Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.0B
64M shares
52-week range
$74.05 – $116.45
48% from low
Sector
REFUSE SYSTEMS
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $660.7M | $743.3M | $774.6M | $889.2M | $1.09B | $1.26B | $1.56B | $1.84B |
| Cost of revenue | $523.8M | $588.4M | $606.4M | $686.0M | $849.5M | $1.00B | $1.26B | $1.52B |
| Gross profit | $136.9M | $154.8M | $168.2M | $203.2M | $235.6M | $261.8M | $295.0M | $313.4M |
| Gross margin | 20.7% | 20.8% | 21.7% | 22.9% | 21.7% | 20.7% | 18.9% | 17.1% |
| R&D | $311.0K | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $52.1M | $58.5M | $65.7M | $84.4M | $102.2M | $106.0M | $104.3M | $89.2M |
| EBITDA | $118.6M | $150.7M | $154.9M | $208.8M | $248.3M | $274.2M | $321.5M | $393.6M |
| Net income | $6.4M | $31.7M | $91.1M | $41.1M | $53.1M | $25.4M | $13.5M | $7.9M |
| Net margin | 1.0% | 4.3% | 11.8% | 4.6% | 4.9% | 2.0% | 0.9% | 0.4% |
| EPS (diluted) | 0.15 | 0.66 | 1.86 | 0.80 | 1.03 | 0.46 | 0.23 | 0.12 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.1B | $1.35 | $0.93–$1.64 | 6 |
| 2027 | $2.2B | $1.73 | $0.93–$2.79 | 7 |
| 2028 | $2.4B | $2.07 | $2.03–$2.13 | 1 |
| 2029 | $2.6B | $2.15 | $2.11–$2.22 | 1 |
Forward consensus · source: Financial Modeling Prep
Casella Waste Systems Inc is a solid waste removal company, providing resource management services to residential, commercial, municipal, and industrial customers. The company's reportable segments on Geographical basis include Eastern, Western and Mid-Atlantic regions through the Resource solution segment. It generates maximum revenue from the Western region segment. The company's services include Recycling, Collection, Organics, Energy, Landfills, Special Waste as well as Professional Services.
www.casella.comNo one on the platform currently holds CWST.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 68,642 | $6.5M |
No one on the platform has traded CWST yet.
| $7.3B |
| — |
| HXLHexcel Corporation | $96.52 | +0.32% | $7.3B | — |
| KBRKBR, Inc. | $33.37 | +3.47% | $4.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 429.1× earnings vs its 179.7× historical median P/E.
Fair value ≈ $39.48 · price $94.28 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
There’s been a quiet strength building in a lot of “sleepy” compounders lately. Names like $WCN, $PGR, $CWST, $AJG Not flashy, not crowded but consistently grinding higher. After years of sideways consolidation and multiple compression, earnings growth kept compounding under the surface. Feels like the market is starting to re-price that stability again. Sometimes the best performers aren’t the ones getting attention, but the ones nobody had to chase. Next alert coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗$CWST Bullish Above the Stomach Candlestick Pattern
View on StockTwits ↗$WCN.TSX $CWST $WM slow growers but good if the market dips. Seems like a decent time to buy them
View on StockTwits ↗Wall St is expecting 0.35 EPS for $CWST Q2 [Reporting 07/23 AMC] http://www.estimize.com/intro/cwst?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$CWST Q1 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.09 down -12.50% YoY • Reported revenue of $457.33M up 9.64% YoY • Casella Waste Systems, Inc. raised fiscal year 2026 guidance for revenues to $2.06B, Adjusted EBITDA to $473M, and Adjusted Free Cash Flow to $200M, while lowering net income guidance to $4M.
View on StockTwits ↗$TPL $CWST $PGR $META $ASML Land, Waste, and Insurance: Searching for Hidden Compounders | Nick Ridenour https://open.substack.com/pub/rigatonicapital/p/land-waste-and-insurance-searching?utm_campaign=post-expanded-share&utm_medium=post%20viewer
View on StockTwits ↗$CWST Share Price: $76.68 Contract Selected: Sep 18, 2026 $75 Calls Buy Zone: $6.63 – $8.19 Target Zone: $10.89 – $13.31 Potential Upside: 55% ROI Time to Expiration: 177 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$CWST i just got in at $81.81 anyone else use alert callers? I signed up for a free trial with one and it told me to buy this at $81.81.... it even gave me the price. It tells me to place a hard stop at $77.72... Lets see how it goes. Im hopeful.
View on StockTwits ↗$CWST the last two daily candles are the nastiest I’ve seen in awhile. 82 incoming
View on StockTwits ↗$AMTM $CWST $MDLN $LYFT All are easy shorts. Bulls make money bears make money. The difference? Bears make money quicker than bulls.
View on StockTwits ↗$CWST Share Price: $92.73 Contract Selected: Sep 18, 2026 $95 Calls Buy Zone: $5.27 – $6.51 Target Zone: $9.92 – $12.13 Potential Upside: 78% ROI Time to Expiration: 199 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$CWST short casella! They haven’t picked up my trash yet today !
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.