What Makes Casella Waste Systems’ (CWST) Business Model Consistent?

1 month ago 14

Soumya Eswaran

Tue, Apr 29, 2025, 6:17 AM 3 min read

Conestoga Capital Advisors, an plus absorption company, released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Equity markets started the twelvemonth with a rally owed to optimism astir a beardown system and expectations of moderating ostentation and little involvement rates. However, concerns implicit slowing net from large Technology companies, geopolitical tensions, and an upcoming announcement connected tariffs led to a crisp diminution successful equities by the extremity of the archetypal quarter. Investors sought safety, driving U.S. Treasury yields down. The Conestoga Small Cap Composite returned -11.35% (net) successful the archetypal 4th compared to the Russell 2000 Growth Index’s -11.12% return. The Conestoga SMid Cap Composite returned -5.73% compared to the Russell 2500 Growth Index’s -10.80% return. The Conestoga Micro-Cap Composite returned -8.24% vs the Russell Microcap Growth Index’s instrumentality of -17.75%. Finally, the Conestoga Mid Cap Composite returned 0.96% (net), compared to the Russell Midcap Growth Index’s -7.12% return. Please cheque the apical 5 holdings of the money for a amended knowing of their champion picks for 2025.

In its first-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks specified arsenic Casella Waste Systems, Inc. (NASDAQ:CWST). Casella Waste Systems, Inc. (NASDAQ:CWST) is simply a vertically integrated coagulated discarded services company. One-month instrumentality of Casella Waste Systems, Inc. (NASDAQ:CWST) was 4.19%, and its shares gained 27.92% of their worth implicit the past 52 weeks. On April 28, 2025, Casella Waste Systems, Inc. (NASDAQ:CWST) banal closed astatine $116.18 per stock with a marketplace capitalization of $7.373 billion.

Conestoga Capital Advisors stated the pursuing regarding Casella Waste Systems, Inc. (NASDAQ:CWST) successful its Q1 2025 capitalist letter:

"Casella Waste Systems, Inc. (NASDAQ:CWST) is 1 of the largest coagulated discarded services companies successful the Northeast, uniquely positioned with excess landfill capableness successful a capableness constrained region. CWST, on with astir discarded absorption stocks, continued to execute good successful the look of economical uncertainty and marketplace volatility fixed the consistency of its concern model."

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Casella Waste Systems, Inc. (NASDAQ:CWST) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge money portfolios held Casella Waste Systems, Inc. (NASDAQ:CWST) astatine the extremity of the 4th quarter, compared to 28 successful the 3rd quarter. Casella Waste Systems, Inc.'s (NASDAQ:CWST) 4th fourth gross was $427.5 million, up $67.9 cardinal oregon 18.9% year-over-year. While we admit the imaginable of Casella Waste Systems, Inc. (NASDAQ:CWST) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.