GFL Environmental Inc. (GFL) Up 5.5% — Should I Take a Position?
GFL Environmental Inc. (GFL) extended its recent strength in the latest session, with shares advancing 5.52% to close at $44.70 on the NYSE. The stock gained $2.34 from the prior close of $42.36, marking a strong day of bullish activity and highlighting renewed momentum after trading closer to the lower end of its recent range. Trading volume came in at 1,220,762 shares, modestly below the 90-day average of 1,516,200, suggesting that the price move occurred on reasonably steady participation rather than a volume spike. From a price-action standpoint, the stock is gaining ground and showing investors are willing to step in at higher levels.
Even with today’s surge, GFL still trades below its 52-week high of $52.00 set on May 5, 2025, leaving meaningful upside potential of more than $7 per share before retesting that peak. This places the stock in an interesting position within Industrials sector, where peers such as Rollins (ROL), Broadridge Financial Solutions (BR), and Leidos Holdings (LDOS) have also seen periods of firm price performance. GFL’s latest move stands out as a particularly strong single-session advance, suggesting improving momentum relative to some competitors. Investors watching short-term trends may see the recent action as a constructive step in an ongoing effort to recover lost ground and potentially challenge prior highs if the current upward bias continues.
Why GFL Environmental Inc. Price is Moving Higher
GFL Environmental Inc. is seeing renewed investor interest as markets reassess the stock after a sharp pullback to a new 52-week low. The recent sell-off followed a quarter where earnings slightly missed expectations, yet revenue still grew nearly 8% year over year and continued to edge higher quarter over quarter. That combination—temporary disappointment against a backdrop of ongoing top-line growth—is helping fuel a “reset and rebound” narrative. At a low price-to-earnings ratio of about 6.6 and a market cap above $15 billion, many investors view the recent weakness as an opportunity to gain exposure to a scaled, diversified operator in the commercial and professional services space at a discounted valuation.
Positive catalysts are also emerging on the balance sheet and in the credit markets. GFL’s successful, oversubscribed $1 billion senior notes offering at 5.5% due 2034 signals strong institutional confidence in the company’s long-term growth strategy. Proceeds earmarked for repaying its revolving credit facility and general corporate purposes should enhance financial flexibility and support continued expansion. Analyst sentiment remains broadly constructive, with a consensus “Buy” rating and multiple firms maintaining or lifting their price targets, including UBS at $60. This ongoing endorsement, alongside a profit margin above 50% and steady revenue momentum, is helping to rebuild bullish sentiment. As peers like Republic Services, Rollins, Broadridge, Leidos, and SS&C continue to benefit from resilient demand in industrial and service-related end markets, investors appear increasingly willing to rotate back into GFL as momentum begins to rebuild from oversold levels.
What is the GFL Environmental Inc. Rating - Should I Buy?
Weiss Ratings assigns GFL a B rating. Current recommendation is Buy. That places GFL Environmental Inc. in the higher-quality tier of Industrials stocks, with an overall favorable balance between opportunity and risk. While the stock was downgraded on 12/9/2025, it still maintains a Buy-level profile, indicating that, on a risk-adjusted basis, it remains attractive compared with many alternatives in its space.
The B rating is supported by the Good Growth Index and Good Efficiency Index, which line up with the company’s 7.95% revenue growth and unusually strong 51.01% profit margin. Those metrics show the business is expanding while managing its costs and capital effectively. A forward P/E of 6.64 further adds to the value case, suggesting investors are paying a relatively modest price for each unit of expected earnings, consistent with a constructive long-term view.
On the risk side, GFL earns a Good Solvency Index, signaling a solid financial foundation that helps support the overall Buy rating. The Fair Total Return Index and Fair Volatility Index indicate a more middle-of-the-road profile in terms of recent stock performance and price swings, which tempers—but does not negate—the positives from growth and balance sheet strength. The Weak Dividend Index shows income is not the main reason to own this name; the story here is more about capital appreciation than yield.
Within Industrials, GFL’s B rating places it in line with well-regarded peers such as Rollins, Inc. (ROL, B) and Broadridge Financial Solutions, Inc. (BR, B), and slightly ahead of Republic Services, Inc. (RSG, B-) and Leidos Holdings, Inc. (LDOS, B-). This peer positioning reinforces GFL’s status as a comparatively attractive choice for investors seeking quality exposure in the sector.
About GFL Environmental Inc.
GFL Environmental Inc. is a diversified environmental services company serving municipal, residential, commercial, and industrial customers across Canada and the United States. Operating through its Solid Waste and Environmental Services segments, the company provides integrated non-hazardous solid waste management solutions, including collection, hauling, transfer, landfill operations, and material recovery facilities. Its solid waste operations are designed to offer end-to-end service coverage, from curbside pickup and commercial container services to large-scale disposal and recycling, supporting communities and businesses with reliable, compliant waste management.
Beyond traditional solid waste management, GFL Environmental has built a significant presence in liquid waste management and soil remediation. The company offers collection, transportation, transfer, recycling, and disposal of a wide range of liquid and specialty wastes, helping industrial and commercial clients meet regulatory and environmental standards. Its soil remediation services address contaminated sites through treatment and processing solutions that support land reclamation and redevelopment. Headquartered in Vaughan, Canada, and founded in 2007, GFL Environmental has grown into one of the larger integrated environmental services providers in North America, leveraging its broad geographic footprint, diversified service lines, and focus on environmental compliance as key competitive advantages in the commercial and professional services industry.
Investor Outlook
With a B (Buy) Weiss Rating, GFL Environmental Inc. (GFL) appears favorably positioned for investors seeking a balance of growth potential and risk management within the Industrials space. The key will be watching how its operational execution and broader sector trends influence future rating changes and relative performance. See full rankings of all B-rated Industrials stocks inside the Weiss Stock Screener.
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