Added to YB: 2026-10-09
Pitch date: 2026-10-06
ROL [bearish]
Rollins, Inc.
-10.82%
current return
Author Info
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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
$15.4B
Pitch Price
$30.58
Price Target
N/A
Dividend
2.28%
EV/EBITDA
15.75
P/E
29.07
EV/Sales
4.18
Sector
Commercial Services and Supplies
Category
N/A
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1) - $ROL
ROL (bearish): Rollins may remain expensive around $30 despite a 48% twelve-month decline, trading at a 15-20% premium to Verisure on EV/sales and EV/(EBITDA-capex). Estimated 20-25% residential churn means roughly four of five new residential customers merely replace departures, while selling-and-marketing cost per dollar of organic revenue added rose 20% in two years to $2.37. Q2 2026 organic growth slowed to 5.7% and adjusted EBITDA margin fell 120 basis points.
Read full article (14 min)