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Recent

v0.1
RSG$200.33-0.25%
Fair $255.03+27.3%

RSG

Republic Services, Inc.

Industrials / Waste ManagementNYSE

$200.33

-0.50 (-0.25%)

Modestly Undervalued+27.3%Fair Value $255.03Fund rank 62/100 · PassSEC 19/19 yrs|
SA 40/C
F-Score: 5/9

FCF base 3Y

$181.38

-3.3% CAGR · yield 5.0%

FCF base 5Y

$220.55

+1.9% base · +3.6% expected

Precio de entrada

$104.66

MOS 16% · confianza 92%

FCF escenarios

audited · normalized FCF $2.1B · quality 76.7/100

Pass 62/100
Bear 5Y$123.14-9.3%
Base 5Y$220.55+1.9%
Bull 5Y$393.13+14.4%
Return 50/100Downside 54/100Model quality 89/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

5/9

balance/quality

Valuation

77/100

+27.3% upside

5Y CAGR

+3.6%

64/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Thesis & Journal · RSGLocal privado en este navegador · Republic Services, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$61.6B

P/E

30.5x

↑

EV/EBITDA

15.0x

↑

ROE

17.9%

↑

Gross Margin

42.0%

↑

Debt/Equity

1.15

↑
52-Week Range$200
$196$259
EV/EBITDA Historical15.0x

TradingView lightweight chart

RSG price, volumen y niveles de valoración

Último $200.33Periodo +2027.4%
Buy zone: $104.66Bear 5Y: $123.14Fair value: $255.03Base 5Y: $220.55Bull 5Y: $393.13

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+9.6%

FCF CAGR

+11.0%

FCF margin

14.5%

FCF / Net income

1.13x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $16.59B · net income $2.14B · FCF $2.41B

2007-FY → 2025-FY

Gross margin

42.0%— pts

Operating margin

19.9%+3.0% pts

Net margin

12.9%+3.8% pts

FCF margin

14.5%+2.9% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$16.59B$16.59B$16.03B$14.96B$13.51B$11.29B$10.15B$10.30B$10.04B$10.04B$9.39B$11.01B$10.63B$10.14B$9.73B$9.76B$8.11B$8.20B$3.69B$3.18B
Net Income$2.14B$2.14B$2.04B$1.73B$1.49B$1.29B$967.2M$1.07B$1.04B$1.28B$612.6M$749.9M$547.6M$236.6M$571.8M$589.2M$506.5M$495.0M$73.8M$290.2M
EBITDA$5.10B$5.10B$4.75B$4.30B$3.67B$3.26B$2.79B$2.83B$2.77B$2.70B$2.53B$2.53B$2.14B$2.09B$2.17B$2.40B$2.37B$2.46B$637.3M$841.5M
EPS6.856.856.495.474.694.043.023.333.163.771.782.131.530.651.551.561.321.300.371.51
Gross Margin42.0%42.0%41.7%40.2%39.3%———————————————
Operating Margin19.9%19.9%19.9%18.6%17.7%18.4%16.8%17.4%17.3%16.6%16.4%14.2%11.6%4.0%13.6%15.9%19.0%19.4%7.7%16.9%
Net Margin12.9%12.9%12.7%11.6%11.0%11.4%9.5%10.4%10.3%12.7%6.5%6.8%5.2%2.3%5.9%6.0%6.2%6.0%2.0%9.1%
Balance Sheet
Debt/Equity1.151.151.141.241.251.081.071.081.07———0.910.890.920.900.90———
Current Ratio0.670.67——————————————————
Cash Flow
Free Cash Flow$2.41B$2.41B$2.08B$1.99B$1.74B$1.47B$1.28B$1.15B$1.17B$920.9M$920.0M$734.1M$667.3M$667.4M$610.3M$830.2M$639.0M$570.2M$125.3M$368.8M
Returns
ROE17.9%17.9%17.9%16.4%15.4%14.4%11.4%13.2%13.1%16.1%8.0%9.6%7.1%3.0%7.4%7.7%6.5%6.5%1.0%22.3%
Valuation
P/E30.5030.5032.1938.1944.5451.7169.1762.7366.1155.41117.3698.08136.54321.39134.78133.91158.26160.70564.61138.35
EV/EBITDA14.9714.9716.0215.0614.35———————————————
P/B5.455.455.776.286.847.437.888.298.658.909.359.449.669.619.9810.2710.2510.525.6930.76
Growth & Yield
Revenue Growth3.5%3.5%7.1%10.8%19.6%11.2%-1.4%2.6%-0.0%7.0%-14.8%3.6%4.7%4.2%-0.3%20.4%-1.1%122.5%16.0%—
EPS Growth5.5%5.5%18.6%16.6%16.1%33.8%-9.3%5.4%-16.2%111.8%-16.4%39.2%135.4%-58.1%-0.6%18.2%1.5%251.4%-75.5%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

37.4%

muy exigente

EPS terminal req.

$17.78

Spread vs growth

-31.9%

5Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$21.51

Spread vs growth

-20.2%

10Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$34.64

Spread vs growth

-12.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -21.1%

Total return

-21.1%

Start / end P/E

39.8x → 29.2x

EPS bridge

6.49 → 6.85

Residual

-1.5%

EPS growth+5.5%
Multiple rerating-26.5%
Dividend+1.2%
Residual / FX / buybacks / cross-term-1.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

14.4x16.0x
EV/EBITDA vs Sector15.0x
4.9xmed 9.7x22.5x