Casella Waste Systems, Inc. (CWST)
NASDAQIndustrialsWaste ManagementSnapshot 2026-09-04
NASDAQIndustrialsWaste ManagementSnapshot 2026-09-04
Research Workspace
Put CWST beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Environmental & Facilities Services is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 14% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 43%, softest on returns on capital.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 74% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 30% in its worst 12-month stretch.
View RiskCWST's growth relies on its ability to expand revenue through acquisitions and pricing execution. Revenue grew 16.9% year over year, and the latest quarter beat expectations. It trades at 71× P/E versus a peer median of 26×, indicating the market expects more growth than forecasted. If CWST cuts guidance after recently raising it, that would damage credibility. Peer multiples imply a price about 74% below where it trades, suggesting it looks expensive. Our read remains intact; the reason to own it still holds. This read is provisional.
Trailing returns as of 2026-09-04. CWST is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering CWST (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare CWST with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CWST Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Environmental & Facilities Services — fair value, gap to price, and forward P/E.
Compare the value case
Put CWST next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue guidance for 2026
Acquisition supports revenue growth and capacity expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue guidance for 2026
Strong Q2 results support increased revenue guidance for 2026.
New COO may enhance operational efficiency and growth.