GFL Environmental
About: GFL Environmental Inc is an environmental services company. Its offerings include non-hazardous solid waste management, infrastructure, soil remediation, and liquid waste management services. Its solid waste management business line, which generates the majority of the revenue, consists of the collection, transportation, transfer, recycling, and disposal of non-hazardous solid waste. Its Environmental Services business line includes liquid waste and soil remediation. The company's geographical segments are Canada and the United States. The company derives the majority of its revenue from the United States.
Employees: 15,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
106% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 34
78% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 16 (+7) [Q1 2025]
10% more funds holding
Funds holding: 283 [Q4 2024] → 312 (+29) [Q1 2025]
4% more capital invested
Capital invested by funds: $11.8B [Q4 2024] → $12.3B (+$428M) [Q1 2025]
3.93% less ownership
Funds ownership: 71.77% [Q4 2024] → 67.84% (-3.93%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 113
56% less call options, than puts
Call options by funds: $9.73M | Put options by funds: $22.3M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$54
7%
upside
Avg. target
$57
13%
upside
High target
$58
15%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
JP Morgan Tami Zakaria | 7%upside $54 | Neutral Downgraded | 23 May 2025 |
Seaport Global John Mazzoni | 15%upside $58 | Buy Initiated | 7 May 2025 |
RBC Capital Sabahat Khan | 11%upside $56 | Outperform Maintained | 5 May 2025 |
Scotiabank Konark Gupta | 11%upside $56 | Sector Outperform Maintained | 5 May 2025 |
Raymond James Patrick Tyler Brown | 13%upside $57 | Outperform Reiterated | 2 May 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
2 weeks ago
Correction: NBPE - April Monthly Net Asset Value Estimate
HEADLINE ALTERATION The headline for NB Private Equity Partners announcement released on 28/05/2025 at 07.00 am should read - NBPE - April Monthly Net Assety Value Estimate The announcement text is unchanged and is reproduced in full below. NBPE Announces April Monthly NAV Estimate St Peter Port, Guernsey 28 May 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 30 April 2025 monthly NAV estimate.
Neutral
GlobeNewsWire
2 weeks ago
April Monthly Net Asset Value Estimate
NBPE Announces April Monthly NAV Estimate St Peter Port, Guernsey 28 May 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 30 April 2025 monthly NAV estimate. NAV Highlights (30 April 2025) NAV per share was $27.29 (£20.43), a total return of 0.4% in the month Approximately 62% of fair value based on private company valuation information as of Q1 2025 or based on 30 April 2025 quoted prices Based on information received so far, private company valuations increased fair value by 0.4% during Q1 2025 on a constant currency basis NBPE expects to receive additional updated Q1 2025 financial information which will be incorporated in future monthly NAV updates $307 million of available liquidity at 30 April 2025 ~151k shares repurchased during April 2025 at a weighted average discount of 33% which were accretive to NAV by ~$0.02 per share.
Neutral
PRNewsWire
1 month ago
GFL Environmental Inc. Announces Results from Annual General Meeting of Shareholders
VAUGHAN, ON , May 14, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") announced the voting results from its annual general meeting of shareholders held today virtually via live audio webcast. Shareholders of the Company voted in favour of all items of business, including the election of each of the director nominees as follows: Name of Nominee Votes FOR % Votes WITHHELD % (a) Patrick Dovigi 408,801,093 94.42 % 24,168,125 5.58 % (b) Dino Chiesa 346,112,656 79.14 % 91,244,670 20.86 % (c) Violet Konkle 428,092,900 98.87 % 4,876,320 1.13 % (d) Sandra Levy 356,489,049 81.51 % 80,868,278 18.49 % (e) Jessica McDonald 356,449,998 81.50 % 80,907,329 18.50 % (f) Arun Nayar 346,717,659 79.28 % 90,639,668 20.72 % (g) Paolo Notarnicola 340,369,808 77.82 % 96,987,519 22.18 % (h) Ven Poole 428,134,474 98.88 % 4,834,746 1.12 % Final voting results on all matters voted on at the meeting will be filed on SEDAR+ at www.sedarplus.ca and on EDGAR at www.sec.gov.
Positive
Seeking Alpha
1 month ago
GFL Environmental: Still Undervalued
GFL Environmental has significantly reduced its leverage, improving its financial stability and making it more attractive to investors, with a stock up ~15% YTD. The company's aggressive growth strategy, including frequent acquisitions and organic growth, targets $9.24-9.49B in annual revenue by 2028. Despite lower current margins compared to peers, GFL's strategic investments in renewable natural gas and recycling automation are expected to enhance profitability over the next few years.
Positive
Benzinga
1 month ago
In A Recession, These Waste Management Stocks Have Outperformed S&P500 Historically
Seaport Research Partners analyst John Mazzoni initiated coverage on several major waste management companies with a Buy rating.
Positive
Seeking Alpha
1 month ago
GFL Environmental: Valuation Seems Priced In, Hold For Now
I give a hold rating for GFL Environmental Inc. due to its current valuation reflecting strong performance and limited near-term upside in an uncertain macro environment. GFL's 1Q25 results showed strong revenue and profit growth, driven by positive volume growth, pricing power, and strategic contract renewals. Internal efficiencies, such as reduced labor turnover and optimized asset utilization, are boosting margins and operational performance.
Neutral
Seeking Alpha
1 month ago
GFL Environmental, Inc. (GFL) Q1 2025 Earnings Call Transcript
GFL Environmental, Inc. (NYSE:GFL ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Patrick Dovigi - Founder, Chairman, President & CEO Luke Pelosi - EVP & CFO Conference Call Participants Sabahat Khan - RBC Capital Markets Stephanie Moore - Jefferies Patrick Brown - Raymond James Kevin Chiang - CIBC Adam Bubes - Goldman Sachs Bryan Burgmeier - Citigroup James Schumm - TD Cowen Rupert Merer - National Bank of Canada Chris Murray - ATB Capital Markets Sidney Schultz - Truist Securities Operator Hello, everyone, and thank you for joining the GFL First Quarter 2025 Earnings Call. My name is Marie, and I will be coordinating your call today.
Negative
Zacks Investment Research
1 month ago
GFL Environmental Inc. (GFL) Reports Q1 Loss, Tops Revenue Estimates
GFL Environmental Inc. (GFL) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of $0.04. This compares to break-even earnings per share a year ago.
Neutral
PRNewsWire
1 month ago
GFL Environmental Reports First Quarter 2025 Results
Revenue, Adjusted EBITDA1 and Adjusted Free Cash Flow1 all ahead of expectations Net Leverage1 of 3.1x, lowest in Company's history Revenue of $1,560.1 million, increase of 12.5% excluding the impact of divestitures2 (9.0% including the impact of divestitures) Adjusted EBITDA1 of $426.1 million, increase of 13.8%; Adjusted Net Loss from continuing operations1 of $34.5 million; Net loss from continuing operations of $213.9 million Adjusted EBITDA margin1 of 27.3%, 120 basis points increase over the prior year period; highest Q1 Adjusted EBITDA margin1 in Company's history Year-to-date completed acquisitions generating approximately $85.0 million in annualized revenue VAUGHAN, ON , April 30, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL", "we" or "our") today announced its results for the first quarter of 2025. "I am extremely proud of the hard work and commitment of our over 15,000 employees, as we delivered another strong start to the year," said Patrick Dovigi, Founder and Chief Executive Officer of GFL.
Neutral
GlobeNewsWire
1 month ago
NBPE Announces Audited 2024 Results and 31 March 2025 Est. NAV
THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS
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