GFL Environmental Inc.

NYSE:GFL Stock Report

Market Cap: US$14.9b

GFL Environmental Dividends and Buybacks

Dividend criteria checks 0/6

GFL Environmental is a dividend paying company with a current yield of 0.15%.

Key information

0.1%

Dividend yield

3.1%

Buyback Yield

Total Shareholder Yield3.2%
Future Dividend Yield0.2%
Dividend Growth12.2%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio-15%

Recent dividend and buyback updates

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

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: GFL is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: GFL is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.

Dividend Yield vs Market

GFL Environmental Dividend Yield vs Market
How does GFL dividend yield compare to the market?
SegmentDividend Yield
Company (GFL)0.1%
Market Bottom 25% (US)1.3%
Market Top 25% (US)4.0%
Industry Average (Commercial Services)1.3%
Analyst forecast (GFL) (up to 3 years)0.2%

Notable Dividend: GFL's dividend (0.15%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.33%).

High Dividend: GFL's dividend (0.15%) is low compared to the top 25% of dividend payers in the US market (3.99%).

Earnings Payout to Shareholders

Earnings Coverage: GFL is not paying a notable dividend for the US market.

Cash Payout to Shareholders

Cash Flow Coverage: GFL is not paying a notable dividend for the US market.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/21 04:37
End of Day Share Price 2026/08/21 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 world class team 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. 18 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