Republic Services (RSG)
NYSEIndustrialsWaste ManagementSnapshot 2026-09-04
NYSEIndustrialsWaste ManagementSnapshot 2026-09-04
Research Workspace
Put RSG 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 expansion. 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 slowing — up about 3% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRSG's growth trajectory relies on achieving full-year 2026 revenue of $17.2 billion to $17.3 billion. Recent earnings beat expectations, with revenue growth of 4.6% year over year. RSG trades at 31× P/E versus a peer median of 26×, indicating that the market prices in more growth than forecasted. The miss probability is 22%, suggesting a risk of disappointing future results. Peer multiples imply a price about 20% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. RSG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering RSG (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for RSG in the last 4 months.
Continue this research
Compare RSG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RSG 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 13 valuation methods, at three horizons. As of 2026-09-04. 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 RSG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Invest approximately $1B in acquisitions in 2026
Acquisitions support growth objective for 2026.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $222.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $222.71.
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.
Below average 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.

Advances: Achieve full-year 2026 revenue of $17.2B to $17.3B
Increased EPS guidance supports revenue growth objective.

Acquisition supports revenue growth and strategic expansion.