Rentokil Initial plc

NYSE:RTO Stok Raporu

Piyasa değeri: US$15.0b

Rentokil Initial Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 3/6

Rentokil Initial 2.05% cari getiri oranına sahip temettü ödeyen bir şirkettir.

Anahtar bilgiler

2.1%

Temettü verimi

n/a

Geri Alım Getirisi

Toplam Hissedar Getirisin/a
Gelecekteki Temettü Verimi2.5%
Temettü Büyümesi12.7%
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranı108%

Son temettü ve geri alım güncellemeleri

Recent updates

Seeking Alpha • 12h

Rentokil: Too Expensive For Me

Summary Rentokil operates a recurring-revenue, route-based pest control and hygiene business with $6.9B in sales and modest 4.4% y/y growth. North America is expected to be RTO's main value-creation lever through 2026-2027, with a strategic shift toward contract revenue and improved route density. RTO's debt load and thin interest coverage (2.3x) are concerns; management is urged to prioritize deleveraging to mitigate operational risk. At ~$23.5 intrinsic value, RTO appears overvalued given low-single-digit growth and limited margin expansion; I would consider investing closer to $20. 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

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: RTO şirketinin temettü ödemeleri son 10 yıldır dalgalı seyretti.

Büyüyen Temettü: RTO şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.

Piyasaya Karşı Temettü Getirisi

Rentokil Initial Piyasaya Karşı Temettü Getirisi
RTO temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (RTO)2.1%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Commercial Services)1.3%
Analist tahmini (RTO) (3 yıla kadar)2.5%

Önemli Temettü: RTO 'in temettüsü ( 2.05% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.42% ) daha yüksektir.

Yüksek Temettü: RTO 'in temettüsü ( 2.05% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.22% ) kıyasla düşüktür.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Yüksek ödeme oranı ( 107.8% ) nedeniyle RTO 'un temettü ödemeleri kazançlar tarafından yeterince karşılanmıyor.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Oldukça düşük nakit ödeme oranı ( 43.8% ) ile RTO 'un temettü ödemeleri nakit akışları tarafından iyi bir şekilde karşılanmaktadır.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/09 16:19
Gün Sonu Hisse Fiyatı2026/06/09 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Rentokil Initial plc 28 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Paul Daniel SullivanBarclays
James RosenthalBarclays
Jane SparrowBarclays