$WM

Promising Waste Management Stocks To Keep An Eye On - December 20th

MarketBeat's stock screener tool has identified five promising waste management stocks to watch: Waste Management (WM), GFL Environmental (GFL), Custom Truck One Source (CTOS), Concrete Pumping (BBCP), and Avalon (AWX). These companies are involved in collecting, transporting, processing, recycling, and disposing of waste, providing essential environmental services. Their revenues are typically driven by service contracts, regulations, and capital-intensive assets, making them a relatively defensive sector for investors.

Original reporting
MarketBeat · MarketBeat
Published Dec 20, 2025, 9:08 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Dec 20, 2025, 9:30 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Promising Waste Management Stocks To Keep An Eye On - December 20th — source image
Decision brief

The 30-second read

$WMBullishMed
01

Why it matters

The recent article highlights promising stocks, suggesting investor confidence and potential sector stability.

02

Market read

The sector's defensive nature and recent positive sentiment support cautious optimism for investors.

03

What to watch

Potential environmental policy shifts or macroeconomic downturns could negatively impact sector performance.

Timing: Immediate to short-term (next 1-3 months)

Background

The waste management sector is considered essential and relatively resilient during economic downturns, with growth driven by environmental regulations and infrastructure investments.

Company-level read

Ticker impact

$WMBullishMedium confidence
Context

High relevance due to positive industry outlook and market sentiment.

Expected impact

Moderate upward movement (~3-5%) over the next 1-3 months.

Evidence & confidence

The sector's defensive nature and positive sentiment support modest gains, but lack of short-term catalysts limits high confidence.

$GFLBullishMedium confidence
Context

Moderate relevance; not directly mentioned but part of the identified promising stocks.

Expected impact

Potential 2-4% increase over the next 1-3 months.

Evidence & confidence

Sector stability and positive outlook support modest gains, though specific catalysts are not detailed.

$CTOSBullishMedium confidence
Context

Moderate relevance; included in the list of promising stocks.

Expected impact

Potential 2-3% rise in the near term.

Evidence & confidence

Growth prospects are supported by sector trends, but company-specific data is limited.

$BBCPNeutralLow confidence
Context

Low relevance; primarily involved in concrete pumping, less directly tied to waste management sector.

Expected impact

Limited or negligible impact.

Evidence & confidence

Sector mismatch reduces trading relevance.

$AWXNeutralLow confidence
Context

Low relevance; Avalon is not directly connected to waste management.

Expected impact

No significant movement expected.

Evidence & confidence

Lack of sector connection limits relevance.

Market effects

The waste management sector is considered defensive, with stable revenues driven by service contracts and regulatory environment.

Primarily positive in North American markets where sector is mature.

Limited; sector is more regionally concentrated, but global environmental policies may influence future growth.

Counterpoint

The sector may face headwinds from regulatory changes or technological disruptions reducing growth prospects.

Key entities

  • Waste Management Inc.

    A leading provider of waste collection, recycling, and disposal services.

  • GFL Environmental

    A North American environmental services company.

  • Custom Truck One Source

    Provider of specialty trucks and equipment for waste and utility sectors.

Related articles

$GFLHighAI 9/10

GFL Environmental closes acquisition of Secure Waste Infrastructure

GFL Environmental completed its acquisition of Secure Waste Infrastructure, expanding its western Canada presence. The deal, valued at $6.4B, was financed with 80% stock and 20% cash, including a $1B U.S. term loan. Secure's management will remain, and the company will be delisted from the TSX. GFL expects the acquisition to accelerate its 2028 EBITDA target of over $3B. Secure reported H1 2024 revenue of $805M, up 10% YoY.

$GFLMedAI 8/10

GFL Environmental Completes Acquisition Of SECURE Waste Infrastructure

GFL Environmental completed its acquisition of SECURE Waste Infrastructure, adding over 2,000 employees. The deal was financed through a credit facility, new shares, and a $1 billion term loan. GFL expects the acquisition to boost its scale and accelerate financial targets. SECURE shares will be delisted, and GFL shares issued to SECURE shareholders will begin trading on September 2.

$WMMed

Got $1,500? 1 Core Portfolio Cornerstone With an Unshakable Economic Moat to Buy on the Dip

Waste Management (WM) reported 6.3% core pricing growth and 110 basis points of margin expansion in Q1 2026. Its dividend has more than doubled since 2017, consuming 22% of operating cash flow. WM's shares trade near their 52-week low, with a forward P/E of 26. CEO Jim Fish will retire in January 2027, succeeded by John Morris. The company's landfill network and non-discretionary services provide economic stability.

$WMMedAI 8/10

Waste Collection Demand & Sustainability Aid WM Amid High Debt

WM benefits from steady waste collection demand, pricing discipline, and sustainability investments. Q2 2026 saw 5.7% core price growth, 4% revenue increase, and 30.9% adjusted EBITDA margin. However, high debt ($23.36B) and tight liquidity pose challenges. WM returned $1B to shareholders via buybacks and dividends. Adjusted earnings beat estimates, but revenues missed slightly.

$GFLMedAI 8/10

GFL Looks 3.9% Undervalued on GF Value™ as Acquisition Boosts Mo

GFL Environmental Inc. (NYSE: GFL) announced the completion of its acquisition of Secure Waste Infrastructure on September 1, 2026, following regulatory approval. The stock rose 4% to $42.76. GFL's P/S ratio is 3.1, above its historical median, indicating market expectations of growth. The company has a GF Score™ of 63, reflecting mixed fundamentals. Institutional interest is notable but mixed, with some gurus trimming positions while others add.

$GFLMedAI 8/10

GFL Looks 6.3% Undervalued on GF Value™ Despite Unprofitability

GFL Environmental Inc (NYSE: GFL) shares rose 3.1% on August 28, 2026, amid progress in its sales process and completion of a C$6.4 billion acquisition. The company's P/S ratio is 3.02, above its historical median, reflecting growth expectations despite unprofitability. GFL has a GF Score™ of 63, with strengths in valuation and growth but weaknesses in financial strength and momentum. Institutional sentiment is cautious, with 7 gurus trimming positions and 2 adding.