What changed
$RSG — HOLD 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2%
💡 Consensus expected EPS of $1.64; actual $1.70 beat by 3.7%. The market may underappreciate the sustainability of margin improvement and FCF conversion, but the beat magnitude is modest and likely mostly priced in.
📉 Reward/risk: 1.0:1
🏢 Business Quality: 9/10 - Defensive, essential service, high barriers, consistent cash generation, strong management, and acquisition track record.
📊 Valuation: fair - PE 30.3x (historical median), FCF yield ~6%, in line with waste management peers; DCF implies mid-single-digit upside under moderate growth...
🔮 Catalyst: Recent Q1 2026 earnings beat (March 2026)
💰 Entry: $204.94, stop $195, target $215
📊 Our read: HOLD. Full analysis →
https://stockduty.xyz/s/RSG0620