CleanTechEnvironment, Health and Safety (EH&S)Environmental ConsultingEnvironmental EngineeringCommercialConsumerHome ServicesService Industry
Description
Rollins, Inc. (Rollins) operates as an international services company.
The company, through its family of leading brands, provides essential pest and wildlife control services and protection against termite damage, rodents and insects to more than t…
Analysis
Beloved champion
Rollins, Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 35.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 14% a year, against analyst forecasts of 13%. The price, in other words, assumes less than the experts do.
Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value. Analyst sentiment is cautious.
Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202383
22
2023202420252026
All-time high
98
Jan 2024
All-time low
22
Jun 2026
Average rank
68
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
11
26
17
33
Price/Earnings
7
26
31
31
Price/Book
3
13
8
12
Dividend Yield
83
89
92
92
Value (overall)
12
39
35
49
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.