Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: WM stock price vs LSTR: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at LSTR's multiple
Needs LSTR P/E.
Implied fair value · at WM's multiple
Needs WM P/E.
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple premium
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: WM FY 2025 (ended Dec 31, 2025) · LSTR FY 2025 (ended Dec 27, 2025). Fiscal years are not aligned.
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 79% equity / 21% debt · EV / Revenue 4.37x · EV / EBITDA 23.10x
Capital structure 93% equity / 7% debt · EV / Revenue 1.28x · EV / EBITDA 38.81x
WM carries the larger enterprise value at $110.26B against $6.07B; LSTR trades on the lower EV / Revenue multiple (1.28x vs 4.37x); WM on the lower EV / EBITDA (23.10x vs 38.81x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
WASTE MANAGEMENT INC · implied price per share
Bear
$28.10
Base
$44.57
Bull
$66.79
LANDSTAR SYSTEM, INC. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
2.29x
0.61x
Net debt / EBITDA
Leverage against operating earnings
4.76x
0.22x
Cash and equivalents
Liquid reserves on the balance sheet
$201.00M
$452.23M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
REPUBLIC SERVICES, INC.
WM vs RSG
Waste Connections, Inc.
WM vs WCN
GFL Environmental Inc.
WM vs GFL
CASELLA WASTE SYSTEMS INC
WM vs CWST
Knight-Swift Transportation Holdings Inc.
WM vs KNX
C. H. ROBINSON WORLDWIDE, INC.
WM vs CHRW
SAIA INC
WM vs SAIA
WERNER ENTERPRISES INC
WM vs WERN
RYDER SYSTEM INC
WM vs R
ARCBEST CORP /DE/
WM vs ARCB
$22.91B
$486.20M
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
The deterministic comparison remains available. Sign in when you want an on-demand narrative synthesis of the same data.
