Professional
Added to YB: 2025-01-15
Pitch date: 2025-01-14
CLH [bullish]
Clean Harbors, Inc.
+1.17%
current return
Author Info
Merion Road Capital is a fund in Miami focused on value-oriented investing through rigorous fundamental analysis of a company's operations. Follow on Twitter/X.
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
$239.04
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
growth
Merion Road Capital Portfolio Holding: Clean Harbors, Inc.
CLH: Specialty waste co. outperforming on structural sector improvements. GFL env. services sale at 17x EBITDA vs CLH's 13x. Multi-year runway for organic growth (onshoring, PFAs) & margin expansion. Thesis unchanged since Q1 entry despite recent price appreciation.
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