GFL 59/100 Moderate
8 Montrose Environmental Group, I MEG 52/100 Moderate
9 Quest Resource Holding Corporat QRHC 46/100 Developing

See every General Corporate company ranked by moat score →

How CWST scores on the Corporate Default defenses

Pricing Power

Score 62 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 75 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 88 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 45 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 59 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 52 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CWST's moat

What is Casella Waste Systems, Inc.'s moat score?

Casella Waste Systems, Inc. (CWST) scores 62 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #5 of 19 scored companies in Waste Management, the top 26%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 18 companies in Waste Management. Its strongest defense is Customer Stickiness (88/100) and its weakest is Capital Efficiency (45/100).

How does Casella Waste Systems, Inc. compare with other Waste Management companies?

Casella Waste Systems, Inc. ranks #5 of 19 scored companies in Waste Management by moat score. The widest moat in Waste Management is Republic Services, Inc. (RSG) at 88/100. The companies ranked closest are Clean Harbors, Inc. (CLH) at 76 just above it and Avalon Holdings Corporation (AWX) at 61 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 18 companies in Waste Management. The defenses are then weighted to produce the overall score out of 100.

Why is Casella Waste Systems, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Casella Waste Systems, Inc.?

The Corporate Default template measures 6 defenses, and CWST scores: Pricing Power (62), Cost Advantage (75), Customer Stickiness (88), Capital Efficiency (45), Resilience (59), Scale & Market Position (52). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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