Market Shares:

• Waste disposal: approx. 60%
• Recycling: approx. 25%
• Energy generation from waste: approx. 15%

TOP 3 Markets:

1. USA: approx. 85%
2. Canada: approx. 10%
3. Mexico: approx. 5%

Waste Connections, Inc. generates the majority of its revenues from waste disposal, followed by recycling and energy generation from waste. The U.S. market is the dominant market for the company, followed by Canada and Mexico. This distribution reflects the geographical presence and strategic orientation of the company, which focuses on North America.

Production sites: Not applicable

Waste Connections, Inc. is a leading company in waste management, offering services such as waste collection, recycling, and disposal. As a service company, it does not produce physical products in the traditional sense.

Waste Connections' main activities include operating landfills, transfer stations, and recycling facilities in the USA and Canada. These sites are strategically located to ensure efficient waste disposal and processing.

Revenue Growth: Estimated 8-10% annually (2025) Acquisitions: Ongoing, with a focus on strategic complements

Waste Connections, Inc. pursues a growth strategy heavily based on acquisitions. In the past, the company has regularly acquired smaller and medium-sized companies to expand its market presence in North America. This strategy enables Waste Connections to quickly enter new geographic markets and expand its customer base.

In addition to acquisitions, the company focuses on operational efficiency and cost-cutting measures to improve margins. Waste Connections also invests in technology and automation to enhance the efficiency of its operations and improve service quality.

Another strategic focus is on sustainability. Waste Connections is working to improve its environmental footprint by investing in recycling technologies and eco-friendly disposal solutions. This aligns with the growing customer interest in sustainable practices and can serve as a competitive advantage.

Raw materials/materials: Waste containers, recycling materials, vehicles

Countries of origin: USA, Canada, Mexico

Waste Connections, Inc. is a leading company in the field of waste disposal and recycling in North America. The company mainly imports materials and equipment necessary for the operation of their waste disposal and recycling services.

The waste containers and vehicles needed for the collection and transportation of waste often come from the USA and Canada. These countries offer a well-developed infrastructure for the production of such equipment.

Recycling materials processed in Waste Connections' recycling facilities can be imported from various countries, with the majority coming from North America. Mexico is also an important partner, especially for cross-border trade in recyclable materials.

Waste Connections places great emphasis on local procurement to minimize transportation costs and promote sustainability.

Market share: Approximately 10% of the North American waste management market (2024)

EBITDA margin: 30% (2024)

Waste Connections, Inc. has a significant competitive advantage in the waste management industry, especially in North America. The company benefits from a strong market position with an estimated market share of about 10%. This enables them to benefit from economies of scale and achieve high operational efficiency.

The EBITDA margin of 30% underscores the company's ability to operate profitably and manage costs effectively. This margin is above the industry average, indicating strong cost control and efficient operational processes.

Additionally, diversification in various geographical markets and services strengthens Waste Connections' competitive advantage. The strategic focus on unregulated markets and the acquisition of smaller companies also contribute to solidifying their market position.

Institutional investor share: approx. 70% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant changes known (as of 2024)

Waste Connections, Inc. has traditionally had a high institutional investor share, which has been around 70% in recent years. This demonstrates the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider purchases and sales, no significant transactions are known that would indicate major changes in corporate management or a revised assessment of the company's development by insiders. This suggests a stable confidence of the management in the company's future development.

Market share of Waste Connections, Inc.: Estimate 10-12% (2025)

Main competitors and their market shares:

1. Waste Management, Inc.: 25-30%
2. Republic Services, Inc.: 20-25%
3. Waste Connections, Inc.: 10-12%
4. GFL Environmental Inc.: 8-10%
5. Clean Harbors, Inc.: 5-7%

Waste Connections, Inc. is one of the leading companies in the North American waste management industry. Waste Connections' market share is estimated at 10-12%, making it one of the top players in the industry. The biggest competitors are Waste Management, Inc. and Republic Services, Inc., which together control a significant portion of the market.

The moat of Waste Connections, Inc. mainly consists of its strong regional presence, especially in less competitive markets, and long-term contracts with municipalities and businesses. These factors provide the company with some protection against new market entrants and price pressure.

Compared to its competitors, Waste Management, Inc. has the strongest moat, being the largest company in the industry with extensive resources and a broad network. Republic Services, Inc. also has a significant moat due to its size and operational efficiency.

Waste Connections, Inc. has a solid, but not the strongest moat compared to the two largest competitors. Nevertheless, its strategy of focusing on less competitive markets and diversifying its services provides an important competitive advantage.

Revenue growth: 10.2% (2024) Profit growth: 8.5% (2024) Market share in North America: 12% (2024)

Waste Connections, Inc. recorded a revenue growth of 10.2% in 2024, attributed to successful expansion and efficiency improvements in its operational sector. The company has further solidified its market position in North America, holding a market share of 12%. This demonstrates the strength and stability of the company in a competitive market.

The profit increase of 8.5% in 2024 indicates that Waste Connections is not only capable of increasing its revenue but also effectively managing its cost structure. This is a positive sign for the profitability and the company's ability to continue generating profits in the future.

Additionally, Waste Connections has invested in sustainable practices and technologies in recent years to meet the increasing demands for environmental standards. These strategic investments could lead to a stronger market position and additional growth opportunities in the long term.

Overall, these factors suggest that Waste Connections, Inc. represents a solid investment opportunity, especially for investors interested in a stable and growth-oriented company in the waste management sector.

Dividend yield: 1.1% (2024) Dividend growth: 10% annually (last 5 years)

Waste Connections, Inc. regularly pays a dividend and has pursued a stable payout policy in recent years. The dividend yield is currently around 1.1%, which is average compared to other companies in the waste management sector.

Over the past five years, the company has seen an annual dividend growth of about 10%. This indicates a reliable and growing dividend policy, supported by solid financial results and a strong market position. Analysts view Waste Connections' dividend as sustainable, as the company has stable cash flows and operates in a relatively crisis-resistant sector.