Obermatt
See Similar Stocks →

Flags

Financial distress

Casella Waste Systems

NSQ:CWST · US1474481041
Commercial Services & SuppliesLarge

360

5
EV / EBIT2
Price / Owner Earnings2
Owner Earnings Yield5
Dividend Yield1
Price/Sales37
EV / Gross Profit10
Price/Book40
Return on Capital3
Cash Return on Capital13
Return on Equity4
EBIT Margin16
Gross Profitability37
Cash Conversion99
Accruals27
Owner Earnings Margin41
Sales growth71
Profit Growth20
Long-Term EPS Growth1
Owner Earnings Growth96
Reinvestment56
Price momentum23
Debt load65
Refinancing43
Debt Payback14
Liquidity33
Analyst ratings63
Opinion Changes61
Price Target Upside65
Market mood71
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Casella Waste Systems clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryCommercial Services & Supplies
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded1993
Employees802
Websitecasella.com
ISINUS1474481041
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Urban MiningBiofuelDisposal and RecyclingBiomass EnergyInnovation Management

Description

Casella Waste Systems, Inc. (Casella) operates as a regional, vertically integrated solid waste services company. The company provides resource management expertise and services to residential, commercial, municipal, institutional, and industrial cu…

Analysis

Hope premium

Casella Waste Systems, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 70.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 23% a year, against analyst forecasts of -5%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is moderate; the safety picture is stretched. The company scores 10/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
40
2023202420252026

All-time high

63

Jan 2025

All-time low

25

Mar 2026

Average rank

48

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
37
21
22
26
Price/Earnings
1
1
10
7
Price/Book
40
20
23
3
Dividend Yield
1
1
1
1
Value (overall)
8
5
10
7

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Casella Waste Systems with its peers
GFL Environmental
TOR:GFL
2
CountryCanada
IndustryCommercial Services & Supplies
SizeX-Large
Full Stock Analysis →
Republic Services
NYQ:RSG
21
CountryUSA
IndustryCommercial Services & Supplies
SizeX-Large
Full Stock Analysis →
Quest Resource Holding
NAQ:QRHC
32
CountryUSA
IndustryCommercial Services & Supplies
SizeSmall
Full Stock Analysis →
Waste Connections
TOR:WCN
20
CountryUSA
IndustryCommercial Services & Supplies
SizeX-Large
Full Stock Analysis →
Waste Management
NYQ:WM
36
CountryUSA
IndustryCommercial Services & Supplies
SizeLarge
Full Stock Analysis →
Clean Harbors
NYQ:CLH
39
CountryUSA
IndustryCommercial Services & Supplies
SizeX-Large
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →