Waste Management is North America's trash-to-recycling pipeline: it picks up garbage from homes and businesses, sorts recyclables, and buries or burns what's left in its own landfills and plants. Think of it as the plumbing for everything you throw away.
Money comes from recurring collection and disposal fees, plus recycling brokerage. Gross margin runs around 29% on USD 25.20B revenue, with net margin near 11% — steady, contracted cash flow from municipal and commercial customers.
Landfills are nearly impossible to permit or build today, and WM owns 255 of them, giving it a regional monopoly on disposal. Competitors like Republic Services and Casella Waste Systems can't easily replicate that footprint, though recycling price swings and
Hold (sector percentile 45) — value B, growth C-, profitability B, momentum C+, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Softer volumes drive revenue cut, while stronger margins, pricing and cash flow support earnings momentum
BofA cut WM stake 6.1% in Q1; Q2 op EBITDA rose 5.5% (9.1% ex-wildfire), extending post-earnings disclosure flow
BofA's latest 13F shows a 6.1% Q1 reduction in WM shares, adding to institutional moves.
Adj EPS $2.02 beat; revenue $6.7B met estimate
First Trust reduced 22,204 shares in Q1, joining Scotiabank's 31.1% cut
Motley Fool recommends WM as a crash-buy, while Zacks reports a 2.46% drop and earnings growth expectations, confirming both fundamentals and short-term market moves.
Motley Fool recommends WM as buy-and-hold dividend stock; Zacks notes network, pricing, acquisitions aid growth but high debt poses challenge.
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