TSE:WCN

Waste Connections (WCN.TO)

227.67
-2.36 (1.03%)
as of Sep 4, 2026, 5:03:29 pm Market Open.
288 watching
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Investor Insights
star iconSep 4, 2026, 12:00 am

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

Waste Connections (WCN) is viewed as a solid investment within the waste disposal sector, praised for its dependable cash flow, strong balance sheet, and historical profitability. Analysts emphasize the company's unique position of owning a vertically integrated waste disposal ecosystem, providing it with pricing power in exclusive markets. Despite facing challenges such as escalating costs and some operational issues, the company has demonstrated resilience with positive revenue growth and promising earnings projections. Many experts cite its defensive nature against economic fluctuations, making it a reliable choice for long-term portfolios, alongside some potential for future acquisition growth in a largely oligopolistic industry. However, some caution against entering too aggressively at current price levels, suggesting that a price pullback could present a more attractive entry point.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
WM
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.
PAST TOP PICK
(A Top Pick June 10/09. Up 63% excluding yield.) Waste disposal. Still a Hold.
PAST TOP PICK
(A Top Pick April 3/09. Up 72.4%.) Just sold.
PAST TOP PICK
(Top Pick Aug 20/09, Up 25.63%) Still likes it.
TOP PICK
There are 3 realities of life. Death, Taxes and garbage. Strong earnings; converted from a trust and cut dividend in half so it is a growth story now. Risks are environmental problems, but they are good managers.
WAIT
Good company. Owned it for a long time. Well run, smart management. Cleaned up balance sheet. Margins are strong. Will grow over time. Multiple makes it looks cheap. Wait for a pullback. A good dividend paying stock. $16-17 would be a good time to get in.
BUY
Loves Garbage and Garbage names. The merger is going to be well accomplished. Bought it himself.
PAST TOP PICK
(A Top Pick Apr 3/09. Up 74.23%.) Getting a little extended here. Still a Hold but if it rolls over he will Sell.
PAST TOP PICK
(A Top Pick Aug 20/09. Down 3.15%.)
TOP PICK
3rd largest waste management company in North America. Great example of a very solid, stable business. Recession resistant. A lot of growth opportunities. Generates a significant amount of free cash flow of almost 11%.
DON'T BUY
Has not been one of the strongest names in the group and you would be better to go to one of the stronger ones such as Waste Management (WM-N).
BUY ON WEAKNESS
Good yield. Stable business. Pretty aggressive and are expanding into the US. Could see $15-$16 if the market stayed stronger.
TOP PICK
Waste management. Somewhat recession proof. Have gained in the penalty box for a couple of years. Changed from an income trust (Formerly BFC trust.) To a growth oriented company. Dividend of about 5%. Fairly highly leveraged.
DON'T BUY
Big player in the North American waste disposal/garbage business. Balance sheet issues they addressed by raising some money. Garbage is economically sensitive. The more an economy prospers, the more industry and populace produce waste. A little early for this one.
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