Waste Connections (WCN.TO) Buy, Sell or Hold

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Waste Connections (WCN.TO)

237.00

-3.38 (1.41%)

as of Jul 21, 2026, 3:23:04 pm Market Open.

284 watching

Investor Insights

Jul 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.

Consensus

Positive

Valuation

Fair Value

Similar

BUY

Has been flat for most of the year. Payout ratio has gone down and he expects distribution increases. Acquired the Ridge Landfill in Ontario and may be the only one that could be a solution for Toronto’s garbage problem. This could give a nice increase in cash flows.

BUY

Payout ratio is reasonable at 85%. Recession resistant business. Management has done a great job in acquiring/expanding landfill sites. Organic growth is good at around 6%. Made a big US acquisition and have integrated it extraordinarily well. Hedged their US currency exposure.

TOP PICK

Waste management. The ideal model for a business trust. Has a lot of landfills. 6% yield.

TOP PICK

One of the better quality business trusts. 5th largest waste management company in North America. Made a number of tuck-in acquisitions but have also acquired some landfill companies. Should continue to see growth. Pullback gives a good buying opportunity.

BUY

Had a lot of growth. Now that growth has been captured, you should probably only expect to clip your distribution of about 6.5/7% a year. On top of that, you can hope for 2/3% growth per year. Could possibly move closer to $27/28 but may take a year. Integrating a large US acquisition.

TOP PICK

Waste management company. One third of their business is Canadian and the rest is US. Have their own landfills. Strong revenue and cash flow. Yield of 6.5%.

TOP PICK

A very stable business. Declined along with other business trusts. Very strong organic growth in both Canada and US. Have landfill in Ontario that could be called on for Toronto garbage, which could be an upside. Solid management. Payout ratio 85/80%.

HOLD

One of the more solid and well-suited businesses for an income trust. Have a tremendous cost advantage with their landfill site. Growth pattern is probably in the low single digit category. Not as many acquisition prospects for them going forward. Too expensive.

TOP PICK

Waste management. This is a conservative pick. Recession proof. Has a great payout ratio. You'll get a yield of about 6.5% but you can also expect 3/4% growth each year.

TOP PICK

Typically trades at a premium to many of its peers because of its nice combination of a stable core business plus its ability to grow organically. Recession proof. Will be up to pass price increases on. 1st quarter results were better than expected.

TRADE

Went into a merger with a US waste management company which substantially increased their size as well as increasing their exposure to the US$. This put pressure on their payout ratios. Also affected by the higher interest rate which is now behind us.

TOP PICK

(A Top Pick Feb 17/06. Down 2.5%.) Provide non-hazardous waste services. Fundamentally, the story is still on track. There is a bit of US$ exposure here but they have good hedging in place.

BUY ON WEAKNESS

A waste management trust. Market is a little concerned about the rising costs they are facing. Long-term, have an excellent franchise. Sensitive to interest rates.

BUY

Likes.

WEAK BUY

BFI is a high income trust. They have had decent pay out ratio and pretty good margins. Still buying it in his open ended mutual funds as part of the portfolio.

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Waste Connections (WCN.TO)