Casella Waste Systems, Inc.
CWST
NASDAQ·Industrials·Waste Management·Mkt cap $5.9B
$93.53
▼ -2.53%
P/E
—
Mkt Cap
$5.9B
52-Wk Range
$74.05–$107.96
52-Week Range
$74.05 - $107.96
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 0.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Vertical integration across collection, transfer, recycling, and disposal reduces costs and improves margins
- Extensive infrastructure with 50 collection operations, 65 transfer stations, and 23 recycling facilities creates high barriers to entry
- Long-term municipal and commercial contracts provide stable, recurring revenue streams
- Landfill gas-to-energy operations generate additional revenue while reducing environmental impact
- Regional market consolidation and scale advantages in the fragmented waste management industry
Bear Case
2 risks
- Low volatility (beta 0.7).
- High premium - requires strong execution
Growth
Stable outlook
Increasing regulatory requirements for waste diversion, recycling, and organics management
Value
High premium - requires strong execution
Momentum
Strong
+10.6% over 3m
Quality
Stable
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying CWST right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Reported EPS of $0.40 vs $0.36 consensus (+12.2% surprise). Revenue of $543.7M vs $526.4M expected (+3.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+12.2%
Revenue trend · last 8Q
—
+19%
+22%
+23%
+18%
+10%
+10%
+17%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$411.6M
$427.5M
$417.1M
$465.3M
$485.4M
$469.1M
$457.3M
$543.7M
Margins · last 8Q
Gross
-12.9%
Operating
2.3%
Profit
0.7%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Barclays · Aug 10, 2026
vs Industry
How CWST stacks vs Waste Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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