GFL Environmental, a North American waste management company, is rated Buy with a $50 fair value, suggesting an 18% upside from current prices. The board implicitly values the company at $58 per share, higher than recent private equity bids of $52 that were rejected. GFL raised its FY26 guidance for the third time, driven by acquisitions and price increases despite flat volume growth. Key risks include high leverage, dependence on mergers and acquisitions for growth, and potential share pressure from a major stakeholder holding 22%.
GFL Environmental's market cap stands at $18.49 billion as of Nov 12, 2026, 12:21 WIB, with a daily trading volume of 22,010,536 shares on Pluang. The stock price is currently $43.50, up 2.57% for the day, and it offers a modest dividend yield of 0.16%. This trading activity occurs alongside the company's raised FY26 guidance and recent rejection of private equity bids, highlighting investor interest in its growth prospects.
