Recent performance context for Republic Services
Republic Services (RSG) has drawn fresh attention after recent trading, with the stock closing at $223.19 and showing mixed short term returns, including a roughly 3% decline over the past month and a gain over the past 3 months.
See our latest analysis for Republic Services.
Recent trading suggests momentum has cooled slightly, with a 3 month share price return of 5.8% contrasting with a 1 year total shareholder return decline of 2.3% and a much stronger 3 year total shareholder return of 71.3%.
If Republic Services has you thinking about what else might be setting up for long term growth, it is worth scanning 20 top founder-led companies
With Republic Services trading at $223.19, an indicated 8.6% discount to an intrinsic value estimate and roughly 10% below analyst targets, investors may ask whether there is still an opportunity at this price or whether potential future growth is already reflected in the valuation.
Most Popular Narrative: 9.1% Undervalued
At $223.19, the most followed valuation narrative for Republic Services points to a fair value of about $245.46, which implies some remaining upside according to that framework.
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. Read the complete narrative.
Curious what kind of earnings path and margin profile could support that valuation gap. The narrative leans on measured growth, firmer profitability, and a richer future earnings multiple. The detailed assumptions behind those moving parts may matter more than the headline fair value.
Result: Fair Value of $245.46 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, that upside case still hinges on softer construction and manufacturing volumes stabilising, and the US$1b acquisition pipeline not creating integration or margin headaches.
Find out about the key risks to this Republic Services narrative.
Next Steps
Given the mix of optimism and caution in this story, it makes sense to look at the numbers yourself and decide how comfortable you feel with the balance of potential upside and downside. To help with that, take a closer look at the 3 key rewards and 1 important warning sign
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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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