CWST
Casella Waste Systems, Inc.
CWST has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over CWST overall, supported by stronger modeled upside and stronger fundamentals.
CWST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Stable | |
| Under pressure |
CWST's revenue is currently healthy, and its cash flow is stable, but its profitability and balance sheet are under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
CWST PE Valuation
CWST has no meaningful PE right now: it lost money over the past year.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
CWST Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for CWST, with profitability improving. However, they disagree widely on these estimates.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
CWST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.58 | — |
| Q3 2026 | -$0.18 | -175% |
| Q2 2026 | $0.09 | -50% |
| Q1 2026 | $0.11 | -50% |
| Q4 2025 | $0.12 | -48% |
| Q3 2025 | $0.24 | +85% |
| Q2 2025 | $0.18 | -47% |
| Q1 2025 | $0.22 | -31% |
| Q4 2024 | $0.23 | -50% |
CWST has swung to a loss: it lost $0.18 per share over the past year, after a profit the year before.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW has the edge over CWST on earnings, with more consistent year-over-year improvement.
CWST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $559.2M | +15% |
| Q2 2026 | $543.7M | +17% |
| Q1 2026 | $457.3M | +9.6% |
| Q4 2025 | $469.1M | +9.7% |
| Q3 2025 | $485.4M | +18% |
| Q2 2025 | $465.3M | +23% |
| Q1 2025 | $417.1M | +22% |
| Q4 2024 | $427.5M | +19% |
CWST's revenue has grown year over year every quarter since late 2020: $559M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | -3.3 points |
| Q2 2026 | 3.7% | -0.5 points |
| Q1 2026 | 1.1% | +0.3 points |
| Q4 2025 | 2.5% | -1.8 points |
| Q3 2025 | 6% | +0.1 points |
| Q2 2025 | 4.1% | -2 points |
| Q1 2025 | 0.8% | -1.3 points |
| Q4 2024 | 4.3% | +0.6 points |
CWST has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
CWST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.6M | -91% |
| Q2 2026 | $26.5M | +14% |
| Q1 2026 | $12.3M | +$17.6M |
| Q4 2025 | $39.3M | +19% |
| Q3 2025 | $27.6M | -32% |
| Q2 2025 | $23.1M | -16% |
| Q1 2025 | -$5.4M | +$17.2M |
| Q4 2024 | $32.9M | +207% |
CWST has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
CWST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -43K shares |
| 1 year | +0.1% | +51K shares |
| 3 years | +9.6% | +5.6M shares |
| 5 years | +23% | +12.1M shares |
| Available history | +31% | +15.1M shares |
CWST has the edge over RDW on shareholder dilution, with a more favorable share count trend.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
CWST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 2.8x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 2.5x | Moderate |
CWST's net debt is about 3.5 years of its operating earnings (EBITDA), up from 2.6 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
CWST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.4 | Neutral |
| Stochastic | 86.3 | Overbought |
CWST's weekly RSI is 60 (neutral) and its Stochastic is 86 (overbought).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
CWST PE vs Industrials Sector
| Metric | CWST | Sector median | Relative |
|---|---|---|---|
| PE | 1,091x | 24x | 4,434% above |
| PE % | 100 | 58 | 42 pts above |
CWST has no meaningful PE right now: it lost money over the past year.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
CWST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $90.8 | 10% above |
| 20 week MA | $91.7 | 9.4% above |
| 50 week MA | $91.8 | 9.3% above |
| 100 week MA | $98.5 | 1.8% above |
| 200 week MA | $94.6 | 6% above |
CWST has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
CWST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $45.8 | $61.6 | +34% |
| 2021 | $61.6 | $83.5 | +36% |
| 2022 | $83.5 | $80.7 | -3.3% |
| 2023 | $80.7 | $85.5 | +5.9% |
| 2024 | $85.5 | $106.2 | +24% |
| 2025 | $106.2 | $101.1 | -4.7% |
| 2026 YTD | $101.1 | $100.3 | -0.8% |
CWST has finished higher in four of the last six years. It's down 0.8% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over CWST on returns for 2026, with the stronger performance.