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    Why Republic Services (RSG) Is Back In The Spotlight

    Simply Wall St·09/25/2026 10:26:14
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    Republic Services (RSG) has drawn fresh attention after recent share performance showed declines of 0.2% over the past day and about 3% over the past month, prompting investors to reassess the waste-services provider's valuation and growth profile.

    Short-term momentum for Republic Services has cooled, with the share price down 3.7% over the past month and the 1-year total shareholder return falling 5.2%. Even though longer horizons still show strong gains, with a 3-year total shareholder return of 51.9% and 5-year total shareholder return of 88.0%, this suggests sentiment has recently softened after a strong multi-year run.

    Scan beyond Republic Services and evaluate other waste and infrastructure players with strong momentum or recent pullbacks using our curated 30 resilient stocks with low risk scores

    Republic Services now trades at a clear discount to both analyst targets and some intrinsic value estimates after this pullback. Is that gap mispricing cautious investors, or is the recent slide a fair warning on valuation risk?

    Most Popular Narrative: 13% Undervalued

    Against Republic Services' last close at $212.72, the most followed narrative pegs fair value at about $245.92 using a 7.24% discount rate. This frames the recent pullback as a potential gap between price and longer term cash flow expectations.

    Republic Services is advancing in digital and AI based capabilities, with pricing and routing through the RISE platform and customer service tools expected to deliver at least US$100 million of annual benefit by 2028, which could support higher margins and earnings power if the targeted efficiencies materialise.

    See why 22 investors see Republic Services as 13% undervalued.

    Result: Fair Value of $245.92 (UNDERVALUED)

    Still, the story around Republic Services can change quickly if organic volume softness persists or if labor disputes translate into higher costs and operational disruption.

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

    Another View on Republic Services' Valuation

    The first story paints Republic Services as undervalued on cash flows, yet the market is pricing the stock at a P/E of 29.8x versus a fair ratio of 24.3x and an industry average around 18x. That premium can signal confidence, or it can mark crowded expectations. Which side do you think it reflects?

    For a closer look at how that earnings multiple compares with what the fair ratio suggests the market could move toward over time, See what the numbers say about this price — find out in our valuation breakdown.

    NYSE:RSG P/E Ratio as at Sep 2026
    NYSE:RSG P/E Ratio as at Sep 2026

    Next Steps

    Sentiment on Republic Services is clearly divided. Consider reviewing the numbers for yourself and weighing both sides of the story with 3 key rewards and 1 important warning sign

    Looking for more investment ideas beyond Republic Services?

    If you want a broader watchlist, use the Simply Wall St screener to quickly spot clear opportunities and avoid feeling late to the next move.

    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.