Industrials
Environmental & Facilities Services
4 companies under coverage.
Coverage
Environmental & Facilities Services
Equity Research
Veralto Corporation (VLTO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $138, +55% vs spot. It needs the multiple to hold or expand.
Equity Research
Republic Services Inc (RSG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $342, +60% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Rollins Inc (ROL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $69, +64% vs spot. It needs the multiple to hold or expand.
Equity Research
Waste Management Inc (WM)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $352, +58% vs spot. It needs Gross Margin to surprise to the upside.