What changed
$RSG — AVOID 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $4.1B | EPS $1.70 vs $1.64 🟢 | Margin 20.2%
💡 Consensus likely expected a modest beat; the 1.70 vs 1.64 surprise did not alter the fundamental outlook. The market is not wrong—growth remains low-single-digit, and the stock trades at an elevated multiple relative to earnings growth potential.
📉 Reward/risk: 0.5:1
🏢 Business Quality: 7/10 - Defensive waste services leader with recurring revenue, strong cash flows, and recession-resistant demand, but limited upside from mature operations.
📊 Valuation: rich - PE 29.4x is historically near the low end of a tight range (29.5-30.2), but still high relative to earnings growth (PEG > 3).
🔮 Catalyst: Recent earnings report (March 2026) already digested; no near-term catalysts visible.
💰 Entry: $205.0, stop $195.0, target $210.0
📊 Our read: AVOID. Full analysis →
https://stockduty.xyz/s/RSG0622