Casella Waste Systems, Inc.

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF: $137M normalized FCF base (~7% of TTM revenue, typical mature FCF conversion for a waste-collection/landfill roll-up); 13% growth years 1-5 (continued tuck-in M&A and RNG facility ramp); 7% years 6-10; 8% discount rate (stable, essential-service cash flows); 3% terminal growth; -$1,422M net debt; 63.64M shares outstanding.

Reasoning: Casella Waste Systems is a vertically-integrated solid-waste company with highly contracted, essential-service revenue and an active landfill/M&A growth platform, best suited to a moderate-discount-rate DCF with elevated near-term growth tapering to a mature rate.