Waste Management (WM)
NYSEIndustrialsWaste ManagementSnapshot 2026-11-04
NYSEIndustrialsWaste ManagementSnapshot 2026-11-04
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Put WM 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 steady. 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.
Primary pillar under pressure — Revenue grows about 5.2% in FY26: Comparison needs review.
View ThesisRevenue growth is slowing — up about 5% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look high — the market is pricing in about 21% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWM's pricing power must keep outpacing volume declines to justify the price. Revenue grew 6.3% in the last quarter. The company raised its dividend to $0.945. It trades at 30x earnings versus a 28x peer median. The market is pricing in more growth than we forecast. Our model puts the next-quarter miss near 29%. The thesis comparison is not yet verified. Peer multiples imply a price about 20% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. WM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering WM (as of Nov 2026).
Based on 5 Wall Street analysts offering 12-month price targets for WM in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WM 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 13 valuation methods, at three horizons. As of 2026-11-04. 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 WM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Integrate and optimize Healthcare Solutions
Healthcare turnaround supports growth objective and upside.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $238.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $238.49.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Expand adjusted operating EBITDA margin
Earnings miss and rising costs pressure the margin objective, though the headline alone does not establish lasting deterioration.

Closure could impact revenue growth and operational efficiency.

New COO could enhance operational effectiveness.
EPS growth potential aligns with revenue growth objective.