Stericycle's wide-moat business is well-positioned to benefit from a changing health-care landscape.
U.S. Ecology is a small but significant player in North American hazardous waste disposal.
Loss of a major project contract always remains a risk in any of the company's three services segments.Mobile workforce deployment is costly, fraught with safety risks, and ultimately drains profits from Clean Harbors' core disposal business.The company primarily serves customers in cyclically
A renewed recession could continue to pressure Republic's revenue streams.Despite the promising margin expansion results, recent ROIC has fallen below the cost of capital. As such, the benefits of the Allied merger have yet to fully play out.Given the overall trend of declining waste volume, the
Competitors may see value in entering high-growth potential secondary markets, challenging Waste Connections' growth strategy.Valuation multiples may be higher than they were a couple of years ago, creating the potential to overpay for lesser quality assets.At its current size, Waste Connections
Waste Management's giant trash piles continue to shrink amid a sluggish economic recovery.
Energy Solutions benefits from long-term, cost-reimbursable contracts to clean up radioactive waste.
The company conducts almost all of its disposal operations in the Northeast, where it pays twice the national average in tipping fees, reducing profitability.Casella's growth prospects could be limited in the Northeast because of Republic Services and Waste Management's large footprint in the
Waste Services lacks a key competitive advantage in the waste management market.
The ability to maintain pricing power is the key to Waste Management's success.