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Rentokil Initial plcInforme acción NYSE:RTO

Capitalización bursátil US$15.7b
Precio de las acciones
US$31.56
US$35.77
11.8% infravalorado descuento intrínseco
1Y35.2%
7D-1.9%
1D
Valor de la cartera
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Rentokil Initial plc

Informe acción NYSE:RTO

Capitalización de mercado: US$15.7b

Rentokil Initial (RTO) Resumen de Acciones

Rentokil Initial plc, junto con sus filiales, presta servicios de ruta en Norteamérica, Europa, Reino Unido, Asia, Oriente Medio, Norte de África, Turquía y Pacífico. Saber más

Análisis fundamental de RTO
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado1/6
Salud financiera3/6
Dividendos3/6

Recompensas

Cotiza un 23% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 26.46%

Análisis de riesgos

La deuda no está bien cubierta por el flujo de caja operativo

El dividendo de 1.95% no está bien cubierto por los beneficios

Grandes partidas extraordinarias que afectan a los resultados financieros


RTO Community Fair Values

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Competidores de Rentokil Initial plc

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Rentokil Initial
Precios históricos de las acciones
Precio actual de la acciónUK£31.56
Máximo en las últimas 52 semanasUK£34.67
Mínimo de 52 semanasUK£22.72
Beta0.42
Cambio en 1 mes-5.90%
Variación en 3 meses-1.38%
Cambio de 1 año35.22%
Variación en 3 años-18.70%
Variación en 5 años-9.41%
Variación desde la OPV151.81%

Noticias y actualizaciones recientes

Seeking Alpha • Mar 10

Rentokil: A Bug Business With Long-Term Bite

Summary Rentokil (RTO) offers a more attractive valuation and diversified growth profile than peer Rollins, trading at a significant discount despite similar growth drivers. RTO reported FY'25 revenues of $6.91B (+3.8% YoY), with organic growth, margin expansion, and strong free cash flow supporting deleveraging and investment-grade credit ratings. Industry tailwinds, operational efficiencies, and a robust M&A pipeline underpin expectations for mid-to-high single-digit EPS growth and margin improvement toward 20%+ by 2027. While valuation is not cheap at 12.9x EV/EBITDA and 21x P/E, RTO can justify its multiple if it delivers on organic growth, margin targets, and cost savings. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Mar 10

Rentokil: A Bug Business With Long-Term Bite

Summary Rentokil (RTO) offers a more attractive valuation and diversified growth profile than peer Rollins, trading at a significant discount despite similar growth drivers. RTO reported FY'25 revenues of $6.91B (+3.8% YoY), with organic growth, margin expansion, and strong free cash flow supporting deleveraging and investment-grade credit ratings. Industry tailwinds, operational efficiencies, and a robust M&A pipeline underpin expectations for mid-to-high single-digit EPS growth and margin improvement toward 20%+ by 2027. While valuation is not cheap at 12.9x EV/EBITDA and 21x P/E, RTO can justify its multiple if it delivers on organic growth, margin targets, and cost savings. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Rentokil: Industry Tailwinds, A Turnaround, And A High Caliber Activist Investor

Summary The pest control industry is attractive due to its capital-light, non-cyclical nature, providing relatively predictable revenue streams. This feature is being enhanced through greater sales through subscriptions and long-term contracts. Meanwhile, the industry benefits from a growth tailwind due to greater urbanisation, a regulatory push on commercial customers, and global warming potentially increasing insect populations. Rentokil's stock has declined over 50% from its peak price. We believe this is attributed primarily from challenges in integrating the Terminix acquisition. We believe this is a fixable problem. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Why Rollins Could Be Rentokil's Biggest Threat In The U.S.

Summary The article provides an update on Rentokil Initial's preliminary results for 2024, with a focus on the struggling U.S. business. In particular, a comparison is made with competitor Rollins, Inc., which was the market leader in pest control in the U.S. prior to Rentokil Initial's acquisition of Terminix. I explain why Rollins could pose a threat to the turnaround of Rentokil's U.S. business and give reasons for the stark difference in valuation. I elaborate on why Rentokil stock is slowly but surely moving down my watch list, while I have started following Rollins stock with great interest. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

Rentokil Initial: Improving Customer Retention To Accelerate Growth, Initiate With 'Buy'

Summary Rentokil Initial's acquisition of Terminix strengthens its market leadership in the US pest control market, enhancing scale, route density, and cost synergies. The integration of Terminix is expected to improve customer retention rates, operational efficiencies, and overall service quality through Rentokil's advanced digital platform. Rentokil's FY24 guidance remains unchanged, with anticipated organic revenue growth of 1.8% and a projected operating margin of 15.9% by FY33. Initiating a 'Buy' rating for RTO with a one-year target price of UK Pound 5.1 per share or USD $31.5 per ADR share. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Rentokil: Why Trian's Stake Shouldn't Turn Heads

Summary In June, Rentokil shares soared in response to takeover speculation and the announcement that activist Trian (co-founded by Nelson Peltz) had acquired a sizable stake in the company. Optimism faded quickly after a profit warning in September. RTO stock is now trading near pandemic lows. In this update, I take a close look at Trian Fund Management's holding and explain what role Janus Henderson - a core Trian investment - could play in this context. I explain why I am not (particularly) moved by the activist's involvement and share at what price I would consider a position in RTO shares. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Rentokil Initial: Significant Potential And Runway For Growth

Summary Trian Partners' involvement in Rentokil Initial plc, including appointing Brian Baldwin to the board, aims to enhance shareholder value and operational efficiency. Rentokil's stock has underperformed due to integration issues with Terminix and weak North American growth, prompting a profit warning. Trian's strategy may involve simplifying Rentokil's business segments, improving margins, and potentially moving its primary listing to the US for better valuation. Significant value creation is expected over the next 2-3 years through aggressive management changes and operational improvements driven by Trian's expertise. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Voss Capital - Rentokil Initial:  Recency Bias Provides Skeptics A Rallying Cry

Summary Rentokil Initial is a global leader in pest control with high-quality business characteristics and attractive growth opportunities in the US market. The recent acquisition of Terminix led to a slowdown in North American organic revenue growth, causing the stock to trade at a substantial discount. Despite integration challenges, RTO has potential for significant upside as it improves organic growth and re-rates to historical multiples, potentially appealing to PE buyout firms. Read the full article on Seeking Alpha
Seeking Alpha • May 06

Rentokil Initial: Wide Moat Revenue And Profit Compounder

Summary Rentokil is a market leader in the pest control industry, controlling 21% of the global market. The pest control market is expected to reach $42.5 billion by 2032, with high margins. Rentokil has faced challenges following its acquisition of Terminix, but long-term investors should take note of its potential for growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 01

Rentokil Initial: Excessive Derating But Still Unattractive Risk/Reward, Hold

Summary Rentokil Initial's stock has lost over 28% of its value due to disappointing organic growth in North America Pest Control. This has triggered a sentiment shift as investors are concerned about the defensive nature of the business and the company's ability to hit growth and margin targets. We revise our estimates downwards to better reflect the current situation. While we find the derating excessive, we still do not find the risk/reward attractive and issue a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

GreenWood Investors - Rentokil: Synergies Ripple Should Push Margins To Best-In-Class Levels

Summary A dramatic 30% share price fall in reaction to a profit warning at Rentokil triggered Chris’s efforts to underwrite the pest control opportunity. We believe Rentokil’s culture will help to bring additional progress towards further improving Terminix’s culture and operational processes. Due to the quarterly profit volatility making the company “uninvestable” for the compounder crowd, the business trades for 18x 2023 earnings. This is before significant synergies ripple through the income statement— which should push group margins to best-in-class levels globally. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Rentokil Initial: Thriving Compounder In A Market Leading Position

Summary Rentokil Initial offers integrated service solutions for pest control, hygiene services, and workwear solutions. The company has grown at a CAGR of 11%, with strong organic growth and consistent acquisitions. RTO has a fantastic business model, with a leading position in numerous segments and deep expertise, allowing for 4-6% organic growth in a mature industry. The company has consistently improved FCF, with scope for further margin improvement as it optimizes acquired entities. This will be a key value lever in the coming years. In conjunction with strong fundamentals (& M&A), RTO is benefiting from industry tailwinds, as infrastructure spending and economic development globally drive demand. Read the full article on Seeking Alpha
Seeking Alpha • Jun 08

Rentokil Initial: A Compellingly Priced Leader In The Attractive Pest Control Industry

Summary Rentokil Initial operates in the attractive and expanding pest control industry, with opportunities for growth through acquisitions. The recent acquisition of Terminix strengthens Rentokil Initial's position in the pest control market and also provides ample synergies. The company's valuation remains compelling despite trading near its all-time high, with multiples significantly below major competitors. I rate the company as a buy. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

RTOUS Commercial ServicesMercado US
7D-1.9%0.8%-0.8%
1Y35.2%-15.8%27.1%

Rentabilidad vs. Industria: RTO superó a la industria US Commercial Services, que obtuvo un rendimiento del -15.8% el año pasado.

Rentabilidad vs. Mercado: RTO superó al mercado US, que obtuvo un rendimiento del 27.1% el año pasado.

Volatilidad de los precios

Is RTO's price volatile compared to industry and market?
RTO volatility
RTO Average Weekly Movement4.9%
Commercial Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: RTO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de RTO (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
190363,388Mike Duffywww.rentokil-initial.com

Rentokil Initial plc, junto con sus filiales, presta servicios de ruta en Norteamérica, Europa, Reino Unido, Asia, Oriente Medio, Norte de África, Turquía y Pacífico. La empresa ofrece una gama de servicios de control de plagas de roedores e insectos voladores y rastreros, así como otras formas de gestión de la fauna. Presta servicios de higiene, incluido el suministro y mantenimiento de productos como dispensadores de jabón y desinfectante de manos, secadores de manos, cuidado y purificación del aire, desinfectantes para cubículos y superficies, unidades de higiene femenina, dispensadores de papel higiénico y alfombrillas protectoras de suelos.

Resumen de fundamentos de Rentokil Initial plc

¿Cómo se comparan los beneficios e ingresos de Rentokil Initial con su capitalización de mercado?
Estadísticas fundamentales de RTO
Capitalización bursátilUS$15.75b
Beneficios(TTM)US$290.00m
Ingresos (TTM)US$6.91b
54.3x
Ratio precio-beneficio (PE)
2.3x
Ratio precio-ventas (PS)

¿Está RTO sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de RTO
IngresosUS$6.91b
Coste de los ingresosUS$5.96b
Beneficio brutoUS$951.00m
Otros gastosUS$661.00m
BeneficiosUS$290.00m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Jul 30, 2026

Beneficios por acción (BPA)0.12
Margen bruto13.77%
Margen de beneficio neto4.20%
Ratio deuda/patrimonio101.7%

¿Cómo se ha desempeñado RTO a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.0%
Rentabilidad actual por dividendo
108%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 05:59
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Rentokil Initial plc está cubierta por 29 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Paul Daniel SullivanBarclays
James RosenthalBarclays
Jane SparrowBarclays