r/stocks
GFL reversal
GFL shows strong fundamentals, aggressive debt paydown, and a bullish technical breakout, signaling a confirmed bottom.
- Recession-proof business model with guaranteed cash flow and impressive 30% profit margins.
- Aggressively paying down debt and slowing acquisitions to improve the balance sheet.
- Technical breakout with a higher high above $36.80 on high volume and low selling pressure.
They made $6.6 billion CAD in revenue for 2025 and are on track to hit around $7 billion USD in 2026. People always need their trash picked up, so their cash is guaranteed, especially during hard financial times.
Their Adjusted EBITDA is hitting around $2.1 billion to $2.2 billion. Their profit margin here is actually pretty impressive at 30%, signaling high efficiency before debt payments.
Their debt is what has scared people away recently. They have a Debt-to-Equity ratio of 1.36, from being leveraged to the tits to buy up smaller trash companies and expand. They slowed down acquisitions and began paying down this debt aggressively in the last year.
The technicals are showing a higher low, and the stock just made a higher high after breaking above $36.80 with high volume, and very little selling showing up on CVD.
I’ve been waiting for the floor and it seems like we found it.
Have said this before;
They’re a really strong company that no one has been paying attention to.
They’re outcompeting WM in a ton of markets and the best argument I have for them:
They poached my manager from FDX.
As in, they recognize good management and employees - and they move on them - fast.
They’re willing to pay people more if they know they are good at what they do, and know that’s how they outdo their competitors.
Seeing this stateside as well. They are booming in the south and growing in the north rapidly