Update shared on03 Oct 2025
Fair value Increased 5.35%Analysts have raised their price target for GFL Environmental from $71.93 to $75.78. They cite improved revenue growth prospects and minor shifts in profit expectations as the reasons for this change.
What's in the News
- GFL Environmental was recently added to the FTSE All-World Index (USD) (Key Developments).
- Energy Capital Partners is in advanced talks to acquire a minority stake in Green Infrastructure Partners, GFL's infrastructure affiliate. The deal is valued at around CAD 4.25 billion ($3.1 billion) including debt (Key Developments).
- The company raised its 2025 revenue guidance to approximately $6.55 billion to $6.75 billion, an increase from previous estimates, reflecting confidence in business performance (Key Developments).
- For the third quarter of 2025, GFL provided consolidated revenue guidance of approximately $1.69 billion to $1.695 billion (Key Developments).
- GFL completed the repurchase of over 11 million shares, totaling approximately CAD 748.93 million, as part of its previously announced buyback program (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from CA$71.93 to CA$75.78, reflecting a modest uplift in fair value assessments.
- Discount Rate is nearly unchanged, moving marginally higher from 6.54% to 6.54%.
- Revenue Growth expectations have shifted from -0.16% to 0.62%, indicating a noteworthy positive turnaround in projected top-line performance.
- Net Profit Margin is slightly lower, declining from 1.40% to 1.36%.
- Future P/E has decreased from 264.6x to 238.6x, pointing to a moderate reduction in forward earnings multiples.
Disclaimer
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