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RSG Republic Services

industrial · 2026-09-17

N/A
fair · 66
Owner-earnings value$151.50
Price$219.80
Margin of safety -31.1%

Quality gate · 66/100

Returns on capital 10.2/30
Consistency 21.2/22
Margins / pricing power 11.9/16
Balance sheet 7.3/16
Cash conversion 10/10
Capital allocation 5.4/6
Median ROIC9.8%
Gross margin42.0%
Net debt / EBITDA2.7x
FCF conversion111%
Share count / yr-0.9%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)2.28B
Owner-earnings yield3.4%
Free-cash-flow yield3.9%
Growth used (normalized)7.1%
Market-implied growth (reverse DCF)16.2%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
12.44B 7.1%2.24B
22.60B 6.6%2.19B
32.76B 6.2%2.13B
42.92B 5.7%2.07B
53.08B 5.3%2.00B
63.22B 4.8%1.92B
73.36B 4.4%1.84B
83.50B 3.9%1.75B
93.62B 3.5%1.66B
103.72B 3.0%1.57B

Recent news

score · 8 articles

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  • Is Republic Services Stock Underperforming the Nasdaq?

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~16%/yr owner-earnings growth over 10y (reverse DCF); model credits 7%.

History

DateQualityPriceValueMoSRating
2026-09-17 66 $219.80 $151.50 -31.1% N/A
2026-07-02 66 $214.71 $147.02 -31.5% N/A
2026-06-25 66 $213.58 $147.02 -31.2% N/A
2026-06-23 66 $209.10 $147.02 -29.7% N/A