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Upturn AI SWOT - About
CWST 
Casella Waste Systems Inc (CWST)
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Upturn Advisory Summary
08/28/2025: 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.27B USD | Price to earnings Ratio 520.11 | 1Y Target Price 122.87 |
Price to earnings Ratio 520.11 | 1Y Target Price 122.87 | ||
Volume (30-day avg) 10 | Beta 0.83 | 52 Weeks Range 97.05 - 121.24 | Updated Date 08/28/2025 |
52 Weeks Range 97.05 - 121.24 | Updated Date 08/28/2025 | ||
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 2025-07-30 | When Before Market | Estimate 0.3138 | Actual 0.36 |
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 520.11 | Forward PE 166.67 | Enterprise Value 7290763553 | Price to Sales(TTM) 3.64 |
Enterprise Value 7290763553 | Price to Sales(TTM) 3.64 | ||
Enterprise Value to Revenue 4.24 | Enterprise Value to EBITDA 20.79 | Shares Outstanding 62502300 | Shares Floating 62129862 |
Shares Outstanding 62502300 | Shares Floating 62129862 | ||
Percent Insiders 0.61 | Percent Institutions 107.7 |
Upturn AI SWOT
Casella Waste Systems Inc
Company Overview
History and Background
Casella Waste Systems Inc. was founded in 1975. It began as a single-truck operation in Rutland, Vermont, and has grown through acquisitions and organic growth to become a leading regional solid waste services company.
Core Business Areas
- Solid Waste Collection: Residential, commercial, and industrial solid waste collection services.
- Solid Waste Disposal: Operating landfills and transfer stations for solid waste disposal.
- Recycling: Processing and marketing recyclable materials.
- Resource Solutions: Provides sustainable organic and disposal solutions for customers across North America
Leadership and Structure
John W. Casella is the Chairman and CEO. The company has a typical corporate structure with executive management, regional managers, and functional departments.
Top Products and Market Share
Key Offerings
- Solid Waste Collection: Collection of waste from residential, commercial, and industrial customers. Competitors include Waste Management, Republic Services, and GFL Environmental. Market share varies regionally, but is generally estimated at ~15% in their operational footprint (Northeast US).
- Landfill Disposal: Landfill space for waste disposal. Competitors include Waste Management and Republic Services. Revenue associated with landfill disposal makes up a significant portion of their business.
- Recycling Services: Processing recyclable materials into commodities. Competitors vary by region and material. Revenue is subject to commodity market fluctuations.
- Organics Solutions: Managing and processing organic waste. Market share is small but growing, with increasing demand for sustainable waste management solutions. Competitors include composting facilities and other organics processors.
Market Dynamics
Industry Overview
The solid waste industry is characterized by a few large national players and many regional companies. It's a stable industry driven by population growth and waste generation, with increasing focus on sustainability and resource recovery.
Positioning
Casella is a regional player focused on the Northeast US. It differentiates itself through strong customer relationships, operational efficiency, and a commitment to sustainability.
Total Addressable Market (TAM)
The US solid waste management market is estimated at over $80 billion. Casella, as a regional player, is targeting a portion of this TAM with its specific geographic focus and service offerings. Hard to estimate specific TAM portion.
Upturn SWOT Analysis
Strengths
- Strong regional presence in the Northeast
- Vertically integrated operations (collection, disposal, recycling)
- Focus on sustainability and resource recovery
- Experienced management team
Weaknesses
- Limited geographic scope compared to national players
- Susceptibility to commodity price fluctuations (recycling)
- Higher labor costs in some regions
- Reliance on acquisitions for growth
Opportunities
- Expansion into new geographic areas
- Increased demand for sustainable waste management solutions
- Acquisitions of smaller regional players
- Development of new technologies for waste processing and resource recovery
Threats
- Increased competition from national players
- Changes in environmental regulations
- Economic downturns reducing waste generation
- Rising fuel costs
Competitors and Market Share
Key Competitors
- WM
- RSG
- GFL
Competitive Landscape
Casella faces strong competition from larger national players like Waste Management and Republic Services. However, it differentiates itself through its regional focus and commitment to sustainability.
Major Acquisitions
Twin Bridges Waste & Recycling
- Year: 2023
- Acquisition Price (USD millions): 39
- Strategic Rationale: Expansion of collection operations and increased landfill capacity in the Northeast.
Growth Trajectory and Initiatives
Historical Growth: Casella has grown through a combination of organic growth and acquisitions. It has consistently expanded its service offerings and geographic footprint.
Future Projections: Analysts project continued revenue and earnings growth for Casella, driven by acquisitions and increasing demand for waste management services.
Recent Initiatives: Recent initiatives include acquisitions of smaller waste management companies, investments in recycling infrastructure, and expansion of organics processing capabilities.
Summary
Casella Waste Systems is a strong regional player in the Northeast US waste management market. Its vertically integrated operations and focus on sustainability are working well. The company needs to be cautious about commodity price fluctuations and increased competition from larger national firms, also rising fuel cost.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Press Releases, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial professional.
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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