Key Takeaways WM rises 2.6% over the past three months, beating the industry. Its Q4 earnings are expected to rise 14.7%.Waste Management's vast network of landfills, recycling and waste-to-energy assets supports future growth.WM has paid dividends consistently since 1998, with payouts rising steadily from 2021 through 2024.Shares of WM (WM) have gained 2.6% over the past three months against the industry’s 1.8% decline.The company’s fourth-quarter 2025 earnings are expected to be up 14.7% year over year. E ...

Core Insights - Waste Management (WM) shares have increased by 3.7% over the past month, outperforming the industry growth of 1.2% [1] - The company holds a Growth Score of B, indicating a solid assessment of its growth quality and sustainability [1] Growth Factors - WM's strong waste collection, recycling, and disposal infrastructure supports sustainable long-term growth and competitive advantages [2] - The company leads its sector by providing advanced recycling solutions and renewable energy through its extensive assets, including landfills and waste-to-energy plants [2] - WM's pricing and cost control strategy aligns price adjustments with service quality, enhancing customer satisfaction [3] - The focus on optimizing the healthcare solutions business through the Stericycle acquisition is expected to meet rising demand due to declining birth rates and an aging population [3] Dividend History - WM has consistently paid dividends since 1998, with payments of $970 million in 2021, $1.1 billion in 2022, $1.14 billion in 2023, and projected $1.21 billion in 2024, attracting long-term investors [4] Risk Factor - The company's current ratio stands at 0.84, below the industry average of 0.98, indicating potential challenges in meeting short-term obligations [5] Market Position - WM currently has a Zacks Rank of 3 (Hold), while Genpact and Palantir Technologies are better-ranked stocks in the business services sector, with Zacks Ranks of 2 (Buy) [6][7] - Genpact has a long-term earnings growth expectation of 9.6% and an average earnings surprise of 5.5% over the last four quarters [6] - Palantir Technologies boasts a long-term earnings growth expectation of 50% and an average earnings surprise of 16.3% over the last four quarters [7] Summary - WM's recent performance, growth strategies, and dividend history position it favorably in the market, despite a lower current ratio compared to industry peers [8]

Core Insights - Waste Management, Inc. (WM) is valued at a market cap of $87.6 billion and provides waste collection, recycling, and environmental services across various customer segments [1] - WM is classified as a large-cap stock, reflecting its significant size and influence in the waste management industry, and it is enhancing its competitive position through investments in automation and sustainability [2] Financial Performance - WM's shares have decreased by 10.4% from its 52-week high of $242.58, reached on June 8, and have declined 3.5% over the past three months, slightly underperforming the VanEck Environmental Services ETF (EVX) which dropped 3.3% [3] - Year-to-date, WM shares are up 7.7%, while EVX has returned 12.4%, and over the past 52 weeks, WM has fallen 4.4%, underperforming EVX which has seen a slight increase [4] - On October 27, WM reported Q3 earnings that were weaker than expected, with revenue increasing 14.9% year-over-year to $6.4 billion, but missing analyst expectations [5] - The adjusted EPS for WM was $1.98, a 1% increase from the previous year, but fell short of consensus estimates by 1.5% [5] - WM has lowered its fiscal 2025 revenue outlook to approximately $25.3 billion, attributed to ongoing weakness in recycled commodity pricing and lower revenue expectations from WM Healthcare Solutions [5]

Core Insights - Waste Management, Inc. (NYSE:WM) is recognized as one of the 15 Best Long Term Stocks to Buy according to Reddit [1] - Wells Fargo initiated coverage on Waste Management with an Overweight rating and a price target of $238, projecting approximately 20% growth in unit profitability and about 40% improvement in free cash conversion over the next two years [2] - In Q3, Waste Management reported $6.4 billion in revenue, a 15% increase year-over-year, although operating income decreased by 12% to $989 million due to noncash expenses [3] Business Strategy - The company is advancing its landfill gas-to-energy strategy, which captures methane from landfills and converts it into renewable natural gas, providing a carbon-neutral alternative to fossil fuels [4] - Acquisitions are a key growth driver, with Waste Management spending $7.2 billion to acquire Stericycle, enhancing its position in the healthcare waste sector and enabling operational efficiencies [5] - Waste Management's core operations encompass the entire waste management process, including collection, transportation, recycling, landfilling, and treatment [6]

Group 1 - Technology stocks have been performing exceptionally well over the past decade, driven by transformative products that have changed consumer behavior [1] - Many investors have overlooked simpler businesses, such as waste management and staffing uniform providers, which are not as flashy but are essential [2] - Companies in the Consumer Staples sector, like Cintas and Waste Management, have shown steady demand regardless of economic conditions, providing stability against market volatility [3] Group 2 - Cintas (CTAS) has experienced a +780% increase over the last decade, significantly outperforming the S&P 500's +300% gain, with an annualized return of +24.2% [4] - Waste Management (WM) shares have risen by 385% over the past decade, also surpassing the S&P 500's performance, and have shown resilience during market downturns [5] - Both Cintas and Waste Management demonstrate that strong returns can be achieved through consistent and dependable growth in less glamorous sectors [6][7]

Core Viewpoint - CIBC maintains a "Neutral" rating on Waste Management, Inc. (WM) while reducing its price target from $235 to $231, emphasizing the need for consistent revenue growth to realize long-term earnings potential from the Stericycle acquisition [1] Financial Performance - Waste Management reported Q3 2025 results showing strong momentum in its legacy segment, with Collection and Disposal revenue benefiting from a 6% increase in core pricing and stable industrial volumes [2] - Operating margins improved by 160 basis points due to cost discipline, although revenue was affected by lower recycled commodity prices [2] - Free cash flow for the first nine months of the year increased by 13.5% year-over-year to $2.11 billion [2] Future Outlook - The company is confident in its full-year guidance for adjusted EBITDA, projected to be between $7.475 billion and $7.625 billion, driven by ongoing integration progress at WM Healthcare Solutions [3] - Waste Management serves a diverse customer base, including residential, commercial, and industrial clients, providing waste collection, recycling, and renewable energy services [3]

Group 1 - Waste Management, Inc. (NYSE:WM) is recognized for its waste collection, recycling, and landfill services, as well as renewable energy production from landfill gas [2] - The company also provides specialized services such as hazardous waste disposal, secure information destruction, and marketing of recycled materials and compost products [2] - Recent stock performance indicates volatility, with a notable increase of three points in a single day, suggesting potential for further investment [1] Group 2 - There is a perspective that while WM has investment potential, certain AI stocks may offer greater upside and less downside risk [3] - The article hints at the benefits of investing in undervalued AI stocks that could gain from Trump-era tariffs and the onshoring trend [3]

Core Insights - Casella Waste Systems, Inc. (CWST) is a significant player in the waste removal services industry, offering waste collection, recycling, and disposal services [1] - The company reported an earnings per share (EPS) of $0.15 for the quarter, which was below the estimated $0.33, although it has a history of exceeding expectations in previous quarters [2][6] - CWST's revenue for the quarter was $485.4 million, surpassing the estimated $476.9 million, and showing a significant increase from $411.63 million in the same period last year [3][6] Financial Performance - The EPS of $0.15 fell short of the estimated $0.33, indicating a potential area of concern for investors [2][6] - Revenue exceeded expectations at $485.4 million, reflecting a positive trend in revenue performance [3][6] - The company achieved a revenue of $485.35 million in the third quarter, beating the Zacks Consensus Estimate by 1.66% [3] Valuation Metrics - CWST has a high price-to-earnings (P/E) ratio of approximately 344.49, indicating that investors are willing to pay a premium for its earnings [4] - The price-to-sales ratio is about 2.88, and the enterprise value to sales ratio is approximately 2.84, further reflecting the company's valuation relative to its sales [4] Financial Stability - The company maintains a low debt-to-equity ratio of approximately 0.07, suggesting strong financial health and low debt levels [5][6] - A current ratio of about 1.51 indicates that CWST has sufficient liquidity to cover its short-term liabilities [5][6]

Core Insights - Waste Management, Inc. (NYSE:WM) is a leading provider of waste management services in North America, focusing on collection, transfer, recycling, and disposal, with an emphasis on sustainability initiatives [1] - Citigroup has maintained a "Buy" rating for WM and raised the price target from $268 to $270 following the Q3 2025 earnings call [2][6] - The current stock price of WM is $204.23, reflecting a decrease of 4.46% [4][6] Financial Performance - During the Q3 2025 earnings call, key leaders discussed WM's financial performance and strategic initiatives, with a focus on sustainability and enterprise strategy [3] - WM has a market capitalization of approximately $82.27 billion, indicating its significant presence in the waste management industry [5] - The trading volume for WM on the NYSE is 3,533,603 shares, showing active investor interest [5] Stock Performance - The stock price has fluctuated between a low of $197.25 and a high of $208.80 on the current trading day, with a yearly high of $242.58 and a low of $197.25, indicating volatility [4]

Core Insights - Waste Management (WM) has transformed waste collection and disposal into a highly profitable business, generating $22 billion in revenue and nearly $3 billion in profit last year [1][2] - The company is positioned for long-term growth due to increasing demand for its services and a strong business model [1][10] Business Model and Revenue Streams - WM is the leading provider of comprehensive waste management services in North America, with a vertically integrated structure that includes waste collection, transfer stations, and landfills [2] - The majority of WM's revenue (89%) comes from collection, transfer, and disposal services, which are secured through long-term contracts that typically last three years [3] - Revenue from collection and disposal has grown at approximately 6% annually over the past five years [3] Growth Segments - Recycling, healthcare solutions, and renewable energy are smaller but rapidly growing segments for WM [4] - The acquisition of Stericycle for $7.2 billion allows WM to enter the healthcare waste market, capitalizing on increased demand for regulated medical waste services [4][8] - WM is investing $3 billion in new or upgraded recycling facilities and renewable natural gas (RNG) facilities, which will generate an additional $600 million in annual free cash flow by 2027 [7][9] Financial Performance and Projections - WM has delivered a nearly 400% total return over the past decade, outperforming the S&P 500 [5] - The company forecasts revenue growth to approximately $29 billion by 2027, representing a compound annual growth rate of over 9% [9] - Annual free cash flow is expected to exceed $4 billion by 2027, allowing for continued investment in sustainability projects and shareholder returns [9] Market Position and Opportunities - WM holds a significant share of the $125 billion U.S. and Canadian waste and recycling market, with opportunities for further growth through acquisitions of smaller waste management companies [6] - The company has a strong balance sheet, rated A, providing financial flexibility for future acquisitions and investments [6]