Waste Management, Inc.

NYSE:WM 株式レポート

時価総額：US$86.6b

Waste Management 将来の成長

Future 基準チェック /26

Waste Management利益と収益がそれぞれ年間11.2%と5.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に34.8% 12.4%なると予測されています。

主要情報

11.2%

収益成長率

12.45%

EPS成長率

Commercial Services 収益成長13.7%
収益成長率5.3%
将来の株主資本利益率34.80%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

分析記事 • Oct 30

Earnings Miss: Waste Management, Inc. Missed EPS By 25% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Waste Management, Inc. ( NYSE:WM ) released its third-quarter result to the market...

Recent updates

Seeking Alpha • May 26

Waste Management: Quality Business But Still Too Expensive For My Liking

Summary Waste Management remains a high-quality business, but its current valuation limits near-term upside, justifying a hold rating. Despite mixed Q1 results and softer volumes in its largest segment, WM delivered solid EBITDA growth and robust free cash flow expansion. WM's balance sheet is healthy, with leverage reduced to 2.94x and strong capital returns via buybacks and dividends. I see little margin of safety at a 26.8x forward P/E, preferring to buy WM on a 10–20% pullback for better risk/reward. Read the full article on Seeking Alpha
新しいナラティブ • Apr 25

Waste Management (WM): Strategic Resilience and Efficiency Moats Suggest a Robustly Fair Value Entry

Waste Management (WM) , the definitive titan of the North American environmental services sector, enters the weekend of Saturday, April 25, 2026 , in a position of disciplined strength. The company is prepared to release its Q1 2026 earnings report on Tuesday, April 28, after the market closes , with a follow-up conference call on Wednesday morning.
ナラティブの更新 • Mar 08

WM: Dividend Hike And New Buyback Authorization Will Support Steady Outlook

Analysts have increased their price target for Waste Management by about $0.40, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E. Together, these changes point to a modestly refined view of the company’s long term value.
ナラティブの更新 • Feb 22

WM: Dividend Increase And New Buyback Program Will Support Steady Upside

Analysts now place their average price target for Waste Management at about $252.72, a shift from roughly $251.64. This reflects small model tweaks around fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブの更新 • Feb 07

WM: Dividend Hike And New Buyback Authorization Will Support Measured Upside

Analysts have raised their fair value estimate for Waste Management from $248.32 to $251.64, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Waste Management issued earnings guidance for 2026, with expected revenue in the range of US$26.425b to US$26.625b (Company guidance).
ナラティブの更新 • Jan 22

WM: Buybacks And Dividend Plan Will Support Measured Long Term Upside

Analysts have nudged their price target for Waste Management higher by about US$1, citing only small tweaks to fair value estimates, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News The Board of Directors authorized a new share repurchase program allowing Waste Management to buy back up to US$3.0b of its shares, replacing the prior US$1.5b authorization from 2023 (Key Developments).
ナラティブの更新 • Jan 08

WM: Buybacks And Rising Dividends Will Support Future Upside

Analysts have nudged their price target for Waste Management higher from US$246.52 to US$247.16, reflecting updated views that slightly adjust revenue growth expectations, profit margin assumptions and the future P/E multiple while keeping the overall valuation framework largely intact. What's in the News The Board of Directors authorized a new share repurchase program for up to US$3 billion of Waste Management, Inc.
ナラティブの更新 • Dec 13

WM: Future Margin Gains From Pricing And Technology Will Drive Upside

Analysts slightly raised their price target on Waste Management by 0.40 dollars to 246.52 dollars, citing incremental improvements in long term profit margin expectations that more than offset modestly lower revenue growth assumptions and a marginally higher discount rate. What's in the News Management reiterated its focus on pricing strategies and technology investments to enhance customer lifetime value and optimize the cost structure, while actively pursuing tuck in acquisitions to expand its network and increase internalization (company comments).
ナラティブの更新 • Nov 28

WM: Future Network Expansion Will Drive Long-Term Upside From Acquisitions

Analysts have slightly raised their price target for Waste Management to $246.12 per share, reflecting modest adjustments in their financial outlook and underlying assumptions. What's in the News Waste Management is actively seeking tuck-in acquisition opportunities to expand its network and increase internalization.
ナラティブの更新 • Nov 14

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

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.
ナラティブの更新 • Oct 31

WM: Network Expansion And New Leadership Will Drive Upside Momentum

Analysts have lowered their price target for Waste Management from $252.45 to $246.64. This reduction is attributed to a more cautious outlook on revenue growth and modestly narrower profit margins.
分析記事 • Oct 30

Earnings Miss: Waste Management, Inc. Missed EPS By 25% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Waste Management, Inc. ( NYSE:WM ) released its third-quarter result to the market...
ナラティブの更新 • Oct 16

Automation And Renewable Energy Will Drive Future Success

Narrative Update on Waste Management Analyst Price Target Analysts have revised their fair value estimate for Waste Management downward from $257.30 to $252.45, citing slightly lower expectations for revenue growth and profit margins in future forecasts. What's in the News Devina Rankin, Chief Financial Officer of Waste Management, announced her planned retirement after nearly 23 years with the company (Key Developments).
分析記事 • Jul 19

The Price Is Right For Waste Management, Inc. (NYSE:WM)

With a price-to-earnings (or "P/E") ratio of 34.2x Waste Management, Inc. ( NYSE:WM ) may be sending very bearish...
分析記事 • Jul 03

Estimating The Fair Value Of Waste Management, Inc. (NYSE:WM)

Key Insights Waste Management's estimated fair value is US$259 based on 2 Stage Free Cash Flow to Equity With US$223...
Seeking Alpha • Feb 28

Waste Management Could See Further Upside

Summary Waste Management should benefit from strong pricing, volume recovery, and strategic investments in renewable natural gas and medical waste markets, driving long-term growth. Positive margin outlook due to strong pricing, cost synergies from the Stericycle acquisition, and management's cost reduction initiatives, with automation targeting $450 million in savings. WM stock trades at a discount to peers, with potential upside from conservative EPS estimates and possible valuation re-rating, making it a good buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Waste Management: Buying At Around $200 Would Be Ideal

Summary Waste Management is a strong company with consistent growth, high profitability, and a solid moat, but its current valuation appears elevated. Recent Q4 earnings showed record EBITDA and margin, with revenue growth driven by both organic expansion and the Stericycle acquisition. The Stericycle acquisition adds growth potential and cross-selling opportunities, with management expecting significant synergies from WM Healthcare Solutions. Despite an impressive historical performance, WM's current P/E ratio is relatively high, leading me to a Hold rating with a potential buy at around $200-205. The chart has a support level of around $200, making that level not only a fundamental Buy but also a technical one. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Waste Management: Time To Buy The Dip

Summary Waste Management's strong economic moat, driven by scale, pricing power, and vertical integration, ensures high profitability and market leadership in waste collection and disposal. The acquisition of Stericycle enhances Waste Management's growth trajectory and market position, particularly in the medical waste sector. Despite strong financials and growth prospects, WM is undervalued compared to peers, presenting a 20-30% upside potential. Potential risks include acquisition integration challenges and macroeconomic fluctuations, but Waste Management's solid operations and experienced management mitigate these concerns. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

Waste Management: Good Growth Prospects And Attractively Valued

Summary Waste Management, Inc. has strong growth prospects driven by pricing power, Stericycle acquisition, and investments in recycling and renewable natural gas projects. Margins are expected to improve due to favorable price/cost dynamics, cost optimization, automation, and cost synergies from the Stericycle acquisition. The stock is trading at a discount compared to historical averages and peers, making it an attractive Buy given its growth potential. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:WM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202829,3304,0564,3997,53717
12/31/202727,9753,6264,1407,08026
12/31/202626,5143,2633,8156,42126
3/31/202625,4132,7943,2906,336N/A
12/31/202525,2042,7082,8166,043N/A
9/30/202524,7842,5642,4025,856N/A
6/30/202523,9502,7212,1635,622N/A
3/31/202522,9222,6751,8375,231N/A
12/31/202422,0632,7462,1595,390N/A
9/30/202421,3872,6412,1035,261N/A
6/30/202420,9762,5442,1165,166N/A
3/31/202420,6932,4792,1395,042N/A
12/31/202320,4262,3041,8244,719N/A
9/30/202320,1442,3101,6714,386N/A
6/30/202320,0212,2861,5064,305N/A
3/31/202319,9292,2581,4934,322N/A
12/31/202219,6982,2381,9494,536N/A
9/30/202219,4412,2451,9794,478N/A
6/30/202219,0312,1442,2744,480N/A
3/31/202218,4801,9082,4244,476N/A
12/31/202117,9311,8162,4344,338N/A
9/30/202117,3201,7482,5764,100N/A
6/30/202116,5161,6002,5423,945N/A
3/31/202115,6011,5562,3153,758N/A
12/31/202015,2181,4961,7713,403N/A
9/30/202014,9971,5052,1483,672N/A
6/30/202015,1031,6101,9313,595N/A
3/31/202015,4881,6841,9433,749N/A
12/31/201915,4551,670N/A3,874N/A
9/30/201915,4511,754N/A3,764N/A
6/30/201915,3061,758N/A3,686N/A
3/31/201915,0991,876N/A3,651N/A
12/31/201814,9141,925N/A3,570N/A
9/30/201814,7242,297N/A3,450N/A
6/30/201814,6182,184N/A3,429N/A
3/31/201814,5562,047N/A3,267N/A
12/31/201714,4851,949N/A3,180N/A
9/30/201714,2931,381N/A3,142N/A
6/30/201714,1251,297N/A3,047N/A
3/31/201713,8731,222N/A2,996N/A
12/31/201613,6091,182N/A3,003N/A
9/30/201613,3951,120N/A2,778N/A
6/30/201613,2071,153N/A2,677N/A
3/31/201613,0971,140N/A2,731N/A
12/31/201512,961753N/A2,528N/A
9/30/201513,1521,070N/A2,492N/A
6/30/201513,3941,005N/A2,507N/A

アナリストによる今後の成長予測

収入対貯蓄率: WMの予測収益成長率 (年間11.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: WMの収益 ( 11.2% ) US市場 ( 17% ) よりも低い成長が予測されています。

高成長収益: WMの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: WMの収益 ( 5.3% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: WMの収益 ( 5.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: WMの 自己資本利益率 は、3年後には高くなると予測されています ( 34.8 %)

成長企業の発掘

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2026/05/28 19:25
終値2026/05/28 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。

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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 Management, 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。40

アナリスト機関
David ColemanArgus Research Company
David MantheyBaird
William GrippinBarclays