CWSTCasella Waste Systems, Inc.

$97.58+14% 1Y

Is the price fair?

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A demanding price: at the top of its own P/E range and rich vs its sector.

2 to watch, 1 neutral
What the price assumes~+20% a year

Priced for ~20% a year FCF growth. Roughly in line with its three-year revenue growth of 20% a year.

Vs its own P/E rangedearer than 91% of its own historyderived

Expensive vs its own history: P/E 194.2 vs a 75.2 median over 22 quarters (+158% vs median).

Vs sector (EV/EBIT)114.0×

Sector median 21.2× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF yieldbottom 10% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What CWST's price assumes

Today's price asks for 20% free cash flow growth a year; over the last three years Casella Waste Systems, Inc. delivered +8.9%, so the price is ahead of the record.

3.18

Price / sales · no trailing P/E on file: measured against sales instead

Free cash flow yield
1.7%

Free cash flow yield · Waste Management median 3.2%

Growth the price implies
+20%

Growth the price implies · The price pays for +20% free cash flow growth a year for a decade; the business has delivered +8.9% a year over the last three.

Price / book
3.93

Price / book · today's price, trailing year to Jun 30, 2026

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
3.93
EV / EBITtoday's price, trailing year to Jun 30, 2026
114
EV / salestoday's price, trailing year to Jun 30, 2026
3.85
Free cash flow, trailing twelve months
$106M
Market capitalisation63.6 million shares, counted Jul 15, 2026
$6.21B
3-year revenue growth
+20%
3-year free cash flow growth
+8.9%
CWST has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 194× today against a 75.2× median
52-week range$74.97 – $107.34
Today$97.58

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.