NYSE:WM

Waste Management (WM)

219.23
+1.23 (0.56%)
as of Jun 4, 2026, 3:04:46 pm Market Open.
114 watching
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Waste Management (WM) is perceived as a stable and dependable investment, enjoying favorable reviews from multiple experts. The company benefits from a unique competitive positioning within the waste management industry, having significant barriers to entry due to regulatory challenges in establishing new landfills. While its valuation is seen as high at around 40x+, many analysts express confidence in its growth potential and reliable earnings, suggesting it may be a suitable long-term hold despite current market fluctuations. There is a consensus that the company will experience steady growth driven by urbanization and environmental considerations, making it attractive for defensive portfolios. Comparatively, while Waste Management is considered a leader, its competitor Waste Connections (WCN) also receives recognition, particularly for slightly higher growth potential.

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Consensus
Positive
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Valuation
Overvalued
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Similar
WCN
PAST TOP PICK
(A Top Pick Jul 04/19, Down 11%) Sold last month. Started to underperform the broader S&P. Recycling segment is hurting the company.
BUY ON WEAKNESS
A long-term hold? They hiked the dividend and that's attracted investors, but the price is now too rich to enter. Waste management is a growth sector. He likes it. Wait till the stock pulls back below $110.
PAST TOP PICK
(A Top Pick Jan 23/19, Up 32%) Reliable earnings. High quality, low beta. Pay a bit more, 27x, for high single-digit growth. The defensive part of his barbell approach with growthier names. Yield is 1.8%.
DON'T BUY
A solid waste management company in a defensive sector that is fragmented; this allows WM to buy smaller companies. WM has done well, but it's now too expensive to enter. There's also some cyclicality here, so in a slowdown there may be less garbage from the industrial space.
HOLD
If your time horizon is 5 years, you can hold this name. Valuations tend to be higher, and dividends lower. Industry is ripe for consolidation. Once the services are in place, you just need a little price increase here and there and you get organic growth. Stable.
PAST TOP PICK
(A Top Pick Oct 03/18, Up 32%) Stock's gone up 32%, but fundamentals haven't improved by the same amount. Defensive hold. Somewhat recession-proof. Likes management. Struggling with recycling. China is no longer a big recipient of recycling, but WM is building recycling capacity.
BUY
Recession resilient. Trash is good business, especially when times are tough. We're in late cycle, with a slowdown down the road. Great chart. Higher highs and lows. 25x earnings, low beta, 9% growth. Largest out there right now, and continue to grow by acquisition. (Analysts’ price target is $123.00)
BUY
Garbage is a great business to be in. He owns Waste Connections instead. But you can't go too far wrong with WM.
TOP PICK
Diversified customers in US and Canada. Shareholder friendly. Raised dividend for 16th consecutive year, steady earnings, defensive, low beta. Expensive, but EPS and dividend expected to grow. If we get a slowdown, likes this name. Yield is 1.75% (Analysts’ price target is $115.08)
WAIT
Well positioned in the industry. Good company, and has done well. Doesn't offer value today. Pullback is a precursor to further drop of 5-10%. A significant pullback would be a good opportunity for longer term. (Analysts’ price target is $111.58)
BUY
Would you choose Waste Connections (WCN-T) over it? He owns Waste Management in the US. He likes both names. Valuations are similar. The US company is bigger and he is looking for defensible earnings now.
TOP PICK
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
BUY
This is the perfect looking chart, a staircase. He likes nice moves on good volume, but he doesn’t know the volume here. Stock is just chugging along, absolutely no reason to sell.
TOP PICK

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)

WAIT

Best time to buy/sell is between March 4 and May 30. A way to maintain industrial exposure and take down risk. Back to all-time highs. Struggling to reach new highs. Momentum is fading. Vulnerable.

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