業種
Environmental Services
Environmental Services のすべてのレポート — 全 3 件。
47/100
89Buffett
Veralto Corporation Deep Value Investment Research
Veralto is a high-margin water quality and product identification platform spun out of Danaher, with 2025 revenue of $5.503 billion and recurring revenue of roughly 61%. The core thesis is that it is a high-quality compounder with strong cash generation, but at about 39.1 times earnings and a current price of 92.28, the margin of safety is thin against an 85-100 fair value band and an ideal buy range of $70-80. Research Rating Watch: a good business at an ordinary price, worth tracking rather than chasing.
45/100
67Buffett
Republic Services: An In-Depth Value Study
North America's second-largest integrated environmental services provider, with 2025 revenue of $16.59 billion and an adjusted EBITDA margin of 32.0%. Its economic moat rests on hard-to-replicate landfill permits, route density, and terminal-disposal internalization rather than trucks. At roughly $208.93 the stock already sits above the conservative upper bound, with an ideal buy range of $160–180, so the rating is Watch.
44/100
72Buffett
WM: A Long-Term Owner's Perspective
North America's largest solid-waste disposal network (257 landfills, 38-year weighted average remaining life) plus Stericycle medical waste; steady cash flow with 23 consecutive years of dividend increases; at roughly $217.9 the stock sits near the top of its neutral intrinsic-value range with no discount and no clear margin of safety, warranting a Watch rating.