Casella Waste Systems (CWST) Panoramica del titolo
Casella Waste Systems, Inc. insieme alle sue consociate, opera come società di servizi di rifiuti solidi verticalmente integrata negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
CWST Community Fair Values
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Analyst Price Targets
Concorrenti di Casella Waste Systems, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$97.49 |
| Massimo di 52 settimane | US$114.12 |
| Minimo di 52 settimane | US$74.05 |
| Beta | 0.74 |
| Variazione di 1 mese | 13.49% |
| Variazione a 3 mesi | 13.59% |
| Variazione di 1 anno | -13.95% |
| Variazione a 3 anni | 10.36% |
| Variazione a 5 anni | 52.40% |
| Variazione dall'IPO | 338.16% |
Notizie e aggiornamenti recenti
Articolo di analisi • Jun 19
Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell Call
Casella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...
Aggiornamento della narrazione • Jun 15
CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside Potential
Analysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.Aggiornamento della narrazione • Jun 01
CWST: Pricing Power And RNG Projects Will Shape Future Upside Potential
Narrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.Recent updates
Articolo di analisi • Jun 19
Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell Call
Casella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...Aggiornamento della narrazione • Jun 15
CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside Potential
Analysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.Aggiornamento della narrazione • Jun 01
CWST: Pricing Power And RNG Projects Will Shape Future Upside Potential
Narrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.Aggiornamento della narrazione • May 15
CWST: Landfill Positioning And 2026 Guidance Will Drive Future Upside
Analysts have trimmed their fair value estimate for Casella Waste Systems slightly to $112.0 from $112.8, reflecting updated assumptions around growth, margins and forward P/E after a mix of target cuts and one upgrade across recent research reports. Analyst Commentary Recent research shows a mix of target cuts and one upgrade, with analysts recalibrating their views around Casella Waste Systems' valuation, execution and growth profile rather than making wholesale changes to their broader stance on the stock.Seeking Alpha • May 02
Casella Waste Systems Deserves A Bullish Outlook After A Nice Increase In Guidance
Summary Casella Waste Systems delivered strong Q1 FY2026 results, with revenue up 9.6% to $457.3 million and adjusted EPS beating expectations. Management raised FY2026 guidance: revenue is now $2.06–$2.08 billion and EBITDA is $473–$483 million, reflecting robust acquisition-driven growth. Acquisitions remain a key driver, with $150 million in annualized revenue added so far in 2026, including the significant Star Waste Systems purchase. I maintain a soft ‘buy’ rating on CWST, citing stable growth, resilient cash flows, and reasonable valuation versus peers. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 24
CWST: Landfill Execution And 2026 Guidance Will Support Upside Potential
The updated analyst price target for Casella Waste Systems edges down by about $1 to $112.80, as analysts align their models with recent Street target revisions while still highlighting the company’s landfill positioning and operational improvements as key drivers in their underlying assumptions. Analyst Commentary Recent Street research around Casella Waste Systems points to a mixed but generally constructive view, with most analysts lowering their price targets while still seeing room for execution on landfill assets and operations to support the investment case.Aggiornamento della narrazione • Apr 10
CWST: Landfill Footprint And Operational Improvements Will Underpin 2026 Upside Potential
Casella Waste Systems' refreshed analyst price target holds steady at $113.50, as analysts fine tune assumptions on discount rates and margins while pointing to updated peer price targets between about $101 and $130 and to ongoing potential for operational improvement. Analyst Commentary Recent Street research on Casella Waste Systems shows a mix of optimism about the company’s long term execution and some caution reflected in lower price targets, even as ratings generally remain supportive.Aggiornamento della narrazione • Mar 27
CWST: Mid Atlantic Integration And Landfill Footprint Are Set To Unlock 2026 Tailwind
Casella Waste Systems' updated analyst price target has shifted toward a tighter range around $101 to $130, as analysts factor in slightly higher discount rates, a higher projected profit margin, and a lower future P/E multiple following recent research updates across major firms. Analyst Commentary Recent research updates cluster Casella Waste Systems' fair value views between roughly $101 and $130, with price target revisions reflecting mixed opinions on execution, integration progress, and margin potential.Aggiornamento della narrazione • Mar 11
CWST: Mid Atlantic Integration Progress May Turn 2026 Setup Into Tailwind
Analysts have trimmed their average price targets on Casella Waste Systems by single digits to a range of about $101 to $130, reflecting updated models after recent results. The revised targets still point to ongoing operational improvements, integration progress, and potential margin opportunities.Aggiornamento della narrazione • Feb 23
CWST: Mid Atlantic Integration Progress And Index Adds May Support 2026 Margins
Analysts have modestly trimmed their average price target on Casella Waste Systems to about $115 per share, citing updated models that reflect slightly lower growth assumptions, improved margin expectations, and ongoing operational progress. Analyst Commentary Recent research updates on Casella Waste Systems present a mixed picture, with most firms adjusting price targets while refining their views on execution, integration progress, and long term growth potential.Aggiornamento della narrazione • Feb 08
CWST: Mid Atlantic Integration Progress And Index Additions May Support 2026 Margins
Analysts have nudged their price expectations for Casella Waste Systems higher, with the updated average target moving from about $114.70 to roughly $115.33. They cite improving integration in the Mid-Atlantic region, as well as potential synergies, pricing power, and margin expansion as key supports for the new view.Aggiornamento della narrazione • Jan 24
CWST: Mid Atlantic Integration Tailwinds And Index Additions Will Shape 2026 Margins
Our analyst price target for Casella Waste Systems has been raised to $120, up from $114.70. Analysts point to easing Mid-Atlantic integration headwinds and potential synergies in fleet, labor, and systems that could support pricing power and margin improvement into 2026.Aggiornamento della narrazione • Jan 10
CWST: Mid Atlantic Integration Tailwinds Will Support Margin Expansion Through 2026
Our analyst fair value estimate for Casella Waste Systems has moved from US$112.70 to US$114.70, reflecting analysts’ higher Street targets and their view that easing Mid-Atlantic integration headwinds and potential synergies, along with pricing power and margin expansion into 2026, support a modestly stronger outlook. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$95 to US$120 range, suggesting they see the current share price as not fully reflecting their updated outlook.Aggiornamento della narrazione • Dec 14
CWST: Easing Integration Progress Will Drive Free Cash Flow Compounding Through 2026
Analysts have nudged their price target on Casella Waste Systems slightly higher to approximately $113 per share from about $112.78, citing easing integration headwinds, a constructive 2026 growth outlook, and confidence in the company’s long runway for inorganic expansion and free cash flow compounding. Analyst Commentary Recent Street research on Casella Waste Systems reflects a more balanced, but still constructive, view as analysts reassess both the company’s growth runway and its execution risks.Aggiornamento della narrazione • Nov 28
CWST: Easing Integration Headwinds Will Support Free Cash Flow Leadership Through 2026
Casella Waste Systems' analyst price target rose from $88 to $95 per share as analysts point to easing integration headwinds and a more constructive multi-year outlook, despite ongoing execution risks. Analyst Commentary Recent Street research highlights a shift in sentiment toward Casella Waste Systems, with analysts weighing both the opportunities and challenges facing the company.Aggiornamento della narrazione • Nov 14
CWST: Free Cash Flow Compounding Will Drive Shares Higher Through 2026
Analysts have modestly lowered their price target for Casella Waste Systems from $115 to approximately $112.78 per share. They cite slightly slower revenue growth projections, improved profit margin estimates, and a more constructive outlook for 2026 as reasons for the adjustment.Articolo di analisi • Nov 05
Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
It's been a good week for Casella Waste Systems, Inc. ( NASDAQ:CWST ) shareholders, because the company has just...Aggiornamento della narrazione • Oct 31
CWST: Inorganic Expansion Will Drive Long-Term Compounding Despite Short-Term Challenges
Analysts have modestly lowered their fair value estimate for Casella Waste Systems from $116.68 to $115.00 per share. This adjustment reflects mixed sector sentiment and tempered expectations for the company's growth trajectory, even as industry optimism continues.Articolo di analisi • Oct 20
What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?
Casella Waste Systems, Inc. ( NASDAQ:CWST ), might not be a large cap stock, but it saw significant share price...Aggiornamento della narrazione • Oct 16
Northeast And Mid-Atlantic Trends Will Reshape Waste Management
Analysts have slightly lowered their price target for Casella Waste Systems from $118.51 to $116.68 as the company's updated profit forecasts, margin estimates, and sector evaluations point to a modestly more cautious outlook. Analyst Commentary Recent analyst coverage reflects a mix of optimism and caution regarding Casella Waste Systems, centered on the company's growth trajectory, sector dynamics, and execution risks.Aggiornamento della narrazione • Sep 19
Northeast And Mid-Atlantic Trends Will Reshape Waste Management
Casella Waste Systems’ consensus price target has been revised downward as analysts highlight operational challenges tied to its geographic expansion and sector-specific headwinds, resulting in a new fair value of $118.51. Analyst Commentary Bearish analysts point to “growing pains” related to Casella Waste's geographic expansion, which may be underestimated by consensus.Articolo di analisi • Sep 15
Casella Waste Systems, Inc.'s (NASDAQ:CWST) Price In Tune With Revenues
When close to half the companies in the Commercial Services industry in the United States have price-to-sales ratios...Articolo di analisi • Aug 25
Is Casella Waste Systems (NASDAQ:CWST) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 18
Casella Waste Systems: Not Trash, But Not Treasure Either
Summary Casella Waste Systems shows growth potential through acquisitions and operational improvements but faces valuation concerns, trading above historical and peer multiples. Q3'24 results missed expectations, with revenue growth driven by acquisitions and organic expansion, but lower landfill volumes and insurance events impacted margins. The company maintains a bullish outlook on acquisitions and operational productivity, expecting EBITDA margin expansion into 2025 despite ongoing volume challenges. High leverage and integration risks, along with persistent volume declines in landfill materials, are potential risks to Casella's investment thesis. Above all, Casella's valuation at 18x forward EV/EBITDA doesn't offer compelling value. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Casella Waste Systems: Is It Time To Take Out The Trash?
Summary Casella Waste Systems has seen strong growth through strategic acquisitions and organic expansion, but its high valuation multiples raise concerns. Despite increasing revenues and dealmaking activities, falling free cash flows and adjusted earnings per share make me cautious about the stock. The company's recession-resilient business model and integrated waste solutions are appealing, yet traditional financial metrics suggest caution. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Casella Waste Systems Dives On Its Big Capital Raise (Rating Upgrade)
Summary Casella Waste Systems, Inc.'s stock dropped over 5% due to a sizable new share offering to fund acquisitions and reduce debt, causing market displeasure over dilution. Despite the market's reaction, I view the share issuance positively, as it allows for accretive acquisitions and debt reduction, upgrading my rating to 'hold'. The acquisition of Royal Carting and Welsh Sanitation aims to boost revenue and expand service territory, with the purchase price estimated by the author at $243.4 million. Casella's growth is driven by acquisitions, with 2024 revenue expected to grow materially to between $1.52 and $1.55 billion. Read the full article on Seeking AlphaRendimenti per gli azionisti
| CWST | US Commercial Services | US Mercato | |
|---|---|---|---|
| 7D | 3.4% | 1.5% | 1.6% |
| 1Y | -14.0% | -10.2% | 18.6% |
Ritorno vs Industria: CWST ha avuto una performance inferiore rispetto al US Commercial Services che ha registrato un rendimento -10.2 % nell'ultimo anno.
Rendimento vs Mercato: CWST ha avuto una performance inferiore al mercato US che ha registrato un rendimento 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| CWST volatility | |
|---|---|
| CWST Average Weekly Movement | 5.6% |
| Commercial Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: CWST non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di CWST è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1975 | 5,600 | Ned Coletta | www.casella.com |
Casella Waste Systems, Inc. opera, insieme alle sue consociate, come società di servizi di rifiuti solidi verticalmente integrata negli Stati Uniti. L'azienda offre competenze e servizi di gestione delle risorse principalmente nei settori della raccolta e dello smaltimento dei rifiuti solidi, del trasferimento, del riciclaggio e dei servizi organici a clienti residenziali, commerciali, municipali, istituzionali e industriali. Fornisce anche servizi di rifiuti solidi non pericolosi, tra cui raccolta, stazioni di trasferimento, riciclaggio e operazioni di smaltimento.
Casella Waste Systems, Inc. Riepilogo dei fondamenti
| CWST statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$6.20b |
| Utili (TTM) | US$7.14m |
| Ricavi(TTM) | US$1.88b |
868.3x
Rapporto P/E3.3x
Rapporto P/SCWST è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CWST Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.88b |
| Costo del fatturato | US$1.25b |
| Profitto lordo | US$631.99m |
| Altre spese | US$624.85m |
| Utili | US$7.14m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.11 |
| Margine lordo | 33.67% |
| Margine di profitto netto | 0.38% |
| Rapporto debito/patrimonio netto | 68.0% |
Come si è comportato CWST nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 15:46 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Casella Waste Systems, Inc. è coperta da 20 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Grippin | Barclays |
| Samuel England | Berenberg |
| Michael Feniger | BofA Global Research |