Stock AnalizCasella Waste Systems Inc. CWST
Environmental Services · IPO 1997 · data as of November 13, 2026
Casella Waste Systems Inc. (CWST) is a utility company listed in the US with a market value of about $6.4B. In the twelve months to September 30, 2026 it had revenue of $2.0B and net income of -$11M, a net margin of -0.6%.
Its overall Stock Analiz score is 1.4 out of 5 (weak). The strongest part is future growth (2/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 79.1, 5-year revenue growth of 19% a year, a 5-year average ROIC of 3%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 81% below the current price.
Score: 1.4 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 5-year revenue growth above 8% a year
- Profitable 5 years in a row
- Positive free cash flow
- Liabilities below 60% of assets
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.0B | $1.8B | $1.6B | $1.3B | $1.1B | $889M | $775M | $743M | $661M | $599M | $565M |
| Net income | -$11M | $8M | $14M | $25M | $53M | $41M | $91M | $32M | $6M | -$22M | -$7M |
| Free cash flow | $81M | $85M | $78M | $78M | $86M | $59M | $32M | $14M | $48M | $43M | $26M |
| EPS (diluted) | $-0.18 | $0.12 | $0.23 | $0.46 | $1.03 | $0.80 | $1.86 | $0.66 | $0.15 | $-0.52 | $-0.17 |
| Net margin | -0.6% | 0.4% | 0.9% | 2.0% | 4.9% | 4.6% | 11.8% | 4.3% | 1.0% | -3.6% | -1.2% |
| ROIC | — | 1.4% | 1.7% | 2.6% | 5.8% | 5.3% | 4.8% | 5.9% | 5.9% | -1.7% | 7.3% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 10 analysts is $107.50, 7% above the current price; targets range from $94.00 to $130.00; the consensus rating is “Buy”; expected EPS is $1.28 for the fiscal year ending December 31, 2026.
Frequently asked questions
Is Casella Waste Systems stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 81% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Casella Waste Systems pay a dividend?
Not currently.
Is Casella Waste Systems a good stock to buy?
We do not give buy or sell advice. Casella Waste Systems scores 1.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.