Casella Waste Systems, Inc.

NasdaqGS:CWST 株式レポート

時価総額：US$5.6b

Casella Waste Systems 配当と自社株買い

配当金 基準チェック /06

Casella Waste Systems配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.0004%

バイバック利回り

総株主利回り-0.0004%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
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新しいナラティブ • Aug 28

Expanding Market Reach And Optimizing Operations To Spur Growth Across Waste Services Sector

Strategic acquisitions and investments in fleet enhancements are set to boost market reach and operational efficiency, favoring revenue and margin growth.

決済の安定と成長

配当データの取得

安定した配当: CWSTの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: CWSTの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Casella Waste Systems 配当利回り対市場
CWST 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (CWST)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Commercial Services)1.3%
アナリスト予想 (CWST) (最長3年)0%

注目すべき配当: CWSTは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: CWSTは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: CWSTの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: CWSTが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 09:16
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Casella Waste Systems, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
William GrippinBarclays
Samuel EnglandBerenberg
Michael FenigerBofA Global Research