Professional
Added to YB: 2024-04-24
Pitch date: 2024-04-08
GFL [bullish]
GFL Environmental Inc.
+18.82%
current return
Author Info
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Company Info
GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States.
Market Cap
CAD 20.3B
Pitch Price
CAD 47.83
Price Target
46.00 (-20%)
Dividend
0.15%
EV/EBITDA
17.19
P/E
-101.91
EV/Sales
4.37
Sector
Commercial Services and Supplies
Category
growth
Show full summary:
RBC Capital Markets Investment Thesis: GFL Environmental Inc.
GFL Environmental: 4th largest in attractive waste biz w/ strong profitability & consistent FCF. Long M&A runway as smallest major player w/ 5% share. Env Services differentiates w/ 19% '23 rev, 1% share of $100B mkt. $46 PT on 13x '25 EV/EBITDA. Risks: competition, M&A, macro, regulatory.
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