TSE:WCN

Waste Connections (WCN.TO)

231.82
-0.24 (0.10%)
as of Aug 10, 2026, 8:00:00 pm Market Open.
285 watching
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Investor Insights
star iconAug 10, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Waste Connections (WCN-T) has garnered significant attention from analysts, notably for its unique position in smaller, exclusive markets that offer reduced competition and enhanced pricing power. Many experts applaud the company for its steady revenue growth, with a recent increase of 6% and margins hovering around 33%. Despite experiencing a pullback and a downtrend since early 2025, some experts view this as a buying opportunity given the company's resilience and solid fundamentals. There is a consensus that while the stock may appear pricey with a forward P/E ratio of 27, its defensive nature and the reliable cash flows it generates make it a suitable candidate for long-term investment in an uncertain economic environment. Analysts also highlight the waste management industry's oligopoly structure as a long-term growth driver, despite some pressures on margins from recycling challenges.

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Consensus
Buy
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Valuation
Fair Value
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Similar
WM
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.
TOP PICK
Waste management. Good stable business. Whatever happens in Europe or in equity markets, people still produce garbage. Waste per capita goes up every year. Generates a significant amount of free cash flow and pays 2.5% dividend.
HOLD
52 week low. There’s your bear market. Changed name, thank goodness. Good senior waste management company in North America. It’s over sold. Hang in there.
TOP PICK
Grown aggressively by acquisition. Looks like fairly solid earnings. Some organic growth and some from acquisitions. Well run company that is going to do well.
TOP PICK
Solid waste management, both pick up and disposal. Industry is very fragmented with lots of room for consolidation. Profits are growing and dividends are increasing. Good business model and solid management.
TOP PICK
Waste management. Very defensive. Recession resistant. Very strong track record of growth, both organically and by acquisition.
BUY
A bit of a wedge that it is about to break out of. Bouncing along the 125 day moving average. Each low is less low, so the rounding top doesn’t mean much. Volume is good.
TOP PICK
One of the largest waste management companies in North America. The waste per capita goes up every year. Lot of good industry fundamentals. 2% Dividend. Have trucks and landfills, do commercial and residential. Did a secondary offering last evening to liquidate an acquired company’s stock. This had been an overhang.
TOP PICK
Owned it for years. Has a terrible name. Growing rapidly through acquisitions – 15 in 2010. You buy it for the growth in their business and a growing dividend over time.
TOP PICK
Growth company, third largest solid waste company in North America. Keeps making acquisitions. It’s a fragmented industry where there are always companies you can buy. Well run and you will see dividend growth.
PAST TOP PICK
(A Top Pick Aug 20/09. Up 69.80%.)
DON'T BUY
Was buying heavily for clients at $10. Not a lot of upside left. Don’t want to raise dividend, but rather want to grow.
PAST TOP PICK
(A Top Pick June 10/09. Up 82.63%.) Still a buy.
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