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 Feb 23/07. Down 3.4% including distributions.) One of the premier waste management companies in North America. Industry leading margins. Good entry point.
COMMENT
As the 2011 tax changes come near, investors will be pricing this in. This company is a good model for an income trust. What has been hurting them is that they have a lot of operations in the US and the stronger Cdn$ has had a negative impact. He is starting to look at this at these levels. Yield of about 7.5%.
BUY
This is a good example of a trust that has a lot of flexibility between now and 2011. Made a very good trust and has done very well with a good steady, stable cash flow. One of the more growthy trusts. Feels the distribution is very sustainable.
BUY
Trades at about 8.5 EBITDA basis. 60% of their operations is in the US. Feels that in 2011 their taxes will be up from about 11% to about 22%. Organic growth has vastly outperformed its US peers. Strong management and conservatively run.
TOP PICK
Waste management. Recession resistant. Very stable operating results. Made an acquisition in the Northeast US, which solidifies their position in the Northeast US.
TOP PICK
Waste management. Operations in Canada and US. Very stable business. Recession proof. Organic growth has been phenomenal.
BUY
Long-term outlook is very good. Great organic growth. A large portion of their business is in the US, so there is currency risk.
PAST TOP PICK
(A Top Pick May 5/06. Up 4.4%.) One of the dominant players in the non-hazardous waste management. Recession resistant. Probably one of the better growth stories in the trust sector.
BUY
A great company.
BUY ON WEAKNESS
A core holding in their portfolio. Recession proof, very well managed.
BUY
Waste management. Tends to be a very steady Eddy in the market.
TOP PICK
Very strong management team. Made acquisitions. A consolidator in the waste management business. Have moved into the US, which has doubled their size. Pays down their debt.
TOP PICK
On a very positive upswing right now. Garners most of its earnings from the US. Strong organic growth. Very under appreciated.
BUY
Waste collection and landfills. Growth business. Relatively high finance leveraged but recently did a share issue to pay it down. Good holdings.
BUY
Very strong business. 4th or 5th biggest waste management company in North America. Manages its cash flow very well.
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