Added to YB: 2026-08-07
Pitch date: 2026-08-05
ROL [neutral]
Rollins, Inc.
-2.44%
current return
Author Info
No bio for this author
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
$18.1B
Pitch Price
$37.75
Price Target
N/A
Dividend
1.94%
EV/EBITDA
18.33
P/E
34.15
EV/Sales
4.86
Sector
Commercial Services and Supplies
Category
value
Rollins After the Reset: Growth, Competition & Valuation
ROL (watchlist): High-quality pest control leader; recurring demand, 19.3% op margins vs Rentokil's 9.5%, superior ROIC, 116% FCF conversion. Q2'26 miss on soft residential digital demand; RTO narrowing US gap. Base case ~15.4% IRR from $37.45. Compelling near $35, not buying yet.
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