Casella Waste Systems CWST
United StatesIndustrials · Waste ManagementUSD
111.00 USD (+32.6%)
10 analysts
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Casella Waste Systems is a US-based integrated solid waste management company offering collection, transfer, recycling, and disposal services, primarily in the northeastern US.
Key points
from its scores- ✓Favourable backdrop7.4
- ✕Little or no dividend1.5
- ✕Demanding valuation2.7
- ✕Little competitive advantage2.9
AI analysis
bottom line, main risk, context and newsHold only if you are confident that margin expansion and debt reduction will materialize; the current valuation offers no margin of safety.
Casella Waste Systems shows solid revenue growth (16.90%), but its profitability is very weak (ROE 0.36%, ROIC 3.22%) and its valuation is extremely demanding (P/E 930.22, forward P/E 57.13), with a leveraged balance sheet (Net Debt/EBITDA 3.39). The business is defensive, but the fundamentals do not justify the current multiple.
The main risk is the combination of a highly leveraged balance sheet (Net Debt/EBITDA 3.39) with an extreme valuation (P/E 930.22), leaving little room for error if earnings growth does not recover or if interest rates continue to rise.
Context and risks
No recent relevant news and no material exposure to current macro factors (rates, oil, tariffs) that directly affect its waste management business in the US. The rise in long-term rates is a second-order factor compared to its high leverage, but it is already reflected in its financial health metrics.
Is Casella Waste Systems stock cheap or expensive?
at the analysis dateOn EV / EBITDA, it trades in line with the Industrials median (within 15%).
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| EV / EBITDA | 16.1 | 14.5 | +11% |
| Price / book | 3.4 | 4.1 | −17% |
| Price / sales | 2.7 | 2.1 | +32% |
Sector: median of the 388 Industrials companies analysed. In bold, the multiples used for the comparison.
Valuation score: 2.7 out of 10 (median for Industrials: 5.0).
Average analyst target: 111.00 USD, +32.6% versus the price.
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Industrials medianValuation
- P/E
- 930.2
- Forward P/E
- 57.1
- EV / EBITDA
- 16.1
- Price / book
- 3.4
- Price / sales
- 2.7
- PEG
- 3.29
- Market cap
- 5.3B USD
- Enterprise value
- 6.7B USD
Profitability
- ROE
- 0.4%
- ROA
- 1.7%
- ROIC (approx.)
- 3.2%
- Gross margin
- 33.4%
- Operating margin
- 5.0%
- Net margin
- 0.3%
- Free cash flow
- 121.7M USD
- FCF yield
- 2.3%
- Cash conversion
- 29%
Solvency
- Total debt
- 1.4B USD
- Net debt
- 1.4B USD
- Cash
- 27.8M USD
- EBITDA
- 419.0M USD
- Net debt / EBITDA
- 3.39
- Debt / equity
- 91.62
- Current ratio
- 0.99
- Quick ratio
- 0.78
Growth
- Revenue growth
- +16.9%
- Earnings growth
- −25.9%
- EPS (TTM)
- 0.09 USD
- EPS (forward)
- 1.47 USD
Dividend
- Dividend yield
- 0.0%
- Payout
- 0.0%
Risk and market
- Beta
- 0.78
- Analyst consensus
- Buy (10)
- Target price
- 111.00 USD
- 52-week range
- 74.05 – 107.96
Recent news
All CWST news →Compare it with its sector
All 388 in Industrials →Frequently asked questions about Casella Waste Systems
Is Casella Waste Systems stock cheap or expensive?
On EV / EBITDA, it trades in line with the Industrials median (within 15%). Valuation score: 2.7 out of 10 (median for Industrials: 5.0). Average analyst target: 111.00 USD, +32.6% versus the price. This is not investment advice.
What score does Casella Waste Systems get on MeridIAn Screener?
It scores 3.9 out of 10, rank 1,982 of 2,130 (better than 7% of the companies analysed). Its strongest category is Risk & Context (7.4) and its weakest, Dividend (1.5). Analysis of 08/10/2026.
How much is Casella Waste Systems worth on the stock market?
Its market capitalisation is 5.3B USD and its enterprise value, debt included, is 6.7B USD.
How much debt does Casella Waste Systems have?
Its net debt (debt minus cash) is 1.4B USD. That is 3.39 times its EBITDA; the Industrials median is 1.58.
Does Casella Waste Systems pay a dividend?
It pays no dividend, or almost none.
How has Casella Waste Systems stock performed over the last year?
It has fallen 6.6% over the last year, excluding dividends. Over the last 52 weeks it has traded between 74.05 and 107.96 USD. Past performance does not guarantee future results.
What do analysts think of Casella Waste Systems?
10 analysts cover it; their average recommendation is “Buy” and their average target is 111.00 USD (+32.6% versus the price). It is an estimate, not market data.