Added to YB: 2026-06-04
Pitch date: 2026-06-02
ROL [neutral]
Rollins, Inc.
+1.51%
current return
Author Info
Asymmetric Ventures Portfolio is a CFA and investor looking for asymmetric investments in Europe and North America. Sign up for the newsletter.
Company Info
Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally.
Market Cap
$21.7B
Pitch Price
$45.11
Price Target
65.00 (+42%)
Dividend
1.62%
EV/EBITDA
21.94
P/E
41.31
EV/Sales
5.89
Sector
Commercial Services and Supplies
Category
value
Rollins, Inc. - $ROL
ROL (overview): World's #2 pest control (Orkin) with 24yr revenue streak, $3.76B rev (9.8% CAGR), ~23% EBITDA margins, 22% ROIC, 123% FCF conversion, 0.6x leverage. Durable recurring/non-discretionary model + M&A roll-up of fragmented mkt. But ~48-50x P/E, ~40x FCF=no margin of safety; sell-side PTs mid-$60s. Quality clears every test except price.
Read full article (22 min)