Waste Management is North America's largest waste services company, delivering decades of dividend increases backed by the essential, recession-resistant nature of waste collection and disposal.
Waste Management has increased its dividend for over 20 consecutive years, providing investors with a dependable and growing income stream supported by the essential, recession-resistant nature of waste collection and disposal services.
Waste Management is the largest waste services company in North America, operating an unmatched network of landfills, transfer stations, and recycling facilities that represent irreplaceable infrastructure assets with high barriers to entry.
Waste Management is the largest US environmental services company, providing comprehensive waste collection, recycling, and disposal services through an unmatched national network of facilities.
Data updated Feb 15 ยท Source: Twelve Data
Waste Management is the undisputed leader in North American waste collection and disposal, operating the largest network of landfills and recycling facilities in the industry. This dominant infrastructure position creates a formidable economic moat with high barriers to entry and predictable, recession-resistant cash flows.
The stock trades at a P/E of 31.69, a premium valuation reflecting its defensive quality and consistent earnings growth. EPS of $7.40 TTM demonstrates solid profitability, supported by disciplined pricing strategies and operational efficiency improvements. The 5-year return of 106.53% highlights excellent long-term wealth creation.
As a Dividend Aristocrat, WM offers reliable income growth, though the current yield remains modest (~1.7%), making it more of a total-return play than a high-income holding. Recent momentum is strong, trading near its 52-week high with the price well above the 50-day moving average.
Bull case: essential services business with pricing power, sustainability tailwinds from recycling and renewable energy initiatives, and acquisition-driven growth (Stericycle). Bear case: elevated valuation leaves limited margin of safety, rising interest rates pressure capital-intensive operations, and integration risks from recent acquisitions. A core holding for long-term investors seeking defensive quality.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Waste Management Website: https://www.wm.com Ticker: WM Categories: Dividend Aristocrat Stocks, Dividend Stocks, Industrial Stocks, Waste & Recycling Stocks Market Data: - Current Price: $234.52 (1.52%) - Change (30D): 6.74% - Change (60D): 12.77% - Change (90D): 7.73% - Change (180D): -1.11% - Change (1Y): 3.13% - Change (5Y): 106.53% - 52-Week High: $242.58 - 52-Week Low: $194.11 - 50-Day MA: $221.60 - Volume: 3.09M - P/E Ratio: 31.69 - EPS (TTM): $7.40
Waste Management (WM) remains the undisputed leader in North American environmental services, boasting a wide economic moat anchored by its extensive network of landfills and transfer stations. As a defensive industrial play, WM excels at converting pricing power into earnings growth, allowing it to navigate inflationary environments effectively. The company's strategic investments in automation and renewable natural gas (RNG) provide promising avenues for future margin expansion and sustainability goals.
However, investors must weigh quality against valuation. Trading near its 52-week high with a P/E ratio of 31.29, WM commands a significant premium compared to historical averages for the sector. While the business is recession-resistant, paying over 30x earnings for a mature company limits the margin of safety. For dividend investors, WM offers high reliability and consistent payout growth, though the current yield is modest due to the elevated share price. It is a blue-chip hold for stability, but new capital might wait for a pullback.
You are Gemini 3 Pro Preview, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Waste Management Website: https://www.wm.com Ticker: WM Categories: Dividend Stocks, Industrial Stocks Financial Data: - Current Price: $234.66 (1.27%) - P/E Ratio: 31.29 - EPS (TTM): $7.50 - 52-Week High: $242.58 - 52-Week Low: $194.11 - 50-Day MA: $220.90
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