Added to YB: 2025-03-10
Pitch date: 2025-01-23
RTO [neutral]
Rentokil Initial plc
+36.03%
current return
Author Info
No bio for this author
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 23.20
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
growth
Brown Advisors Global Leaders Strategy Portfolio Holding: Rentokil Initial plc
RTO (holding update): Global pest control leader, largest in N. America post-Terminix acquisition. Non-deferrable commercial contracts, mid-single digit growth. Scale barriers allow market consolidation. Terminix integration issues led to Q3 profit warning. 5-year outlook: stronger route density, scale, margins, RoIC. Mid-teens base case IRR expected.
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