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GFL Environmental Inc.NYSE:GFL Stock Report

Market Cap US$15.0b
Share Price
n/a
1Y-9.2%
7D-2.0%
1D2.9%
Portfolio Value
​
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GFL Environmental Inc.

NYSE:GFL Stock Report

Market Cap: US$15.0b

GFL Environmental (GFL) Stock Overview

Provides non-hazardous solid waste management services in Canada and the United States. More details

GFL fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance0/6
Financial Health2/6
Dividends0/6

Rewards

Trading at 53.9% below our estimate of its fair value

Earnings are forecast to grow 101.46% per year

Risk Analysis

No risks detected for GFL from our risk checks.

GFL Community Fair Values

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GFL Environmental Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for GFL Environmental
Historical stock prices
Current Share PriceCA$42.85
52 Week HighCA$48.14
52 Week LowCA$33.33
Beta0.49
1 Month Change4.84%
3 Month Change19.13%
1 Year Change-9.16%
3 Year Change26.78%
5 Year Change17.46%
Change since IPO155.06%

Recent News & Updates

Seeking Alpha • Jul 27

GFL Environmental: A $50 Takeover Isn't The Entire Buy Case

Summary GFL Environmental is rated Buy, supported by expanding margins, strong pricing, and the transformative SECURE acquisition. A $50/share takeover is plausible but not guaranteed; no formal offer exists, and financing such a deal is complex. GFL trades at a forward EBITDA discount to peers, reflecting higher leverage and acquisition dependence, but offers valuable non-core assets. Standalone upside is supported by margin expansion, free cash flow growth, and potential organic guidance increases, independent of M&A speculation. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jul 27

GFL Environmental: A $50 Takeover Isn't The Entire Buy Case

Summary GFL Environmental is rated Buy, supported by expanding margins, strong pricing, and the transformative SECURE acquisition. A $50/share takeover is plausible but not guaranteed; no formal offer exists, and financing such a deal is complex. GFL trades at a forward EBITDA discount to peers, reflecting higher leverage and acquisition dependence, but offers valuable non-core assets. Standalone upside is supported by margin expansion, free cash flow growth, and potential organic guidance increases, independent of M&A speculation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

GFL Environmental: EBITDA Growth Should Accelerate From Here

Summary I recommend a buy rating for GFL Environmental due to expected accelerated EBITDA growth and positive valuation revisions as leverage decreases. The sale of the Environmental Services business is a positive catalyst, expected to provide CAD6 billion post-tax, aiding in debt reduction and share buybacks. Risks include potential headwinds from commodity cost fluctuations, but overall, GFL's EBITDA growth and deleveraging efforts should align its valuation with peers. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15

GFL Environmental: Buyout Premium Fully Priced In

Summary GFL is evaluating two significant buyout offers; one for the entire company, and another only for their environmental services segment. GFL Environmental is navigating increased labor and CapEx costs. However, I believe management's decision to shed low-margin contracts is the right move. The share price jumped by 30% following reports of the buyout scenarios. I believe the current share price is likely factoring in the potential buyout premium, therefore my Hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

GFL Environmental: Multiple Drivers That Could Lead To FY24 EBITDA Guidance Beat

Summary GFL Environmental's stock price remains pressured despite a strong earnings report, providing an opportunity for investors to buy. The company is expected to easily beat its FY24 EBITDA guidance due to various factors, including improved repair and maintenance, higher commodity prices, and upcoming projects. GFL's ability to generate cash and deleverage its balance sheet is not fully appreciated by the market, presenting valuation upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

GFL Environmental: Poised For Improvement Amid Strong M&A Activity And Expanding Margins

Summary GFL Environmental is a Canadian waste management company positioned to take advantage of industry consolidation and establish local monopolies. The market is underestimating GFL's potential due to high leverage and lack of free cash flow, but the next few years will be pivotal for the company. While the debt balance is high relative to industry peers, it is manageable and should become less of an issue as management de-risks the company and underlying fundamentals improve. Read the full article on Seeking Alpha

Shareholder Returns

GFLUS Commercial ServicesUS Market
7D-2.0%-1.7%-1.0%
1Y-9.2%-7.6%14.1%

Return vs Industry: GFL matched the US Commercial Services industry which returned -9.4% over the past year.

Return vs Market: GFL underperformed the US Market which returned 13.1% over the past year.

Price Volatility

Is GFL's price volatile compared to industry and market?
GFL volatility
GFL Average Weekly Movement4.4%
Commercial Services Industry Average Movement6.5%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: GFL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GFL's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200715,500Patrick Dovigigflenv.com

GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States. It offers solid waste management services, including collection, transportation, transfer, recycling, and disposal services for municipal, residential, commercial, and industrial customers. The company was incorporated in 2007 and is headquartered in Miami Beach, Florida.

GFL Environmental Inc. Fundamentals Summary

How do GFL Environmental's earnings and revenue compare to its market cap?
GFL fundamental statistics
Market capUS$14.97b
Earnings (TTM)-US$142.66m
Revenue (TTM)US$5.03b
3.1x
P/S Ratio
-108.2x
P/E Ratio

Is GFL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GFL income statement (TTM)
RevenueCA$6.97b
Cost of RevenueCA$5.56b
Gross ProfitCA$1.41b
Other ExpensesCA$1.61b
Earnings-CA$197.80m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.55
Gross Margin20.21%
Net Profit Margin-2.84%
Debt/Equity Ratio127.3%

How did GFL perform over the long term?

See historical performance and comparison

Dividends

0.1%
Current Dividend Yield
-15%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 10:26
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GFL Environmental Inc. is covered by 25 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher MurrayATB Cormark
Moses SuttonBarclays
William GrippinBarclays