Added to YB: 2024-09-03
Pitch date: 2024-08-26
RSG [neutral]
Republic Services, Inc.
+4.47%
current return
Author Info
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Company Info
Republic Services, Inc., together with its subsidiaries, offers environmental services in the United States and Canada.
Market Cap
$67.8B
Pitch Price
$204.51
Price Target
N/A
Dividend
1.14%
EV/EBITDA
15.82
P/E
32.54
EV/Sales
4.92
Sector
Commercial Services and Supplies
Category
value
Republic Services – Vertical Waste Integration
RSG (quick dive): Vertically integrated waste mgmt co. w/ 207 landfills, 246 transfer stations. 94% customer retention. Defensive biz w/ inflation-linked contracts. Non-replicable network, high barriers. Growth via M&A, pricing power, recycling expansion. Risks: environmental hazards, recycling volatility. Premium valuation at 34x earnings for 4-5% rev growth.
Read full article (6 min)