Added to YB: 2025-11-25
Pitch date: 2025-11-23
CLH [neutral]
Clean Harbors, Inc.
+11.98%
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. It operates through two segments: Environmental Services and Safety-Kleen Sustainability Solutions.
Market Cap
$11.6B
Pitch Price
$215.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.83
P/E
30.15
EV/Sales
2.34
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)