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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
WM
BUY
Just raised $400 million to acquire IESI and has come under pressure. Good price.
WAIT
A wonderful business. Has some organic growth. Price is dropping because of a large merger they are putting in place with IESI out of Texas and a purchase of Ridge Landfill in Ontario. Both of these moves are going to be very beneficial, however, they will have to sell a great deal of equity in the next month.
BUY
One of the top business trusts in Canada. Has been very good at making tuck-in acquisitions. Just made a big acquisition in the US which is accretive from day one. Needed a big footprint in the US to grow.
BUY ON WEAKNESS
Expensive. Expectations that there are a string of applications coming. Should continue to see distribution increases. Low payout ratio.
TRADE
Very strong speculation and reports that they are in the process of making some serious acquisitions which will take the company to a new level.
DON'T BUY
Had very strong second-quarter results. Increased its distribution by 10%. Should continue to grow and make accretive acquisitions. Fully priced.
TOP PICK
Good-quality management team. Relatively low debt. Relatively low payout ratio in. Can grow organically.
BUY
Stable business. Have done a good job of consolidating. Recently received a time/space extension on their Québec property.
TOP PICK
Good management team. Relatively low payout ratio. Relatively low debt. Just recently got approval from the Québec government to expand their landfill holdings.
BUY
Well run.
STRONG BUY
People will have to pay to have their garbage picked up.
DON'T BUY
There is still opportunity for growth. Fairly priced now.
TOP PICK
Landfill problems in Ontario will probably expand. Well run.
PAST TOP PICK
(Was a top pick on Aug 12. Up 7.3%.) Still likes. Hopes that they will eventually get a landfill site in Ontario.
WEAK BUY
A decent business.
Showing 286 to 300 of 301 entries