Republic Services, Inc.
RSG · NYSE
Company research
Republic Services, Inc. (NYSE: RSG) is the second-largest provider of non-hazardous solid waste collection, transfer, disposal, and recycling services in the United States, headquartered in Phoenix, Arizona, and founded in 1996. Led by CEO Jon Vander Ark, the company serves approximately 13 million residential, commercial, and industrial customers across 44 states, operating an extensive network that includes over 350 collection operations, 200+ active landfills, 248 transfer stations, and 71 recycling processing centers. Republic Services generates approximately $16.6 billion in annual revenue and employs roughly 42,000 full-time workers, with its core business anchored in essential waste hauling while its Environmental Solutions segment expands its exposure to hazardous and industrial waste management. With a market capitalization of approximately $67.3 billion, the company is a vertically integrated, defensive industry leader known for its strong pricing power, resilient cash flows, and significant landfill asset base.
Research reports
Ultra Stock Analysis Pro · May 8, 2026Republic Services, Inc. (RSG) – Comprehensive Analyst Report
Quantitative analyst report that assigns a HOLD rating with roughly 22.7% upside to an average target price of about 245, based on backtested trading performance, current valuation multiples, and consensus analyst targets, while emphasizing that technical “confluence” signals are currently absent so new positions should wait for stronger setups. The report highlights strong profitability, high institutional ownership, and earnings growth, but flags volume softness, commodity price and recycling headwinds, and typical market, technical, and regulatory risks in a detailed risk assessment section.
TIKR · March 8, 2026Up 79% in 3 Years, Can Republic Services Stock Deliver Better Returns in 2026This article-style research piece frames RSG as a high‑quality, defensive compounder, arguing that margin expansion, disciplined pricing, and growing sustainability businesses (polymer centers, renewable natural gas, EV fleet) can support mid‑single‑digit revenue growth and ongoing free‑cash‑flow strength. Using a valuation model with 4.6% revenue CAGR, about 21% operating margins, and a mid‑to‑high‑20s P/E, the authors project a target around 282 by late 2028 (roughly 22% total return), while noting risks from softer construction and manufacturing volumes, non‑recurring disaster‑cleanup revenues, recycled commodity price pressure, and potential multiple compression if growth disappoints.
TIKR · February 21, 2026Republic Services Rose 5% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026A valuation‑focused note arguing that, despite slightly below‑consensus 2026 revenue and EPS guidance, RSG appears undervalued given double‑digit EPS growth, strong pricing power, high EBITDA margins, and robust institutional sponsorship. The piece models roughly 32% upside to a 290 target based on 4.6% revenue growth and 21% operating margins, but cautions that weaker environmental solutions demand, volume headwinds in construction and manufacturing, and the stock’s premium P/E could constrain returns if execution or macro conditions deteriorate.