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Upturn AI SWOT - About
CWST 
Casella Waste Systems Inc (CWST)
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Upturn Advisory Summary
09/16/2025: CWST (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $122.87
1 Year Target Price $122.87
| 5 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.85% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.79B USD | Price to earnings Ratio 475.05 | 1Y Target Price 122.87 |
Price to earnings Ratio 475.05 | 1Y Target Price 122.87 | ||
Volume (30-day avg) 10 | Beta 0.84 | 52 Weeks Range 88.34 - 121.24 | Updated Date 09/15/2025 |
52 Weeks Range 88.34 - 121.24 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.64% | Operating Margin (TTM) 5.53% |
Management Effectiveness
Return on Assets (TTM) 2.08% | Return on Equity (TTM) 0.85% |
Valuation
Trailing PE 475.05 | Forward PE 77.52 | Enterprise Value 6802521893 | Price to Sales(TTM) 3.36 |
Enterprise Value 6802521893 | Price to Sales(TTM) 3.36 | ||
Enterprise Value to Revenue 3.95 | Enterprise Value to EBITDA 19.39 | Shares Outstanding 62502300 | Shares Floating 62129862 |
Shares Outstanding 62502300 | Shares Floating 62129862 | ||
Percent Insiders 0.61 | Percent Institutions 106.59 |
Upturn AI SWOT
Casella Waste Systems Inc
Company Overview
History and Background
Casella Waste Systems Inc. was founded in 1975 in Rutland, Vermont. It began as a single-truck operation and has grown into a regional solid waste services company. The company went public in 1997 and has expanded through acquisitions and organic growth.
Core Business Areas
- Solid Waste: Collection, transfer, disposal, and recycling of solid waste materials.
- Recycling: Processing and marketing of recyclable materials.
- Organics: Collection, processing, and composting of organic waste.
- Resource Solutions: Providing services to industrial, commercial, and municipal customers for materials management and sustainability solutions.
Leadership and Structure
John W. Casella is the Chairman and CEO. The company has a board of directors and an executive leadership team responsible for various business functions.
Top Products and Market Share
Key Offerings
- Market Share (%): 14
- Solid Waste Collection: Residential, commercial, and industrial waste collection services. The company operates across the Northeast and collects waste from a large number of households and businesses. Competitors include Waste Management, Republic Services, and GFL Environmental.
- Landfill Disposal: Operation of landfills for the disposal of solid waste. Landfills provide a critical disposal outlet. Competitors are Waste Management and Republic Services.
- Market Share (%): 9.3
- Market Share (%): 7.2
- Recycling Services: Processing and sale of recyclable materials, including paper, plastic, and metal. The company competes with Sims Metal Management and Schnitzer Steel Industries.
Market Dynamics
Industry Overview
The solid waste industry is a mature and essential sector. Demand is relatively stable, but growth is driven by population increases, economic activity, and increasing focus on sustainability and recycling. Regulatory compliance is a key factor.
Positioning
Casella Waste Systems Inc. is a regional player in the Northeast, focusing on integrated waste management solutions. Its competitive advantages include its landfill capacity, recycling infrastructure, and focus on sustainability initiatives.
Total Addressable Market (TAM)
The total addressable market for solid waste management in North America is estimated to be worth over $80 billion. Casella is positioned to capture a portion of this TAM through its regional presence and integrated service offerings.
Upturn SWOT Analysis
Strengths
- Vertically integrated operations (collection, transfer, disposal)
- Strong regional presence in the Northeast
- Commitment to sustainability and recycling initiatives
- Experienced management team
- Strategic acquisitions for growth
Weaknesses
- Geographic concentration limits growth potential
- Reliance on landfill capacity
- Exposure to commodity price fluctuations in recycling business
- Higher debt level
Opportunities
- Expansion into new geographic markets
- Increased demand for recycling and waste diversion services
- Development of innovative waste management technologies
- Strategic acquisitions to expand service offerings
- Growing focus on ESG investments
Threats
- Stringent environmental regulations
- Increased competition from larger national players
- Economic downturn impacting waste generation
- Fluctuations in commodity prices for recyclable materials
- Difficulty in obtaining permits for new landfills
Competitors and Market Share
Key Competitors
- WM
- RSG
- GFL
Competitive Landscape
Casella Waste Systems Inc. competes with larger national players like Waste Management and Republic Services. Its strengths lie in its regional focus, integrated service offerings, and commitment to sustainability. However, its smaller size and geographic concentration are limitations.
Major Acquisitions
Twin Bridges Waste & Recycling
- Year: 2023
- Acquisition Price (USD millions): 16
- Strategic Rationale: Increased landfill capacity and expanded market presence in the Northwest.
Gannon Environmental Services, Inc.
- Year: 2023
- Acquisition Price (USD millions): 30.7
- Strategic Rationale: Extends Casellau2019s service footprint in the Greater Boston area.
Growth Trajectory and Initiatives
Historical Growth: Casella Waste Systems Inc. has grown through a combination of organic expansion and strategic acquisitions. The company has focused on expanding its service offerings and increasing its market share in the Northeast.
Future Projections: Analysts project continued growth for Casella Waste Systems Inc., driven by increased demand for waste management services and the company's focus on sustainability initiatives.
Recent Initiatives: Recent initiatives include investments in recycling infrastructure, expansion of organics processing capabilities, and strategic acquisitions to expand geographic reach.
Summary
Casella Waste Systems is a regional waste management company with strengths in its integrated operations and focus on sustainability. Its reliance on the Northeast and smaller size compared to national players present challenges. Strategic acquisitions and expansion into new markets are key to future growth. The company benefits from increasing demand for recycling and waste diversion services.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Casella Waste Systems Inc
Exchange NASDAQ | Headquaters Rutland, VT, United States | ||
IPO Launch date 1997-10-28 | Chairman, CEO & Secretary Mr. John W. Casella Jr. | ||
Sector Industrials | Industry Waste Management | Full time employees 5100 | Website https://www.casella.com |
Full time employees 5100 | Website https://www.casella.com | ||
Casella Waste Systems, Inc., together with its subsidiaries, operates as a vertically integrated solid waste services company in the United States. The company offers resource management services primarily in the areas of solid waste collection and disposal, transfer, recycling, and organics services to residential, commercial, municipal, institutional, and industrial customers. It also provides non-hazardous solid waste services, including collections, transfer stations, recycling, and disposal operations. In addition, the company markets materials, including fibers, corrugated cardboard, newsprint, plastics, glass, ferrous, and aluminum metals. Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.
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