Added to YB: 2025-10-07
Pitch date: 2025-10-04
RTO [neutral]
Rentokil Initial plc
+19.87%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! Sign up for the newsletter.
Company Info
Rentokil Initial plc, together with its subsidiaries, provides route-based services in North America, Europe, the United Kingdom, Asia, the Middle East, North Africa, Turkey, and Pacific.
Market Cap
GBP 16.1B
Pitch Price
GBP 3.89
Price Target
N/A
Dividend
1.94%
EV/EBITDA
14.18
P/E
56.01
EV/Sales
2.88
Sector
Commercial Services and Supplies
Category
value
3 New interesting companies - Rentokil Initial plc
RTO (quick overview): World's largest pest control co w/ capital-light, recession-resistant recurring model. $6B Terminix acquisition (2022) created integration struggles, 40% stock drop since announcement. Market overreacting to short-term issues vs quality biz w/ scale advantages, roll-up strategy (200+ acquisitions decade), 50%+ US market share w/ Rollins.
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