r/stocks
GFL 反转
GFL 基本面强劲，正积极偿还债务，且技术面看涨突破，表明底部已确认。
- 业务具备抗衰退属性，现金流有保障，且利润率高达30%。
- 放缓收购并积极偿还债务，持续改善资产负债表。
- 技术面放量突破36.80美元创出更高的高点，且卖压极小。
他们在2025年实现了66亿加元的营收，预计2026年将接近70亿美元。人们总是需要清运垃圾，因此他们的现金流非常稳定，尤其是在经济困难时期更是如此。
他们的调整后EBITDA已达到约21亿至22亿美金。这里的利润率实际上相当可观，达到30%，表明在偿还债务前就已展现出极高的运营效率。
近期让投资者望而却步的是他们的债务水平。由于曾大量举债收购小型垃圾公司并扩张业务，其负债权益比达到了1.36。不过，他们已在过去一年中放缓了并购步伐，并开始积极偿还债务。
技术面显示出现了更高的低点，股价在突破36.80美元且成交量放大后，创下了更高的高点，而CVD上几乎看不到抛售迹象。
我一直等待的底部似乎终于出现了。
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