What changed
$RSG — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2%
💡 Consensus sees a steady but low-growth waste services story, reflected in a 29.4x PE. The variant view is that the $700M+ year-to-date acquisition spend and operational leverage will drive EPS upgrades for H2 2026, pushing the stock toward the higher end of its historical valuation range (30x–32x).
📉 Reward/risk: 4.1:1
🏢 Business Quality: 8/10
📊 Valuation: cheap — PE 29.4x is below 5‑year median 29.9x; FCF yield ~6% supports value; EV/EBITDA likely in line with peers WM/WCN.
🔮 Catalyst: Analyst estimate revisions following the Q1 beat
💰 Entry: $204.94, stop $200.0, target $225.0
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/RSG0621