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WM: Revenue Expansion Will Follow Tuck-In Acquisitions And Technology Investments

Update shared on 14 Nov 2025

Fair value Decreased 0.22%
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AnalystConsensusTarget's Fair Value
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1Y
-2.1%
7D
6.0%

Analysts have slightly lowered their price target for Waste Management from $246.64 to $246.09. This adjustment reflects moderated profit margin projections and a marginal increase in the discount rate, even as expectations for revenue growth have strengthened.

What's in the News

  • Waste Management will pursue tuck-in acquisition opportunities to expand its network and increase internalization. The company will focus on pricing strategies and leverage technology to optimize costs (Key Developments).
  • The company issued 2025 earnings guidance with expected revenue of approximately $25.275 billion, at the low end of prior forecasts. This is due to a continued decline in recycled commodity pricing and lower revenue from WM Healthcare Solutions (Key Developments).
  • Chief Financial Officer Devina Rankin will retire in November 2025 after 23 years with the company. She will be succeeded by David Reed, who brings experience in finance and operations (Key Developments).

Valuation Changes

  • The consensus analyst price target has decreased slightly from $246.64 to $246.09.
  • The discount rate has risen marginally from 7.38% to 7.42%.
  • The revenue growth estimate has increased from 5.89% to 6.06%.
  • The net profit margin projection has declined slightly from 13.60% to 13.50%.
  • The future P/E ratio has edged up from 31.06x to 31.09x.

Disclaimer

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