Rollins, Inc.

NYSE:ROL 株式レポート

時価総額：US$25.9b

Rollins 将来の成長

Future 基準チェック /26

Rollins利益と収益がそれぞれ年間10.2%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に33.7% 10.2%なると予測されています。

主要情報

10.2%

収益成長率

10.23%

EPS成長率

Commercial Services 収益成長13.4%
収益成長率8.0%
将来の株主資本利益率33.70%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

更新なし

Recent updates

Seeking Alpha • May 07

Rollins: Demand Held Up, But Ebitda Impacted By Non-Structural Reasons

Summary Rollins remains a buy as growth momentum and demand resilience persist, despite a noisy Q1 2026 margin miss. Q1 2026 revenue grew ~10% y/y to $906.4M, with organic growth across all segments and a swift March rebound after weather disruptions. Adj. EBITDA margin fell 109 bps to 19.8%, but margin weakness is attributed to non-structural, transient cost factors likely to normalize. ROL is positioned to compound topline at ~10% and expand margins, supporting >30% upside if multiples revert to historical levels. Read the full article on Seeking Alpha
新しいナラティブ • May 02

ROL 05-2026

Rollins is the dominant pure-play compounder in global pest control — a structurally necessary, recession-resistant service business that has grown revenue for 24 consecutive years and delivered ROIC of 23–31% for 12 consecutive years, without a single year of ROIC below 21% even through COVID-19. The investment thesis rests on three mutually reinforcing pillars: (1) a Wide Moat rooted in switching costs — commercial customers cannot switch providers without triggering compliance risk, and residential customers renew habitually at annual price increases of 3–4% above CPI without meaningful churn; (2) a proven M&A flywheel that converts a fragmented industry of 34,000+ U.S. operators into compounding route density and FCF, completing 30–45 bolt-on acquisitions annually at disciplined multiples with zero reported impairments; and (3) a capital-light business model with minimal reinvestment needs, generating FCF of $678M in FY2025 on $3.76B of revenue.
ナラティブの更新 • Apr 30

ROL: Active M&A Pipeline And Easing Weather Headwinds Will Support Upside

Rollins' analyst price target has nudged higher to $64.25 from $63.66 as analysts balance slightly revised growth, margin and P/E assumptions with a mix of recent target raises, cuts and rating changes across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but engaged analyst community, with both upgrades and downgrades clustering around the latest quarterly results and refreshed earnings models.
ナラティブの更新 • Apr 15

ROL: Mixed Weather And M&A Signals Will Test Premium P/E Expectations

Analyst price targets on Rollins have been nudged lower by a few dollars, reflecting recent target cuts from firms such as UBS, Morgan Stanley and others, as analysts balance expectations for stable revenue and earnings performance with softer quarterly trends and more neutral ratings. Analyst Commentary Recent research on Rollins has shifted toward a more balanced and, in some cases, cautious stance.
ナラティブの更新 • Mar 31

ROL: Weather Soft Patch And Active M&A Pipeline Will Support Upside

Analysts have nudged the fair value estimate for Rollins slightly higher to $63.66, reflecting modest tweaks to growth and margin assumptions, along with mixed but generally constructive shifts in recent price targets clustered around the mid to high $60s and $70 range. Analyst Commentary Recent Street research around Rollins points to a mix of optimism and caution, with adjustments to ratings and price targets clustering around the high $60s to $70 range.
ナラティブの更新 • Mar 16

ROL: Weather And Execution Risks Will Test Elevated P/E And M&A Ambitions

Analysts have modestly adjusted the Rollins price target to $67. This reflects updated views on revenue growth, profitability, and valuation after recent research that blends cautious reactions to softer organic growth with generally constructive long term expectations for the business services group.
ナラティブの更新 • Mar 02

ROL: Weather And Execution Shortfalls Will Pressure Elevated P/E Expectations

The updated analyst price target for Rollins edges down to about $50.00, reflecting slightly lower assumed revenue growth and profit margins, along with a modestly reduced future P/E. Analysts broadly maintain a constructive view on the sector and continue to reference long term growth in revenue, EPS and free cash flow.
ナラティブの更新 • Feb 16

ROL: Weather-Linked Soft Patch And M&A Pipeline Will Shape Measured Upside

The analyst price target for Rollins has been trimmed by $1.11 to reflect slightly lower fair value and growth inputs, with analysts citing softer than expected organic growth tied to poor weather and a mix of recent target cuts and one increase across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but focused view on how short term weather impacts and execution feed into valuation and growth expectations.
ナラティブの更新 • Feb 02

ROL: Elevated P/E Expectations Will Face Pressure From Execution Risk

Analysts have nudged their price target on Rollins higher, citing slightly stronger assumptions for fair value to about $50.70 and small upward adjustments to revenue, profit margin, and future P/E expectations. Analyst Commentary Recent research has highlighted a mixed tone around Rollins, with some cautious voices balancing out the higher fair value assumptions and price targets.
ナラティブの更新 • Jan 19

ROL: Premium Multiple Will Be Tested By Execution Risk On Initiatives

Analysts have inched their price targets on Rollins higher, citing healthy Q3 revenue, EBITDA margin and EPS performance above expectations and the resilience of its essential pest control business model, as well as company specific growth initiatives. Together, these factors support a modest uplift in fair value to about $50.25 and a slightly higher forward P/E assumption of roughly 41.49x.
ナラティブの更新 • Jan 05

ROL: Essential Demand And Recent Execution Will Support Measured Upside Ahead

Analysts have nudged their price target for Rollins higher, lifting fair value from approximately $61.61 to $64.53 per share as they factor in modestly stronger revenue growth, slightly higher profit margins, and a resilient, non cyclical pest control business model supported by recent operational outperformance. Analyst Commentary Bullish analysts highlight that the latest upward revision in fair value is underpinned by stronger than expected Q3 execution, with revenue, EBITDA margin, and EPS all surpassing prior forecasts and reinforcing confidence in Rollins' ability to deliver above trend growth.
ナラティブの更新 • Dec 15

ROL: Rich Multiple Will Face Test As Growth Expectations Remain Elevated

Analysts have raised their fair value estimate for Rollins to $50.00 from $44.00, citing resilient, largely recurring pest control revenues, stronger margins, and a long runway for sustained growth that supports higher future valuation multiples. Analyst Commentary Recent Street research has reinforced the constructive long term outlook for Rollins, with major firms highlighting the durability of its recurring revenue base, consistent execution, and sizable opportunity to consolidate a fragmented, under penetrated pest control market.
ナラティブの更新 • Dec 01

ROL: Recurring Revenue Strength and Untapped Market Will Support Measured Upside Ahead

Analysts have raised their price target for Rollins by $2 to $64, citing the company's resilient business model, strong quarterly performance, and substantial long-term growth potential in the under-penetrated U.S. pest control market. Analyst Commentary Recent analyst updates on Rollins highlight both the strengths underpinning the company’s valuation and the factors warranting continued attention from investors.
ナラティブの更新 • Nov 17

ROL: Sector Resilience and Recurring Revenue Will Drive Steady Performance Moving Forward

Analysts have raised their price target for Rollins, increasing it from $60.42 to $61.61. They cite strong quarterly performance as well as the company's ongoing resilience and growth prospects in the pest control sector.
ナラティブの更新 • Oct 31

ROL: Recurring Contracts And Market Expansion Will Drive Predictable Returns Ahead

Analysts have increased their price target for Rollins by $0.75 to $60.42. They cite the company's resilient business model and continued outperformance in key financial metrics.
ナラティブの更新 • Sep 27

Saela Pest Control Acquisition And Investments Will Improve Efficiency

Analysts have raised their price target for Rollins to $59.67, citing the company's resilient recurring-revenue model, strong recent momentum, and sustained long-term growth prospects in an underpenetrated pest control market. Analyst Commentary Bullish analysts highlight Rollins’ strong business model, with 80% of revenues from recurring service contracts, providing high resilience and visibility.
分析記事 • Jul 23

Estimating The Intrinsic Value Of Rollins, Inc. (NYSE:ROL)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rollins fair value estimate is US$49.81 With US$55.51 share...
分析記事 • Jul 08

Returns on Capital Paint A Bright Future For Rollins (NYSE:ROL)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Jun 22

We Think Rollins (NYSE:ROL) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Apr 27

Rollins: Solid Execution With Consistent Pricing Power

Summary Rollins reported strong 1Q25 results with 9.9% revenue growth, driven by organic growth and acquisitions, despite one fewer workday in the quarter. Technician retention and pricing power improvements are expected to support future margin expansion, reinforcing the bullish view on ROL's fundamentals. The Saela acquisition enhances ROL's brand portfolio and geographic footprint, contributing to an increased M&A growth forecast for FY25. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Rollins: Great Business With An Unreasonable Valuation

Summary Rollins, Inc. is a high-quality, well-run pest control business with a strong brand presence and significant growth potential through organic growth and acquisitions. The company's robust cash flow and consistent revenue growth are commendable, and the company is rewarding shareholders with high dividend yields as well as share repurchases. Despite its strengths, ROL is currently overvalued, trading at a premium compared to both sector medians and its historical averages. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Rollins Is Still Trading For Almost 50 Times Earnings

Summary Rollins, Inc. remains overvalued despite solid earnings growth and a recession-proof business model, trading at high valuation multiples that are difficult to justify. Recent quarterly results show stable growth with a 9% YoY revenue increase and a 15.7% rise in free cash flow, highlighting operational strength. Rollins has a wide economic moat with consistent high margins and RoIC, but requires high-growth rates to be fairly valued. Despite its strengths, Rollins is not a bargain, and high-growth rates are necessary for it to be considered fairly valued. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Rollins Q3: Focus On Modernization

Summary I reiterate a “Buy” rating on Rollins, Inc. with a fair value of $65 per share, driven by solid growth and modernization efforts. Rollins achieved 7.7% organic revenue growth despite disruptions from Hurricane Helene, highlighting their resilience and consistent performance. The company focuses on modernization, IT upgrades, and margin improvement, anticipating 3%-4% price increases and 7%-8% organic revenue growth in FY24. Leadership transition in 2025 poses some risks, but I believe Rollins's strategic initiatives will support strong stock performance in the near term. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

Rollins, Inc.: A High-Quality Business With An Overpriced Stock

Summary Rollins, Inc. has expanded primarily through acquisitions, having added over 90 companies since 2021, contributing to its revenue growth of $600 million, reaching $3 billion in 2023. The company boasts a robust financial profile with a gross margin, an operating margin, and a net margin that reflect a healthy business model. Despite the strong historical growth and solid cash flows, the current valuation is a little too expensive for the ROL stock to be considered a buying opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 08

Rollins: Solid Organic Growth Outlook

Summary Positive investment outlook for Rollins Inc. with high organic growth and EBITDA margin expansion. Strong performance in 2Q24, with revenue growth and EBITDA margin expansion exceeding expectations. Continued focus on organic growth strategies, pricing power, and margin expansion pave the way for positive performance. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13

Rollins: Potential Capital Unlock With A Long-Term View

Summary The industrials sector has plenty of contrarian plays with strong economics, business health, and earnings prospects. Rollins, Inc. shows an impressive growth record in the pest control industry while deploying capital at a competitive advantage. ROL's exceptional returns on capital, growth in free cash flow, and strategic investments support a buy rating with a valuation range of $70-$73 for FY 2026 in my opinion. Read the full article on Seeking Alpha
Seeking Alpha • Mar 29

Rollins: The Price Has Gotten Ahead Of Itself

Summary Rollins is one of the largest providers of pest and wildlife control services, primarily in the United States. The company is benefiting from long-term industry tailwinds such as rising global temperatures, climate change, government regulations, and long-term global shifts from rural to urban areas. Despite an optimistic outlook, the Rollins family has been selling shares, and multiples in the pest control industry have been bid up by private equity. With higher multiples in the space, Rollins' M&A strategy is at risk as the company looks like it has started to overpay for acquisitions. In my view, the valuation is unsupported by the company's growth rate, particularly when its closest competitor trades at half the company's valuation. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ROL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,88472490392210
12/31/20274,49766281184816
12/31/20264,13058572175116
3/31/20263,845529621650N/A
12/31/20253,761527650678N/A
9/30/20253,680516675702N/A
6/30/20253,570489632657N/A
3/31/20253,463477600627N/A
12/31/20243,389466580608N/A
9/30/20243,311470538572N/A
6/30/20243,235460519553N/A
3/31/20243,164441523555N/A
12/31/20233,073435496528N/A
9/30/20232,981410470499N/A
6/30/20232,870392470499N/A
3/31/20232,763383449479N/A
12/31/20222,696369435466N/A
9/30/20222,635356415445N/A
6/30/20222,555340368397N/A
3/31/20222,479338342370N/A
12/31/20212,424357375402N/A
9/30/20212,360348369394N/A
6/30/20212,294334396420N/A
3/31/20212,209310439463N/A
12/31/20202,161267413436N/A
9/30/20202,131249390416N/A
6/30/20202,104213386412N/A
3/31/20202,074202323350N/A
12/31/20192,015203N/A320N/A
9/30/20191,954204N/A317N/A
6/30/20191,885226N/A298N/A
3/31/20191,842227N/A275N/A
12/31/20181,822232N/A299N/A
9/30/20181,792214N/A259N/A
6/30/20181,754199N/A246N/A
3/31/20181,707187N/A251N/A
12/31/20171,674179N/A235N/A
9/30/20171,645183N/A258N/A
6/30/20171,618182N/A250N/A
3/31/20171,596176N/A242N/A
12/31/20161,573167N/A227N/A
9/30/20161,550161N/A211N/A
6/30/20161,526157N/A204N/A
3/31/20161,507154N/A194N/A
12/31/20151,485152N/A196N/A
9/30/20151,467150N/A181N/A
6/30/20151,452146N/A193N/A

アナリストによる今後の成長予測

収入対貯蓄率: ROLの予測収益成長率 (年間10.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ROLの収益 ( 10.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ROLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ROLの収益 ( 8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ROLの収益 ( 8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ROLの 自己資本利益率 は、3年後には高くなると予測されています ( 33.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 07:47
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Rollins, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Manav PatnaikBarclays
Connor CernigliaBernstein
Seth WeberBNP Paribas