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GFL 
Gfl Environmental Holdings Inc (GFL)
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Upturn Advisory Summary
02/26/2026: GFL (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $54.72
1 Year Target Price $54.72
| 9 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.21B USD | Price to earnings Ratio 103.1 | 1Y Target Price 54.72 |
Price to earnings Ratio 103.1 | 1Y Target Price 54.72 | ||
Volume (30-day avg) 19 | Beta 0.56 | 52 Weeks Range 40.81 - 51.92 | Updated Date 02/26/2026 |
52 Weeks Range 40.81 - 51.92 | Updated Date 02/26/2026 | ||
Dividends yield (FY) 0.20% | Basic EPS (TTM) 0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-24 | When - | Estimate 0.1415 | Actual 0.36 |
Profitability
Profit Margin 57.95% | Operating Margin (TTM) 6.37% |
Management Effectiveness
Return on Assets (TTM) 1.23% | Return on Equity (TTM) 3.28% |
Valuation
Trailing PE 103.1 | Forward PE 48.54 | Enterprise Value 22061312981 | Price to Sales(TTM) 2.3 |
Enterprise Value 22061312981 | Price to Sales(TTM) 2.3 | ||
Enterprise Value to Revenue 3.8 | Enterprise Value to EBITDA 16.19 | Shares Outstanding 346110312 | Shares Floating 272308028 |
Shares Outstanding 346110312 | Shares Floating 272308028 | ||
Percent Insiders 3.11 | Percent Institutions 102.51 |
Upturn AI SWOT
Gfl Environmental Holdings Inc
Company Overview
History and Background
Gfl Environmental Holdings Inc. was founded in 2007 by Patrick Dovigi. The company has grown rapidly through a series of strategic acquisitions, expanding its service offerings and geographic reach across North America. Its evolution has been characterized by a focus on consolidating the fragmented waste management and environmental services industry.
Core Business Areas
- Solid Waste: GFL provides a comprehensive suite of solid waste management services, including collection, transfer, recycling, and disposal for commercial, industrial, and residential customers. This segment includes landfill operations and the processing of recyclable materials.
- Environmental Services: This segment encompasses a broad range of services such as hazardous waste management, industrial cleaning, soil remediation, and water treatment. It caters to industrial clients and municipalities requiring specialized environmental solutions.
- Infrastructure & Products: This segment includes services like vacuum excavation, hydro-excavation, and the sale and rental of portable toilets. It also involves the production and sale of liquid asphalt and related products for road construction and maintenance.
Leadership and Structure
Gfl Environmental Holdings Inc. is led by its Founder and CEO, Patrick Dovigi. The company operates with a decentralized structure, with regional management teams responsible for local operations. Its organizational structure is designed to facilitate integration of acquired businesses and maintain operational efficiency.
Top Products and Market Share
Key Offerings
- Residential Waste Collection: Subscription-based curbside collection of household waste and recyclables for municipal and private customers. Competitors include Waste Management (WM) and Republic Services (RSG).
- Commercial Waste Management: Tailored waste collection and disposal solutions for businesses across various industries, including retail, manufacturing, and healthcare. Competitors include Waste Management (WM) and Republic Services (RSG).
- Hazardous Waste Disposal: Specialized collection, treatment, and disposal services for hazardous materials generated by industrial and commercial clients. Key competitors include Clean Harbors (CLH) and Veolia Environmental Services.
- Recycling Services: Processing and sale of recyclable materials such as paper, plastic, glass, and metal. Competitors include various regional recycling processors and larger waste management companies.
Market Dynamics
Industry Overview
The waste management and environmental services industry is characterized by its essential nature, stable demand, and significant regulatory oversight. The industry is undergoing consolidation, with larger players acquiring smaller regional operators. Key trends include a growing emphasis on recycling, sustainability, and specialized environmental solutions.
Positioning
GFL Environmental Holdings Inc. is a significant player in the North American waste management and environmental services market. Its competitive advantages stem from its aggressive acquisition strategy, which has allowed it to rapidly expand its footprint and service offerings, and its focus on providing a comprehensive suite of services, positioning it as a one-stop shop for many customers. The company benefits from its diversified revenue streams across various customer segments.
Total Addressable Market (TAM)
The total addressable market for waste management and environmental services in North America is estimated to be well over $100 billion annually. GFL Environmental Holdings Inc. is positioned to capture a growing share of this market through continued organic growth and strategic acquisitions. Its focus on expanding its service offerings and geographic reach allows it to address a substantial portion of this TAM.
Upturn SWOT Analysis
Strengths
- Aggressive and successful acquisition strategy driving rapid growth.
- Diversified service offerings across waste, recycling, and environmental solutions.
- Extensive operational footprint across North America.
- Experienced management team with a proven track record in M&A.
- Strong customer relationships and contract base.
Weaknesses
- High debt levels resulting from numerous acquisitions.
- Integration challenges with acquired companies.
- Reliance on commodity prices for recycling revenue.
- Operational complexities due to rapid expansion.
- Potential for increased competition in specific service areas.
Opportunities
- Continued industry consolidation for further acquisitions.
- Expansion into new geographic markets.
- Growth in specialized environmental services (e.g., PFAS remediation).
- Increasing demand for recycling and circular economy solutions.
- Leveraging technology for operational efficiency and data analytics.
Threats
- Rising fuel and labor costs.
- Stricter environmental regulations and compliance requirements.
- Economic downturns impacting industrial and commercial waste generation.
- Increased competition from established players and new entrants.
- Negative publicity related to environmental incidents or operational issues.
Competitors and Market Share
Key Competitors
- Waste Management, Inc. (WM)
- Republic Services, Inc. (RSG)
- Clean Harbors, Inc. (CLH)
Competitive Landscape
GFL Environmental Holdings Inc. competes in a market dominated by larger, well-established players like Waste Management and Republic Services. GFL's advantage lies in its agility and its focus on specific niche markets and regions where it can achieve strong market positions through acquisitions. Clean Harbors is a primary competitor in the specialized hazardous waste segment. GFL's ability to integrate acquisitions efficiently and cross-sell services is crucial for its competitive edge.
Major Acquisitions
Waste Industries
- Year: 2018
- Acquisition Price (USD millions): 700
- Strategic Rationale: This acquisition significantly expanded GFL's footprint in the U.S. Southeast, adding substantial residential and commercial collection routes and landfill assets.
Terrapure Environmental
- Year: 2021
- Acquisition Price (USD millions): 330
- Strategic Rationale: The acquisition of Terrapure enhanced GFL's environmental services capabilities, particularly in hazardous waste treatment and recycling, and expanded its presence in Canada.
Growth Trajectory and Initiatives
Historical Growth: GFL Environmental Holdings Inc. has experienced substantial historical growth, primarily fueled by its relentless acquisition strategy. This has led to a significant expansion of its operational base and service capabilities across North America.
Future Projections: Analyst projections for GFL Environmental Holdings Inc. generally indicate continued revenue growth, with an increasing focus on achieving profitability and optimizing operations. The company is expected to continue its acquisition strategy, albeit potentially at a more measured pace, and to focus on integrating existing assets for improved efficiencies and cash flow generation.
Recent Initiatives: Recent initiatives include optimizing collection routes, investing in new recycling technologies, and focusing on environmental services expansion. The company is also working to deleverage its balance sheet through operational improvements and strategic financial management.
Summary
GFL Environmental Holdings Inc. is a rapidly growing player in the North American waste management and environmental services sector, driven by a highly successful acquisition strategy. While its revenue has seen consistent growth, the company faces challenges with high debt levels and profitability. Its strong competitive positioning in a consolidating industry, combined with opportunities in specialized environmental services, provides a solid growth outlook, but careful debt management and operational integration remain critical for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analysis Reports
- Market Data Providers
Disclaimers:
This JSON output is generated for informational purposes only and should not be considered financial advice. All data is subject to change and may have inherent limitations. Investors should conduct their own due diligence before making any investment decisions.
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 Gfl Environmental Holdings Inc
Exchange NYSE | Headquaters Miami Beach, FL, United States | ||
IPO Launch date 2020-03-03 | Founder, Chairman, President & CEO Mr. Patrick Dovigi | ||
Sector Industrials | Industry Waste Management | Full time employees 14850 | Website https://gflenv.com |
Full time employees 14850 | Website https://gflenv.com | ||
GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States. It offers solid waste management services, including collection, transportation, transfer, recycling, and disposal services for municipal, residential, commercial, and industrial customers. The company was incorporated in 2007 and is headquartered in Miami Beach, Florida.
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