CWSTCasella Waste Systems, Inc.

$83.76-3.4% 1Y

Is the price fair?

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A demanding price: at the top of its own P/E range and rich vs its sector.

2 to watch, 1 neutral
What the price assumes~+19% a year

Priced for ~19% a year FCF growth. Roughly in line with its three-year revenue growth of 20% a year.

Vs its own P/E rangedearer than 91% of its own historyderived

Expensive vs its own history: P/E 194.2 vs a 75.2 median over 22 quarters (+158% vs median).

Vs sector (EV/EBIT)109.0×

Sector median 23.3× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)bottom 1% of the market
FCF yieldbehind 87% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What CWST's price assumes

Casella Waste Systems, Inc. trades at 931× earnings against 36.8× for the median Waste Management name, more expensive than its own group.

931

Trailing P/E · Waste Management median 36.8 · 25.3× the median: the market pays up for this one

Price / sales
3.00

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
1.8%

Free cash flow yield · Waste Management median 3.5%

Growth the price implies
+19%

Growth the price implies · The price pays for +19% free cash flow growth a year for a decade; the business has delivered +8.9% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
3.72
EV / EBITtoday's price, trailing year to Jun 30, 2026
109
EV / salestoday's price, trailing year to Jun 30, 2026
3.68
Industrials median P/E440 names
26.5
Waste Management median P/E8 names
36.8
Free cash flow, trailing twelve months
$106M
Market capitalisation
$5.87B
3-year revenue growth
+20%
3-year free cash flow growth
+8.9%
CWST has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 194× today against a 75.2× median
52-week range$74.97 – $107.34
Today$83.76

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.