Open contest
20 companies value 242 bn revenue 70 bn margin 12.6% free cash flow 8.9 bn avg. score 2.7
WM holds 37.4% of the group's value, 1.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WM | Waste Management United States · score 6.0 | 37% | 91 bn | 26 bn | 11.1% | 3.6 bn | 3.9% | 1.6% | Largest US waste collection and treatment company · North America's largest waste company; landfills are irreplaceable assets | |
| 2 | RSG | Republic Services United States · score 5.9 | 29% | 70 bn | 19 bn | 11.3% | 2.6 bn | 3.8% | 1.1% | Waste collection, landfill and recycling · 2nd largest, with pricing above inflation for a decade | |
| 3 | WCN | Waste Connections Canada/United States · score 5.5 | 17% | 42 bn | 9.8 bn | 11.0% | 1.2 bn | 3.0% | 0.8% | Waste collection, landfill and recycling in North America · 3rd largest in waste; focused on secondary markets with less competition | |
| 4 | CLH | Clean Harbors United States · score 5.3 | 7% | 17 bn | 6.2 bn | 7.0% | 0.5 bn | 2.8% | — | Hazardous waste treatment and environmental services · Leader in hazardous waste and industrial environmental services | |
| 5 | GFL | GFL Environmental Inc. United States · score 6.1 | 7% | 16 bn | 4.7 bn | 57.6% | 0.9 bn | 5.9% | 0.1% | Solid waste collection, transfer, recycling and landfill disposal in the US and Canada · Florida — revenue of $4.7bn | |
| 6 | CWST | CASELLA WASTE SYSTEMS INC United States · score 4.4 | 2% | 5.5 bn | 2.0 bn | 0.3% | 0.1 bn | 1.9% | — | Integrated solid waste services in the US Northeast · Vermont — revenue of $2bn | |
| 7 | NVRI | Enviri Corp United States · score 3.1 | 0% | 0.5 bn | 1.3 bn | -19.9% | — | — | — | — | Industrial waste treatment and environmental services · Pennsylvania — revenue of $1.3bn |
| 8 | ONT | Onterris, Inc. United States · score 2.7 | 0% | 0.5 bn | 0.8 bn | -1.4% | 0.1 bn | 10.7% | 0.3% | Environmental services for the public and private sectors · California — revenue of $773m | |
| 9 | PESI | PERMA FIX ENVIRONMENTAL SERVICES INC United States · score 0.1 | 0% | 0.3 bn | 0.1 bn | -37.0% | -0.0 bn | -8.5% | — | Nuclear waste treatment and decommissioning · Georgia — revenue of $57m | |
| 10 | YDDL | One & one Green Technologies. INC Philippines · score 2.1 | 0% | 0.1 bn | 0.1 bn | 17.6% | -0.0 bn | -27.0% | — | Scrap metal and e-waste recycling in the Philippines · Philippines — revenue of $71m | |
| 11 | LODE | Comstock Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -60x | -0.0 bn | -23.0% | — | Technologies converting waste into energy and metals · Nevada — revenue of $1m | |
| 12 | QRHC | Quest Resource Holding Corp United States · score 3.4 | 0% | 0.0 bn | 0.3 bn | -7.1% | 0.0 bn | 47.1% | — | Waste management and recycling for multi-site businesses · Texas — revenue of $248m | |
| 13 | AWX | AVALON HOLDINGS CORP United States · score 4.3 | 0% | 0.0 bn | 0.1 bn | 1.4% | 0.0 bn | 12.5% | — | Waste management, golf courses and medical spas · Ohio — revenue of $86m | |
| 14 | ZDAI | DirectBooking Technology Co., Ltd. Hong Kong · score 0.4 | 0% | 0.0 bn | 0.0 bn | -148.8% | 0.0 bn | -12.7% | — | Transport and reuse of construction waste · Hong Kong — revenue of $9m | |
| 15 | AQMS | Aqua Metals, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | — | -0.0 bn | -215.7% | — | Metals recycling with the AquaRefining process, since 2014 · Nevada | |
| 16 | GWAV | Greenwave Technology Solutions, Inc. United States · score 0.8 | — | — | 0.1 bn | -27.7% | 0.0 bn | — | — | Car shredding and recycling · Virginia — revenue of $61m | |
| 17 | DXST | Decent Holding Inc. China · score 1.5 | — | — | 0.0 bn | -3.5% | -0.0 bn | — | — | Industrial wastewater treatment, ecological river restoration and microbial products in China · China — revenue of $26m | |
| 18 | CDTG | CDT Environmental Technology Investment Holdings Ltd China · score 1.3 | — | — | 0.0 bn | -55.9% | 0.0 bn | — | — | Sewage and waste treatment in China · China — revenue of $18m | |
| 19 | RENX | RenX Enterprises Corp. United States · score 0.1 | — | — | 0.0 bn | -169.2% | -0.0 bn | — | — | Engineered soils, mulch and organic waste recycling, formerly a real estate developer · Florida — revenue of $15m | |
| 20 | OIO | OIO Group Singapore · score 1.2 | — | — | 0.0 bn | -81.6% | 0.0 bn | — | — | Collection, treatment and recycling of hazardous and non-hazardous industrial waste in Singapore · Singapore — revenue of $6m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Trucking and parcel delivery 23 companies
- Industrial distribution (MRO) 16 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.