$RSG — HOLD 📊 | 6 MONTHS THESIS

$RSG — HOLD 📊 | 6 MONTHS THESIS 🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2% 💡 Consensus expects steady EPS growth (FY $7.29, ~11% increase), and the recent 3.8% beat was modest. The market may be underestimating margin expansion from operating leverage and accretive M&A, but the stock’s 29x P/E suggests most good news is priced in. 📉 Reward/risk: 1.5:1 🏢 Business Quality: 8/10 📊 Valuation: rich - P/E 29.1x FY1, EV/EBITDA ~15x, above 5-year average of 25-27x P/E and 12-13x EV/EBITDA; FCF yield ~4.6% on equity, fair but not cheap relative... 🔮 Catalyst: Q2 2026 earnings release 💰 Entry: $211.82, stop $200, target $230 ⚖️ Hold for existing shareholders; avoid new long positions given limited upside potential and rich valuation. 📊 Our read: HOLD. Full analysis → https://stockduty.xyz/s/RSG0611

🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2%