Waste Management is arguably the most durable name on the list because trash has to be collected in all economic conditions and cannot be put off. It has pricing power, an immense moat and an insulated industry, with decent growth, and it is becoming stronger than ever while the market pays it little attention. x.com 

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … Show more

Waste Management is still not cheap for a slow-growth company and needs to fall roughly another 10%. The shares became overvalued and, despite being only about 12% off their high, are just returning toward fair value, against @Mindset4Money_X's view that the stock is the cheapest it has been in a long time. x.com 

Waste Management, Republic Services and Waste Connections own a moat money can't buy: permission to run landfills. US landfills fell from 7,924 in 1988 to roughly 1,500 today while garbage grows every year, and local resistance blocks new permits, so scarcity brings pricing power. The big three in the $130 billion North American market don't fight each other; they absorb the $68 billion held by small haulers. Waste Connections wins by targeting exclusive franchise and rural markets. x.com  x.com  … Show more

Waste Management delivers market-beating returns with half the market's volatility. Its ROIC is 12.0% versus a 10.1% peer average, total return since 2016 is 399% versus 193% for the Dow, it has raised its dividend for 23 straight years, and its beta is 0.56. x.com 

Waste Management is one of the best defensive compounders in the market. x.com 

Rollins is spending more just to stand still, so a ~50% drop does not make it cheap. With ~15-20% blended churn, 5% growth needs about 20% new customers, three in four just refilling the base. Sales and marketing per $1 of organic revenue added rose from $2.07 in FY25 to $2.37 in H1 2026, effectively maintenance capex. Q2 cut organic growth guidance to at least 6% and incremental margin to at least 10% versus a 30%+ target. AI search, an FTC non-compete ban and staff turnover add headwinds. … Show more

Waste Connections is a stock to buy. x.com 

Rollins' multiple broke before its business did, easing the old valuation objection. Forward P/E fell from about 48x to 28-29x while 2027 EPS estimates fell only 6-8% after a Q2 reset in residential brands. Pest control is a route-density game; if density, pricing and bolt-ons compound EPS ~10%, a low-$60s to low-$70s stock by 2032 means 13-17% a year from ~$33. The next two quarters decide it, so watch for organic growth near 7% with recovering margins. 25x, about $32, is the bear-case floor. … Show more

Sleepy, safe long-term market beaters such as Waste Connections, Progressive, Casella Waste Systems and Arthur J. Gallagher look set for another phase of outperformance. Years of sideways valuation compression while impressive growth continued have set them up, and a stealth rally has begun in recent weeks. Progressive beats the S&P and is the ultimate safety stock when times turn bad, and a time will come when everyone wishes they had bought it rather than chasing chip stocks. x.com  x.com