Added to YB: 2026-08-20
Pitch date: 2026-08-13
GFL [bullish]
GFL Environmental Inc.
-2.02%
current return
Author Info
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Company Info
GFL Environmental Inc. provides non-hazardous solid waste management services in Canada and the United States.
Market Cap
CAD 20.3B
Pitch Price
CAD 58.47
Price Target
60.00 (+5%)
Dividend
0.15%
EV/EBITDA
17.19
P/E
-101.91
EV/Sales
4.37
Sector
Commercial Services and Supplies
Category
special_situation
Show full summary:
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers - GFL Environmental Inc.
GFL: Q2 EBITDA +14.8%, guiding >15% EBITDA & >20% FCF growth (ex-Secure). Secure deal (rev +19%, per-share EBITDA +20%) closing Q4 could push EBITDA >20%. PE sponsors circling to take private; CEO Dovigi won't sell below $70 USD, rolling 100% equity. Author sees $55-60 deal, wins either way.
Read full article (4 min)