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ROL

Rollins, Inc.
$33.45
+0.33% Oct 21 close
IndustrialsS&P 500 CompareTechnicals
-46%-30%-14%+1%+17%Oct 2025Oct 2026Apr 2026
ROLSPY
1W
+2.5%
1M
+3.4%
3M
-22.7%
6M
-39.0%
YTD
-43.6%
1Y
-39.8%

Live chart

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What they do

Rollins, Inc. provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife. It also provides workplace pest control solutions for customers across various end markets, such as healthcare, food service, and logistics.

Consumer Cyclical · Personal Services

For information only · Important disclosures

Grades vs sector

Momentum
4th percentile in sector
F
12-1 return: -47.0%
Percentile within its GICS sector across the S&P 1500.
Growth
44th percentile in sector
C
Revenue growth (YoY): +7.9%
Percentile within its GICS sector across the S&P 1500.
Value
20th percentile in sector
D
Forward E/P: 3.8% · EBITDA/EV: 5.1%
Percentile within its GICS sector across the S&P 1500.
Profitability
81st percentile in sector
A-
Profit margin: +13.6% · Return on equity: +37.0%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 485 of 499 · 12-month momentum -37.7%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
Why is Rollins stock sliding today?
Investing.com · 17h ago
Rollins, Inc. Q3 Income Falls
Nasdaq · 19h ago
ROLLINS, INC. INCREASES REGULAR QUARTERLY CASH DIVIDEND
PR Newswire · Oct 20
Trump Announces $8 Billion in Emergency Diesel Relief for U.S. Farmers
OilPrice.com · Oct 20

Key stats

Market value$16.1B
P/E (last 12 months)30.4
P/E (next 12 months, estimated)26.3
52-week range$29.29 – $66.14
Revenue growth (latest quarter vs a year ago)+7.9%
Dividend yield2.19%
Analyst consensusHold (17)
Average analyst price target$39.82 (+19%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Roughly fairly valued
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
•DCF (base case)above the price by 8%
▼Forward P/E vs sector26.3x vs median 17.1x
•Piotroski F-score5/9
▲Altman Z7.1 (safe)
▲Net debt / EBITDA0.7x
▲Analyst target+19% (17 analysts)

Discounted cash flow

Bear
$21
-37%
growth 5% · disc. 8.9% · term. 2.0%
Base
$36
+8%
growth 10% · disc. 7.9% · term. 2.5%
Bull
$59
+78%
growth 13% · disc. 6.9% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 7% a year for 10 years.
Implied
+7%/yr
FCF, last 3 yrs
+14%/yr
FCF, last 5 yrs
+10%/yr
Revenue, last 3 yrs
+12%/yr
Revenue, last 5 yrs
+12%/yr
Same inputs as the DCF above: trailing free cash flow 0.6B, 7.9% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.73 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)
sector median 26.4× · 60th pct
30.4×
pricier
Forward P/E
sector median 17.1× · 86th pct
26.3×
pricier
EV / EBITDA
sector median 14.8× · 72nd pct
19.4×
pricier
Price / sales
sector median 2.1× · 77th pct
4.1×
pricier
Price / book
sector median 3.5× · 90th pct
11.3×
pricier
FCF yield
sector median 4.5% · 40th pct
3.8%
pricier

Forward EPS $1.27 vs trailing $1.10 (+16% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
71.2%
Operating margin
18.7%
FCF margin
15.8%
Net margin
13.6%
Return on equity
37.2%
Return on invested capital
27.5%
Net debt / EBITDA
0.7×
Current ratio
0.6×
Interest cover
21.8×
Cash conversion (OCF/NI)
1.2×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 7.1 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$40
+19%
Analysts
17
Hold
Range
$27–$66
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$3.8B$526.7M$650.0M
2024$3.4B$466.4M$580.1M
2023$3.1B$435.0M$495.9M
2022$2.7B$368.6M$435.3M
2021$2.4B$356.6M$374.6M
2020$2.2B$266.8M$412.6M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +11.7%.

Earnings

Next report: –
24-1025-0225-0425-0725-1026-0226-0426-070.000.35
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-220.340.32-5.8%
2026-04-220.240.24+1.3%
2026-02-110.270.25-6.6%
2025-10-290.330.35+6.3%
2025-07-230.300.30-0.7%
2025-04-230.220.22+1.3%
2025-02-120.230.23-0.8%
2024-10-230.300.29-3.8%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.1B+7.9%
2026-03-31$906.4M–
2025-12-31$912.9M–
2025-09-30$1.0B–
2025-06-30$999.5M–
Rating changes
Reiterated
2026-10-19 · Canaccord Genuity reiterated Hold on ROL
Reiterated
2026-10-19 · Bernstein reiterated Market Perform on ROL
Reiterated
2026-10-15 · Citigroup reiterated Neutral on ROL
Reiterated
2026-10-14 · UBS reiterated Neutral on ROL
Reiterated
2026-10-13 · JP Morgan reiterated Neutral on ROL
Reiterated
2026-10-13 · Morgan Stanley reiterated Overweight on ROL

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-08-10: $0.183 · 2026-05-11: $0.183 · 2026-02-25: $0.183 · 2025-11-10: $0.183 · 2025-08-11: $0.165 · 2025-05-12: $0.165 · 2025-02-25: $0.165 · 2024-11-12: $0.165
Insider trades
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-21 18:01:46 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Beta 0.9 · Oct 21, 2026