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
0
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.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
WM
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.
PAST TOP PICK
(A Top Pick Apr 28/08. Down 39.23%.) Mild decrease in organic growth because of the recession. Bit of a disappointment when management decided to convert to a corporation early and slashed the dividend. Keeping an eye on management. On his Watch list.
TOP PICK
Garbage. Quiet company and not very cyclical. 50% corporate garbage. Should have very steady cash flow going forward. 5% yield.
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