Added to YB: 2026-08-20
Pitch date: 2026-08-13
GFL [bullish]
GFL Environmental Inc.
+5.81%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States.
Market Cap
CAD 22.0B
Pitch Price
CAD 58.47
Price Target
60.00 (-3%)
Dividend
0.16%
EV/EBITDA
18.16
P/E
-110.49
EV/Sales
4.61
Sector
Commercial Services and Supplies
Category
special_situation
Show full summary:
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers - GFL Environmental Inc.
GFL: Q2 EBITDA +14.8%, guiding >15% EBITDA & >20% FCF growth (ex-Secure). Secure deal (rev +19%, per-share EBITDA +20%) closing Q4 could push EBITDA >20%. PE sponsors circling to take private; CEO Dovigi won't sell below $70 USD, rolling 100% equity. Author sees $55-60 deal, wins either way.
Read full article (4 min)