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 - $118.42
Previous CloseN/A
Volume54.19K
Average Volume (3M)615.65K
Market Cap
$5.53B
Enterprise Value$6.50B
Total Cash (Recent Filing)$126.90M
Total Debt (Recent Filing)$1.24B
Price to Earnings (P/E)773.9
Beta0.30
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. Volume641,873
30 Day Avg. Volume615,655
Financial Highlights & Ratios
PEG Ratio-17.07
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/Revenue3.46
Enterprise Value/Gross Profit16.36
Enterprise Value/Ebitda16.01
Forecast
1Y Price Target
$115.83Price Target Upside42.62% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)1.35
Revenue Forecast (FY)$2.06B
Bulls Say, Bears Say
Bulls Say
Strong Operating Cash GenerationConsistent and rising operating cash flow provides durable internal funding for capital expenditures, tuck‑ins, and debt service. Even with compressed reported earnings, cash generation supports reinvestment, deleveraging flexibility, and sustained capacity to fund fleet refreshes and permitting-related project costs over multiple years.
Acquisition-driven Revenue Growth And Raised GuidanceM&A has meaningfully increased scale and revenue guidance, adding route density and regional footprint that can lower per-stop costs and improve disposal capture. The pipeline of tuck‑ins and $500M liquidity signal a durable growth engine, though success hinges on steady integration and margin normalization over the medium term.
Pricing Power And Base Margin ExpansionSustained pricing increases and effective fuel recovery programs indicate structural pricing leverage in core collection and disposal services. With many contracts allowing pass‑throughs or indexed adjustments, pricing power supports long‑term EBITDA margin resilience and predictable cash flow to fund operations and capital plans.
Bears Say
Materially Weakened Reported ProfitabilitySeverely compressed net margins and near‑zero ROE reduce retained earnings and shareholder return capacity. Over several quarters this limits organic funding for growth, increases sensitivity to interest and depreciation, and raises reliance on cash flow and external financing to maintain capital programs and strategic initiatives.
Near‑term Leverage Elevated After DealsHigher pro forma leverage constrains financial flexibility and increases interest cost sensitivity over the medium term, especially if earnings recovery lags. While within management’s targeted range, elevated debt amplifies execution risk on integration and capex, and could limit speed of further M&A without stronger cash conversion.
Commodity & RNG Monetization UncertaintySignificant commodity price pressure and uncertain landfill‑gas/RNG cash generation reduce visibility on Resource Solutions revenue and incremental EBITDA. These structural headwinds can persist through multiple quarters and affect long‑term margin mix, making commodity exposure and project execution risks key determinants of sustainable profitability.
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 $118.42 in the past 12 months.
What is Casella Waste Systems’s market cap?
Casella Waste Systems’s market cap is $5.53B.
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 31 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:
$115.83 (42.62% Upside)
$115.83 (42.62% 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 $1.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.1%
Last 30 Days ▲ 7.0%
Last 30 Days ▲ 7.0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-25.96%
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., along with its subsidiaries, operates as a vertically integrated solid waste management firm across the northeastern United States. The company specializes in comprehensive waste and resource management solutions, encompassing solid waste collection, transfer, disposal, recycling, and organic waste services. These offerings cater to a diverse clientele, including residential, commercial, municipal, institutional, and industrial customers. Its operations specifically address non-hazardous solid waste, from initial collection through its extensive network of transfer stations to final disposal facilities. Casella also markets a variety of processed recyclables, such as metals (including aluminum), plastics, and paper products like corrugated cardboard, sourced from both its own processing centers and third-party acquisitions. Furthermore, the company engages in commodity brokerage. As of January 31, 2022, its significant infrastructure included 50 solid waste collection operations, 65 transfer stations, 23 recycling facilities, 8 Subtitle D landfills, 3 landfill gas-to-energy facilities, and 1 landfill dedicated to 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
$115.83
▲(42.62% Upside)
Technical Analysis
Ownership Overview
2.28% Insiders
46.66% Mutual Funds
19.69% Other Institutional Investors
6.79% Public Companies and
Individual Investors