Republic Services (RSG) Valuation Check After Recent Pullback in Share Price

Republic Services (RSG) has been grinding higher this year, but its recent pullback, with the stock down around 2% on the day and roughly 8% over the past 3 months, has investors reassessing the setup.

See our latest analysis for Republic Services.

Despite today’s weaker 1 day share price return and a softer 90 day stretch, Republic Services still sports a solid year to date share price gain, backed by steady revenue and earnings growth. The muted 1 year total shareholder return suggests momentum has cooled rather than disappeared.

If that more measured backdrop has you comparing ideas, it could be a good moment to explore fast growing stocks with high insider ownership as you look for the next compelling setup.

With low single digit revenue growth but analyst targets implying nearly 20% upside from here, is Republic Services quietly trading below its true value, or is the market already pricing in years of steady expansion?

Most Popular Narrative: 14.4% Undervalued

With Republic Services last closing at 211.44 dollars against a narrative fair value near 247 dollars, the spread reflects a premium on steady compounding.

Sustainability efforts such as the development of Polymer Centers and the Blue Polymers joint venture could drive future revenue growth by enhancing plastic circularity and decarbonization. These operations are expected to contribute to earnings starting in the second half of 2025.

Read the complete narrative.

Want to see what kind of long term revenue, margin lift, and valuation multiple this hinges on? The narrative leans on ambitious, finely tuned forecasts. Dive in to unpack the numbers behind that confidence.

Result: Fair Value of $247 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sustained volume softness in construction and manufacturing, coupled with integration missteps on that 1 billion dollars acquisition pipeline, could easily derail those upbeat margin and valuation assumptions.

Find out about the key risks to this Republic Services narrative.

Build Your Own Republic Services Narrative

If that perspective does not quite align with yours, or you would rather dig into the numbers yourself, you can spin up a custom narrative in just a few minutes, Do it your way.

A great starting point for your Republic Services research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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