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

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Waste Connections (WCN.TO)

231.82

-0.24 (0.10%)

as of Aug 10, 2026, 8:00:00 pm Market Open.

285 watching

Investor Insights

Aug 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

Buy

Valuation

Fair Value

Similar

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.

TOP PICK

North America’s largest, non-hazardous waste collection and disposal business. The underlying base business is very suitable as an income trust. Fairly high margins. Made good acquisitions.

BUY ON WEAKNESS

Garbage collection and landfill operation in Canada and the US. Prudent management team. Grows by acquisition. Recession proof. Not cheap right now.

TOP PICK

(A Top Pick Sept 16/05. Down 9%.) A full service waste management company. Provide non-hazardous collection and landfill services both in Canada and the US. A very recession resistant industry. Strong organic growth. Good management. Not a cheap name, but hasn't come back as strong as other business names.

BUY

Waste collection is a good business. There is only a little bit of seasonality. Generates very consistent cash flows. Expanded into the US about a year ago through an acquisition. This company can grow organically or by acquisition. A good long-term hold.

BUY

One of his favourite business trusts. After the government made their announcement on trusts, this one moved from $24 up to $30. Since then, hedge funds have been unloading their positions so the fund is down on the short-term but it should be okay long-term.

TOP PICK

One of the hallmark businesses in the group. A very stable company with a good track record. Likes waste management as its recession resistant. Payout ratio is low at 85. Try to buy on a bit of a dip.

BUY

In the waste disposal business. They are going to consolidate a fragmented industry across North America. Recession resistant. Also have pricing power. Not inexpensive.

TOP PICK

The 6th largest non-hazardous waste management firm in North America. A really great growth record.

PAST TOP PICK

(A Top Pick Sept 16/05. Down 8.5%.) After the government's trusts announcement, the rest of the business trusts dropped 15%, so this one didn't fare too badly. Great company. Very strong earnings.

HOLD

A very well managed company. A non-cyclical business of waste management, garbage collection and landfill. Just reported excellent results as usual. Because they have some operations in the US, there may be an opportunity for them to develop a more efficient tax structure.

PAST TOP PICK

(A Top Pick Aug 26/05. Down 15% not including distributions.) Has been a tough period for business trusts. A great business.

BUY

Excellent management. Acquired a US company IESI last year. Has a landfill in northern Louisiana. May actually get some upside from the hurricane damage with all the waste and debris. Expects modest distribution increases over time.

BUY

Relatively low payout ratio. Has grown quite significantly as a result of the trust model.

BUY

Distributions are safe with a potential to increase them in '06. Might want to start buying around this price $27/28.

Showing 256 to 270 of 302 entries

Most Recent Experts

Eric Nuttall

Ninepoint Partners

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Jim Lebenthal

Cerity Partners

Karen Firestone, CEO, Aureus Asset Management

Aureus Asset Management

Anastasia Amoroso, Chief investment strategist, iCapital

iCapital

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Waste Connections (WCN.TO)