Brightview Holdings vs Casella Waste Systems
Brightview Holdings is the larger business, with $2.67bn of revenue in fiscal 2025 against $1.84bn for Casella Waste Systems (1.5 times as much). Casella Waste Systems grew faster (18.0% against -3.4%). Brightview Holdings kept more of each dollar of sales as profit: a net margin of 2.1% against 0.4%.
| Latest fiscal year | Brightview HoldingsBV, 2025 | Casella Waste SystemsCWST, 2025 |
|---|---|---|
| Revenue | $2.67bn | $1.84bn |
| Revenue growth | -3.4% | 18.0% |
| Net income | $56.0m | $7.9m |
| Operating margin | — | — |
| Net margin | 2.1% | 0.4% |
| Return on equity | 4.4% | 0.5% |
| Free cash flow | $37.6m | $84.7m |
| Cash | $74.5m | $124m |
| Total debt | $800m | $1.17bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $24.2m | — |
| Employees | 18,600 | 5,600 |
| Market value | $1.10bn | $6.18bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 50 (Moderate) | 35 (Weak) |
| Insider trades, 12 months | 4 buys, 1 sales | 0 buys, 28 sales |