Analysts have slightly reduced their price target for GFL Environmental, lowering it by $0.25 as they weigh a marginally higher discount rate and improved profit margin, while also considering weaker revenue growth expectations and a decrease in the projected future price-to-earnings ratio.
What's in the News
- GFL Environmental Inc. has been added to the FTSE All-World Index (USD) (Index Constituent Adds)
- Energy Capital Partners, LLC is in advanced talks to acquire a minority stake in GFL's infrastructure affiliate, Green Infrastructure Partners, in a deal potentially valuing the business at CAD 4.25 billion including debt (M&A Rumors and Discussions)
- The company provided earnings guidance for Q3 2025, projecting consolidated revenue of approximately $1.69 billion to $1.695 billion (Corporate Guidance: New/Confirmed)
- GFL revised its 2025 full-year revenue guidance to a range of $6.55 billion to $6.75 billion, up from previous projections (Corporate Guidance: Raised)
- As part of its share buyback program, GFL has completed the repurchase of 11,088,916 shares, representing 2.88% of outstanding shares for CAD 748.93 million (Buyback Tranche Update)
Valuation Changes
- Fair Value Estimate reduced slightly from CA$75.78 to CA$75.53.
- Discount Rate increased slightly from 6.54% to 6.55%.
- Revenue Growth expectation changed from 0.62% growth to a decline of 0.27%.
- Net Profit Margin forecast increased from 1.36% to 2.01%.
- Future P/E Ratio decreased significantly from 238.57x to 165.86x.
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