TSE:WCN

Waste Connections (WCN.TO)

237.25
-3.13 (1.30%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
284 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

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

Waste Connections (WCN-T) is viewed positively by several experts, primarily due to its position in a defensive and stable industry that is less sensitive to economic fluctuations. While some analysts appreciate the company's strong management and solid growth prospects, particularly in cash flow, others express concerns regarding its current stock performance and valuation metrics, with reports of lower highs and lows on the charts. Despite being fundamentally sound with a projected earnings growth of around 10%, the stock trades at a high forward P/E ratio, leading to mixed feelings about its attractiveness at present. Acquisitions aimed at smaller markets and a focus on employee safety enhance its reputation, but recent challenges, including a chemical incident in California and fuel costs, have impacted investor sentiment. In summary, while considered a valuable part of a diversified portfolio, timing for a new position is crucial given market volatility and external pressures.

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Consensus
Positive
valuation icon
Valuation
Fair Value
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Similar
WM
PAST TOP PICK
(A Top Pick Apr 8/11. Down 11.12%.) Had an unexpected change in their CEO. As the market gets to know him, they will like him which will be positive.
PAST TOP PICK
(Top Pick Mar 22/11, Down 4.02%) Not concerned about the decline and is keen on it still. Industry was consolidating.
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.
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