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Celonis Named a Leader for Sixth Consecutive Year and Star Performer in 2025 Everest Group PEAK Matrix® for Process Mining
Celonis Named a Leader for Sixth Consecutive Year and Star Performer in 2025 Everest Group PEAK Matrix® for Process Mining

Business Wire

time7 days ago

  • Business
  • Business Wire

Celonis Named a Leader for Sixth Consecutive Year and Star Performer in 2025 Everest Group PEAK Matrix® for Process Mining

NEW YORK & MUNICH--(BUSINESS WIRE)-- Celonis, a global leader in Process Mining, is recognized as a Leader in the Everest Group Process Mining PEAK Matrix® Assessment 2025 for the sixth year in a row and a Star Performer for four years. Everest Group states that Celonis continued to strengthen its Leader positioning, highlighting the company's market impact and capability advances. In the report, Everest Group states that Celonis continued to strengthen its Leader positioning, highlighting the company's market impact and capability advances: Celonis continues to be the innovation leader in the process mining software market. Celonis has invested in key AI capabilities, such as generative AI Process Copilots, AgentC (which enables enterprises to develop AI agents using Celonis process intelligence) and AI Annotation Builder (which uses AI to transform raw data into structured process data and insights). Celonis has a scalable infrastructure (Celonis Data Core) that supports real-time data ingestion and transformation. Celonis has made enhancements to its object-centric process mining (OCPM) capabilities that help customers 'discover complex real-life processes' and optimize them effectively. Celonis has the highest reported capability scores in the PEAK Matrix® assessment criteria for portfolio mix, value delivered, process intelligence, and implementation and support. 'Enterprises need processes that work, and Celonis is committed to making sure that everyone is free to make their processes work, no matter which systems they're using,' said Eugenio Cassiano, SVP Strategy & Innovation at Celonis. 'Celonis is helping companies across every industry optimize their processes, maximize the ROI of their AI deployments, and generate business value. We have consistently earned the trust of the market and the recognition of leading analysts like Everest Group for our superior capabilities and undeniable market impact. Our depth of experience, proven track record, and continuous innovation are unmatched in the industry, and we are proud to support our customers' enduring success.' 'Celonis continues to strengthen its position as a Leader and Star Performer in Everest Group's Process Mining Products PEAK Matrix® 2025, thanks to its strong vision and strategy, robust global presence and ecosystem, and depth and breadth of its process mining capabilities. Continued product investment and innovations like AgentC, AI Annotation Builder, Process Copilots, and Process Adherence Manager contributed to its position,' says Amardeep Modi, Vice President at Everest Group. 'Clients have expressed strong satisfaction with Celonis' scalability, ease of use, product roadmap, and system-agnostic nature.' The company continues to own a Leader position in Everest Group's PEAK Matrix® Assessment due to its clear vision, compelling product roadmap, continuous innovation, and support for open ecosystems—fueled by the introduction of AgentC, AI Annotation Builder, Process Copilots, and Process Adherence Manager. Everest Group also called out multiple enhancements Celonis has made to its Process Intelligence Platform, which make it easier to use. The Process Intelligence Graph, which sits at the heart of the Celonis platform, brings together process data and business context to create a digital twin of business operations. AgentC, a suite of AI agent tools, integrations, and partnerships, feeds this Process Intelligence to AI agents, whether organizations build them in leading AI platforms or leverage prebuilt agents from Celonis and its partners. With Process Intelligence, AI knows how business flows, enabling it to work more effectively for the enterprise. At its Celonis:Next event in May, Celonis unveiled upgrades to AgentC, including an extended Process Intelligence API that makes it easier to securely share process intelligence context, metrics, and recommended actions with AI development platforms. Celonis also showcased Orchestration Engine —an intelligent orchestration layer that connects and coordinates processes and tasks across tools, systems and departments. This layer is critical as modern business processes involve an intricate web of system- and application-level automations, workflow automations, RPA bots, and manual activities that operate across multiple systems. Background of Everest Group's PEAK Matrix® Research Everest Group defines process mining as a type of analytics product that involves a fact-based approach to help discover, monitor, and optimize as-is processes by analyzing process-related information primarily from event logs generated by enterprise systems (e.g., ERP, CRM, etc.). The technology provides a data-based approach to process optimization through numerous applications and use cases spanning industries and process areas. This has led to process mining being and continuing to be one of the fastest growing markets in the Intelligent Automation (IA) space. Adoption of process mining not only helps enterprises achieve traditional benefits such as cost savings and operational efficiency, but also opens avenues to target business/strategic outcomes such as top-line growth, accelerated digital transformation, enhanced customer experience, and sustainability. In order to support the enterprise objectives, products are rapidly evolving in the sophistication of their capabilities, features, and functionalities. Everest Group's PEAK Matrix® Assessment can be downloaded here. About Celonis Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It's system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. © 2025 Celonis SE. All rights reserved. Celonis and the Celonis 'droplet' logo are trademarks or registered trademarks of Celonis SE in Germany and other jurisdictions. All other product and company names are trademarks or registered trademarks of their respective owners.

CompQsoft Digital Appoints Greg Moser as President and Board Member
CompQsoft Digital Appoints Greg Moser as President and Board Member

Yahoo

time21-05-2025

  • Business
  • Yahoo

CompQsoft Digital Appoints Greg Moser as President and Board Member

Seasoned Industry Executive Brings Over Three Decades of Experience to Accelerate Microsoft Cloud and AI Growth Strategy HOUSTON, May 21, 2025 /PRNewswire/ -- CompQsoft Digital, a global Microsoft solutions and services provider, today announced the appointment of Greg Moser as President and Board Member. Moser joins the leadership team, bringing over 30 years of proven expertise in AI, modern data, sales, customer experience, and digital transformation across industries. In his new role, Moser will spearhead CompQsoft Digital's growth initiatives, driving the strategic expansion of its Microsoft cloud practice, engineering-led digital services, and generative AI capabilities. He will focus on scaling operations, nurturing a high-performance culture, and delivering transformative outcomes for enterprise customers. "We are excited to welcome Greg to the CompQsoft Digital leadership team," said Madina Shaik, CEO of CompQsoft Digital. "His deep industry knowledge, customer-first approach, and outstanding track record in building high-performing teams will be instrumental as we enter the next chapter of AI-led transformations." Moser brings a distinguished career with leadership roles at top-tier consulting and technology firms including Avanade, Accenture, HCL Technologies, PowerObjects, Hitachi, and Argano. Throughout his journey, he has consistently driven global growth strategies and delivered impactful digital experiences across diverse industries. "I'm honored to join CompQsoft Digital at such a transformative time in the industry," said Greg Moser, President of CompQsoft Digital. "With a sharp focus on business outcomes and innovation, I look forward to partnering with our customers, employees, and partners to unlock the full potential of Microsoft technologies and generative AI." About CompQsoft Digital CompQsoft Digital is a global Microsoft service provider and a trusted partner helping our customers bring balance to their global digital transformation initiatives. Backed by 25+ years of experience, we deliver innovative management consulting services that drive balance within your strategic programs driving business value. We empower businesses to build agile, customer-centric solutions by harnessing the power of Microsoft technologies. Our service offerings span Cloud Modernization, Data & Analytics, Business Applications (CRM/ERP), Automation, and next-gen innovations like Generative AI and Copilots. As an ISO-certified and CMMI Level 3 organization, CompQsoft Digital is committed to delivering excellence, accelerating growth, and transforming your digital future. Please visit: View original content to download multimedia: SOURCE CompQsoft Digital Sign in to access your portfolio

Celonis unveils process intelligence tools to boost AI returns
Celonis unveils process intelligence tools to boost AI returns

Techday NZ

time14-05-2025

  • Business
  • Techday NZ

Celonis unveils process intelligence tools to boost AI returns

Celonis has announced a range of new Process Intelligence and artificial intelligence (AI) features that it says will increase the return on investment (ROI) for enterprise AI deployments. The company detailed significant upgrades to its AgentC suite, the integration of its recently acquired Orchestration Engine, and the launch of four new Solution Suites designed for supply chain, finance, sustainability, and front-office operations. AgentC has been updated to extend the Process Intelligence API, making it easier for organisations to securely share process intelligence context, metrics, and recommended actions with AI platforms including Microsoft Copilot Studio, Amazon Bedrock, and Salesforce Agentforce. Celonis has integrated the Orchestration Engine, which it acquired from its partner Emporix, into its platform. This engine provides an orchestration layer that coordinates tasks within business processes across various tools, systems, and departments, using real-time process intelligence to enable organisations to observe process workflows and direct them towards desired outcomes. "AI is great for everyday tasks, like writing emails. But to provide maximum value for business, it needs to do things like telling you which customer deliveries are at risk and take automated action to reroute deliveries and notify logistics partners. Celonis Process Intelligence makes this possible. It provides AI with the process knowledge and business context to make it effective in accomplishing business-critical tasks, like mitigating supply chain disruptions, optimizing inventory, and managing tariffs. That's why we strongly believe that for enterprise use cases, 'there's no AI without PI'." Alex Rinke, Co-CEO and Co-Founder of Celonis, said. The backbone of the Celonis platform is the Process Intelligence Graph (PI Graph), which combines process data and business context to create a digital twin of ongoing business operations. The AgentC suite leverages this data to inform AI agents, whether these are built by customers using mainstream AI platforms or using Celonis' own prebuilt tools. Since introducing AgentC in October 2024, Celonis reports that the suite now offers broader integration capabilities. The company noted that modern business processes often involve combinations of automations, bots, and manual work across disparate systems, which can limit oversight and control. With its Orchestration Engine, Celonis says users gain a new level of control and agility needed to adapt workflows to changing circumstances. Additionally, Celonis has made its Process Copilots and Annotation Builder generally available. Process Copilots can be integrated into workplace tools like Slack and Microsoft Teams, allowing users to interact with business processes within their existing communication platforms and quickly access answers about process effectiveness and potential issues. Annotation Builder is described as a no-code generative AI tool that provides AI-generated recommendations for addressing business challenges and making process improvements. "Celonis' AI capabilities have fundamentally improved our inventory management and maintenance response. Our plant technicians can now ask their Process Copilot to locate and arrange transfers of spare parts from other plants, minimizing disruption and maximizing value by keeping our operations running smoothly." Brian Dodson, Business Process Improvement Manager and Celonis Center of Excellence lead at Smurfit Westrock, commented. To facilitate the deployment of process intelligence and AI, Celonis has released Solution Suites combining system connectors, pre-defined process data, AI-powered features, and pre-built applications. The four suites launched focus on supply chain, finance, sustainability, and front-office needs. Celonis states these solutions have already been used to help organisations, particularly in consumer goods, analyse and address issues such as automatically rejected customer orders arising from minimum order quantity requirements. The company also announced platform enhancements, including the extension of the PI Graph catalogue of pre-built objects and events, enabling faster onboarding of existing data models for Celonis customers. New version control features help manage PI Graph instances, while the introduction of a Process Management API allows companies to import process models for detailed adherence analysis. Celonis Process Intelligence is now available as a workload within Microsoft Fabric, providing direct integration and allowing users to embed process intelligence into their solutions. Additionally, improvements include a new event log builder for on-the-fly log creation and exploration, more customisable and intuitive Studio Views, new scheduled reporting capabilities, and a revised PQL Editor that is business context aware and synchronises with customer knowledge models. Dan Brown, Chief Product Officer at Celonis, said, "Alongside our partners, we continuously invest in our platform. With AgentC and our Process Intelligence API, we're helping customers maximize the ROI of their AI deployments. Orchestration Engine enables stronger oversight and control of process workflows. And Solution Suites shorten time to value by making it faster and easier to deploy PI and AI across the enterprise." Most newly announced features, including Process Copilot and Annotation Builder, are now available for deployment and organisations can explore these capabilities at upcoming industry events.

Billionaire Bill Gates Has 66% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks
Billionaire Bill Gates Has 66% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks

Yahoo

time31-03-2025

  • Business
  • Yahoo

Billionaire Bill Gates Has 66% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks

Bill Gates is one of the most well-known billionaires in the world. The Microsoft (NASDAQ: MSFT) founder was the first person to ever become a centibillionaire, reaching a net worth of $100 billion in 1999, well ahead of anyone else. (Jeff Bezos was next in 2017.) But Gates is extremely generous with his wealth; he's one of the most philanthropic billionaires in the world. He stepped down from his position as CEO of Microsoft in 2000 to focus more on his nonprofit foundation. He and ex-wife Melinda Gates started the Bill & Melinda Gates Foundation that year to advance global healthcare and reduce poverty around the world. Over the last 30 years, the two of them have donated an estimated $47.7 billion of their wealth to their foundation and its predecessor. The foundation's trust includes a highly concentrated equity portfolio that shows the influence of Gates, as well as longtime friend and former Gates Foundation trustee Warren Buffett. While it holds around $44 billion worth of assets, about two-thirds of that is held in just three stocks. Here's a closer look at Gates' top public investments for his foundation. Gates owned 45% of Microsoft shares after its initial public offering in 1986. Today he owns less than 1% of the company. A lot of Gates' stock went to the Gates Foundation over the years, including a donation of roughly $5 billion worth of shares in 2022. That donation brought the Gates Foundation's stake in Microsoft to more than 39 million shares. It's held on to the majority of those shares, with about 28.5 million left in the portfolio as of the end of 2024. Those shares are worth $11.2 billion, as of this writing. Holding Microsoft over the last two years has been an excellent investment for the Gates Foundation and all its other investors. The stock has climbed more than 60% since the end of 2022, outperforming the S&P 500 (SNPINDEX: ^GSPC). Microsoft's growth is fueled in large part by its positions in artificial intelligence (AI). The company owns one of the largest public cloud computing platforms, Azure, and its early investments in OpenAI gave it a leg up in creating tools for developers around generative AI. Management said Azure AI services grew 157% year over year during Microsoft's most recent quarter, contributing 13 percentage points of growth to the cloud platform overall. Importantly, management said it remained capacity constrained, which suggests growth could accelerate in the second half of the year. Microsoft is also one of the largest enterprise software providers in the world, led by its Microsoft 365 productivity suite, which includes Office, collaboration tools, and cloud storage. It offers its own line of AI-powered chatbots called Copilots to help users get more out of the software using natural language. Its Copilot for GitHub can help developers code more effectively and efficiently. And Microsoft offers enterprise customers access to Copilot Studio to develop their own Copilots, harnessing their own data. Copilot adoption is helping expand the market for the already ubiquitous software suite while driving higher revenue per license. Microsoft shares trade for about 26 times forward earnings estimates, as of this writing. While that's a premium to the overall market, it arguably deserves that premium. It's at the forefront of advances in AI in two areas, benefiting from the continued growth in spending on AI software and development. Its massive annual free cash flow ensures it can invest to meet the needs of its customers, while using excess capital to buy back shares and boost earnings per share. Warren Buffett isn't just a friend of Gates or a former trustee for his foundation -- he's also one of its biggest donors. He's made an annual contribution to the Gates Foundation since 2006, always in the form of Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A) shares. As of the end of 2024, the Gates Foundation held 19.7 million Class B shares of Berkshire Hathaway. That stake is worth $10.5 billion, as of this writing. Shares of Berkshire Hathaway have performed extraordinarily well over the last couple of years, and it now stands at a record market value of $1.15 trillion. That's despite Buffett's moves in Berkshire's equity portfolio to trim positions in several notable holdings and pile more of its assets into cash and Treasuries. Had he not sold those stocks, Berkshire would be worth even more. Berkshire's growth can be attributed to its owned and operated businesses, led by its insurance division. The company's operating earnings increased 27% last year, on top of 21% growth in 2023. Combined with strong performance in Berkshire's equity portfolio, it's pushed the value of the stock higher. But Buffett's recent actions suggest he thinks the stock might be too expensive right now. The Berkshire board of directors changed the company's share repurchase program in 2018 to allow Buffett to buy back shares whenever he felt they were priced below their intrinsic value. He bought back shares every quarter until the third quarter last year. Shares have consistently traded above a price-to-book-value ratio of 1.5 since then, frequently exceeding 1.6. As of this writing, Berkshire shares trade for 1.77 times book value. That's a valuation the stock hasn't reached in more than 15 years. While there are some good reasons for Berkshire to trade at a higher ratio to book value right now, considering it's not really using the insurance business for leverage in its equity investments, that price still seems very high. Investors may be better off with other investments now and waiting for Berkshire's price to come back toward a safer valuation. Waste Management (NYSE: WM) is a longtime holding for the Gates Foundation trust, and it has steadily added shares over time. It's a boring business that's relatively immune to economic slowdowns. (People will always have trash.) And it has a massive competitive moat that ensures it's not in danger of losing its steady revenue streams anytime soon. It's clear Gates was heavily influenced by Warren Buffett. The Gates Foundation held 32.2 million shares of Waste Management as of the end of the fourth quarter. Those shares are worth approximately $7.4 billion as of this writing. It's worth noting that the trustees rarely sell shares of the stock, unlike its positions in Microsoft and Berkshire Hathaway. So, the holding could end up becoming a bigger portion of its portfolio in the future. Waste Management is the largest waste collection and disposal company in the United States. That in and of itself is a great advantage for the business, as it's able to capture high-density routes, making its operations more efficient than smaller companies in its industry. That scale also gives it the cash flow needed to expand via acquisition, which it's done strategically. Most recently, it acquired medical waste management company Stericycle. The new addition contributes to Waste Management's growth. Management's 2025 outlook for 16.4% revenue growth includes 10.7 percentage points from acquisitions. Despite the acquisitions, the company sees 17.6% growth in free cash flow this year, giving it the confidence to raise its dividend 10% earlier this year. But Waste Management's biggest competitive advantage is its dominant landfill ownership. Due to strict regulations, only a tiny handful of competitors can replicate its fully integrated waste hauling business. The industry is practically impenetrable to new competition. As such, Waste Management is well positioned to provide stable returns for investors, year in and year out. The stock trades for an enterprise value-to-adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio of about 15 times management's 2025 outlook. That's a fair price to pay, especially for those looking for a defensive stock that can withstand the current uncertain macroeconomic environment. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $284,402!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $41,312!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $503,617!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 24, 2025 Adam Levy has positions in Microsoft. The Motley Fool has positions in and recommends Berkshire Hathaway and Microsoft. The Motley Fool recommends Waste Management and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Billionaire Bill Gates Has 66% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks was originally published by The Motley Fool

Billionaire Bill Gates Has 65% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks
Billionaire Bill Gates Has 65% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks

Yahoo

time23-02-2025

  • Business
  • Yahoo

Billionaire Bill Gates Has 65% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks

If Bill Gates held onto every share of Microsoft (NASDAQ: MSFT) stock he owned following the company's initial public offering (IPO) in 1986, he'd be worth well over $1 trillion. As it stands, he's still worth more than $100 billion. Gates prudently sold off shares amid Microsoft's rise to invest in a diversified portfolio. Little did he know Microsoft would continue to grow well beyond the levels it reached in the 1990s to become the $3 trillion company it is today. Gates started a foundation in his father's name in 1994 to support global health, which eventually became part of the Bill & Melinda Gates Foundation in 2000. Over the last 30 years, Bill and ex-wife Melinda have given away $47.7 billion of their wealth. The only people giving more are Warren Buffett and his family, according to Forbes. One of the beneficiaries of Buffett's donations is the Bill & Melinda Gates Foundation, where he served as a trustee from 2006 to 2021. The foundation's trust shows the influence of both Gates and Buffett in its highly concentrated portfolio. While it holds around $44 billion in equity investments, 65% of that is held in just three stocks. Let's take a closer look at each one. The vast majority of Gates' wealth stems from Microsoft, the company he founded 50 years ago. While it boasts a $3 trillion market value today, Gates now owns less than 1% of the business after his most recent donation of shares to the Gates Foundation in 2022. That donation added more than 38 million shares of the stock to the foundation's trust. After selling off some shares to fund operations in 2024, the trust still held about 28.5 million shares as of the end of the year. Those shares are worth about $11.8 billion as of this writing. The Gates Foundation trust has done well holding onto those Microsoft shares as long as possible. The stock climbed more than 70% since the end of 2022, fueled by growth in artificial intelligence (AI) spending. Microsoft is positioned to capitalize on growing AI spending in two ways. First, its Azure cloud computing platform has seen rapid uptake of its AI services thanks, in part, to its relationship with OpenAI. Microsoft has invested about $13 billion in OpenAI and is the generative AI leader's largest shareholder. Microsoft also benefits from integrating new AI-powered features into its enterprise software with its various Copilots for Github, Microsoft 365, and its marketing platform. Microsoft also enables businesses to use their own data to create AI agents using Copilot Studio. As AI spending continues to soar in 2025, Microsoft should see strong returns from both businesses. Microsoft stock trades for 31 times forward earnings as of this writing. That's a premium to the overall market, but it arguably deserves a significant premium. As mentioned, Microsoft is well positioned to benefit from the continued increase in AI spending. On top of that, it produces huge amounts of free cash flow, which management uses to buy back shares and pay a nice dividend. It also ensures the company can invest enough to capitalize on potential opportunities, like the current AI boom. Warren Buffett makes an annual donation to the Gates Foundation each year in the form of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Class B shares. Buffett maintains control of his company by converting his super-voting Class A shares to Class B shares before donating them to several charities each year. As of the end of 2024, the Gates Foundation held 19.7 million shares of Berkshire Hathaway. Those are worth roughly $9.5 billion as of this writing. Buffett stipulates that the foundation must disseminate the entirety of his donation each year plus an additional 5% of its net assets. As a result, the trust often ends up selling some of its Berkshire holdings over time. It cut 11% of its stake last quarter. Nonetheless, it usually finds a way to hold onto a significant number of shares while qualifying for Buffett's next donation. Building that position in Berkshire Hathaway has been another great move for the trust. Shares hit a new all-time high in November, and the company's value sits above $1 trillion. Much of Berkshire's value stems from its equity portfolio. Based on its fourth-quarter portfolio disclosure, the holding company has roughly $297 billion in equity investments. Additionally, the company has $325 billion in cash and Treasury bills on its balance sheet as of the end of Q3. That amount likely increased in Q4 due to additional equity sales and strong operating income from its core operations. Berkshire's operating income is nothing to sneeze at either. It grew 14% year over year through the first nine months of the year, reaching $32.9 billion. That comes on the heels of 21% growth in 2023, which was in part fueled by strong investment returns in its insurance business. Berkshire stock is arguably expensive right now. It trades for 1.66 times book value as of this writing, which is well above its historical average. And while there are good reasons for Berkshire to trade for a higher multiple these days, even Buffett himself seems to think the current price is too much. He passed on repurchasing shares of the stock with his massive cash reserves for Q3, the first time since 2018 a full quarter went by without Buffett buying back at least a few shares of the company. Waste Management (NYSE: WM) is one of the oldest holdings in the Gates Foundation trust. It represents the type of business Gates found most appealing as an individual investor to diversify away from his huge stake in Microsoft. It's a boring business with a massive competitive moat. Warren Buffett would approve. Waste Management is the largest waste collection and disposal company in the United States, and that position is cemented by its landfill ownership. Regulatory hurdles make it extremely difficult for any competitor to come in and match Waste Management's position in the market, thus strengthening its advantages. The company's scale also allows it to generate higher operating margins by keeping its routes dense and efficient. While the core waste-hauling business produces steady growth from price increases and household formation, it's able to leverage its size to grow through acquisition. The most recent acquisition was Stericycle, which the company closed in November. The company expects to extract $250 million in synergies from the acquisition, $100 million of which will come in 2025. 2025 looks bright for the business with management calling for a "step change in the company's revenue and earnings." Management's forecast calls for 16% revenue growth and a 15% increase in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). Waste Management stock currently trades for an enterprise value 14.3 times management's 2025 EBITDA outlook. With its EBITDA margin expanding as it integrates Stericycle and shows operating margin improvements in its core business, combined with strong revenue growth, that's a fair price to pay for the stock. As such, it wouldn't be a surprise to see the Gates Foundation continue holding shares in 2025 and beyond. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $348,579!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $46,554!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $540,990!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of February 21, 2025 Adam Levy has positions in Microsoft. The Motley Fool has positions in and recommends Berkshire Hathaway and Microsoft. The Motley Fool recommends Waste Management and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Billionaire Bill Gates Has 65% of His Foundation's $44 Billion Portfolio Invested in 3 Phenomenal Stocks was originally published by The Motley Fool Sign in to access your portfolio

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