Clean Harbors, Inc. (CLH) - Stock Analysis
Last updated: Apr 13, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Stronger-than-expected Q4 results, an accretive $130M Depot Connect acquisition announced 2026-02-19, and solid cash generation have driven a short-term breakout (~8% over a month, above the 21-day SMA); upcoming investor commentary (e.g., 3/3 conference) can reinforce the move for further near-term gains.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong cashflow ⢠Material leverage ⢠Premium valuation CLH generates strong cash and liquidity that support reinvestment and deleveraging, but meaningful long-term leverage and a high valuation contrast with only modest net margins.
Price Behavior
Key Price Behavior Insights: ⢠Price above average ⢠Higher recent closes ⢠Nearby resistance cap Support Level: $279â$283; $289â$291 Resistance Level: $302â$303 Price is in a clear short-term uptrendâmeaningfully above its last-month average but facing nearby resistance that could trigger a pullback if it fails to break 302â303.
Sentiment & News
Key News Insights: ⢠PFAS leadership ⢠Analyst upgrade ⢠Cost/margin pressure Clean Harbors is seeing strong PFAS-driven demand and analyst momentum plus institutional buying and a Citi upgrade, but rising costs and an insider sale temper margin outlook.
AI Summary
CLH is transitioning from a defensive cash-generator into an execution-dependent growth company as it commercializes PFAS and scales technical servicesâoffering meaningful upside if PFAS revenues and SDA projects hit targets and reduce leverage, but risking outsized downside from capex overruns, M&A/integration failures, or prolonged industrial weakness that would leave its premium valuation exposed.
Description
Clean Harbors, Inc. is a North American provider of environmental and industrial services organized into Environmental Services and Safety-Kleen Sustainability Solutions segments. The Environmental Services business handles the collection, transport, treatment and disposal of hazardous and non-hazardous wastes and delivers industrial maintenance, field services and laboratory chemical management. The Safety-Kleen unit supplies parts-washing and cleaning products, manages containerized waste pickup, vacuum and used-oil services, and produces and distributes lubricants and contract-blended fluids; the company was incorporated in 1980 and is based in Norwell, Massachusetts.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Feb 19 | Feb 26 | CLH | Clean Harbors, Inc. | Stronger-than-expected Q4 results, an accretive $130M Depot Connect acquisition announced 2026-02-19, and solid cash generation have driven a short-term breakout (~8% over a month, above the 21-day SMA); upcoming investor commentary (e.g., 3/3 conference) can reinforce the move for further near-term gains. | Closed | +4.0% |