CHARGED ALPHA
Stock Analysis
WM Industrials Latest YouTube: Q1 2026

Waste Management

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
4
Episodes linked
3
Latest video
Q1 2026
Podcast available
Yes
Current price
$219.45
+0.44 (+0.20%)
Trailing / Forward P/E
31.76x
Forward: 23.73x
Market cap / Volume
Volume:
Revenue / Earnings Growth
3.5%
Earnings: 13.3%
Margins
17.5% op
Gross: 40.6% · Net: 11.0%
Balance sheet
0.93x current
Debt / Equity: 228.4
52-week range / Beta
$194.11 - $248.13
Beta: 0.46
Analyst target
$256.04
Upside: 16.7%
Cash / shareholder return
2.42% FCF yield
Dividend yield: 1.56%

Company context

Industry: Waste Management
Country: United States
Employees:
Price to book: 8.81x
Return on equity: 29.9%
Waste Management, Inc., through its subsidiaries, provides environmental solutions to residential, commercial, industrial, and municipal customers in the United States, Canada, Western Europe, and internationally. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, recovery facility, or disposal site; owns and operates transfer stations; and owns, develops, and operates landfill gas-to-energy facilities that produce renewable electricity and renewable natural gas. It also operates materials processing and commodities recycling services, including cardboard, paper, glass, metals, plastics, construction and demolition materials, and other recycling commodities are recovered for resale or redirected for other purposes; markets and resells recycling commodities; recycling brokerage services, such as managing the marketing of recyclable materials for third parties; and other strategic business solutions. In addition, the company collects recyclable food and yard waste, as well as markets and sells mulch, compost, soil amendments, and renewable energy; offers remediation and construction, and industrial waste services; and manages and markets fly ash. Further, it provides Regulated Waste and Compliance Services (RWCS), which offers compliance programs, as well as collection, processing, and disposal of regulated and specialized waste, including medical, pharmaceutical, and hazardous waste; and Secure Information Destruction (SID) services that include the collection of personal and confidential information for secure destruction and recycling of sorted office paper. The company was formerly known as USA Waste Services, Inc. and changed its name to Waste Management, Inc. in 1998. Waste Management, Inc. was founded in 1968 and is based in Houston, Texas.

Price chart

Market context for WM

Competitive view

WM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Waste Management latest YouTube video thumbnail YouTube
Waste Management
WM
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
WM
$88.13B
Waste Management
HON
$139.60B
Honeywell International Inc.
LMT
$124.58B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
WM
31.8x
Waste Management
HON
35.2x
Honeywell International Inc.
LMT
26.2x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
WM
23.7x
Waste Management
HON
19.2x
Honeywell International Inc.
LMT
16.8x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
WM
3.5%
Waste Management
HON
2.4%
Honeywell International Inc.
LMT
0.3%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
WM
13.3%
Waste Management
HON
-41.9%
Honeywell International Inc.
LMT
-11.5%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
WM
17.5%
Waste Management
HON
21.0%
Honeywell International Inc.
LMT
11.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
WM
40.6%
Waste Management
HON
36.9%
Honeywell International Inc.
LMT
9.9%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
WM
11.0%
Waste Management
HON
10.9%
Honeywell International Inc.
LMT
6.4%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
WM
29.9%
Waste Management
HON
24.3%
Honeywell International Inc.
LMT
67.6%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
WM
2.4%
Waste Management
HON
2.1%
Honeywell International Inc.
LMT
3.2%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
WM
228.41x
Waste Management
HON
257.39x
Honeywell International Inc.
LMT
276.37x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
WM
0.93x
Waste Management
HON
1.39x
Honeywell International Inc.
LMT
1.14x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
WM
0.46
Waste Management
HON
0.84
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
WM
1.6%
Waste Management
HON
2.1%
Honeywell International Inc.
LMT
2.5%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
WM
16.7%
Waste Management
HON
12.0%
Honeywell International Inc.
LMT
15.7%
Lockheed Martin Corporation

Episode timeline

Episode archive for WM

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
WM Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Waste Management. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published podcast complete
WM Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Waste Management. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published podcast complete
WM Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for Waste Management. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode pending
Pending link pending
WM Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Waste Management. Use the links on the right to open the video or podcast episode.
No verified episode link yet