Added to YB: 2025-11-25
Pitch date: 2025-11-23
CLH [neutral]
Clean Harbors, Inc.
+30.84%
current return
Author Info
No bio for this author
Company Info
Clean Harbors, Inc. provides environmental and industrial services in the United States and Canada. The company operates through two segments: Environmental Services and Safety-Kleen Sustainability Solutions.
Market Cap
$16.0B
Pitch Price
$215.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.08
P/E
40.98
EV/Sales
3.07
Sector
Commercial Services and Supplies
Category
N/A
Clean Harbors - Clear Air, Full Hearts, Can't Lose
CLH (pass): Largest North American hazardous waste incinerator network w/ strong moat from regulatory barriers & NIMBY resistance. Growing 20%+ in PFAS destruction ($100-125M revenue). However, LSD-MSD organic growth, rich valuation at 2.9% FCF yield, only 11-14% ROIC including intangibles, needs HSD FCF growth to justify price.
Read full article (6 min)