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Global provider of pest control and termite protection services for residential and commercial customers, operating under Orkin and other brands.
Global provider of pest control and termite protection services for residential and commercial customers, operating under Orkin and other brands.
Most revenue comes from recurring service plans billed monthly, quarterly or yearly, plus one-off treatments, and customers rarely switch once routes are set. Growth comes from steady purchases of small local pest-control firms folded into its branch network. Orkin is the main brand, and the Rollins family has long been a major shareholder.
Moat: narrow (scale, brand, distribution). Dense route-based technician network and the trusted Orkin brand create scale and customer-retention advantages.
Headquarters: Atlanta, Georgia, USA · Founded: 1901 · Employees: 21,946
Size Rollins (ROL) is a United States Industrials company (Miscellaneous Commercial Services) with a market value of $18.1B, the 526th largest of 3,117 United States companies the cockpit tracks. Shares closed at $37.95 on 6 Nov 2026.
Performance Over six months the shares fell 29.3%, against +11.5% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 8.3% over the last twelve months (peer median +4.4%); the operating margin is 18.6% (peer median 14.8%).
Valuation It trades at 31.4× forward earnings against a peer median of 21.4× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -1 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 16.2 points above its cost of capital (8.3% WACC).
Credit Rollins has 1 bond outstanding ($498M), rated BBB by the agencies and trading like BBB+ at a weighted spread of 99 bp.
Short interest Short interest is 5.2% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $3.99B | $3.76B | $3.39B | $3.07B | $2.70B |
| Revenue growth | — | +11% | +10% | +14% | — |
| Gross profit | $1.95B | $1.86B | $1.67B | $1.50B | $1.30B |
| EBITDA | $871M | $857M | $772M | $691M | $585M |
| Net income | $526M | $527M | $466M | $435M | $369M |
| Free cash flow | $672M | $650M | $580M | $496M | $435M |
| Capital expenditure | $25.7M | $28.1M | $27.6M | $32.5M | $30.6M |
| Total debt | $1.13B | $1.04B | $813M | $816M | $336M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Rollins ROL | $18.1B | -29% | +8% | 19% | 31.4× | 11.2% |
| Rentokil Initial RTO.L | $11.9B | -26% | 0% | 14% | 16.9× | 8.2% |
| Ecolab ECL | $84.3B | +19% | +9% | 18% | 33.6× | 19.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ROL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.6% | +10.8% | 4th highest of 21 |
| 6-month return | -29.3% | +11.5% | 2nd lowest of 21 |
| Distance from 52-week high | -42.2% | -13.6% | 2nd lowest of 21 |
| Revenue growth (TTM) | +8.3% | +4.4% | 4th highest of 21 |
| Operating margin | 18.6% | 14.8% | 6th highest of 21 |
| Forward P/E | 31.4× | 21.4× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 11.2% | 7.9% | 7th most demanding of 20 |
| Growth delivered (Del g) | +11.7% | +7.4% | 4th highest of 20 |
| Hurdle (Req g minus delivered) | -0.5 pp | -1.3 pp | 9th most demanding of 20 |
| ROIC minus cost of capital | +16.2 pp | +6.4 pp | 4th highest of 20 |
| EV / EBITDA | 22.0× | 12.6× | 2nd most expensive of 20 |
| Net debt / EBITDA | 1.1× | 1.8× | 7th least indebted of 20 |
| Bond spread | 99 bp | 100 bp | 7th tightest of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rollins ROL | United States | $18.1B | -29% | +8% | 19% | 31.4× | 11.2% | +11.7% |
| Secom 9735.T | Japan | $18.8B | +16% | +4% | 13% | 22.7× | -0.3% | +3.9% |
| Eurofins Scientific ERF.PA | France | $17.5B | +49% | +3% | 12% | 23.0× | 13.3% | +6.1% |
| Computershare CPU.AX | Australia | $17.2B | +44% | 0% | 30% | 19.1× | -2.6% | +9.2% |
| UL Solutions ULS | United States | $15.9B | -22% | +6% | 19% | 31.2× | 9.1% | +5.8% |
| Bureau Veritas BVI.PA | France | $14.9B | +13% | +2% | 15% | 20.2× | 7.9% | +7.0% |
| Sgs SGSN.SW | Switzerland | $24.8B | +21% | +5% | 15% | 24.5× | 3.1% | +4.4% |
| Intertek ITRK.L | United Kingdom | $12.3B | +12% | +4% | 18% | 22.3× | 14.8% | +4.6% |
| CETC Lantian Technology 688818.SS | China | $12.1B | -33% | +5% | 9% | 214.2× | n/a | n/a |
| Rentokil Initial RTO.L | United Kingdom | $11.9B | -26% | 0% | 14% | 16.9× | 8.2% | +13.4% |
| Baycurrent 6532.T | Japan | $11.2B | +132% | +32% | 33% | 35.6× | 6.4% | +28.2% |
| Adyen ADYEN.AS | Netherlands | $32.0B | 0% | +17% | 42% | 23.7× | 18.9% | -6.0% |
| Booz Allen Hamilton BAH | United States | $10.1B | +11% | -6% | 9% | 13.3× | -7.0% | +7.4% |
| Universal Music UMG.AS | Netherlands | $35.3B | -15% | +5% | 16% | 16.9× | 7.1% | +11.0% |
| Securitas SECU-B.ST | Sweden | $9.22B | +4% | -5% | 7% | 12.3× | -4.9% | +7.5% |
| Experian EXPN.L | United Kingdom | $36.1B | +16% | +7% | 25% | 20.5× | 14.6% | +8.9% |
| CAE CAE.TO | Canada | $8.67B | +3% | +5% | 13% | 29.5× | 13.2% | +10.5% |
| Spie SPIE.PA | France | $8.64B | -8% | +3% | 6% | 14.5× | 8.6% | +9.3% |
| ALS ALQ.AX | Australia | $7.40B | -3% | +11% | 17% | 23.6× | 23.0% | +13.5% |
| Iss A/s ISS.CO | Denmark | $7.08B | +13% | +4% | 5% | 15.3× | -6.1% | +3.7% |
| Genpact G | United States | $7.07B | +30% | +7% | 16% | 9.9× | -7.5% | +6.5% |
Rollins has 1 bond outstanding with $498M face value. The agencies rate it BBB; its bonds trade like BBB+. Weighted yield 5.76%, a spread of 99 bp over government bonds.