Added to YB: 2026-10-14
Pitch date: 2026-10-12
WCN [neutral]
Waste Connections, Inc.
+5.96%
current return
Author Info
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Company Info
Waste Connections, Inc. provides non-hazardous waste collection, transfer, and disposal services in the United States and Canada.
Market Cap
$38.5B
Pitch Price
$156.20
Price Target
N/A
Dividend
0.92%
EV/EBITDA
15.05
P/E
36.91
EV/Sales
4.92
Sector
Commercial Services and Supplies
Category
growth
After the Compounder Trap: Four Stocks We’re Interested In - Waste Connections, Inc.
WCN (monitor): Denser collection routes, disposal assets and hard-to-replicate local infrastructure can protect economics, while pricing, route density and sensible acquisitions could lift cash flow per share; volumes and mix remain economically sensitive. Q2 revenue grew 6.4% and adjusted EBITDA 6.8%. The US$1.425B midpoint of 2026 adjusted FCF guidance implies a 3.7% yield on ~US$38.5B of October 9 equity value—not an obvious bargain. If adjusted earnings rise but cash after disposal investment, fuel/labor costs, environmental obligations and acquisition spending disappoints, the thesis needs revisiting.
Read full article (1 min)