Professional
Added to YB: 2026-08-19
Pitch date: 2026-08-17
ROL [bullish]
Rollins, Inc.
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. 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
$17.4B
Pitch Price
N/A
Price Target
95.50
Dividend
2.02%
EV/EBITDA
17.70
P/E
32.90
EV/Sales
4.70
Sector
Commercial Services and Supplies
Category
value
Rollins ($ROL) Full Investment Report
ROL: Largest NA pure-play pest control, <20% share in fragmented mkt, 25yr revenue growth streak, 80% recurring, 100%+ FCF conversion. De-rated to 19.8x EV/EBITDA (vs 28.5x median) on CFO exit, organic growth slip to 6% (seasonal), AI rotation. Serial acquirer, pricing power. PT $95.5, ~12% annualized returns.
Read full article (41 min)