Waste Connections（WCN）株式概要
Waste Connections, Inc.は、米国とカナダで非有害廃棄物の収集、移送、処分サービスを提供している。 詳細
WCN Community Fair Values
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Analyst Price Targets
Waste Connections, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$153.68 |
| 52週高値 | US$198.00 |
| 52週安値 | US$148.84 |
| ベータ | 0.54 |
| 1ヶ月の変化 | -7.46% |
| 3ヶ月変化 | -7.76% |
| 1年変化 | -21.77% |
| 3年間の変化 | 12.24% |
| 5年間の変化 | 27.35% |
| IPOからの変化 | 243.14% |
最新ニュース
新しいナラティブ • May 13
RNG Projects And AI Adoption Will Transform Waste Services Earnings Profile
Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and recycling services, along with energy oriented waste handling and renewable natural gas from landfill gas. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 25
AI And Landfill Gas Projects Will Shape A Steady But Limited Future Outlook
Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and related services across North America. What are the underlying business or industry changes driving this perspective?Recent updates
新しいナラティブ • May 13
RNG Projects And AI Adoption Will Transform Waste Services Earnings Profile
Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and recycling services, along with energy oriented waste handling and renewable natural gas from landfill gas. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 25
AI And Landfill Gas Projects Will Shape A Steady But Limited Future Outlook
Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and related services across North America. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 19
WCN: Future Returns Will Rely On Premium P/E And Quality EBITDA Execution
Analysts have made a small upward adjustment to the fair value estimate for Waste Connections, with the updated price target moving from about $198.84 to roughly $199.16. This reflects recent research that highlights quality-driven EBITDA growth potential and a premium valuation stance within the waste group.Seeking Alpha • Apr 12
Waste Connections: Waiting For A Better Entry Point Amid Iran Inflation Risks
Summary Waste Connections remains a hold, trading near intrinsic value given the current macro pressure. WCN projects double-digit adj. FCF growth in 2026, driven by core price increases, cost moderation, and accretive acquisitions. Leverage is at 2.75x EBITDA, within the target range, with well-laddered debt maturities and recent $600M notes issued at 4.8%. Macro risks, including economic slowdown and inflation from geopolitical tensions, could pressure WCN's business and stock price. Read the full article on Seeking Alphaナラティブの更新 • Apr 04
WCN: Future Returns Will Rely On Premium P/E Despite Chiquita Closure Costs
Analysts made a marginal trim to the Waste Connections fair value estimate, with the target easing by about $0.10 to roughly $198.80. A slightly higher discount rate and refreshed earnings models, including several reduced Street price targets and a new $199 Outperform initiation, fed into the updated view.ナラティブの更新 • Mar 21
WCN: Future Returns Will Be Driven By Premium P/E Despite Higher Chiquita Outlays
Narrative Update on Waste Connections The analyst fair value estimate for Waste Connections has inched up from $198.75 to $198.92, as analysts weigh a mix of reduced price targets following Q4 results and 2026 guidance updates against fresh bullish coverage that highlights the company as a higher quality operator that may warrant a premium P/E multiple. Analyst Commentary Recent research on Waste Connections reflects a mix of optimism around business quality and caution around longer term guidance and project related cash needs.ナラティブの更新 • Mar 07
WCN: Future Returns Will Be Driven By M&A Despite Higher Chiquita Outlays
Analysts have lowered their average price target for Waste Connections in line with recent Street reductions, while our fair value estimate remains at $198.75 as they incorporate updated Q4 results, 2026 guidance, and higher anticipated Chiquita landfill-related outlays. Analyst Commentary Recent research updates cluster around a similar message for Waste Connections: the stock is still generally viewed favorably, but analysts are marking their models to current guidance and higher expected Chiquita landfill spending, which has led to a series of lower price targets across the Street.ナラティブの更新 • Feb 20
WCN: Future Returns Will Be Driven By Compounding M&A Despite Chiquita Cash Outlays
Our updated fair value estimate for Waste Connections moves to $198.75 from $204.25, reflecting analysts' lower price targets after 2026 guidance that points to softer growth assumptions and higher expected cash outlays tied to the Chiquita landfill. Analyst Commentary Street research around the latest quarter and 2026 outlook has become more cautious, with most firms trimming price targets while largely maintaining positive ratings.ナラティブの更新 • Feb 06
WCN: Future Returns Will Be Driven By Compounding M&A And Chiquita Remediation Resolution
Analysts have trimmed their fair value estimate for Waste Connections by about $0.21 to roughly $204.25. This reflects slightly higher discount rate assumptions and more conservative views on revenue growth, profit margins, and future P/E multiples following a series of recent target cuts across the Street.ナラティブの更新 • Jan 22
WCN: Future Returns Will Be Driven By Compounding M&A Despite Chiquita Remediation Uncertainty
Narrative Update on Waste Connections Analysts have trimmed their average price target on Waste Connections by about $1. This reflects slightly higher discount rate assumptions, marginally lower revenue growth and profit margin expectations, and a modestly lower future P/E multiple, in line with recent target reductions from several firms.ナラティブの更新 • Jan 07
WCN: Future Returns Will Be Driven By Compounding M&A And Cash Return Programs
The analyst price target for Waste Connections has edged up by about $1 to roughly $205.71, as analysts point to consistent Q3 execution, solid waste margin potential, ongoing acquisition opportunities, and a generally supportive view of the company as a high quality compounder, despite some timing adjustments around future RNG contributions. Analyst Commentary Recent Street research on Waste Connections centers on the quality of the core solid waste business, the role of acquisitions, and timing questions around renewable natural gas, or RNG, projects and other macro exposed areas like recycling and specialty waste.ナラティブの更新 • Dec 23
WCN: Future Returns Will Be Driven By Accretive M&A And Aggressive Buybacks
The analyst price target for Waste Connections has inched higher to approximately $205 from about $205 previously, as analysts highlight the company’s consistent outperformance, margin expansion potential, and long runway for value accretive M&A, despite near term sector headwinds. Analyst Commentary Bullish analysts generally frame Waste Connections as a high quality compounder, emphasizing its history of value accretive acquisitions and a long runway to continue consolidating fragmented secondary and rural markets.ナラティブの更新 • Dec 09
WCN: Margin Expansion Will Be Driven By M&A And Aggressive Buybacks
Analysts have nudged their blended price target for Waste Connections modestly higher to about $205 per share, citing the company’s consistent outperformance versus quarterly expectations, a robust M&A pipeline, and its positioning as a high quality compounder with solid waste margin expansion and free cash flow inflection potential despite near term sector headwinds. Analyst Commentary Recent Street research on Waste Connections reflects a generally constructive stance, with most firms either initiating at positive ratings or modestly raising price targets while acknowledging pockets of execution and macro risk.ナラティブの更新 • Nov 25
WCN: Long-Term Margin Expansion Will Be Driven By Acquisitions And Buybacks
Analysts have slightly lowered their average price target for Waste Connections to $204.96 from $205.36. They cite near-term margin pressures and moderated growth expectations, despite continued confidence in the company's acquisition strategy and resilient core business.ナラティブの更新 • Nov 05
WCN: Share Repurchases And Dividend Hike Will Drive Long-Term Margin Expansion
Waste Connections saw its average analyst price target edge up modestly by $0.42 to $207.00, as analysts cited continued outperformance versus expectations and optimism around long-term margin expansion and project execution, even though some forecasts for 2026 have been tempered. Analyst Commentary Analysts covering Waste Connections provided a range of perspectives following the latest financial results and guidance updates.分析記事 • Oct 29
Waste Connections (NYSE:WCN) Is Paying Out A Larger Dividend Than Last Year
The board of Waste Connections, Inc. ( NYSE:WCN ) has announced that the dividend on 20th of November will be increased...ナラティブの更新 • Oct 22
Analysts Update Price Target as Waste Connections Announces Dividend Increase and Share Repurchases
The analyst price target for Waste Connections has been modestly adjusted from $208.59 to $206.77 per share. This change reflects analysts' views on revenue growth, profit margins, and the company's differentiated strategy within a resilient waste management sector.ナラティブの更新 • Oct 08
Acquisitions And New Jersey Facility Integration Will Boost Operational Excellence
Analysts have slightly lowered their price target for Waste Connections, reducing the fair value from $210.95 to $208.59. They cited marginally softer growth and profitability expectations but affirmed confidence in the company’s long-term strategy and market position.分析記事 • Sep 22
Waste Connections (NYSE:WCN) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 26
Why We're Not Concerned About Waste Connections, Inc.'s (NYSE:WCN) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...分析記事 • Jul 07
Slowing Rates Of Return At Waste Connections (NYSE:WCN) Leave Little Room For Excitement
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Jan 20
Waste Connections: Hauling Trash And Stacking Cash
Summary Waste Connections (WCN) is a leading waste management provider in the U.S. and Canada, with a market cap of $45B and a CAGR of 18.23% since 2016. The company has grown revenue at 12% annually over the past decade, with recent years showing a rebound in gross profit margins close to 42%. Given its consistent revenue growth, improving gross margins, and reliable business model, WCN is a strong consideration for dividend-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Pricey, But Waste Connections Still A Good Deal
Summary Waste Connections, Inc. is rated a Strong Buy due to its steady price growth, strong fundamentals, and effective management strategy. WCN's competitive advantage lies in targeting less competitive markets and maintaining solid net margins comparable to larger competitors. Q3-2025 earnings beat estimates, showing strong revenue growth and increased EBITDA margins, reinforcing the company's growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Waste Connections: Great Business, Poor Valuation
Summary Waste Connections, Inc. is not undervalued but has a strong cash-generative history in a favorable market. WCN operates similarly to its main competitor, Waste Management, showcasing significant cash flow growth over the years. The company has tripled its cash flow over the past decade, highlighting its robust financial performance. Valuation is stretched as the FCF yield doesn't offer any downside protection from a re-rating. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
Waste Connections: Waste Margin Improved 80-90bps
Summary I reiterate a 'Buy' rating for Waste Connections, with a fair value of $200 per share, due to strong margin expansion and pricing growth. Waste Connections reported 11.2% revenue growth and 16.4% EBITDA increase, driven by terminating lower-margin contracts and optimizing cost structures. The company has a robust M&A pipeline, expecting $700 million additional revenue in FY24, with $1.5 billion already spent on acquisitions this year. Despite potential cost increases from new EPA rules, Waste Connections maintains a strong balance sheet and prioritizes profitability over volume growth. Read the full article on Seeking Alpha株主還元
| WCN | US Commercial Services | US 市場 | |
|---|---|---|---|
| 7D | -2.3% | -1.0% | 2.5% |
| 1Y | -21.8% | -16.1% | 26.4% |
業界別リターン: WCN過去 1 年間で-16.1 % の収益を上げたUS Commercial Services業界を下回りました。
リターン対市場: WCNは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。
価格変動
| WCN volatility | |
|---|---|
| WCN Average Weekly Movement | 3.7% |
| Commercial Services Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: WCN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WCNの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 24,214 | Ron Mittelstaedt | www.wasteconnections.com |
Waste Connections, Inc.は、米国とカナダで非有害廃棄物の収集、移動、処分サービスを提供している。一般家庭、商業施設、自治体、産業施設、探鉱・生産（E&P）業者向けの収集サービス、埋立処分サービス、コンポスト、段ボール、ミックスペーパー、プラスチック容器、ガラス瓶、鉄・アルミ金属など、様々なリサイクル可能材料のリサイクルサービスを提供している。同社は、トラック、鉄道、はしけを通じて埋立地や処理施設に輸送する廃棄物の受入、圧縮、積み込みを行う中継所の所有・運営、埋立地ネットワークを通じた埋立地ガスの有益な再利用プロジェクトの開発・所有・運営、貨物や固形廃棄物容器の移動のための複合一貫輸送サービスを行っている。さらに、石油・天然ガス井の掘削・完成時に発生する掘削廃液、掘削くず、完成廃液、逆流水などの廃棄物、井戸の操業期間中に発生する生産廃棄物や随伴水、埋め立て時に処理が必要な汚染土壌、流出事故、予備坑の清掃、パイプラインの破裂後に清掃が必要な物質などのE&P廃棄物処理・回収・処分サービスも提供している。Waste Connections, Inc.は1997年に設立され、カナダのウッドブリッジを拠点としている。
Waste Connections, Inc. 基礎のまとめ
| WCN 基礎統計学 | |
|---|---|
| 時価総額 | US$39.56b |
| 収益（TTM） | US$1.05b |
| 売上高(TTM) | US$9.61b |
37.0x
PER（株価収益率4.1x
P/SレシオWCN は割高か？
公正価値と評価分析を参照収益と収入
| WCN 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.61b |
| 売上原価 | US$5.53b |
| 売上総利益 | US$4.08b |
| その他の費用 | US$3.03b |
| 収益 | US$1.05b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.15 |
| グロス・マージン | 42.50% |
| 純利益率 | 10.97% |
| 有利子負債／自己資本比率 | 112.9% |
WCN の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.9%
現在の配当利回り32%
配当性向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 14:21 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Waste Connections, Inc. 26 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。37
| アナリスト | 機関 |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Christopher Murray | ATB Cormark |
| William Grippin | Barclays |