WCN
Market read
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if WCN's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Our working capital deficit decreased $181.6 million from a working capital deficit of $812.7 million at December 31, 2025, including cash and equivalents of $46.0 million, due primarily to an increase in cash and equivalents, decreases in accounts payable an…”10-Q · Apr 23, 2026 ↗
“The significant components of the decrease included the following: 1) A decrease in cash paid for acquisitions of $317.3 million; less 2) An increase in capital expenditures at operations owned in the comparable period of $71.4 million due to ongoing projects…”10-Q · Apr 23, 2026 ↗
“The increase in our EBITDA margin was due primarily to price-led revenue growth, a decrease in allocated corporate overhead, lower landfill monitoring and maintenance expenses and a decrease in risk management costs, partially offset by an increase in third-p…”10-Q · Apr 23, 2026 ↗
“Canada Revenue increased $42.1 million to $344.8 million for the three months ended March 31, 2026, from $302.7 million for the three months ended March 31, 2025, due to price increases, higher E&P waste revenues attributable to an increase in volumes, an inc…”10-Q · Apr 23, 2026 ↗
Valuation discipline
Price/sales 4.3× · EV/sales 4.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for WCN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for WCN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We also compete in certain markets with publicly held and privately owned companies such as Waste Management, Inc., Republic Services, Inc., Clean Harbors, Inc., Secure Waste Infrastructure Corp., Select Water Solutions, Inc., Ecoserv, LLC, Oilfield Water Log…”
“Our competition includes: three publicly-held solid waste companies—Waste Management, Inc., Republic Services, Inc.”
“Our competition includes: three publicly-held solid waste companies—Waste Management, Inc., Republic Services, Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
WCN is currently a Early Follower in the organic co-movement group Waste Management. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.