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GFL Environmental Inc.

GFLActive

CIK 1780232 · Core Solid Waste & Recycling

N/A

Market data as of N/A

Financials: LTM / latest available company filings

Sources: FMP, GFL filings, SEC EDGAR

$17,413

Market cap ($MM)

$25,870

Enterprise value ($MM)

$6,700

Revenue · LTM ($MM)

$2,020

EBITDA · LTM ($MM)

30%

EBITDA margin

3.9x

EV / revenue

12.0x

EV / EBITDA

NM

Net debt / EBITDA

Coverage

Coverage view

The analytical read on the name and the balance-sheet capacity behind the program.

Key points

  1. 01GFL is a scaled public consolidator in Solid Waste, a benchmark for how the sub-sector buys, pays, and trades.
  2. 02The relevant peer set is WM, RSG, WCN, CLH, CWST, MEG.

Balance sheet & capacity

Indicative capacity read: public-market scale of $26B enterprise value against $6.7B revenue.

N/A

Cash & equiv. ($MM)

N/A

Total debt ($MM)

N/A

Net debt ($MM)

NM

Net debt / EBITDA

Valuation

Where it trades against its peer set

GFL versus the scaled public Core Solid Waste & Recycling comparables.

Indexed share-price performance

GFL versus available Core Solid Waste & Recycling peers and SPY.

+9.2%

GFL

N/A

Peer med.

+79%

SPY

19112866May 21Nov 23May 26GFLpeer medianSPY

Indexed to 100 from May 28, 2021 through May 26, 2026. Source: FMP month-end close history.

CompanyTickerRevenue ($MM)EBITDA ($MM)MarginMarket cap ($MM)EV ($MM)EV / revEV / EBITDANet debt / EBITDA
GFL Environmental Inc.GFL$6,700$2,02030%$17,413$25,8703.9x12.0xNM

Financials via Financial Modeling Prep (SEC-derived TTM). EV/EBITDA distribution: each dot a live peer, band = interquartile range, line = median. Impossible values (EBITDA > revenue, negative-EBITDA multiples) shown NM.

M&A program

A sustained, programmatic tuck-in cadence

GFL's disclosed acquisition footprint and the deals behind it.

Disclosed acquisitions

22

Active years

1

Named deals

N/A

Avg / active year

22.0

Acq. cash outflow ($MM)

N/A

Banker read

  • 01GFL reads as a programmatic acquirer: 22 disclosed acquisitions across 1 active years, or 22.0 per active year. The chart shows activity in 1 of the last 1 visible years.
  • 02In the last three years, the file shows 22 acquisitions versus 0 in the prior three; recent activity is the visible baseline.
  • 03Spend changes the read: $3.9B of disclosed spend is concentrated in lumpy years, with FY20 the largest year at $3.9B. Recent spend is the visible baseline.

Annual acquisitions + disclosed spend

count spend named deal
22 deals$3.9B20

GFL count bars show acquisition cadence; the spend line shows when the program required larger capital deployment.

Program diagnostics

Recent / prior

22 / 0

Last three years sets the visible baseline vs prior three.

Peak count year

FY20

22 disclosed acquisitions in the peak visible year.

Recent spend

$3.9B

sets the visible baseline vs prior three; peak FY20 at $3.9B.

Named evidence

0 rows

0.0% selected source-cited transaction coverage.

Selected transactions

DateTargetSegmentConsideration ($MM)Strategic rationaleSource
No named transactions clear the quality bar in this snapshot.

Acquisitions disclosed/extracted from SEC filings; not necessarily full M&A history. Disclosed acquisition cash outflow is cumulative "payments for acquisitions, net of cash acquired" from the 10-K cash-flow statements (a cash outflow, not deal value). Built on 1 SEC-backed facts across 0 cited filings.

Evidence

Source archive

A collapsed investigation trail for the SEC filings behind the financials, annual M&A cadence, named transactions, and management language.

Annual 10-Ks

0

Named deal filings

0

Recent SEC filings

0

Evidence clips

0

Annual 10-K M&A evidenceAccepted annual filings used for disclosed acquisition count and spend.0 rows+
No filing source clears this category.
Named transaction source filingsFilings behind selected named-deal rows and transaction excerpts.0 rows+
No filing source clears this category.
Recent SEC filingsThe latest profile filings, kept separate so someone can investigate beyond M&A.0 rows+
No filing source clears this category.
Evidence clipsShort excerpts used on the page; expand only when you want the language.0 rows+
No filing source clears this category.

Annual M&A counts and disclosed spend are extracted from SEC acquisition disclosures and cash-flow statements; named-deal rows carry direct filing links where the filing identifies the target or consideration.

Prepared from SEC EDGAR public filingsGFL · CIK 1780232Source-backed coverage research, not investment advice