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Casella Waste Systems, Inc.
CWST
NASDAQ·Industrials·Waste Management·Mkt cap $6.0B
$97.49
▲ +2.23%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$74.05 - $114.12
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 14.5% 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 0.8).
- Significant premium - growth priced in
Growth
Stable outlook
Increasing regulatory requirements for waste diversion, recycling, and organics management
Value
Significant premium - growth priced in
Momentum
Strong
+9.4% over 3m
Quality
Stable
Strong fundamentals
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: Apr 23, 2026
APR 30, 2026
Reported EPS of $0.20 vs $0.10 consensus (+100.0% surprise). Revenue of $457.3M vs $454.5M expected (+0.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+100.0%
Next: Apr 23, 2026
Revenue trend · last 8Q
—
—
+19%
+22%
+23%
+18%
+10%
+10%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$377.2M
$411.6M
$427.5M
$417.1M
$465.3M
$485.4M
$469.1M
$457.3M
Margins · last 8Q
Gross
15.4%
Operating
2.7%
Profit
-1.2%
Wall Street consensus
5 analysts · 80% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
80%
Hold
20%
Sell
0%
Median Price Target
$102.00
▲ +4.6% vs $97.49
Latest: TD Cowen · Jun 5, 2026
1 analyst covering
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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