Waste Connections earns local-monopoly economics by dominating secondary and rural markets rather than big cities. Route density, exclusive franchise agreements, strategically located disposal capacity and a BBB+ balance sheet underpin the model. It trades at 28.7x earnings versus 30.2x historically, about a 5% discount, with eight straight years of dividend growth and an 11.4% 10-year EPS CAGR. The 12-month total return estimate is about 25%. x.com 

Waste Management's premium multiple rests on free cash flow growth, not its roughly 10% EPS growth. WM expects free cash flow to rise about 29% this year to around $3.8 billion, and it trades at 23.9x P/FCF versus 25.5x historically, with a forecast 25% annual total return and a target around $260. Its hard-to-replicate landfills, transfer stations and routes give it pricing power; it expects about $2 billion of buybacks and raised its dividend 14.5%. Multiple compression is the main risk. x.com  … 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 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 one of the best defensive compounders in the market. x.com 

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 

Waste Connections is the ultimate safety stock for bad times and outperformed the S&P 500 over 10 years until recent months, so it is a buy while it trails, as long as fundamentals and thesis hold. Investors chasing chip stocks treat it like garbage, but assuming the last five years predict the next five is likely to hurt. Judging waste consolidators on P/E alone misses the fundamentals that matter. x.com  x.com  x.com 

Waste Connections is a stock to buy. x.com 

These 12 stocks are quality compounders sharing pricing power, recurring demand, strong returns on capital and disciplined management. Domino's earns royalties, AutoZone serves an aging fleet, Progressive underwrites with data, Waste Management owns routes and landfills, Grainger is embedded in operations, S&P Global and FICO are mission-critical, Rollins has recurring pest control, Copart an auction network, Visa a fee network, HEICO niche aerospace parts, Costco loyal members. x.com  x.com  … Show more