ROL Stock Analysis — Rollins, Inc.
Sector: Consumer Services
AI Verdict
You’re paying up at 33.9x forward earnings for a steady business with real customer stickiness, but the price is high for the growth on offer and leaves little room for disappointment.
Competitive Moat
Rollins operates a network of pest control brands with dense local branch coverage, making it costly for new entrants to match their service reach and reputation. Recurring contracts and high customer retention create a sticky, predictable revenue base that is hard to disrupt.
Summary
Rollins stands out for its high-margin, recurring pest control contracts and national branch network.
Where It Stands
The stock is down -19.55% over the past year, trades at 33.9x next year’s earnings (well above the consumer services median of 20x), and its RSI of 48.2 signals neutral momentum.
Key Metrics
- RSI: 48.2 — Neutral
- Trailing P/E: 40.5x
- Forward P/E: 33.9x
- PEG Ratio: 2.05
- Earnings Growth: +0.2%
- Revenue Growth: +0.1%
- Market Cap: $21.3B
- Dividend Yield: 0.02%
- 1-Year Return: -19.55%
- 52-Week High: $66.14
- 52-Week Low: $41.50
Analyst Consensus
15 Buy · 8 Hold · 0 Sell (23 analysts)
Bull Case
Analysts expect 19.3% EPS growth next year, so even at a 33.9x forward P/E, you’re getting a premium business with above-average growth and a moat built on sticky contracts.
Bear Case
If the P/E drops to the sector median of 20x, the stock would need to fall another 41% from here, showing how much optimism is already priced in.
Catalyst to Watch
Watch for quarterly updates on contract retention rates—any sign of churn or margin pressure could challenge the high multiple.