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Overview Rollins, Inc. ( Rollins, we, us, our, or the Company ), is an international services company headquartered in Atlanta, Georgia. Through our family of leading brands, we provide essential pest and wildlife control services and protection against termite damage, rodents and insects to more than two million residential and commercial customers from more than 800 Company-owned and …
$47.60
$1.82 (-3.68%)
Price from 5 days ago
19.30% operating margin is respectable but not wide. ROIC at 24.23%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 11.0%, still solid.
At 44x earnings, the current multiple leaves limited room for execution misses or growth deceleration. ROIC dropped from 27.23% to 24.23%, capital efficiency is deteriorating.
43.7x earnings, 36.9x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$3.84B
▲ +11.0% YoY
Net Income (TTM)
$529M
▲ +12.9% YoY
Op. Margin
18.96%
ROIC
22.96%
▼ -3.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$621M
▲ +12.1% YoY
Op. Cash Flow (TTM)
$650M
▲ +11.6% YoY
Net Debt
$951M
Cash & Equiv.
$117M
5Y CAGR: +11.7%
5Y CAGR: +9.5%
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