Added to YB: 2026-09-23
Pitch date: 2026-07-08
GFL [bullish]
GFL Environmental Inc.
+3.34%
current return
Author Info
No bio for this author
Company Info
GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States.
Market Cap
CAD 21.6B
Pitch Price
CAD 57.15
Price Target
50.00 (-16%)
Dividend
0.14%
EV/EBITDA
17.93
P/E
-108.46
EV/Sales
4.56
Sector
Commercial Services and Supplies
Category
value
GFL Environmental Inc. - $GFL
GFL: North America’s fourth-largest waste manager trades at 11x 2027 EBITDA and a 5.0% FCF yield, below peers at 13.4-14.8x, despite ~5% base organic growth, 3-4% annual tuck-in growth and margin initiatives that could support ~10% organic EBITDA growth. A 12.5x exit implies an 18% IRR; risks include 3.5x leverage, more adjustments in EBITDA and FCF disclosures, and SECURE adding indirect energy exposure, while a reported US$50 take-private scenario offers 25% upside.
Read full article (8 min)