What changed
$RSG — HOLD 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2%
💡 Consensus expects consistent mid-single-digit revenue growth and stable margins. The $0.06 beat was modest and does not represent a significant deviation from the consensus view. The market has already priced in RSG's defensive characteristics and acquisition pipeline, so there is no variant perception to exploit.
📉 Reward/risk: 0.67:1
🏢 Business Quality: 8/10 - Industry leader with wide moat from route density and regulatory barriers, high free cash flow generation, and proven capital allocation.
📊 Valuation: fair - trading at 30.3x trailing P/E, in line with its historical median and the peer group (e.g., WM). No significant undervaluation.
🔮 Catalyst: Next quarterly earnings (Q2 2026)
💰 Entry: $204.94, stop $190, target $215
📊 Our read: HOLD. Full analysis →
https://stockduty.xyz/s/RSG0619