Clean Harbors (CLH)
NYSEIndustrialsWaste ManagementSnapshot 2026-10-29
$302.12-2.33%
Close 2026-10-30 · 1-day change
NYSEIndustrialsWaste ManagementSnapshot 2026-10-29
Research Workspace
Put CLH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Environmental & Facilities Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 10% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
CLH’s case rests on rising revenue and growing earnings and free cash flow. Revenue growth accelerated from 2% to 12% to 21% year over year. Q3 2026 earnings and revenue both beat estimates. CLH trades at 31 times earnings versus peers’ 28 times. The price reflects less growth than our forecast. The key risk is acquisition execution after $600 million in new debt. Our model puts the next-quarter miss probability near 21%. Peer multiples imply a price about 12% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. CLH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering CLH (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for CLH in the last 4 months.
Continue this research
Compare CLH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CLH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Environmental & Facilities Services — fair value, gap to price, and forward P/E.
Compare the value case
Put CLH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Adjusted EBITDA and Free Cash Flow
Material earnings and revenue beats support growth in Adjusted EBITDA and free cash flow.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $302.12
The last 12 months of price, then the range of analyst 12-month targets from today’s $302.12.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Complete strategic acquisitions to expand capabilities
Increased debt raises execution risk for strategic acquisitions.
Advances: Complete acquisition of Terra Nova Solutions and other strategic acquisitions
Acquisition aligns with strategic growth objectives.
Advances: Complete acquisition of Terra Nova Solutions
Acquisition aligns with growth strategy and enhances capabilities.
Advances: Increase Adjusted EBITDA and Free Cash Flow
Record revenue supports growth in Adjusted EBITDA and Free Cash Flow.
Advances: Increase Adjusted EBITDA and Free Cash Flow
Earnings call highlights growth aligns with financial objectives.
Advances: Increase Adjusted EBITDA and Free Cash Flow
Strong Q2 results support EBITDA and cash flow growth.
Advances: Expand Environmental Services Segment
Presentation highlights growth in Environmental Services Segment.