TSE:WCN

Waste Connections (WCN.TO)

216.40
+2.33 (1.09%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
282 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Waste Connections (WCN) is regarded as a fundamentally solid company within the waste management sector, characterized by steady earnings and growth potential. Despite its strong operational track record and disciplined management, the stock is seen as expensive, trading at a forward PE of 27x, which has made some investors cautious. Analysts agree that while WCN has avenues for growth through acquisitions and a solid market position, the current market sentiments lean towards finding more exciting investment opportunities. The potential for double-digit earnings growth and the company’s commitment to employee safety and solid cash flows provides a robust long-term investment case, yet, the stock has been facing downward pressure partly due to challenges like environmental concerns and rising fuel costs. Overall, while potentially offering good long-term returns through stability, there's a consensus that it may be best to seek a pullback before entering a position.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
review icon
Similar
WM
PAST TOP PICK
(Top Pick Mar 24/11, Down 6.31%) Likes the fundamentals and thought it was fairly non-cyclical. But they have experienced a fair amount of price competition in their US northeast division. He made some profit.
DON'T BUY
Very complex accounting and unless you have a strong accounting background and are in the kind of accounting you need for an environmental site, he would stay away.
PAST TOP PICK
(A Top Pick April 8/11. Down 10.14%.)
PAST TOP PICK
(A Top Pick April 8/11. Down 10.14%.)
DON'T BUY
Charts aren’t telling us much. It had a little bit of a bottom last August and another test in December and is now into a bit of an upward trend. It's close to meeting its upward resistance. There are probably better opportunities elsewhere.
BUY
There is a great deal of consolidation in waste management. What they have done, which is very, very smart, is expanding in areas contiguous with the areas where they already have operational efficiencies. Good entry point, but you will have to be patient with this stock.
TOP PICK
Focused on garbage and waste hauling in North America. Last quarter disappointed in terms of the US division, but he thinks that was a combination of one-time items. Valuation is very attractive. Management says they are going to focus more on shareholders. Expect a dividend increase as well as share buyback.
SELL
(Market Call Minute) Too hard to analyze. Financials are too complex.
TOP PICK
Well positioned in a recessionary environment. Extremely well-managed in strategic tuck in acquisitions for synergies. 3rd quarter was a disappointment because of their Northeast US operations. Results in Canada and southern US were in-line. Good price.
DON'T BUY
A defensive, overvalued name. Have not demonstrated they are recession-proof. Disappointed with exposure to broad economic conditions.
TOP PICK
Very stable business. Waste collections and transfer agents for industrial and commercial customers across North America. Good, strong cash flow generator. Looking for 4%-5% growth.
PAST TOP PICK
In a recession resistant industry. Had a change in CEO, incoming has been with company for a long time.
BUY
Budget cuts in the US operations? Pretty safe as you keep on getting 2%-3% increases in the fees for collecting trash. Some economic sensitivity, especially in the US. If construction and housing are down a lot, as they had been, their volumes are down. Acquired a big operation in St. Louis this year.
TOP PICK
Likes the story. A well managed company. 40% Canada and 60% US. Strategic acquisition leads to growth. Throws off great cash flow. The market has ignored this company for so long. Will not be constrained in acquisitions like the rest of the market.
BUY
Garbage landfill sites and transfer sites. Likes this space and thinks there are good opportunities. Solid management. Had a Q2 miss on their earnings and a change in CEOs creating a sell off in the stock. Great opportunity for very sustainable yields.
Showing 151 to 165 of 299 entries