TSE:WCN

Waste Connections (WCN.TO)

230.03
+3.00 (1.32%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
288 watching
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Investor Insights
star iconSep 3, 2026, 12:00 am

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

Waste Connections (WCN) is recognized as a strong player in the waste disposal industry, with a reputation for owning a significant part of the waste disposal ecosystem. Experts highlight its profitable track record and robust balance sheet, projecting continued growth with consistent capital allocation. The company benefits from operating in smaller, less competitive markets, which provides pricing power and predictable revenue streams. Recent performance indicates solid revenue growth and margin improvement, but there are concerns about valuation and technical indicators suggesting a cautious approach for new investments. Analysts largely maintain a positive outlook, advocating for potential entry points during any market pullbacks.

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Consensus
Buy
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Valuation
Fair Value
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Similar
WM
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.
BUY
Extremely well managed. A great long-term holding. Great track record of organic and acquisition growth. Relatively recession proof.
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.
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