Casella Waste Systems (CWST) Financials: Revenue & Earnings
CWST$90.05-3.66 -3.91%
$5.64B
Market Cap
1031.76
P/E
66.61
Forward P/E
30
Score
Casella Waste Systems (CWST) Financials: Revenue & Earnings
CWST price $90.05 -3.66 -3.91%
- Ticker
- CWST
- Price
- $90.05
- Change
- -3.66 -3.91%
- Market cap ?
- $5.64B
- P/E ?
- 1031.76
- Forward P/E ?
- 66.61
- Dividend yield ?
- 0.00%
- Beta ?
- 0.78
- Sector
- Industrials
- Industry
- Waste Management
- Stocklytics score
- 30
- Value
- 23
- Quality
- 25
- Growth
- 41
Stocklytics score rationale: value 23, quality 25, growth 41.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 565030000 | 599309000 | 660660000 | 743290000 | 774584000 | 889211000 | 1085089000 | 1264542000 | 1557283000 | 1836841000 |
Casella Waste Systems, Inc., along with its subsidiaries, operates as a vertically integrated solid waste management firm across the northeastern United States. The company specializes in comprehensive waste and resource management solutions, encompassing solid waste collection, transfer, disposal, recycling, and organic waste services. These offerings cater to a diverse clientele, including residential, commercial…
Fair value
CWST fair value $50.04. Price $90.05. Price is 80% above fair value.
Above fair value, and more expensive than usual. A larger premium than on 70% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 105.67M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 62.65M. Net debt 1.12B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-09 | — | 0.42 | — | 563.17M |
| 2026-08-06 | 0.40 | 0.36 | 543.75M | 526.43M |
| 2026-04-30 | 0.20 | 0.10 | 457.33M | 454.49M |
| 2026-02-19 | 0.30 | 0.22 | 469.06M | 470.95M |
| 2025-10-30 | 0.42 | 0.33 | 485.35M | 476.87M |
| 2025-07-31 | 0.36 | 0.31 | 465.33M | 471.21M |
| 2025-05-01 | 0.19 | 0.11 | 417.10M | 403.36M |
| 2025-02-12 | 0.41 | 0.16 | 427.49M | 419.53M |
| 2024-10-30 | 0.27 | 0.28 | 411.63M | 418.52M |
| 2024-08-01 | 0.22 | 0.28 | 377.16M | 373.87M |
| 2024-04-25 | -0.01 | -0.01 | 341.01M | 375.05M |
| 2024-02-15 | 0.13 | 0.18 | 359.57M | 360.08M |
| 2023-11-01 | 0.35 | 0.39 | 352.74M | 360.66M |
| 2023-07-27 | 0.36 | 0.37 | 289.64M | 301.93M |
| 2023-04-27 | 0.10 | 0.08 | 262.60M | 304.26M |
| 2023-02-16 | 0.18 | 0.23 | 272.13M | 264.10M |
| 2022-10-27 | 0.45 | 0.36 | 295.27M | 269.49M |
| 2022-07-28 | 0.36 | 0.28 | 283.67M | 251.92M |
| 2022-04-28 | 0.11 | 0.09 | 234.03M | 220.26M |
| 2022-02-17 | 0.21 | 0.18 | 241.84M | 230.35M |
| 2021-10-28 | 0.34 | 0.26 | 241.97M | 221.77M |
| 2021-07-29 | 0.25 | 0.24 | 215.88M | 209.65M |
| 2021-04-29 | 0.09 | 0.05 | 189.53M | 140.73M |
| 2021-02-18 | 0.17 | 0.15 | 200.24M | 157.33M |
| 2020-10-29 | 0.37 | 0.29 | 202.67M | 450.16M |
| 2020-08-03 | 0.27 | 0.06 | 188.77M | 41.95M |
| 2020-05-07 | 0.05 | 0.01 | 182.91M | 73.16M |
| 2020-02-20 | 0.21 | 0.21 | 193.62M | 193.62M |
| 2019-10-31 | 0.37 | 0.32 | 198.55M | 177.08M |
| 2019-08-01 | 0.27 | 0.26 | 187.46M | 180.52M |
| 2019-04-30 | -0.01 | -0.01 | 163.66M | 490.99M |
| 2019-02-21 | 0.09 | 0.11 | 174.72M | 213.55M |
| 2018-11-01 | 0.30 | 0.32 | 172.83M | 184.35M |
| 2018-08-02 | 0.22 | 0.22 | 165.65M | 173.18M |
| 2018-05-03 | -0.09 | -0.05 | 147.46M | 120.53M |
| 2018-03-01 | 0.11 | 0.12 | 151.22M | 164.97M |
| 2017-11-01 | 0.30 | 0.25 | 160.27M | 133.56M |
| 2017-08-02 | 0.25 | 0.21 | 154.02M | 141.69M |
| 2017-05-04 | 0.01 | -0.07 | 133.80M | 936.61B |
| 2017-03-01 | 0.05 | -0.03 | 143.79M | 38.71M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-03 | BURKE MICHAEL K | Sell | 1.10K | $95.26 | 104.79K |
| 2026-08-26 | BURKE MICHAEL K | Sell | 1.10K | $92.99 | 102.29K |
| 2026-08-14 | CASELLA DOUGLAS R | Sell | 1.34K | $91.12 | 122.37K |
| 2026-08-13 | CASELLA DOUGLAS R | Sell | 1.84K | $90.89 | 167.06K |
| 2026-08-13 | CASELLA DOUGLAS R | Sell | 13.32K | $91.07 | 1.21M |
| 2026-08-11 | Ribar Damian Andrew | Buy | 25.00K | $92.52 | 2.31M |
| 2026-07-20 | Ribar Damian Andrew | Other | 0 | — | — |
| 2026-06-08 | Green Emily Nagle | Sell | 600 | — | — |
| 2026-06-04 | CASELLA DOUGLAS R | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | BURKE MICHAEL K | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | Battles Michael Louis | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | Green Emily Nagle | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | Sova Gary | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | HULLIGAN WILLIAM P | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | DOODY JOSEPH | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-04 | Kirk Rose M. | Buy | 1.79K | $83.65 | 149.98K |
| 2026-06-01 | CASELLA JOHN W | Buy | 36.20K | — | — |
| 2026-06-01 | CASELLA JOHN W | Buy | 30.80K | — | — |
| 2026-06-01 | CASELLA JOHN W | Sell | 36.20K | — | — |
| 2026-06-01 | CASELLA JOHN W | Sell | 30.80K | — | — |
| 2026-05-26 | BURKE MICHAEL K | Sell | 2.31K | $87.56 | 201.83K |
| 2026-05-19 | Coletta Edmond | Sell | 6.00K | $89.03 | 534.18K |
| 2026-05-19 | Coletta Edmond | Sell | 1.59K | $90.00 | 143.37K |
| 2026-05-19 | Coletta Edmond | Sell | 4.91K | $90.07 | 441.97K |
| 2026-03-18 | CASELLA DOUGLAS R | Buy | 40.00K | — | — |
| 2026-03-18 | CASELLA DOUGLAS R | Buy | 40.00K | — | — |
| 2026-03-18 | CASELLA DOUGLAS R | Sell | 40.00K | — | — |
| 2026-03-17 | CASELLA DOUGLAS R | Buy | 33.00K | — | — |
| 2026-03-17 | CASELLA DOUGLAS R | Buy | 33.00K | — | — |
| 2026-03-17 | CASELLA DOUGLAS R | Sell | 33.00K | — | — |
| 2026-03-16 | Rains Christopher Alan | Buy | 989 | — | — |
| 2026-03-16 | CASELLA JOHN W | Sell | 1.74K | $87.77 | 153.07K |
| 2026-03-16 | Coletta Edmond | Sell | 988 | $87.81 | 86.76K |
| 2026-03-16 | Drohan Kevin | Sell | 85 | $87.73 | 7.46K |
| 2026-03-16 | Steves Sean | Sell | 197 | $87.80 | 17.30K |
| 2026-03-16 | Sayward Shelley E. | Sell | 362 | $87.73 | 31.76K |
| 2026-03-16 | Helgeson Bradford John | Sell | 405 | $87.73 | 35.53K |
| 2026-03-16 | Rains Christopher Alan | Other | 0 | — | — |
| 2026-03-12 | CASELLA JOHN W | Buy | 5.51K | — | — |
| 2026-03-12 | CASELLA JOHN W | Sell | 963 | $90.06 | 86.73K |
| 2026-03-12 | Coletta Edmond | Buy | 6.89K | — | — |
| 2026-03-12 | Coletta Edmond | Sell | 377 | $89.80 | 33.85K |
| 2026-03-12 | Drohan Kevin | Buy | 551 | — | — |
| 2026-03-12 | Drohan Kevin | Sell | 55 | $89.52 | 4.92K |
| 2026-03-12 | Steves Sean | Sell | 97 | $89.71 | 8.70K |
| 2026-03-12 | Sayward Shelley E. | Buy | 1.65K | — | — |
| 2026-03-12 | Sayward Shelley E. | Sell | 129 | $89.71 | 11.57K |
| 2026-03-12 | Helgeson Bradford John | Buy | 2.76K | — | — |
| 2026-02-27 | Steves Sean | Sell | 1.20K | $92.89 | 111.38K |
| 2026-02-27 | Drohan Kevin | Sell | 675 | $92.61 | 62.51K |
| 2026-02-27 | Coletta Edmond | Sell | 3.81K | $93.70 | 357.18K |
| 2026-02-27 | CASELLA JOHN W | Sell | 6.73K | $93.10 | 626.19K |
| 2026-02-27 | Sayward Shelley E. | Sell | 1.59K | $92.91 | 147.82K |
| 2026-02-26 | Steves Sean | Buy | 3.43K | — | — |
| 2026-02-26 | Drohan Kevin | Buy | 2.45K | — | — |
| 2026-02-26 | Coletta Edmond | Buy | 9.81K | — | — |
| 2026-02-26 | CASELLA JOHN W | Buy | 23.30K | — | — |
| 2026-02-26 | Sayward Shelley E. | Buy | 4.60K | — | — |
| 2025-12-08 | CASELLA DOUGLAS R | Sell | 3.90K | — | — |
| 2025-12-08 | Coletta Edmond | Sell | 2.00K | — | — |
| 2025-12-08 | Coletta Edmond | Sell | 7.00K | $100.07 | 700.49K |
| 2025-11-07 | Helgeson Bradford John | Sell | 262 | $87.65 | 22.96K |
| 2025-11-05 | Green Emily Nagle | Sell | 1.13K | — | — |
| 2025-11-04 | Green Emily Nagle | Sell | 1.12K | $89.38 | 99.75K |
| 2025-08-04 | Ligon Paul | Sell | 1.00K | $102.84 | 102.84K |
| 2025-06-05 | HULLIGAN WILLIAM P | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | DOODY JOSEPH | Buy | 434 | $115.17 | 49.98K |
| 2025-06-05 | DOODY JOSEPH | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | Green Emily Nagle | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | Sova Gary | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | BURKE MICHAEL K | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | Battles Michael Louis | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-05 | Kirk Rose M. | Buy | 1.22K | $115.17 | 139.93K |
| 2025-06-03 | Ligon Paul | Sell | 1.00K | $116.98 | 116.98K |
| 2025-05-08 | CASELLA JOHN W | Sell | 18.09K | $119.87 | 2.17M |
| 2025-05-06 | Coletta Edmond | Sell | 5.56K | $119.18 | 662.88K |
| 2025-04-16 | Ligon Paul | Sell | 800 | $117.65 | 94.12K |
| 2025-04-16 | Ligon Paul | Sell | 400 | $118.66 | 47.46K |
| 2025-04-16 | Ligon Paul | Sell | 700 | $119.62 | 83.73K |
| 2025-04-16 | Ligon Paul | Sell | 100 | $120.32 | 12.03K |
| 2025-03-13 | Coletta Edmond | Sell | 456 | $104.07 | 47.46K |
| 2025-03-13 | Coletta Edmond | Sell | 5.00K | $105.00 | 525.00K |
| 2025-03-13 | CASELLA JOHN W | Sell | 865 | $104.23 | 90.16K |
| 2025-03-13 | Ligon Paul | Sell | 57 | $104.06 | 5.93K |
| 2025-03-13 | Drohan Kevin | Sell | 57 | $104.00 | 5.93K |
| 2025-03-13 | Sayward Shelley E. | Sell | 206 | $103.95 | 21.41K |
| 2025-03-13 | Steves Sean | Sell | 108 | $104.13 | 11.25K |
| 2025-03-13 | Helgeson Bradford John | Sell | 197 | $103.87 | 20.46K |
| 2025-03-13 | CASELLA DOUGLAS R | Sell | 200 | $103.93 | 20.79K |
| 2025-03-12 | Coletta Edmond | Buy | 3.57K | — | — |
| 2025-03-12 | Coletta Edmond | Sell | 459 | $106.33 | 48.81K |
| 2025-03-12 | Coletta Edmond | Sell | 377 | $106.35 | 40.09K |
| 2025-03-12 | CASELLA JOHN W | Buy | 5.94K | — | — |
| 2025-03-12 | CASELLA JOHN W | Sell | 1.08K | $107.94 | 116.14K |
| 2025-03-12 | CASELLA JOHN W | Sell | 752 | $106.38 | 80.00K |
| 2025-03-12 | Ligon Paul | Buy | 475 | — | — |
| 2025-03-12 | Ligon Paul | Sell | 54 | $106.89 | 5.77K |
| 2025-03-12 | Ligon Paul | Sell | 71 | $106.18 | 7.54K |
| 2025-03-12 | Drohan Kevin | Buy | 475 | — | — |
| 2025-03-12 | Drohan Kevin | Sell | 72 | $106.97 | 7.70K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 422, holders +12 vs prior quarter. Ownership 122.63%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 9.39M | 342.84K | +3.79% | 910.56M |
| WASATCH ADVISORS LP | 3.53M | 949.37K | +36.77% | 342.46M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.45M | 95.51K | +2.85% | 334.43M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.82M | 24.11K | +0.86% | 273.75M |
| STATE STREET CORP | 2.52M | 130.97K | +5.48% | 244.36M |
| CONESTOGA CAPITAL ADVISORS, LLC | 2.34M | -468.32K | -16.70% | 226.54M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.08M | 378.53K | +22.27% | 201.51M |
| CAPITAL INTERNATIONAL INVESTORS | 2.05M | 101.58K | +5.20% | 199.22M |
| CAPITAL RESEARCH GLOBAL INVESTORS | 2.03M | -301.52K | -12.94% | 196.72M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.65M | 93.98K | +6.05% | 159.75M |
| JPMORGAN CHASE & CO | 1.54M | 185.24K | +13.63% | 145.85M |
| INVESCO LTD. | 1.46M | -194.43K | -11.76% | 141.48M |
| NEUBERGER BERMAN GROUP LLC | 1.43M | 480.69K | +50.40% | 139.10M |
| EARNEST PARTNERS LLC | 1.40M | 266.62K | +23.53% | 135.73M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.29M | 80.30K | +6.63% | 125.30M |
| CLEARBRIDGE INVESTMENTS, LLC | 1.22M | 78.11K | +6.84% | 118.29M |
| MORGAN STANLEY | 1.21M | 18.18K | +1.52% | 117.67M |
| DIMENSIONAL FUND ADVISORS LP | 1.18M | 117.06K | +10.97% | 114.82M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.18M | -70.10K | -5.60% | 114.61M |
| PICTET ASSET MANAGEMENT HOLDING SA | 1.05M | 127.95K | +13.84% | 102.03M |
| BAMCO INC /NY/ | 965.24K | 246.78K | +34.35% | 93.60M |
| GENEVA CAPITAL MANAGEMENT LLC | 911.15K | -251.93K | -21.66% | 88.35M |
| AMERICAN CENTURY COMPANIES INC | 862.45K | 862.45K | New | 83.63M |
| GOLDMAN SACHS GROUP INC | 826.97K | -223.80K | -21.30% | 80.19M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 812.52K | -9.97K | -1.21% | 78.79M |
Earnings and financials
Casella Waste Systems, Inc. (CWST) trades at $90.05, with a market cap of $5.64B and a trailing P/E of 1031.76. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 565030000 | 599309000 | 660660000 | 743290000 | 774584000 | 889211000 | 1085089000 | 1264542000 | 1557283000 | 1836841000 |
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