SeekingAlpha•2026-04-20
Secure Waste Infrastructure: Our Thinking About The Proposed GFL AcquisitionGFL — GFL Environmental Inc
NYSE · Commercial Services & Supplies · Commercial Services & Supplies
$40.36-8.54%Market cap22.19B
- Latest Close
- $40.36
- 30-Day Move
- -8.5%
- Market Cap
- $22.2B
- Shares Outstanding
- 358,480,000
- P/E Ratio
- 5.79
- P/B Ratio
- 2.94
Analyst consensus: Buy · 19 analysts
NYSE:GFLCommercial Services & Supplies / Commercial Services & SuppliesDelayed public snapshot
GFL Environmental Inc
A read-only Alphactor snapshot forGFL Environmental Inc. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.
Snapshot as of2026-04-24
Topline snapshot
Latest Close
$40.36
30-Day Move
-8.5%
Market Cap
$22.2B
Shares Outstanding
358,480,000
P/E Ratio
5.79
P/B Ratio
2.94
Not investment advice. Signals and scores shown here are model outputs derived from historical data, not recommendations. Past performance does not guarantee future results. Do your own research before trading. Full disclaimer
Chart snapshot
$40.36
-8.5%last 90 delayed daily bars
Market cap$22.2B
90D High
$46.32
90D Low
$36.96
Avg Volume
1,922,881
What stands out
Gross margin is running at 20.7%, which gives a quick read on operating quality before you open the full model.
Net margin is 58.0%, useful for comparing GFL against peers in Commercial Services & Supplies.
GFL is down 8.5% over the last 30 trading days shown on this page.
Latest operating income is $30M, which helps anchor the headline ratios with an actual earnings figure.
Research snapshot
Composite Fair Value
$70.39
Rule of 40
10.4%
Dark Pool Short %
29.1%
Search Interest
52
Fundamentals snapshot
Latest Close
$40.36
30-Day Move
-8.5%
Market Cap
$22.2B
Shares Outstanding
358,480,000
P/E Ratio
5.79
P/B Ratio
2.94
ROE
52.5%
ROA
19.9%
Gross Margin
20.7%
Operating Margin
5.5%
Net Margin
58.0%
Debt / Equity
1.09
Current Ratio
0.58
Dividend Yield
14.9%
Latest Revenue
$1.7B
Financial statement snapshot
Revenue
$1.7B
Gross Profit
$338M
Operating Income
$30M
Net Income
$34M
Gross Margin
2067.0%
Net Margin
5795.0%
Current Ratio
0.58
Debt / Equity
1.09
Valuation snapshot
Fair Value
$70.39
Upside / Downside
+74.4%
Signal
Undervalued
Implied Growth
35.2%
EV/Rev
$70.39
Growth Assumption
-0.7%
Discount Rate
8.8%
Terminal Growth
2.0%
Base FCF
$175M
Valuation spread
Current Price
$40.36
Composite Fair Value
$70.39
EV/Rev
$70.39
After signup
The full valuation workspace goes deeper
Adjust DCF growth, discount, and terminal assumptions instead of relying on one static snapshot.
Open the deeper balance-sheet and cash-flow views to inspect debt, liquidity, and cash generation line by line.
Compare multiple valuation models against peers and save your own thesis instead of re-reading a fixed public state.
High growth priced in
Quality snapshot
Altman Z
1.49
Distress
Piotroski
8
Strong (7-9)
Cash Conversion
0.34x
Rule of 40
10.4%
Concerning
Annual financial history
Annual performance mix
| Period | Revenue | Operating Income | Net Income | Free Cash Flow |
|---|---|---|---|---|
| 2022-12-31 | $6.8B | $40M | $-312M | $331M |
| 2023-12-31 | $7.5B | $261M | $45M | $-75M |
| 2024-12-31 | $6.1B | $223M | $-723M | $347M |
| 2025-12-31 | $6.6B | $346M | $3.8B | $175M |
After signup
The app opens the full statement deep dive
Extend the history well beyond this public snapshot to inspect longer cycles and regime changes.
Move from summary lines into detailed balance-sheet and cash-flow rows for working capital, debt, and capex analysis.
Cross-link statement changes with alerts, watchlists, and saved research workflows after signup.
News snapshot
After signup
The full sentiment workspace adds context
Go past the public headlines into fuller article history, source cross-checks, and deeper narrative tracking.
Tie news into alerts, watchlists, and conviction changes instead of browsing one static batch of stories.
Recent insider transactions
| Date | Name | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-01 | Grahek, Elizabeth Joy | 56 | 6,789 | $0.00 |
| 2026-03-01 | Grahek, Elizabeth Joy | 56 | 20,367 | $0.00 |
| 2026-03-01 | Pelosi, Jonathan Lucas (Luke) | 56 | 14,143 | $0.00 |
| 2026-03-01 | Pelosi, Jonathan Lucas (Luke) | 56 | 42,430 | $0.00 |
| 2026-03-01 | Gilbert, Mindy Beth | 56 | 7,072 | $0.00 |
| 2026-03-01 | Gilbert, Mindy Beth | 56 | 21,215 | $0.00 |
| 2026-03-01 | Dovigi, Patrick Joseph | 56 | 113,148 | $0.00 |
| 2026-03-01 | Dovigi, Patrick Joseph | 56 | 339,443 | $0.00 |
ETF holders snapshot
| ETF | Shares | Weight | As Of |
|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | 9,288,588 | 0.03% | 2026-03-31 |
| Fidelity Investment Trust-Fidelity Series Canada Fund | 6,185,832 | 0.02% | 2026-02-28 |
| INVESTMENT CO OF AMERICA | 5,969,140 | 0.02% | 2025-12-31 |
| Fidelity Contrafund | 4,743,650 | 0.01% | 2026-02-28 |
| GROWTH FUND OF AMERICA | 4,122,762 | 0.01% | 2025-12-31 |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 3,900,725 | 0.01% | 2026-01-31 |
| Variable Insurance Products Fund II-VIP Contrafund Portfolio | 2,956,485 | 0.01% | 2026-02-28 |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | 2,734,038 | 0.01% | 2025-12-31 |
After signup
The deeper ownership view shows who is leaning in
Open richer institutional and holder diffs to see position changes across filings instead of one static snapshot.
Use those ownership shifts alongside conviction and alerts in the full app workflow.
Institutional holders snapshot
FMR LLC (Fidelity)
Filed 2026-02-17
$1.1B
-2.1%
Capital Research Global Investors
Filed 2025-08-13
$964M
--
Vanguard Group
Filed 2025-08-11
$550M
+23.2%
Geode Capital Management
Filed 2025-11-12
$98M
+31.0%
BlackRock
Filed 2024-05-10
$88M
--
Search interest snapshot
Latest Interest
52
Peak Interest
100
After signup
The full trends view adds more narrative depth
Go deeper into related queries, regional interest, and the broader narrative behind retail attention.
Track how that search interest lines up with price moves, alerts, and saved ideas after signup.
Dark-pool activity snapshot
Analyst consensus?
Rating(?)
3.84
Consensus
BuyTarget Mean(?)
—
Target High(?)
—
Target Low(?)
—
Analysts
19
For informational and educational purposes only. Not financial advice. Learn more
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