CWST
Casella Waste Systems, Inc.
CWST's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over CWST overall, supported by stronger valuation 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.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
CWST PE Valuation
CWST has no meaningful PE right now: it lost money over the past year.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
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.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
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.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over CWST on earnings quality, reporting a profit while its opponent remains loss making.
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's operating margin was 2.8% last quarter, down 3.3 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over CWST on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over CWST on profitability, with a higher operating margin.
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 generated $81M in free cash flow over the past year, up 3% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over CWST on cash flow, with more consistent year-over-year improvement.
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 VRT on shareholder dilution, with a more favorable share count trend.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
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.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over CWST on leverage, with a lower net debt burden relative to earnings.
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).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
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.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over CWST on valuation relative to its sector.
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 VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above 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.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over CWST on returns for 2026, with the stronger performance.