TSE:WCN

Waste Connections (WCN.TO)

237.00
-3.38 (1.41%)
as of Jul 21, 2026, 3:23:04 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
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Valuation
Fair Value
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Similar
WM
BUY
Waste management in Canada and US. This is a defensive business. Recently raised some equity to pay down debt. Very solid revenue growth. Long-term hold.
TOP PICK
Strong quarterly results. Organic growth was in the 8%-10% range. Good prospects going forward.
TOP PICK
2nd largest player in Canada and 5th in North America. Issues with shorter life in their landfills should be resolved. Good history of increased distributions.
COMMENT
A great business with the ability to pass on price increases. Payout ratio of about 94%.
BUY
A core position in her funds. A great business. Good management. Have achieved 7%-9% organic growth over the last 3 or 4 years.
BUY
6th largest solid waste management company in North America. Have recovered quite nicely. Coming off very strong Q3 results. Expect they can grow quite nicely organically. Will benefit from a strengthening US$.
TOP PICK
A very defensive name. Garbage disposal. In five provinces of Canada and have expanded into the US. About 60% of their revenues and cash flow comes from the US now.
BUY
A good name to hold. Has possibilities to do some interesting things. 60% of its EBITDA comes from the US. Stable and good management.
TOP PICK
(A Top Pick June 23/06. Down 7.2%.) A good quality business trust. 4th or 5th largest waste management in North America. Q3 numbers show a 12% increase in Canada and 10% in the US.
PAST TOP PICK
(A Top Pick July 6/06. Up 7.8%.) Yields about 6%. The ideal business trust because of high barriers to entry, experienced management.
PAST TOP PICK
(A Top Pick May 5/06. Up 8.7%.) A quality name in the business trust area. Pretty fully valued at this point. Should continue to deliver pretty good growth.
PAST TOP PICK
(A Top Pick June 20/06. Up 13% plus the dividend.) A good solid business.
PAST TOP PICK
(A Top Pick July 6/06. Up 6.2%.) Nothing can be more boring, but stable, then hauling trash. Would still buy.
TOP PICK
(A Top Pick Dec 2/05. Down 4%.) In an economy where there may be some de-acceleration of earnings, this is a defensive holding. Is good at making acquisitions. Good landfill holdings.
TOP PICK
They have landfill capacity. Made a big acquisition in eastern US. Earnings were up 14%. A nice, stable, defensive, boring business. An ideal business as an income trust.
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