Casella Waste Systems, Inc. (CWST) vs MSC Industrial Direct Co., Inc. (MSM)

A side-by-side comparison of Casella Waste Systems, Inc. and MSC Industrial Direct Co., Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnCWST vs MSM

growth of $100 · dividends reinvested · last 10y
CWST +917.5% (+26.1%/yr)MSM +164.2% (+10.2%/yr)CWST compounded faster over this window
05001kStart $10020182020202220242026$1,018$264
CWST MSM

CWST vs MSM: by the numbers

  • MSM is the larger company ($6.81B vs $5.82B market cap).
  • MSM trades at the lower trailing earnings multiple (29.47 vs 997.85 P/E), one valuation lens rather than an overall verdict.
  • MSM converts more revenue to profit (5.90% vs 0.29% net margin).
  • CWST grew revenue faster over the past five years (19.33% vs 4.34% CAGR).
  • MSM pays a dividend (2.85% yield), while CWST has no payments in the available dividend history.

Metrics side by side

Valuation

MetricCWSTMSM
P/E ratio997.8529.47
Forward P/EN/A26.45
P/S ratio3.031.75
P/B ratio3.754.81
EV / EBITDA17.1816.49
FCF yield1.78%3.22%

Profitability

MetricCWSTMSM
Gross margin17.06%40.82%
Operating margin4.45%8.80%
Net margin0.29%5.90%
ROE0.36%16.24%
ROIC1.72%12.36%

Dividends

MetricCWSTMSM
Dividend yieldN/A2.85%
Payout ratioN/A97.48%

Growth (annualized)

MetricCWSTMSM
Revenue CAGR (5Y)19.33%4.34%
EPS CAGR (5Y)-42.27%-4.65%
FCF CAGR (5Y)19.24%5.48%
Total return CAGR (5Y)4.87%11.51%

Frequently asked

Which has the lower trailing P/E, CWST or MSM?
MSM has the lower trailing P/E: CWST trades at 997.85 and MSM at 29.47. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CWST or MSM?
Over the past five years, CWST grew revenue faster — CWST at a 19.33% CAGR versus MSM at 4.34%.
Does CWST or MSM pay a bigger dividend?
MSM pays a dividend (2.85% yield), while CWST has no payments in the available dividend history.
Is CWST or MSM more profitable?
MSM runs the higher net margin — CWST at 0.29% versus MSM at 5.90%.
How have CWST and MSM total returns compared?
Over the past 10 years, CWST delivered 26.01% and MSM delivered 10.07% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 28, 2026.