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Rollins, Inc. Stock Price

NYSE:ROL Community·US$17.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 51 Fair Values set on narratives written by author

ROL Share Price Performance

US$36.32
-21.62 (-37.31%)
US$45.59
Fair Value
US$36.32
-21.62 (-37.31%)
20.3% undervalued intrinsic discount
US$45.59
Fair Value
Price US$36.32
AnalystConsensusTarget US$45.59
Esteban US$16.20
AnalystLowTarget US$32.00

ROL Community Narratives

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Fair Value US$45.59 20.3% undervalued intrinsic discount

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

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Fair Value
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Fair Value US$16.2 124.2% overvalued intrinsic discount

ROL 05-2026

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Fair Value US$32 13.5% overvalued intrinsic discount

Harsher Regulations And AI Disruption Will Reduce Profitability

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US$16.2
124.2% overvalued intrinsic discount
Fair Value
Revenue
-16.7% p.a.
Profit Margin
13.77%
Future PE
49.83x
Price in 2031
US$22.71
US$32
13.5% overvalued intrinsic discount
Revenue
7.17% p.a.
Profit Margin
14.45%
Future PE
26.47x
Price in 2029
US$39.25

Trending Discussion

No trending discussion available.

Updated Narratives

ROL logo

Update 07-2026

Fair Value: US$16.2 124.2% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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ROL: Core Franchise And Pullback Will Support Future Multiple Recovery

Fair Value: US$45.59 20.3% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ROL: Residential Weakness And Leadership Turmoil Will Test Premium P/E Resilience

Fair Value: US$32 13.5% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Average dividend payer with acceptable track record.

2 Risks
3 Rewards

Rollins, Inc. Key Details

US$3.9b

Revenue

US$1.9b

Cost of Revenue

US$2.1b

Gross Profit

US$1.5b

Other Expenses

US$531.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.11
52.37%
13.55%
49.2%
View Full Analysis

About ROL

Founded
1901
Employees
21946
CEO
Jerry Gahlhoff
WebsiteView website
www.rollins.com

Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife. It also provides workplace pest control solutions for customers across various end markets, such as healthcare, food service, and logistics. In addition, the company offers termite protection and ancillary services for both residential and commercial customers. It serves clients directly, as well as through franchisee operations. The company was formerly known as Rollins Broadcasting, Inc and changed its name to Rollins, Inc. in 1965. Rollins, Inc. was founded in 1901 and is headquartered in Atlanta, Georgia.

Recent ROL News & Updates

Narrative Update Aug 18

ROL: Core Franchise And Pullback Will Support Future Multiple Recovery

Rollins’ updated analyst price target has moved lower to about $45 from about $59, as analysts factor in softer growth assumptions, reduced profit margin expectations, and a lower future P/E multiple following weaker recent quarters and increased uncertainty around residential demand and leadership changes. Analyst Commentary Recent Street research on Rollins highlights a clear split between investors who still see long term appeal in the business and those who are more focused on softer execution, weaker recent quarters, and valuation reset risk.
Seeking Alpha Aug 14

Rollins: The Selloff Has Created A Compelling Opportunity

Summary Rollins is reiterated as a Buy, with valuation and margin of safety improving amid recent share price declines. Despite near-term consumer weakness and margin pressures, ROL maintains robust M&A activity and expects >6% organic growth with margin improvement in H2. ROL’s strong balance sheet and financial flexibility position it to capitalize on macro weakness and pursue accretive acquisitions. Risks persist from ongoing macro headwinds, but long-term compounding potential and intrinsic value above current levels support the Buy thesis. Read the full article on Seeking Alpha
Narrative Update Aug 04

ROL: Residential Weakness And Leadership Turmoil Will Test Premium P/E Resilience

Rollins' analyst fair value estimate has moved from $46.00 to $32.00 as analysts factor in lower price targets, softer recent quarters, reduced revenue growth and margin assumptions, and a reset to the future P/E multiple following weaker Q2 results and increased uncertainty around residential trends and management transitions. Analyst Commentary Recent Street research on Rollins points to a more cautious stance as Q2 results, residential softness, and leadership changes filter through analyst models.

Recent updates

No updates