Casella Waste Systems Inc. (CWST) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$90.31 +2.01% NASDAQ • Public Delayed / 60s Snapshot

Casella Waste Systems Inc. (CWST) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $5.75B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510067
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+
Cash (13)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.1% Base Target
$113 Bull$94 Base$73 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:59% Call Buyers ($2.6M)
41% PutsMax Pain: $89.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How CWST Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$84.7M (4.6% FCF Margin)
Revenue$1.84BGross Profit $620.2M (33.8%)Cost of Sales $1.22BOp Profit $63.7M (3.5%)OpEx (R&D/SG&A) $556.6MNet Profit$7.9M (0.4%)Tax/Other $55.8M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.26B
FY24
Rev $1.56B
FY25
Rev $1.84B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$1.84B33.8%3.5%$7.9M$84.7M2.3%
FY 2024$1.56B34%4.7%$13.5M$78.1M3%
FY 2023$1.26B44%6.4%$25.4M$176.2M3.3%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring CWST)

  • ✓Live walkthrough of CWST's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
CWST // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +17.77%📐 HORIZONTAL RANGE
2026-10-30O $92.24H $93.63L $91.28C $93.33VOL 535.0K
RES: $98.15SUP: $72.12SMA50: $88.75SMA200: $90.09
$103.2$95.98$88.75$81.52$74.29RES $98.15SUP $72.12$93.332026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CWST Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +18.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CWST today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CWST. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CWST today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

CWST Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Casella Waste Systems Inc. (CWST)?

In FY 2025 (10-K), CWST converted $1.8B of revenue into a 33.8% gross margin, 3.5% operating margin, and $84.7M in free cash flow (4.6% FCF margin).