Casella Waste Systems (CWST)
NASDAQ:CWST
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CWST Stock Chart & Stats
$81.22
$1.98(1.88%)
At close: 4:00 PM EST
$81.22
$1.98(1.88%)
Day’s Range― - ―
52-Week Range$74.05 - $118.91
Previous CloseN/A
Volume54.19K
Average Volume (3M)779.42K
Market Cap
$5.28B
Enterprise Value$6.26B
Total Cash (Recent Filing)$126.90M
Total Debt (Recent Filing)$1.24B
Price to Earnings (P/E)738.5
Beta0.32
Next Earnings
Jul 23, 2026EPS Estimate
0.36Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.11
Shares Outstanding62,621,742
10 Day Avg. Volume628,704
30 Day Avg. Volume779,424
Financial Highlights & Ratios
PEG Ratio-16.51
Price to Book (P/B)3.96
Price to Sales (P/S)3.38
P/FCF Ratio73.38
Enterprise Value/Market Cap1.18
Enterprise Value/Revenue3.33
Enterprise Value/Gross Profit15.74
Enterprise Value/Ebitda15.18
Forecast
1Y Price Target
$117.86Price Target Upside45.11% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)1.36
Revenue Forecast (FY)$2.06B
Bulls Say, Bears Say
Bulls Say
Operating Cash Flow StrengthCasella’s operating cash flow growth and rising TTM free cash flow provide durable internal funding for fleet refresh, tuck‑in M&A and debt service. Reliable cash generation supports reinvestment and liquidity even if reported net income stays volatile over the medium term.
Consistent Revenue Growth And Pricing PowerSustained revenue growth driven by both same‑store pricing and acquisitions demonstrates structural pricing power in solid waste (collection pricing ~5% and disposal pricing ~4–5%). Recurring contract revenue and predictable fuel pass‑throughs support durable top‑line resiliency.
Vertical Integration And Disposal CapacityOwnership of transfer stations, rail access and landfill expansion materially strengthens margins long term by internalizing disposal costs, capturing third‑party tipping fees, and extending capacity life. These long‑lived assets lock in network economics and barrier to entry.
Bears Say
Compressed Profitability And Weak ReturnsA meaningful decline in gross and net margins has eroded ROE and free cash conversion on paper; persistently low net margins constrain retained earnings, limit balance sheet cushion and reduce the company’s ability to fund organic growth without reliance on external financing.
Acquisition-related Margin Dilution And Higher LeverageAcquisitive growth expands scale but initial lower margins dilute consolidated profitability and push pro‑forma leverage higher. Elevated leverage and integration costs increase execution risk, raise interest/service burdens and can pressure returns if synergies lag.
Commodity Volatility And RNG Monetization UncertaintyWeak recycled commodity prices and the uncertain timing/scale of RNG monetization create structural volatility in resource solutions EBITDA. Dependence on commodity markets and variable project ramp rates can restrain margin recovery and complicate long‑term cash flow visibility.
Casella Waste News
CWST FAQ
What was Casella Waste Systems’s price range in the past 12 months?
Casella Waste Systems lowest stock price was $74.05 and its highest was $118.91 in the past 12 months.
What is Casella Waste Systems’s market cap?
Casella Waste Systems’s market cap is $5.28B.
When is Casella Waste Systems’s upcoming earnings report date?
Casella Waste Systems’s upcoming earnings report date is Jul 23, 2026 which is in 50 days.
How were Casella Waste Systems’s earnings last quarter?
Casella Waste Systems released its earnings results on Apr 30, 2026. The company reported $0.2 earnings per share for the quarter, beating the consensus estimate of $0.174 by $0.026.
Is Casella Waste Systems overvalued?
According to Wall Street analysts Casella Waste Systems’s price is currently Undervalued.
Does Casella Waste Systems pay dividends?
Casella Waste Systems does not currently pay dividends.
What is Casella Waste Systems’s EPS estimate?
Casella Waste Systems’s EPS estimate is 0.36.
How many shares outstanding does Casella Waste Systems have?
Casella Waste Systems has 62,621,742 shares outstanding.
What happened to Casella Waste Systems’s price movement after its last earnings report?
Casella Waste Systems reported an EPS of $0.2 in its last earnings report, beating expectations of $0.174. Following the earnings report the stock price went up 9.565%.
Which hedge fund is a major shareholder of Casella Waste Systems?
Currently, no hedge funds are holding shares in CWST
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Casella Waste Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$117.86 (45.11% Upside)
$117.86 (45.11% Upside)
Blogger Sentiment
Bullish
CWST Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 452.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.1M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▼ 2.3%
Last 30 Days ▼ 2.3%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-29.04%
12-Months-Change
Fundamentals
Return on Equity
0.46%
Trailing 12-Months
Asset Growth
2.01%
Trailing 12-Months
Company Description
Casella Waste Systems
Casella Waste Systems, Inc., together with its subsidiaries, operates as a vertically integrated solid waste services company in the northeastern United States. It offers resource management services primarily in the areas of solid waste collection and disposal, transfer, recycling, and organics services to residential, commercial, municipal, institutional, and industrial customers. The company provides a range of non-hazardous solid waste services, including collections, transfer stations, and disposal facilities. It also markets recyclable metals, aluminum, plastics, and paper and corrugated cardboard that are processed at its facilities, as well as recyclables purchased from third parties. In addition, the company is involved in commodity brokerage operations. As of January 31, 2022, it owned and/or operated 50 solid waste collection operations, 65 transfer stations, 23 recycling facilities, 8 Subtitle D landfills, 3 landfill gas-to-energy facilities, and 1 landfill permitted to accept construction and demolition materials. Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.
CWST Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial performance: strong revenue and adjusted EBITDA growth, margin expansion in the base business, effective fuel recovery and cost programs, active M&A adding scale, safety and technology investments, and constructive permitting and rail-transfer progress. Headwinds included transient volume softness (weather-driven), meaningful pressure in recycled commodity pricing (though largely contract-mitigated), initial margin dilution from acquisitions and some near-term uncertainty around RNG monetization and base-business guidance updates. Overall, the company positioned itself as executing well operationally while remaining cautious about some cyclical and integration-related risks.View all CWST earnings summariesCWST Revenue Breakdown
40.46% Western
29.61% Eastern
23.15% Resource Solutions
6.77% Mid-Atlantic
CWST Stock 12 Month Forecast
Average Price Target
$117.86
▲(45.11% Upside)
Technical Analysis
Ownership Overview
2.28% Insiders
46.66% Mutual Funds
19.69% Other Institutional Investors
6.79% Public Companies and
Individual Investors