Added to YB: 2026-02-16
Pitch date: 2026-02-12
WM [bullish]
Waste Management, Inc.
+1.03%
current return
Author Info
Company Info
Waste Management, Inc., through its subsidiaries, provides environmental solutions to residential, commercial, industrial, and municipal customers in the United States, Canada, Western Europe, and internationally.
Market Cap
$94.9B
Pitch Price
$231.03
Price Target
N/A
Dividend
1.61%
EV/EBITDA
14.83
P/E
35.11
EV/Sales
4.71
Sector
Commercial Services and Supplies
Category
growth
Waste Management - FY2025
WM (earnings): Largest N.Am waste mgmt w/ 30% US landfill capacity, 71% waste internalization. FY25 FCF $2.94B (+27% YoY), op margin <60% for first time. $7.2B Stericycle acquisition: SG&A 38.5%→21.1%, integrated into medical waste. $3B sustainability invest: RNG plants (21-22M MMBtu 2026, $500M+ annual OCF by 2028). 2026 guidance: FCF $3.8B (+30%), 5.6% pricing, margin +30bps. Risks: recycling commodity volatility, integration execution, 3.1x leverage. Returning $3.5B (90% FCF) via divs+buybacks 2026.
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