Tim ReganGFL Environmental GFLTOP PICKFeb 03, 2026
They do a lot of tuck-in buys in this sector, highly accretive. They keep expanding. They just moved to Miami to attract more shareholders. Is a little cheaper than its peers, but has a longer growth runway.
When the economy booms, there's more garbage, especially on the industrial side. GFL is the 4th-biggest waste management company in North America and the fastest-growing one. Since 2007, GFL has bought several companies that's now projected to make $4 billion in revenues this year. It's a Canadian company that hit Wall Street right before Covid in March 2020. It plunged from $19 to $12 lows, but then surged to $32 today. Can it run further as the U.S. and Canada (slightly lagging) reopen?
They do a lot of tuck-in buys in this sector, highly accretive. They keep expanding. They just moved to Miami to attract more shareholders. Is a little cheaper than its peers, but has a longer growth runway.
(Analysts’ price target is $55.98)